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We are a newly established UK-based data centre advisory business specialising in data centre capacity, AI infrastructure and strategic introductions. We're a startup, so we're looking to keep costs sensible while building solid foundations for the future. At this stage, there are only two of us using the CRM, so we're not looking for an enterprise implementation. We simply need someone experienced with HubSpot who can help us get up and running properly. ## What We're Looking For We're looking for an experienced HubSpot freelancer who can spend a few hours with us initially to: * Set up HubSpot CRM correctly * Configure Companies, Contacts and Deals * Create a simple sales pipeline * Connect Microsoft 365 / Outlook * Install and configure the Outlook add-in * Help import our existing contacts * Create a couple of useful dashboards * Show us best practice * Provide some basic training We're not looking for anything overly complicated at this stage. Our priority is getting a clean, easy-to-use CRM that we can start using immediately. ## Our Sales Process Our pipeline is likely to include stages such as: * Lead Identified * Initial Conversation * Requirement Received * Qualification * Capacity Search * Proposal * Commercial Negotiation * Won * Lost We'd welcome your suggestions if you've implemented similar systems before. ## Budget We're a startup, so budget is important. Ideally, we'd like someone who is happy to work with us for a few hours initially, helping us build the foundations without overcomplicating things. As the business grows, we'd like to continue working with the same person and expand the CRM over time with additional features and automation. ## About You We're looking for someone who: * Has previous HubSpot implementation experience * Explains things in plain English * Doesn't over-engineer solutions * Understands small businesses and startups * Is reliable, friendly and easy to work with * Can suggest simple, practical improvements ## Please Include * A brief introduction about yourself * Your HubSpot experience * Examples of similar work you've completed * Your hourly rate * Approximately how many hours you think this initial setup will take * Whether you'd be interested in providing occasional support as our business grows We're looking for someone we can build a long-term relationship with rather than simply hiring for a one-off task. 5–10 hours initially.
Project ID: 40601807
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142 freelancers are bidding on average £17 GBP/hour for this job

Hello, I can set up HubSpot CRM for your UK-based advisory business with a simple, clean pipeline tailored to your sales stages. I’ll configure Companies, Contacts, Deals, connect Microsoft 365/Outlook, install the add-in, import contacts, and create dashboards. I’ll also provide best-practice guidance and basic training so you can manage confidently. Would you prefer dashboards focused on pipeline visibility or overall activity tracking first? I’ve done similar work with great success and confident to fulfill your requirements. Let’s talk.
£14 GBP in 40 days
9.8
9.8

Hi, I can help streamline HubSpot for your startup by setting up Companies, Contacts, and Deals, as well as configuring your sales pipeline and connecting Microsoft 365. With over 8+ years of experience in CRM implementation, I focus on creating practical and user-friendly solutions. I can assist with importing existing contacts, creating dashboards, and providing best practices tailored for startups like yours. I believe in building a solid foundation and would love to support you as your business grows. I aim for a seamless setup that allows you to start using HubSpot immediately without unnecessary complexity. Let me know if you want to move forward! Best Regards, Priyanka
£10 GBP in 40 days
8.5
8.5

Hello, I can help you set up HubSpot CRM tailored for your startup's needs, focusing on a clean and easy-to-use system that supports your sales process. I will assist with configuring Companies, Contacts, Deals, creating a simple sales pipeline, connecting Microsoft 365/Outlook, importing contacts, and setting up useful dashboards. My goal is to keep things practical and straightforward without overcomplicating the setup. I have experience implementing HubSpot for small businesses and startups, ensuring reliable and friendly support. I can also provide basic training and suggest improvements that fit your growth plans. This initial setup will likely take around 5 to 10 hours, and I’m open to ongoing support as your business evolves. Do you have your existing contact data and Microsoft 365 access ready for integration? Best regards, Waqas & GoDesign Team
£30 GBP in 3 days
8.7
8.7

Hello, I'm Rafael. I'm a HubSpot CRM consultant and I've helped small businesses and startups implement practical CRM setups that are easy to use from day one without adding unnecessary complexity. Your requirements are exactly the kind of project I enjoy. I'd configure Companies, Contacts, Deals and a sales pipeline tailored to your process, connect Microsoft 365 and Outlook, install the Outlook add-in, import your contacts, build a couple of useful dashboards and provide hands-on training so you're comfortable managing everything yourselves. I also like reviewing the sales process before configuring the pipeline, so if I see opportunities to simplify or improve it, I'll explain the reasoning in plain English and let you decide what fits your business. Based on your scope, I estimate the initial setup will take around 6-8 hours, including configuration, testing and training. My hourly rate is £45/hour. I've implemented HubSpot for service businesses and growing companies looking to establish solid foundations before introducing automation later. As your business grows, I'd be happy to continue supporting you with workflows, reporting and CRM improvements when the time is right. Let's have a chat about your goals and current contact data so we can define the best setup and provide an accurate estimate before getting started.
£15 GBP in 5 days
8.4
8.4

Hi, I'm a Senior CRM & HubSpot Specialist. Here is what I will do: 1. I will set up HubSpot CRM with Companies, Contacts, and Deals. 2. Configure a simple sales pipeline tailored to your process. 3. Connect Microsoft 365 / Outlook and install the add-in. 4. Import existing contacts and create useful dashboards. 5. Provide best practice guidance and basic training. With my expertise of 8+ years, I can do the job fulfilling your needs.
£12 GBP in 40 days
8.0
8.0

I’ll configure HubSpot Companies, Contacts, Deals, Outlook sync, a lean sales pipeline, dashboards, and clean contact imports for your startup CRM. I’ve set up practical CRM foundations with simple pipelines, reporting, and user training. Estimated timeline: 2–3 days Budget: £15 GBP/hour Let’s discuss and get started. Ajharul
£13 GBP in 40 days
7.8
7.8

Hi! My name is Marjan and I'm here to offer you my services as a skilled applicant with over a decade of experience working on Freelancer.com. l believe I am the best fit candidate for this project due to my extensive experience; I would like to have a discussion to get to know that we both are on the same page. Once the scope will be locked, I will start working on it right away.
£20 GBP in 40 days
7.0
7.0

Hello, I've helped businesses set up practical CRMs that are easy to manage and built around their sales process. I can configure your HubSpot account, set up your pipeline, connect Microsoft 365/Outlook, import your contacts, create dashboards, and walk you through everything so you're comfortable using it from day one. please come to the chat box so we can start
£19 GBP in 10 days
6.8
6.8

As a seasoned professional adept in building and optimizing websites, I appreciate the importance of establishing a solid CRM foundation for businesses. My extensive experience in working with eCommerce platforms such as Shopify, WooCommerce, and WordPress has provided me with a deep understanding of CRM systems, including HubSpot. Over the years, I've helped numerous startups like yours to set up their CRM systems from scratch, understanding and accommodating their financial constraints. One thing that distinguishes my service is my commitment to simplicity - I understand that startups need quick and effective solutions without added complexities. I'm adept at translating technical concepts into plain English and ensuring that you get a clean, easy-to-use CRM system ready for immediate use. From configuring Companies, Contacts, and Deals to creating a streamlined sales pipeline within HubSpot that aligns with your specific stages—each task will be executed diligently and efficiently.
£13 GBP in 40 days
6.7
6.7

As a Full Stack Developer and Digital Solutions Expert with over 8 years' worth of hands-on experience, I believe I am the perfect fit for your HubSpot CRM setup project. My extensive proficiency in HTML and PHP, as well as my background in data analysis and management, is aligned with the tasks you've outlined. Having completed over 200 successful projects throughout my career, I can guarantee a clean and easy-to-use CRM setup that will meet your specific needs without any unnecessary complexities. Given my previous experience with similar systems, I can leverage best practices to design a streamlined sales process that aligns intimately with your business goals and vision. Moreover, as a professional who prioritizes clear communication and scalable solutions, I ensure that you get far more than just HubSpot CRM setup- I provide long-term support, as evidenced by the many ongoing relationships I maintain with clients. With me onboard, rest assured you're not investing in someone for a one-off task but rather establishing a lasting partnership to elevate your business together. Motivated by helping startups like yours build solid foundations, my rates are competitive; together we can achieve your goals while keeping within budget.
£15 GBP in 40 days
6.5
6.5

Hi, I'd be happy to help you establish a clean, practical HubSpot CRM that fits your business today while providing a solid foundation for future growth. My approach is to keep the setup simple and intuitive by configuring Companies, Contacts, Deals, your sales pipeline, Microsoft 365 integration, contact import, dashboards, and Outlook so you can start using the CRM immediately. I'll also walk you through best practices, explain everything in plain English, and provide hands on training so you're confident managing the system yourselves. I prefer building scalable solutions without unnecessary complexity, especially for startups where usability is more important than over engineering. For the initial setup, I estimate around 6 to 8 hours depending on the quality of the existing contact data. My hourly rate is $45 USD, and I'd be happy to provide ongoing support as your business grows and you're ready to introduce automation or additional HubSpot features. Best, Justin
£50 GBP in 40 days
6.6
6.6

Hello, As a certified GHL Partner, Shopify Expert and Automation Specialist with an extensive background in n8n and Zapier, I am confident that my expertise is a great match for your HubSpot CRM setup needs. With more than 5 years of HubSpot implementation experience under my belt, I have successfully configured CRM systems, managed contacts and deals, created intuitive pipelines – including stages resembling your sales process! – and implemented Outlook integrations. What sets me apart is my commitment to providing plain English explanations and not overengineering solutions. As a small business myself, I understand the challenges you face and the need to work within budgetary constraints without compromising quality. I believe in building long-term relationships with clients by delivering simple yet practical improvements that contribute to their growth over time. Additionally, my hourly rate reflects this case-by-case approach. Your project resonates deeply with me - a startup looking for cost-effective ways to build solid foundations for the future. I am ready to jump right in for an estimated timeframe of 5-10 hours and continue supporting your growing business in the long run as well if needed. Let's discuss how we can leverage HubSpot's potential to automate operations, generate leads, improve communications, and increase sales for your data centre advisory business focusing on AI infrastructure - together! With regards!
£13 GBP in 40 days
6.7
6.7

Your pipeline will fail if deal stages don't map to actual handoff points between you and your partner. Most startups configure HubSpot around theoretical workflows rather than how deals actually move, which creates data rot within 60 days. Quick questions - are you tracking introductions separately from direct sales opportunities? And do you need automated reminders when deals stall in Qualification for more than 14 days? Here is the architectural approach: - HUBSPOT CRM: Build a 9-stage pipeline with automation rules that flag stalled deals and trigger follow-up tasks based on your actual sales velocity. - MICROSOFT 365 INTEGRATION: Configure bidirectional sync between Outlook and HubSpot so emails auto-log to contact records without manual data entry. - DATA IMPORT: Clean and deduplicate your existing contacts before import to prevent merge conflicts that break reporting later. I've implemented HubSpot for 8 B2B startups in their first year, including one advisory firm that scaled from 2 users to 12 without rebuilding the CRM. Let's schedule a 20-minute call to map your actual deal flow before we configure anything.
£12 GBP in 30 days
6.9
6.9

Good day! Helping startups implement practical, easy-to-manage HubSpot CRM systems has been one of my specialties for the past 9 years. I focus on building clean CRM foundations that support growth without adding unnecessary complexity, making adoption simple from day one. I can configure your HubSpot CRM, set up Companies, Contacts, Deals, create a streamlined sales pipeline tailored to your advisory business, connect Microsoft 365/Outlook, configure the Outlook add-in, import existing contacts, build insightful dashboards, and provide clear, hands-on training in plain English. I'll also share best practices and practical recommendations that fit your current stage while leaving room for future automation. Based on your requirements, I expect the initial setup to fit comfortably within your 5–10 hour target. I'm also happy to provide ongoing support as your business grows, helping you gradually expand the CRM with new features while keeping everything organized, efficient, and easy to use.
£13 GBP in 40 days
6.1
6.1

Hello There! I’m Md. Toriqul Islam, and I’m excited to partner with you. I can dive into your project immediately. I have 10+ years of experience in HubSpot CRM, CRM implementation, Microsoft 365 integration, and business process automation. I understand you're looking for a practical HubSpot setup for your startup without unnecessary complexity. I can configure your CRM, sales pipeline, Microsoft 365/Outlook integration, import contacts, build useful dashboards, and provide clear training so your team can start using HubSpot confidently from day one. I am skilled in HubSpot CRM, Microsoft 365, Outlook Integration, CRM Automation, Contact Management, Sales Pipelines, Dashboards, and Workflow Automation. Estimated Time: 5–8 hours for the initial setup. Hourly Rate: Happy to discuss based on your budget, and I'm available for long-term support as your business grows. I’m ready to start immediately and would be happy to discuss your requirements. Looking forward to hearing from you. Best regards, Md. Toriqul Islam
£10 GBP in 40 days
6.0
6.0

I’ve helped startups set up HubSpot CRMs from scratch, focusing on simple pipelines and clean data to avoid future headaches. For a data centre advisory like yours, I’d prioritize a straightforward setup of Companies, Contacts, and Deals, with your sales stages clearly laid out so nothing gets lost along the way. In a recent project, I worked with a small team linking HubSpot and Microsoft 365 like you need, including setting up the Outlook add-in and importing contacts with minimal fuss. That experience taught me the value of clean imports and practical dashboards that give you quick insights without clutter. A couple of questions: Do you want deal automation now, or just manual updates to keep it simple? And what format are your contacts in? CSV, Excel, or something else? These affect import speed and accuracy. I estimate 5–7 hours initially for setup, training, and dashboards. I’m happy to provide ongoing support as you grow and add features gradually. Ready to get your CRM clean and operational quickly.
£10 GBP in 7 days
6.0
6.0

Hi, I can help you set up HubSpot CRM with a clean foundation that fits your startup’s current needs without adding unnecessary complexity. I have experience configuring HubSpot for small businesses, including CRM setup, Companies/Contacts/Deals structure, sales pipelines, Outlook integration, data imports, dashboards, and user training. For your data centre advisory workflow, I’ll help create a practical pipeline covering stages like lead identification, qualification, capacity search, proposals, negotiations, and deal outcomes while keeping the system easy to manage. My approach is to understand your sales process first, configure only what adds value, and provide guidance so your team can confidently use HubSpot from day one. I’d be happy to support the initial setup and continue helping as your business grows with future automation and CRM improvements. Best Regards, Fizza Nadeem K
£10 GBP in 40 days
6.2
6.2

Hi there, we are a team of Full Stack Web and Mobile App developers and we can do this project in no time. Thanks Ashish Kumar.
£13 GBP in 40 days
5.7
5.7

Hi, I’ve helped businesses set up CRM systems with similar goals, where the priority was creating a simple, practical setup that teams can actually use rather than overcomplicating the process. I understand that as a startup, you need a clean HubSpot foundation that can grow with your business. The main challenge is structuring the CRM correctly from the beginning so contacts, companies, deals, and sales activities remain organized as opportunities increase. I’d configure HubSpot CRM, create a suitable pipeline, connect Microsoft 365 and Outlook, import contacts, build useful dashboards, and provide guidance on best practices. I’ll keep the setup efficient, explain everything clearly, and provide a foundation that can later support automation and additional features as your business expands. Best Regards, Muhammad Saad K
£10 GBP in 40 days
5.7
5.7

I really like how clearly you've laid out your requirements — it makes it easy to scope this properly rather than overcomplicate it, which fits how I like to work. A bit about me: I'm a CRM and business automation specialist with 5+ years' experience building and configuring CRM systems (including HubSpot, Zoho, and Pipedrive) for small businesses and startups. I focus on clean, practical setups — no unnecessary complexity, just a CRM your team will actually use. For your project, I'd: Set up Companies, Contacts, and Deals correctly from the start Build your pipeline exactly as outlined (Lead Identified → Won/Lost), with small tweaks if useful based on similar setups I've done Connect Microsoft 365/Outlook and configure the Outlook add-in Import your existing contacts cleanly Build 2 simple, useful dashboards (e.g. pipeline overview, activity tracking) Walk you both through best practice and basic day-to-day usage Estimated time: 6–8 hours initially, billed hourly so you only pay for what's needed. Rate: £[X]/hour I'd be glad to continue supporting you as you grow — adding automation, reporting, or integrations over time. I prefer long-term working relationships over one-off jobs. Happy to hop on a quick call first.
£15 GBP in 40 days
5.8
5.8

Gillingham, United Kingdom
Member since Mar 31, 2024
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