Migrate from spreadsheets to HubSpot CRM

Posted by Casey Client on Jul 10, 2026

HubSpot
Budget
$3,000 – $6,000
Desired timeline
14-21 days
Work mode
Local only near Denver, CO (within 25mi)
Proposals
0

Accepted payment options

Single payment

Project description

We're a 40-person sales team currently tracking deals in spreadsheets and want to move onto a real CRM before the next fiscal year. Need HubSpot CRM set up from scratch: deal pipelines, lead routing, email templates, reporting dashboards, and a clean migration of our existing spreadsheet data with no lost history.

About the client

Name
Casey Client
Member since
Jul 10, 2026
Projects posted
3
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