I will setup close io crm, chloe ai, workflows and sales automation, crm integration


About this gig
Need help setting up Close CRM, Chloe AI, lead management systems, or sales automation?
I help businesses build scalable sales systems inside Close CRM that automate lead management, follow-up, qualification, and team workflows.
Whether you're importing thousands of leads, managing multiple sales teams, or optimizing your sales process, I can configure your CRM to support growth and improve conversion rates.
Services include:
- Close CRM setup
- Pipelines and opportunities
- Custom fields and tags
- Smart Views configuration
- Lead import automation
- Lead routing and assignment
- Workflow automation
- Chloe AI setup
- AI lead qualification
- Meeting booking automation
- SMS automation
- Email automation
- Sales sequences
- Predictive Dialer setup
- Team permissions
- Reporting and analytics
- CRM cleanup and optimization
- Make.com integration
- Zapier integration
- Documentation and training
Why work with me?
- Organized CRM systems
- Automation-focused solutions
- Scalable lead management
- Sales process optimization
- Reliable communication
Message me before ordering for a custom solution.
Get to know Emmanuel
Sales Funnel And CRM Automation Specialist
- FromUnited Kingdom
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English
FAQ
Can you set up Chloe AI?
Yes, I can help configure Chloe AI for lead qualification, follow-up, and meeting booking workflows.
Can you import leads automatically into Close CRM?
Yes, I can build automated lead import workflows and lead routing systems.
Can you set up Predictive Dialer?
Yes, I can configure dialer settings, Smart Views, calling workflows, and team structures.
Can you create SMS and email follow-up automation?
Yes, I can build multi-step sales automation and nurture sequences.
Can you integrate Make.com or Zapier?
Yes, I can connect Close CRM with external tools and automate data flow.
Can you optimize an existing Close CRM account?
Yes, I can audit, clean up, and improve existing CRM setups.

