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$
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I will setup wise agent thryv bold trail netscope kylas apptivo honey book send pulse
About this Gig
Scattered CRM records, missed follow-ups, and disconnected apps can slow your sales process. I set up Wise Agent, Thryv, BoldTrail, Netskope, Kylas, Apptivo, HoneyBook, and SendPulse around your workflow.
I handle CRM setup, pipeline setup, lead management, workflow automation, integrations, and reporting with clear testing and documentation.
Here's what my service includes:
- Pipeline setup
- Lead routing
- Contact fields
- Deal stages
- Task rules
- Email sequences
- Appointment flow
- CRM audit
- App integrations
- Workflow triggers
- Data mapping
- User permissions
- Sales reports
- Testing checks
- Loom walkthrough
Platforms I work with:
Wise Agent · Thryv · BoldTrail · Netskope · Kylas · Apptivo · HoneyBook · SendPulse · HubSpot · GoHighLevel · Pipedrive · Zoho CRM · Salesforce · Freshsales · Copper · Keap · ActiveCampaign · Brevo · Calendly · Zapier · Make · n8n · Slack · Twilio
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Freshsales
FAQ
Can you set up my CRM and organize my sales pipeline?
Yes. I can configure your Wise Agent, Thryv, BoldTrail, Kylas, Apptivo, HoneyBook, or SendPulse account with custom fields, pipeline stages, lead tracking, tasks, follow-ups, and workflows based on your sales process.
Can you set up CRM systems for real estate businesses?
Yes. I can set up Wise Agent and BoldTrail for real estate workflows, including lead organization, pipeline stages, follow-up tasks, appointment tracking, contact management, and automated communication for agents and teams.
What is included in the Premium package?
The Premium package covers multi-platform CRM setup, integrations, workflow automation, reporting, testing, documentation, and support. It is suitable when you need several CRM tools connected and the complete workflow tested before delivery.
Can you integrate my CRM with other business tools?
Yes. I can connect supported CRM platforms with tools such as Zapier, Make, n8n, Calendly, Slack, Zoom, Twilio, Stripe, and email platforms, depending on your workflow, API access, triggers, and required actions.
Can you set up CRM workflows for different industries?
Yes. I can configure CRM workflows for real estate, home services, consulting, agencies, coaching, professional services, and client-based businesses, including lead capture, follow-ups, appointments, client records, and sales pipelines.
