I will setup act CRM sugar sell sage CRM maximizer membrain planhat striven sage copper
About this Gig
Stop letting deals stall because your sales process lives in people's heads instead of your CRM.
I set up Sugar Sell, Maximizer, and Membrain, matching the right platform to your team size and how structured your sales process needs to be.
Membrain in particular is built around sales methodology, not just pipeline tracking, so reps follow a consistent, coachable process instead of winging each deal differently.
What I build:
- sugar sell crm setup
- maximizer crm configuration
- membrain sales process setup
- sales methodology automation
- pipeline stage automation
- crm data migration
- sales coaching workflows
- crm reporting dashboards
Why work with me:
- Experience across Sugar Sell, Maximizer, and Membrain
- 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 wanting a repeatable, structured process baked into their CRM.
Message me before ordering free scoping call.
Software:
Podio
FAQ
Which platform should I choose out of all these?
Sugar Sell suits mid-market teams wanting a full-featured, customizable CRM. Maximizer is a solid, established option for sales-focused teams.
What makes Membrain different from a typical CRM?
It's built around sales methodology and coaching — tracking not just what stage a deal is in, but whether reps are following the right process to get there, with coaching prompts built in.
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.

