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Fiverr Pro
English
$
USD
I will set up membrain, leadsquared and bixjet CRM
CRM Consultant, Sales Automation, Pipeline Setup and Lead Management
I help businesses organize their CRM, manage prospects, improve sales pipelines, and automate repetitive workflows.
I specialize in CRM setup, lead management, workflow automation, reporting, integra...
About this Gig
Are prospects sitting in spreadsheets, inboxes, or disconnected tools? Is your sales pipeline hard to manage, with tasks and next steps getting missed? Are you struggling to turn Membrain, LeadSquared, or BixJet into a system your team can use?
I set up Membrain, LeadSquared, and BixJet CRM around your sales process so prospects, opportunities, activities, and workflows stay organized.
What I specialize in:
- CRM setup and configuration
- Sales pipeline and process setup
- Contact and prospect management
- Custom fields and data organization
- Scoring and distribution
- Tasks, reminders, and automation
- Outreach and nurture workflows
- Dashboards and reporting
- CRM cleanup and optimization
Membrain supports structured sales processes. LeadSquared supports scoring, distribution, automation, and sales tracking. BixJet combines prospecting, outreach automation, appointments, and CRM management.
I build around your workflow, not a generic template. You provide account access, business details, sales process, and automation requirements. I handle setup, testing, and review.
Need your CRM organized and ready to use? Send me your platform and goals.
Software:
Other
FAQ
Which platforms do you work with?
I work with Membrain, LeadSquared, and BixJet for the services covered in this Gig. Choose the platform you need when ordering.
Do you set up the CRM from scratch?
Yes. I can configure a new account from the beginning, including the CRM structure, pipeline or sales process, fields, lead organization, and agreed automation.
Can you work on my existing CRM?
Yes. I can review an existing Membrain, LeadSquared, or BixJet setup, organize the structure, clean up agreed areas, and improve the workflow.
Do all three platforms support the same features?
No. Each platform has different capabilities. I configure the features supported by your selected platform rather than promising identical functionality across all three.
Can you create sales automation?
Yes. Automation is included according to your package and the capabilities of the selected platform. This could include tasks, reminders, lead routing, workflow actions, or outreach processes where supported.
Can you set up lead scoring and lead distribution?
Yes, where supported by the platform and included in your selected package. LeadSquared specifically supports lead scoring and automated lead distribution.
Can you customize the CRM around my sales process?
Yes. I build the setup around your actual sales process, pipeline stages, lead flow, team structure, and workflow requirements.
Do you provide CRM training?
Training is included with the Standard and Premium packages. Basic includes the completed setup and final review.
Can you migrate my existing CRM data?
Data migration is available when the source data and requested migration scope are suitable. Large or complex migrations should be discussed before ordering.
