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$
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I will setup monday CRM close freshsales copper nimble nutshell podio thryv crmone act
About this Gig
Stop losing deals to a messy pipeline or disconnected project tools. I set up CRM systems that track every deal, automate follow-ups, and connect sales to the rest of your workflow.
I work across Monday CRM, Close, Podio, and CRMOne matching the right platform to your team's sales process, outbound style, and existing tools.
What I build:
- Full pipeline setup with custom stages and deal tracking
- Visual, board-style CRM setup for teams who like Monday.com (Monday CRM)
- Built-in calling and outbound sales automation (Close)
- CRM linked to project and workflow tracking (Podio)
- Automated follow-up sequences based on deal activity
- Data import and migration from spreadsheets or old systems
Why work with me:
- Experience across Monday CRM, Close, Podio, CRMOne
- 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 sales teams, outbound-heavy teams, and businesses wanting CRM tied to project work.
Not sure which platform fits? Message me before ordering free scoping call.
Software:
Monday
FAQ
Which platform should I choose out of all these?
Monday CRM suits teams who like visual, board-style organization. Close is purpose-built for outbound sales teams making lots of calls/emails. Podio works well when you want CRM tied directly to project or workflow tracking.
Does Close actually include calling, or do I need a separate phone tool?
Close has built-in calling and SMS, so your team can call leads directly from the CRM without a separate dialer — I'll set that up as part of the configuration.
Can you migrate my existing deals 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.
Can you migrate my existing deals 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.
