HubSpot Pipeline & CRM Setup -- 2

I need an expert who can turn it into a single command-centre for our B2B sales process. The priority is sales pipeline management. We sell b2b high ticket custom services.

Within that pipeline I want the core CRM pieces in place—clean contact management, reliable lead tracking and seamless email integration—plus the extras that matter

• Omni-channel WhatsApp integration so every chat, voice note or file sits against the right contact record and triggers follow-up tasks.
• Automatic meeting recordings (Zoom, Google Meet or Teams) saved back to the timeline.
• A consolidated activity view that shows calls, emails, WhatsApp threads, appointments and treatment notes in one place.

Deliverables
1. Configure custom deal stages, properties and workflows that mirror our current customer journey.
2. Set up and test the WhatsApp API or approved HubSpot integration, confirming messages sync bi-directionally.
3. Enable meeting recording capture; store and tag recordings against contact, company and deal records.
4. Build dashboards for pipeline health, activity volumes and conversion rates.
5. Provide a short hand-off guide (video or PDF) so my team can maintain and extend the setup.

Acceptance criteria: data syncs in real time, no duplicate contacts are created, and our first live patient enquiry moves through the full pipeline without manual intervention beyond defined approval steps.

If you’ve done similar end-to-end HubSpot roll-outs—especially for clinics or healthcare providers—let’s talk timelines and your proposed approach.