I will setup monday CRM close freshsales copper nimble nutshell podio thryv crmone act
About this Gig
Leads slipping through the cracks in a CRM that is messy, half-set-up or ignored by your team?
I set up and customize your CRM around how you actually sell, from first contact to closed deal.
- WHAT I BUILD:
- monday CRM setup
- Close CRM setup
- Freshsales setup
- Copper CRM setup
- Nimble CRM setup
- Nutshell CRM setup
- Podio workspace setup
- Thryv CRM setup
- CRMOne setup
- Act CRM setup
- sales pipeline
- lead management
- deal stages
- custom fields
- workflow automation
- email automation
- sales sequences
- appointment scheduling
- lead capture forms
- user roles and permissions
- data migration
- CSV import
- CRM integration
- Zapier integration
- Make integration
- dashboards and reports
- CRM cleanup
- task automation
- CRM training
WHY ME:
- Clean setup built around your sales process
- Tested automations, no broken workflows
- Handover guide and training
- Support after delivery
Message me first with your business type and CRM so I can confirm scope.
Order now and let's get your CRM running!
Software:
Freshsales
FAQ
Which CRMs do you set up?
Close, Freshsales, Copper, Nimble, Nutshell, Podio, Thryv, CRMOne and Act. Message me first so I can confirm yours.
Do I need my own CRM account?
configure your account, so you need an active account or trial, and I need admin or invite access.
Will every feature work on my plan?
automations and features depend on your plan, so I tell you what’s possible before I start.
Can you connect my CRM to other tools?
Yes, through Zapier, Make, forms, email and calendars.
Can you migrate my existing data?
Yes, from CSV or Excel files or another CRM, after we map your fields.
