Home Services CRM Setup & Optimization (HubSpot, Pipedrive, GHL)
HubSpot & GHL Certified

CRM Setup & Optimization (HubSpot, Pipedrive, GHL)

A CRM that your team actually uses — configured for your sales process, connected to your outreach tools, and set up to surface the right leads at the right time.

Get a Free Audit First → Discuss Your Project
What This Fixes

Why Most CRM Implementations Fail

Most CRM implementations follow the same pattern: import contacts, create a few deal stages, and hope the team uses it. Six months later, it's a graveyard of outdated data. I build CRM systems around how your team actually sells — not how the vendor demo said you should.

CRM not adopted by the sales team
Too complex, too generic, or not connected to tools the team already uses.
Deal stages don't match your actual process
Default pipeline stages that don't map to real sales conversations.
No automation between CRM and outreach
Apollo, Instantly, LinkedIn — all disconnected. No attribution, no follow-up visibility.
Leads leaking out of the pipeline
No follow-up tasks created automatically, no stage-based notifications, no accountability.
Reporting that shows vanity metrics
Activity counts instead of revenue conversion rates, cycle times, and deal velocity.
How I Work

The Process

01

Discovery & Mapping

Understand your sales process, team structure, and current tools. Map the ideal pipeline stages and data model.

02

CRM Build

Configure the CRM: properties, deal stages, views, automation rules, and email integration.

03

Integrations

Connect Apollo, Instantly, LinkedIn, Calendly, and any other tools in your stack for seamless data flow.

04

Training

Live training sessions for sales and management — recorded for future onboarding.

05

Handover & Support

Full documentation, 30-day support, and a working system your team will actually adopt.

Tools & Platforms
HubSpot CRM
Pipedrive
GoHighLevel (GHL)
Apollo.io
Instantly.ai
LinkedIn Sales Navigator
Zapier
Make (Integromat)
n8n
Stripe
Calendly
Slack
FAQs

Common Questions

HubSpot, Pipedrive, or GHL — which should I use?
Pipedrive: simple, affordable, great for small sales teams focused on deal tracking. HubSpot: powerful for marketing+sales alignment, great reporting, higher cost. GHL: best for agencies, coaches, and service businesses that want CRM + email + funnels in one place.
Do you do custom CRM development?
No — I work within the native capabilities of each platform. That said, HubSpot, Pipedrive, and GHL all offer extensive customization that covers most B2B use cases without custom code.
Can you fix an existing CRM that's a mess?
Yes. CRM cleanup and restructuring is a common request. I audit what's there, document what to keep, archive or delete what's not, and rebuild the structure around your current process.
Responds within 24 hours

Get Started with CRM Setup & Optimization (HubSpot, Pipedrive, GHL)

Fill in the form and I'll respond with a plan and quote within 24 hours.

Apollo, HubSpot & Klaviyo Certified
Top Rated Plus · 5.0 ★ · $300K+ earned
You work directly with me — not a junior

What's Included

CRM audit (if existing setup)
Pipeline design and deal stage mapping
Contact and company property setup
Automation rules and workflow setup
Email integration (GSuite / M365)
Outreach tool integration (Apollo/Instantly)
Lead scoring configuration
Reporting dashboard setup
Team training (recorded sessions)
30-day support post-launch
HubSpotCertified
GHLCertified

Not Sure Where to Start?

Start with a free deliverability audit — I'll tell you exactly what's wrong before we discuss any paid work.