Create a CRM system from scratch in HubSpot for an online course.

Budget: 7000 UAH Deadline: 5 days

Good day! I was setting up funnels and automation in CRM for online courses: deal stages, auto-assigning leads to managers, reminders, and conversion reports between stages. I will build the first stage in HubSpot using its native tools, without unnecessary integrations — contact properties, pipeline, forms, workflows. Five days from access to the portal: two days for the pipeline and properties, two for forms and workflows, and the fifth for a comprehensive lead passage test and a brief instruction for you. Please tell me where leads are currently coming from — website, advertising, or manually from a spreadsheet, and what your HubSpot plan is: on Free, workflows are not available, and automation needs to be built differently.

Budget: 7000 UAH Deadline: 5 days

For Stage 1, I can allocate 7000 UAH and 4-5 working days after access to HubSpot and approval of the first stage's composition.

I would start not with the mechanical setup of fields, but with the sales logic - lead sources, statuses, funnel, deal card, responsible parties, basic automations, reports. HubSpot is fine here, as long as we don't overload the first stage with unnecessary complexity.

I would like to clarify 2 things:
> what HubSpot plan is currently in place or planned
> where leads are coming from - website, forms, advertising, messengers, manual entry

Similar logic cases:
> https://business.ingello.com/forma-crm - CRM approach, sales structure, roles, and client process management
> https://business.ingello.com/platforma - corporate system with business logic, processes, and scaling

More about us:
> https://systems-fl.ingello.com/ua

At the start, I need access to HubSpot, a brief description of the current sales process, and the specifications for Stage 1 from you. If there are complex integrations, database migration, or non-standard automations in the first stage, then it's better to review the estimate after the details =/ Expand

Budget: 7000 UAH Deadline: 4 days

I can start immediately. On the first day, I will prepare and agree on the funnel map and status logic. Then, I will fully set up the first stage of the CRM in HubSpot for leads and online course sales, after which I will check the progression of the scenario from a new lead to the required stage in the funnel. The cost is 7000 UAH, the deadline is 4 days.

Budget: 7000 UAH Deadline: 6 days

Good day!

I have practical experience in building CRM systems and automating sales funnels in HubSpot, as well as designing business processes for online services and educational products. For such a project, it is important not just to set up HubSpot, but to correctly build the logic of lead movement from the first contact to course payment and further work with the client.

For Stage 1, I can perform: business process analysis, sales funnel design, HubSpot setup (pipeline, deal stages, contact properties, basic automations, forms, and integrations as needed), as well as prepare a CRM structure that will be easy to scale in the following stages.

The estimated cost for Stage 1 is 7,000 UAH, and the completion time is 5–7 working days. After reviewing the technical specifications, I will be able to confirm the final scope of work and propose an optimal CRM architecture.

I would be happy to discuss the details and start working soon.

Budget: 7000 UAH Deadline: 7 days

Good day! The SDEV team has extensive experience in automating business processes and configuring CRM systems. We have successfully integrated complex sales funnels and automated lead management, ensuring a quality setup of HubSpot tailored to the specifics of your online course. We are ready to promptly begin implementation according to your technical specifications.

Budget: 7000 UAH Deadline: 5 days

Hello, I see the need to configure HubSpot for the specifics of an educational finance project. The main task here is to build a clear lead path from application to course payment, so the manager can see the status of each potential student without unnecessary clicks.

The first step is to structure the funnel, set up fields for collecting lead data, and automate the transfer of statuses between sales stages. This will allow for immediate access to clean analytics on conversions.

What are your main lead sources right now, and do you need them to be automatically transferred to HubSpot from landing pages or social media?

Budget: 7000 UAH Deadline: 5 days

We have a practically ready similar solution for the sales funnel of an educational product in HubSpot, which can be quickly adapted for your course, and we can discuss the details here; I am available.

For stage 1, I estimate 7000 UAH and 5 working days, provided there are no complex integrations or migration of a large database in the specifications.

I would build the first stage as a basic working system - funnel, lead statuses, contact and deal properties, lead sources, simple automations, tasks for the manager, basic reports.

Additionally, I see value in allocating space for an intelligent assistant - it could suggest the next step for a lead, prepare brief summaries, and eliminate manual routine tasks.

From you, I need access to HubSpot, a description of the sales stages, lead sources, and examples of current tables or applications, if available.

I would like to clarify 2 points:
- What lead sources need to be connected in the first stage - website form, advertising, messengers, import of tables?
- Are automatic messages, tasks for the manager, and payment reports needed in stage 1?

Relevant examples:
- https://business.ingello.com/forma-crm - similar in CRM logic, funnels, roles, and operation control
- https://business.ingello.com/forma-bpm - similar in business processes and phased implementation
- https://business.ingello.com/fractal - an example of process automation through intelligent assistants

Main page of the team for FLH:
https://systems-fl.ingello.com/ua Expand