Customize and integrate HubSpot or Salesforce for our sales team

Our sales team already works in a CRM, but it was set up in a rush and no longer matches how we actually sell. We are looking for a specialist who knows HubSpot or Salesforce in depth and can rebuild the account around our real process. We need custom properties for contacts, companies and deals that capture the fields our managers care about, a clean set of pipelines with stages that mirror our funnel, and required-field rules so that nobody moves a deal forward with half the data missing. The goal is a CRM that our reps trust and actually use every day, not another database they avoid.

On top of the structure we want automation that removes manual busywork. Please build workflows that assign new leads to the right owner, send follow-up reminders, update deal stages on defined triggers, and fire notification emails to the team at the right moments. The CRM must also be connected to our public website so that form submissions land as leads with the correct source and owner, and tied to our email so that correspondence is logged against each contact automatically. We would like lead scoring and a couple of internal automations that flag stalled deals before they go cold.

Data quality is a big part of this job. Our records are full of duplicate contacts and companies after years of imports, so we need a deduplication pass with clear merge rules and a routine to keep it clean going forward. Finally, build the dashboards and reports our head of sales needs: pipeline value by stage, conversion between stages, activity per rep, and forecast. Please document what you configure so our team can maintain it.

— Custom properties, pipelines and stage automation
— Website forms and email integration
— Deduplication, lead scoring and reporting dashboards