Seleem O.

HubSpot CRM Specialist | Setup, Marketing Automation & Integrations

Your CRM is full of duplicates, leads go cold, and nobody trusts the reports. I set up and fix HubSpot CRM portals so your data stays clean, follow-up runs on its own, and your team finally trusts what HubSpot tells them. Most teams I help pay for HubSpot and use a fraction of it. Deal stages don't match how the team sells. So people stop updating records, and the reports stop meaning anything. I fix that with one service. I plan your portal, set it up, automate the follow-up, and build the integrations around it. I do this for logistics and warehousing companies, marketing agencies, healthcare and MedTech teams, B2B SaaS companies, and ecommerce brands. The industry changes. The problem and the fix rarely do. Starting fresh? I'll run your HubSpot CRM setup from an empty portal. If yours is messy, I audit it first and rebuild only what's broken. The planning I do before anything is built: ✅ Portal audit: what works, what's broken, what to fix first ✅ Lifecycle stages and lead status rules that sales and marketing agree on ✅ Deal pipeline and deal stage design that matches how you really sell ✅ Property and object plan, so every field has a purpose and an owner ✅ Lead scoring model and marketing to sales handoff rules ✅ Reporting plan built around the questions you actually ask ✅ A written HubSpot CRM plan you approve before I touch a single record What I build and automate: ✅ HubSpot CRM setup and configuration: users, teams, permissions, pipelines and properties ✅ Data migration from another CRM or spreadsheets, with field mapping and record checks ✅ Data cleanup, deduplication and contact segmentation ✅ Workflows that set lifecycle stages, assign owners, create tasks and send alerts ✅ Lead routing and rotation, so every new lead gets an owner ✅ Sales sequences and email nurture built with marketing automation ✅ Integrations that sync forms, orders and contacts with your website, store and phone system ✅ Dashboards for pipeline, lead source and team activity ✅ Fixes for HubSpot workflows that fire twice, skip records or stop Hubs and integrations I work with: ✅ Smart CRM: contacts, companies, deals, custom properties and lists ✅ Marketing Hub: forms, email and marketing automation ✅ Sales Hub: pipelines, sequences, tasks and meeting links ✅ n8n and Zapier for connections HubSpot lacks natively ✅ WordPress and WooCommerce ✅ QuickBooks and Aircall ✅ Pipedrive, SugarCRM, Google Sheets and CSV files as migration sources Industries I work with: ✅ Logistics, warehousing and distribution ✅ Marketing and digital agencies ✅ Healthcare, clinics and MedTech ✅ B2B SaaS and tech ✅ Ecommerce and DTC brands ✅ Home services, edtech, real estate and financial services How a project runs: 1. Audit and discovery. I review your portal, data and lead sources, and how your team sells. 2. Plan approval. You sign off on a written plan before anything gets built. 3. Build and test. I build your HubSpot CRM configuration in a sandbox where your tier allows, then run test records through every workflow. 4. Launch and QA. I switch things on in stages and watch the first live records. 5. Training and handover. You get a recorded walkthrough and SOPs, so HubSpot onboarding for new hires takes an hour. Questions clients ask: Which HubSpot tier do I need? Starter covers a basic CRM setup, forms and simple email. Most marketing automation, branching workflows and custom reports need Professional. I'll tell you on our first call if your plan can't do what you need. Can you work inside my live HubSpot CRM without breaking what's running? Yes. I list every active HubSpot workflow first, test changes away from live records, and switch things on one at a time. I'll need Super Admin access, or an admin seat with the right permissions. Will a migration lose data or history? Not if it's mapped first. I map every field, move records in order (companies, contacts, deals, then notes), keep associations, and check record counts against the source. Some old activity can only come across as notes, and I'll tell you which before we start. Do you train my team? Yes. Every project ends with written SOPs, so your HubSpot CRM's workflows keep running after I leave. Who I work best with: ✅ Teams of 3 to 50 people who already pay for HubSpot or are about to ✅ Founders and sales leaders who want their HubSpot CRM run for them, not explained to them ✅ Teams in the middle of HubSpot onboarding who want it done right once ✅ Companies moving off another CRM or a pile of spreadsheets ✅ Teams that want a monthly admin to keep data clean What I don't do: Paid ads, blog or ad copywriting, cold calling or appointment setting, or buying contact lists. I don't promise revenue or lead numbers, and I don't offer 24/7 support. My job is the HubSpot CRM itself, website design or HubSpot theme development, & the systems around it. Send me a message with what's broken in your HubSpot CRM today and which tools it needs to talk to. I'll reply with where I'd start.