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Fiverr Pro
English
$
USD
I will setup close CRM and folk CRM with pipelines, automations and integrations
AI Automation Flutter and React Native Apps Cognito Forms ServiceTitan
I help founders and field service businesses launch faster and operate smarter.
Here’s what I do:
• Build AI SaaS MVPs and workflow automations using Marblism+ Robomotion
• Develop high-quality Flutt...
About this Gig
Struggling to get Close CRM or Folk CRM working the way your sales process actually runs?
I will fully set up and optimize your Close CRM and/or Folk CRM so you can manage leads, automate follow-ups, and close more deals without the usual headaches.
What you get:
Custom pipelines, stages, statuses and fields that match your sales process
Smart views, filters and organization so nothing falls through the cracks
Automations, sequences and workflows (email, SMS, tasks, reminders)
Contact/lead import, cleanup and enrichment
Integrations with email, calendar, Zapier/Make, LinkedIn (FolkX), calling tools and more
Clear documentation + walkthrough so your team can use it immediately
Whether you need a fast Close CRM setup for calling + SMS power, a clean Folk CRM for relationship-focused teams, or both platforms working together, Ill build a system that actually gets used.
Message me with your current tools, team size and main goals before ordering so I can confirm the best package.
Software:
Other
Industry:
Software
•
Wellness
•
Insurance
My Portfolio
FAQ
Which CRM platforms do you work with?
I specialize in Close CRM (close.com / Close.io) and Folk CRM (folk.app). I can set up either one or both in the same order (Premium package).
Do I need an existing Close or Folk account?
Yes. You will provide admin access or invite me as a user. If you don’t have an account yet, I can guide you through creating one quickly.
What exactly is included in the setup?
Custom pipelines & stages, custom fields, smart views/filters, contact import & cleanup, basic-to-advanced automations/sequences, email/calendar integrations, and clear documentation or a walkthrough video so your team can start using it immediately.
Can you migrate data from another CRM or spreadsheet?
Yes. I can import contacts, companies, and deals from CSV files or common CRMs. Complex migrations with history/notes may require the Standard or Premium package.
Do you provide training after the setup?
Yes. Every package includes written notes or a short video walkthrough. A live training call is available as an extra or included in the Premium package.
How many revisions are included?
Basic: 1 revision Standard: 2 revisions Premium: 3 revisions
How long does delivery take?
Basic: 2 days Standard: 5 days Premium: 7 days
