You will get CRM Setup for Small Businesses (HubSpot or Salesforce)
Project details
Most small business owners don’t have time to figure out CRMs—they just need them to work. This project bridges that gap. I’ll configure your HubSpot or Salesforce account to fit your workflow, simplify your pipeline, and eliminate the clutter that slows you down. Whether you’re starting from scratch or need to clean up a mess, this service delivers a streamlined, functional CRM that supports real-world use.
What's included
| Service Tiers |
Starter
$95
|
Standard
$295
|
Advanced
$495
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 6 days |
Number of Revisions | 0 | 1 | 2 |
Number of Tables Added | 1 | 1 | 2 |
Schema Diagram | - | - | - |
Permissions Setup | - | - | - |
Import/Export Data | - | ||
Admin Panel Setup | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $125
Additional Revision
+$25
Additional Table Added
+$50
Import/Export Data
+$75
Admin Panel Setup
+$125About Stefanie
CRM Administrator | Executive Assistant | Operations & Workflow System
Hiawassee, United States - 11:07 pm local time
I’ve supported founders, sales teams, consultants, and service businesses by managing Salesforce environments, executive scheduling, document workflows, and client onboarding systems.
From Jotform to HubSpot and Square, I specialize in onboarding automation, CRM cleanup, and back-office efficiency.
I help overwhelmed service-based businesses fix broken processes, set up clean intake systems, and scale without chaos.
What I Do Best:
🧾 Jotform builds: intake forms, quote forms, conditional logic, autoresponders, payment flows
🧠 CRM + automation setup: HubSpot, Salesforce, client journey pipelines
💬 Square tools: contracts, invoices, service tracking
🗂️ Admin systems: SOPs, onboarding docs, communication templates
🔍 Operational audits: map the mess, design clean solutions, get your time back
I’ve supported:
Contractors, sales departments, compliance consultants, event managers, investors, car dealerships, pet service businesses, real estate firms, and nonprofits.
Founders scaling from chaos to clean systems
Teams merging tech tools and client workflows
Tools I use:
Salesforce • HubSpot CRM • Monday • Asana • Smartsheet • Microsoft Teams • SharePoint • Google Workspace • Microsoft 365 • QuickBooks • Square • Stripe • PayPal Business • JotForm • Zapier • ChatGPT • Microsoft Copilot • Google AI • WordPress • Wix • GoDaddy Website Builder • Squarespace • Canva • Mailchimp • Constant Contact • Google Analytics • SEO & Content Strategy • Meta Business Suite • Adobe Acrobat Sign • DocuSign • Zoom • HR Systems (ADP, Paychex, Indeed for Employers, LinkedIn Recruiter). And more.
I’m fluent in English and German, and bring 20+ years of experience in ops, recruiting, sales, and systems. I don’t just organize workflows—I eliminate friction, so your business runs like it should’ve all along.
Steps for completing your project
After purchasing the project, send requirements so Stefanie can start the project.
Delivery time starts when Stefanie receives requirements from you.
Stefanie works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Strategy Call
We’ll kick off with a 30–45 minute call to understand your goals, pain points, and current workflow.
Process Mapping & Tool Selection
I’ll map your ideal client flow and recommend the right CRM platform if you haven’t chosen one yet.