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$
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I will setup wiseagent meritto ploomes spotler boldtrail sage100 firefish autoraptorcrm
About this Gig
Industry CRM sitting unused because setup never got finished?
A half-configured system means missed leads and wasted software spend.
I set up WiseAgent, Meritto, Ploomes, Spotler, BoldTrail, Sage 100, Firefish, and AutoRaptor CRM handling exactly what buyers in these industries need: lead routing, pipeline configuration, automation rules, and data import built for your field.
Running a dealership or brokerage? I configure AutoRaptor or BoldTrail so every lead gets tracked from first contact to close.
Heres what my service includes:
- Account setup
- Lead import
- Pipeline configuration
- Lead routing
- Automation rules
- Custom fields
- Transaction tracking
- Admissions workflow
- Quote management
- Candidate tracking
- Inventory sync
- Team permissions
- Reporting setup
- Integration setup
- Account troubleshooting
Message me your platform and industry Ill confirm scope before you order.
Software:
Other
FAQ
Can you set up lead follow-up automation for real estate specifically?
Yes. I configure WiseAgent or BoldTrail’s drip campaigns and task reminders so no lead goes untouched after first contact.
Do you work with recruitment-specific CRMs like Firefish?
Yes, I set up candidate pipelines, client tracking, and placement workflows configured to recruitment agency processes.
Can you connect Sage 100 CRM data with inventory or accounting?
Yes, I configure the integration so customer records stay in sync with your existing Sage 100 inventory and accounting data.
Will my existing contacts and deals transfer without duplicates?
Yes. I clean and map your data before import and verify counts match on the new platform.
What access do you need to complete setup?
Temporary admin access to the platform. I recommend revoking it once you’ve confirmed everything is working correctly.
