Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup crm flowlu bigcontacts infoflo act greenrope cinode accelo connectwise
IT Systems CRM ITSM And Workflow Automation Specialist
Hello, Welcome To my Fiverr profile!
I help MSPs, IT teams, and businesses turn poorly configured software into systems that actually deliver results.
I specialize in RMM & MSP setup (NinjaRMM, Kase...
About this Gig
I Will Set Up & Automate Your CRM (Flowlu, BigContacts, InfoFlo, Act, GreenRope, Cinode, Accelo, ConnectWise)
Hello
Most Valued Buyers,
Do you need a fully optimized client and project management system that enhances your workflow, sales, and team collaboration?
I am a CRM expert specializing in Flowlu, BigContacts, InfoFlo, Act!, GreenRope, Cinode, Accelo, and ConnectWise. I will professionally set up, configure, and automate your CRM to ensure thorough lead management, sales tracking, marketing automation, and reportinghelping your business operate more efficiently.
What This Service Includes:
- CRM Setup & Customization
- Contact & Lead Management
- Sales Pipeline & Workflow Automation
- Email, SMS & Marketing Automation
- Third-Party Integrations & API Automations
- Custom Dashboard & Advanced Reporting
- Project & Task Management
- Security & User Role Management
- Consultation & Post-Launch Support
I will setup full installation and configuration of your chosen CRM, do custom dashboard setup for sales, leads, and reports. I'll also setup Role-based access control for different team members.
NEED MORE INFO?
Message me now to get started!
Software:
PipeDrive
Industry:
Construction
•
E-Commerce
•
Marketing & advertising
My Portfolio
FAQ
Can you train my team or give documentation after setup?
Yes. I offer team onboarding, walkthrough videos, or PDF guides depending on your plan—so everyone knows exactly how to use the CRM from Day 1.
Do you offer CRM automation setup for follow-ups and task reminders?
100%! I create automated workflows that trigger follow-ups, assign tasks, move deals, and send internal alert, so your team stays on point without micromanaging.
Will you import my old contacts and data into the new CRM?
Absolutely. I handle secure data migration, clean up duplicates, map fields correctly, and ensure your contacts, deals, and notes are imported without a hitch.
What features can you help me set up inside these CRMs?
I set up everything you need: contact management, pipeline tracking, email integrations, task automation, sales workflows, calendar syncs, client portals, and more—tailored to your biz model.
:Can you recommend which CRM is best for my business type?
Yes! Whether you're a service provider, consultant, agency, or B2B brand, I’ll analyze your needs and recommend the most efficient CRM—whether it’s ConnectWise for IT, Accelo for agencies, or Flowlu for all-in-one operations.
Reviews
1 reviews for this Gig
| (0) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
V ventrcorp
Repeat Client
United States
Thank you for the support
$200-$400
Price
1 day
Duration
Helpful?
Reviews
1 reviews for this Gig
| (0) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
V ventrcorp
Repeat Client
United States
Thank you for the support
$200-$400
Price
1 day
Duration
Helpful?
