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I will setup hubspot pipedrive copper crm capsule crm nimble close io sales automation
CRM automation specialist focused
I'm a CRM integration and sales automation specialist with 3 to 5 years of experience helping startups, sales teams, and agencies build systems that generate and convert leads automatically.
I set up...
About this Gig
I WILL SETUP HUBSPOT PIPEDIVE COPPER CRM CAPSULE CRM NIMBLE CLOSE IO SALES AUTOMATION
Dear Awesome Buyer
Is your CRM a mess? Are leads slipping through the cracks?
You're running a business not a spreadsheet. I'll set up, integrate, and automate your CRM so your sales team closes more deals with less manual work.
I specialize in HubSpot, Pipedrive, Copper CRM, Capsule CRM, Nimble, and Close with full sales automation, pipeline configuration, and third-party integrations using Zapier or Make (Integromat).
What I can do for you:
- Full CRM setup and configuration from scratch
- Sales pipeline design tailored to your business process
- Lead capture automation (web forms, email, ads CRM)
- Contact and deal management workflows
- CRM-to-CRM migration (moving from one platform to another)
- Email sequence and follow-up automation
- Integration with Gmail, Outlook, Slack, Calendly, and more
- Custom reporting dashboards and sales forecasting
- Team onboarding and user permissions setup
- Zapier / Make automation between your CRM and other tool
Why hire me?
I don't deliver a generic setup. Every CRM I build is mapped to how your team actually sells. I ask the right questions before I touch your account
Software:
HubSpot
Industry:
Business services & consulting
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Real estate
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Software
FAQ
Which CRM platforms do you work with?
I specialize in HubSpot, Pipedrive, Copper CRM, Capsule CRM, Nimble, and Close. If you're unsure which is right for your business, message me and I'll recommend the best fit for free.
Can you migrate my data from one CRM to another?
Yes. I handle contact, deal, and activity migrations between platforms. This is available as an add-on or included in the Premium package. Please share your current data format before ordering so I can confirm compatibility.
Do I need to buy the CRM subscription separately?
Yes — my service covers the setup and configuration. You'll need your own CRM account. Most platforms offer a free trial which I can set up during your project.
What information do you need to get started?
I'll ask you a few questions about your sales process, team size, and tools you currently use. Access to your CRM account (admin level) is also required once we start.
Will you walk me through what you've built?
Every delivery includes a written summary of what was done. A full video walkthrough is available as an add-on ($50) — highly recommended for teams being onboarded for the first time
