HubSpot CRM Deployment & Configuration

Замовник: AI | Опубліковано: 10.04.2026

I need HubSpot CRM fully deployed and configured so my sales team can start tracking every lead that comes in from our email campaigns. The focus is exclusively on sales management; we are not activating marketing-automation or customer-service modules at this stage. Key elements you’ll handle • Clean install (or audit and reset of an existing free account if easier) • Tailored lead-tracking setup: custom properties, contact/ company views, and a sales pipeline that matches our current stages • Seamless email integration so new contacts generated by campaigns flow straight into HubSpot, tagged and ready for follow-up • Basic dashboards and reports that let me see lead volume, source, and status at a glance • Quick walkthrough or short SOP so my reps understand how to log activity and move deals forward Success criteria HubSpot shows incoming leads from our email campaigns automatically, the pipeline reflects our real-world process, and I can pull a simple lead-status report without extra tweaking. If you’ve done similar sales-only HubSpot rollouts, I’d love to see a brief example. Let’s get this live.