Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup microsoft dynamics pipedrive freshsales zendesk activecampaign CRM for you
Daniel
About this gig
ARE LOOKING CRM SETUP SO TO AVOID YOUR LOSE OF PONTENTIAL CUSTOMERS
Losing leads? Wasting hours on manual follow-ups? Wrong CRM setup costs businesses thousands every month. I build and automate CRM systems that capture, nurture, and close on autopilot.
I specialise in full CRM setup, sales pipeline configuration, workflow automation, and Zapier integration across the most powerful platforms: Microsoft Dynamics 365, Pipedrive, Freshsales, Zendesk Sell, and ActiveCampaign.
Here's what's included:
- Account Setup & Platform Configuration
- Tailored Sales Pipeline Design
- Workflow & Task Automation
- Automated Email Sequences
- Lead Capture & Form Integration
- Zapier & API Third-Party Connections
- CRM Data Migration
- Contact & Lead Management
- Deal & Opportunity Tracking
- Custom Dashboards & Reporting
- User Roles & Permission Management
- CRM Audit, Cleanup & Restructuring
- AI-Driven Automation & Smart Workflows
- Sales Funnel Optimisation
- Team Training & Video Walkthroughs
Whether you're an early-stage startup, a growing agency, or a scaling SME I'll build you a CRM that drives revenue instead of frustration.
Drop me a message before ordering and I'll map out your ideal setup for free.
Get your CRM
Get to know Daniel
Daniel
CRM Expert
- FromUnited Kingdom
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German
Hello I'm Daniel, CRM setup specialist helping small and large businesses get HubSpot, Zoho, Pipedrive & Monday configured and working from day one. I turn messy, unused CRMs into clean sales machines with custom pipelines, automations, and a walkthrough so your team actually uses it. Let's build a CRM that works for you.
FAQ
Which CRM platforms do you work with?
I specialise in Microsoft Dynamics 365, Pipedrive, Freshsales, Zendesk Sell, and ActiveCampaign — plus HubSpot, Zoho CRM, GoHighLevel, Monday.com, ClickUp, and more. If your CRM isn't listed, message me and I'll confirm
Can you migrate my data from an existing CRM or spreadsheet?
Yes. I handle full data migration including contacts, deals, companies, notes, and custom fields from spreadsheets, old CRMs, or other tools into your new system cleanly and accurately.
Do you set up automations and Zapier integrations?
Absolutely. The Standard and Premium packages include Zapier, Make.com, and native workflow automation , including AI automation, email sequences, and sales pipeline triggers.
How long does the setup take?
Basic setups are delivered in 2 days. Full automation builds with integrations take 4–7 days depending on complexity. I always confirm timelines before starting.
Will I understand how to use it after you're done?
Yes. Every delivery includes a video walkthrough or written guide so you can manage your CRM confidently from day one. Premium orders include a live onboarding call.
Do you offer ongoing support or retainers?
Yes, message me about monthly support packages if you need continued help managing, updating, or scaling your CRM system over time.
