I will setup nimble insightly copper act nutshell thryv freshsales pipeline CRM sage
About this Gig
Stop losing deals to a messy pipeline or scattered spreadsheets. I set up CRM systems that track every deal, automate follow-ups, and keep your sales process organized from one place.
I work across Nimble, Insightly, Copper, Act!, Nutshell, Thryv, Freshsales, Pipeline CRM, and Sage, matching the right platform to your team size, budget, and sales process, so you don't overpay for features you'll never use.
What I build:
- crm pipeline setup
- crm workflow automation
- crm data migration
- crm email integration
- sales pipeline reporting
- contact management setup
- lead follow-up automation
- custom crm fields
- Why work with me:
- Experience across 9 major CRM platforms
- 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 small to mid-size teams tired of manual pipeline tracking and missed follow-ups.
Message me before ordering free scoping call.
Software:
Freshsales
FAQ
Which platform should I choose out of all these?
Tell me your team size, budget, and what you're currently using (if anything), and I'll recommend the best fit — these range from simple and affordable (Nutshell, Pipeline CRM) to more full-featured (Copper, Insightly, Freshsales).
Can you migrate my existing data 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.
Isn't this basically the same as your other CRM gigs?
This one's a broad, general-purpose option covering 9 well-known platforms in one place — good if you're still deciding which tool to go with rather than set on a specific one.
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.

