We’re looking for a specialist to help us set up a simple, efficient CRM and connect our marketing → leads → sales pipeline → partners, with visibility for accounting/reporting. What you’ll do * Recommend the best CRM for our needs (simple, scalable) * Configure pipeline stages, lead sources, and deal tracking * Set up automations (follow-ups, tasks, reminders) * Partner/referral tracking (resellers, accountants, contractors) * Basic reporting + handoff to accounting (invoices/collections visibility) You are * Strong in CRM setup + marketing/sales operations * Experienced with HubSpot / Pipedrive / Zoho / Salesforce / ClickUp / Monday (or similar) * Practical: keep it simple and fast to adopt To apply Send: (1) what CRM you recommend and why (2) similar setups you’ve done https://booking.redbox.do/ We are open to any budget