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English
$
USD
I will set up suitecrm, espocrm, vtiger sugarcrm email automation and sales pipeline
Jess
About this gig
If you want to get your CRM working properly? I can help you install and set up SuiteCRM, EspoCRM, Vtiger, or SugarCRM so it actually helps your team sell more and stay organized.
I'll handle the full installation on your hosting or server, set up proper email automation (sending and receiving), create a clean sales pipeline with the stages that match your process, and make sure everything runs smoothly.
What you get:
- Complete CRM installation and basic security setup
- Email integration with automation, notifications, and lead/case creation from emails
- Custom sales pipeline (Kanban style) with workflows and stages
- User permissions, dashboards, custom fields, and reports
- Data import from Excel or old system + simple team guidance
I've done this for many small and growing businesses who wanted a powerful CRM without the headache or high monthly fees.
Just tell me which CRM you want, your hosting details, how many users, and what your sales process looks like. I'll make it fit your business.
Quick turnaround, clean work, and I stay available if you need help after setup.
Drop me a message before ordering so I can give you the best plan.
Let's get your CRM sorted!
Get to know Jess
Jess
CRM Growth Specialist, Turn Leads Into Paying Clients
- FromUnited Kingdom
- Member sinceMar 2026
Languages
English, French, Spanish, German
I’m a CRM expert focused on helping businesses turn leads into paying clients and keep them coming back.
I work with CRM platforms to build systems that capture leads, automate follow-ups, and streamline your sales process, so you stop losing opportunities and start closing more deals.
Whether you need a full CRM setup, automation workflows, pipeline optimization, or integrations, I build systems that are simple, reliable, and built around how your business actually operates.
If your current setup feels messy, manual, or confusing, I’ll fix it and give you a system that works.
My Portfolio
FAQ
Can you help me choose the right CRM for my business?
Yes, tell me about your team size, sales process, and main needs. I'll recommend the best fit between SuiteCRM, EspoCRM, Vtiger, or SugarCRM.
Do you offer CRM hosting?
No, you need to provide your own hosting (cPanel, VPS, or cloud). I can guide you on the requirements if you're not sure.
Can you create new custom modules?
Yes, this is available as a custom extra. Message me your requirements for a quote.
Will you fix errors or issues in my existing CRM?
Yes, I can troubleshoot and fix common installation, email, or configuration issues. Please describe the problem first.
Do you provide source code access or backups?
Yes, after setup I will guide you on how to backup your CRM and you will have full access to all files.
Can you integrate with other tools (like Google Calendar, WhatsApp, or payment gateways)?
Basic integrations are possible in Premium or as extras. Let me know the exact tools you need.
What happens if my server has compatibility issues?
I will check requirements before starting. If there are issues, I'll tell you exactly what needs to be fixed on your hosting.
Is ongoing maintenance included?
No, but I offer support during the revision period. Long-term maintenance can be discussed separately.
