I will setup close io crm automation close pipeline integration

United States

I speak English

Bringing Children's Stories to Life ,From Illustration to Publishing

I'm a passionate Children's Book Illustrator and Book Formatting Specialist dedicated to helping authors transform their ideas into beautifully illustrated, publication-ready books. I create engaging ...
About this Gig

CLOSE CRM | ZAPIER INTEGRATION | SALES AUTOMATION | PIPELINES | SMART VIEWS | CUSTOM FIELDS


Are leads slipping through the cracks? Spending too much time updating contacts manually, chasing follow-ups, or managing a messy sales pipeline?


A poorly configured Close CRM can slow down your sales process instead of making it easier.


I will help you set up, optimize, and automate your Close CRM so your team can manage leads efficiently, automate repetitive tasks, track opportunities, and focus more on closing deals.


I can help you with:

  • Close CRM setup & customization
  • Sales pipeline & opportunity management
  • Smart Views configuration
  • Custom fields & activities
  • Automated follow-ups & reminders
  • Email sequences and workflows
  • Lead & contact organization
  • Zapier integration and automation
  • Third-party app integrations
  • CRM cleanup and optimization


Whether you're starting from scratch or improving an existing Close CRM account, I'll build a streamlined system around your sales process.


Save time. Stay organized. Follow up faster. Close more deals.


Contact me before placing your order.


Software:

Other

Industry:

Real estate

Retail & wholesale