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Fiverr Pro
English
$
USD
I will set up your CRM and automate your business operations
About this Gig
Running a business without a proper CRM is like navigating without a map. You lose leads, miss follow-ups, and leave money on the table.
I will set up your CRM and automate your business operations so your pipeline runs itself from first contact to closed deal and beyond.
With over 11 years of experience in business operations and marketing technology at Edderton Scott, I've helped businesses of all sizes implement CRM systems that actually work not just sit there collecting dust.
What I'll do for you:
- Set up and configure your CRM from scratch (or clean up an existing one)
- Build custom pipelines and deal stages matched to your sales process
- Import and organise your existing contacts
- Set up automated follow-up sequences and email triggers
- Connect your CRM to other tools via Zapier or native integrations
- Create lead capture forms and embed them on your website
- Set up reporting dashboards so you can track performance at a glance
- Provide a full handover with training so your team can use it confidently
Why work with me?
custom, documented, and built to last. Let's get your business running smarter.
Software:
HubSpot
My Portfolio
FAQ
Which CRM platforms do you work with?
I work with HubSpot, Zoho, Pipedrive, Jetpack CRM, and can connect most CRM tools to third-party platforms via Zapier. If you're unsure which CRM is right for you, I'm happy to advise before we begin.
Do I need to already have a CRM account?
No. I can help you choose the right CRM, create your account, and set everything up from scratch. If you already have an existing CRM, I can work with that too and improve or reorganise what's already there.
