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$
USD
I will setup apptivo act any do sage intacct firefish quickbase meritto CRM automation
About this Gig
Stop losing time to manual data entry and disconnected tools. I set up and automate CRM systems that handle your leads, workflows, and reporting automatically, so your team can focus on the actual work.
I work across Apptivo, ACT!, Any.do, Sage Intacct, Firefish, Quickbase, and Meritto matching the right platform to your industry, whether that's sales, recruitment, or finance operations.
What I build:
- Full CRM setup with custom pipelines and fields
- Workflow automation: lead assignment, follow-ups, reminders
- Data import and migration from spreadsheets or old systems
- Integrations with email, calendar, and Zapier
- Custom reporting dashboards for visibility
- Industry-specific setups (recruitment, finance, sales)
Why work with me:
- Experience across 7 major CRM and business 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 agencies, recruiters, finance teams, and businesses drowning in manual admin work.
Not sure which platform fits? Message me before ordering free scoping call.
Software:
LionDesk
FAQ
Which platform should I choose out of all these?
Apptivo, ACT!, and Any.do suit small teams needing simple, fast CRM setups. Quickbase fits custom database/workflow needs. Sage Intacct is finance-focused. Firefish is built for recruitment agencies. Meritto suits education/admissions CRM. Tell me your industry and I'll recommend the right fit.
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 your records aren't duplicated or messy after the move.
What kind of automation can you actually set up?
Things like auto-assigning leads to reps, triggering follow-up reminders, updating deal stages based on activity, and connecting your CRM to email or calendar tools via Zapier.
Will this work for a niche industry like recruitment or finance?
Yes — Firefish and Sage Intacct specifically are aimed at recruitment and finance workflows, so I can tailor the setup to those industry needs.
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.
