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HubSpot Free CRM Setup: Pipeline, Contact Import and Email Templates

    4.80 /5.0
    User review
  • 0 sales
  • 1 view
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A CRM your team will actually use

I configure HubSpot CRM around how you sell, so leads and deals are easy to track.

What is included

  • Account setup and user roles
  • Sales pipeline and deal stages
  • Contact and company import from a spreadsheet
  • Custom properties and views
  • Email templates and basic sequences guidance

How it works

Describe your sales process and share your contact file. I set up the account, test it and send a short guide.

Frequently asked questions

Do I need a paid HubSpot plan?

No. This service uses the free CRM. Some advanced features need a paid plan, and I will tell you which.

Add me as a user with the role you choose. I do not need your password.

This service is for HubSpot. Ask me first for another CRM.

Light cleanup for import is included. Large cleanups are a separate service.

5 Client reviews

( 4.80 Overall rating )
4.0
(2 months ago)

Sample review: Tom Ellis, United Kingdom. Understood our goals quickly and delivered measurable improvements. Highly professional.

5.0
(3 months ago)

Sample review: Ryan Mitchell, United Kingdom. Really dependable. I have since passed the details on to a colleague who needs similar help.

5.0
(3 months ago)

Sample review: Lily Armstrong, United Kingdom. Really dependable. I have since passed the details on to a colleague who needs similar help.

5.0
(3 months ago)

Sample review: Adam Pearson, Australia. Well organised, proactive and thorough. The deliverable was easy to put straight into use.

5.0
(5 months ago)

Sample review: Ethan Walker, United Kingdom. Understood our goals quickly and delivered measurable improvements. Highly professional.