Optimise Consulting Biz with CRM & Automation

CRM Setup & Lead Automation Workflow for Small Consulting Business We are looking for a CRM & automation specialist to set up a structured lead management system for a small consulting business. Currently, leads are being managed manually and follow-ups are inconsistent. We need a clean CRM environment with automated workflows to improve tracking, response times, and pipeline visibility. Scope of Work: • CRM setup and configuration (HubSpot, Zoho, or GoHighLevel – recommendation welcome) • Creation of sales pipeline stages with structured fields • Automated lead routing and task assignment • Basic follow-up email automation sequence • Integration with website lead capture form • Setup of simple reporting dashboard for pipeline visibility The goal is to centralize all lead data, automate repetitive follow-ups, and create a reliable system for tracking opportunities from inquiry to closing. This is a small fixed-scope project with potential for ongoing optimisation work. Budget: $60 fixed Please outline: Which CRM you recommend and why How you would structure the pipeline Your approach to automation setup Looking forward to working with a structured and reliable CRM specialist.

N° de projet : 40256402