Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup CRM, workflow automation in pipedrive, jobber, lofty, monday, salesflare
Apollo io Setup, Leads Sourcing, Deliverability Expert, ICP Lists, Campaigns
I help B2B companies get more out of Apollo.io from sourcing tightly matched ICP lead lists to building multi-step outbound campaigns, automating workflows, and fixing email deliverability (SPF, DKIM,...
About this Gig
I help businesses set up and automate their CRM systems in Pipedrive, Jobber, Lofty, Monday.com, and Salesflare turning a blank or messy account into a fully functional sales and workflow management system.
With a background in software development and API integrations, I go beyond basic drag-and-drop configuration. I build custom automations, connect third-party tools (forms, email, invoicing, advertising platforms), and structure your pipelines to match your actual sales process.
What I offer:
- Complete CRM setup and configuration
- Custom pipelines, deal stages, and fields
- Workflow automation (triggers, alerts, task assignment)
- Third-party integrations via Zapier, Make, or native APIs
- Data migration and cleanup for existing accounts
- Team roles, permissions, and reporting dashboards
Whether you're starting fresh or need to fix an underperforming CRM, I deliver a system that saves time and improves lead conversion.
Please message me before ordering if your platform or requirements fall outside the packages listed, so we can scope the project correctly.
Software:
Monday
FAQ
Which CRMs do you work with?
I specialize in Pipedrive, Jobber, Lofty, Monday.com, and Salesflare. If you use a different platform, message me first to confirm I can help.
Do you build automations using Zapier or Make.com too?
Yes. I can connect your CRM to Zapier, Make.com, or native APIs/webhooks depending on complexity and your budget.
Can you migrate my existing data into the new CRM?
Basic data migration (CSV import/mapping) can be included in Standard/Premium packages. Large or messy datasets may need a custom quote.
I already have a CRM set up but it's a mess, can you fix it?
Absolutely. Send me admin access details and a summary of the issues, and I'll audit and rebuild your pipelines/automations.
Do I need to give you login access to my CRM?
Yes, I'll need admin or collaborator access to your CRM account (and any connected apps) to complete the setup safely.
