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Fiverr Pro
English
$
USD
I will setup copper netskope boldtrail freshsales practicepanther legal software
About this Gig
Stop losing leads and client details in your inbox or a spreadsheet. I set up CRM systems tailored to your industry, so sales, real estate, or legal client work runs from one organized system.
I work across Copper, BoldTrail, Freshsales, and PracticePanther Legal Software matching the right platform to your business, whether that's general sales, real estate, or legal practice.
What I build:
- Full CRM setup with custom pipelines and lead stages
- Native Google Workspace integration (Copper)
- Real estate-specific lead and listing workflows (BoldTrail)
- Legal case management and client intake (PracticePanther)
- Automated follow-up sequences based on activity
- Data import and migration from spreadsheets or old systems
Why work with me:
- Experience across Copper, BoldTrail, Freshsales, PracticePanther
- Clear scoping call before work starts, no surprises
- Clean setup so your team can manage it after handoff
- Fast responses, revisions included on every package
- Post-delivery support to fix or tweak flows
Perfect for Google Workspace users, real estate agents, and law firms tired of manual tracking.
Not sure which platform fits? Message me before ordering free scoping call.
Software:
Zoho
FAQ
Which platform should I choose out of all these?
Copper is purpose-built for teams living in Google Workspace (Gmail, Calendar, Drive). BoldTrail is built specifically for real estate agents and teams. PracticePanther fits law firms needing case management and trust accounting.
Why choose Copper over a standard CRM?
If your team already lives in Gmail and Google Calendar, Copper integrates natively so there's no switching between apps — leads and emails sync automatically.
Can PracticePanther handle trust accounting for my law firm?
Yes, it includes compliant trust accounting features — I'll configure this specifically to your firm's requirements.
Can you migrate my existing leads or clients from spreadsheets or another CRM?
Yes, data import and migration is included from Standard package up, with cleanup so records aren't duplicated or messy.
What happens after delivery if I need changes?
Every package includes revisions, and Premium includes a full month of post-delivery support for tweaks and fixes.
