CRM Setup Consultant for Small Wholesale Business
We are a small wholesale company (under 10 users) looking for a CRM consultant to help us select, set up, and customize a CRM system (e.g., HubSpot, Zoho, or Pipedrive).
Scope includes:
• CRM selection guidance
• Sales pipeline & deal stages setup
• Custom fields for wholesale business
• Import existing customer data
• Basic automation (tasks, reminders)
• Team training & documentation
Requirements:
• Proven CRM implementation experience
• Experience with small B2B or wholesale businesses
• Clear communication and training ability
Budget:
$1,500–$3,000 (project-based)
Pay: $30.00 - $50.00 per hour
Work Location: Remote
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