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I will setup nimble boldtrail less annoying freshsales five9 podio quickbase close crm
CRM Automation Specialist Integrations Business Automation
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“Our CRM was messy and leads were slipping through the cracks. The setup, integrations, and automated follow-ups gave our team a much better way to manage leads and sales.”
Here’s how I can he...
About this Gig
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Fernani organized our CRM, cleaned up our customer data, and automated our sales workflow. We now have a much clearer pipeline and spend less time handling repetitive tasks manually.
Need help setting up, customizing, migrating, or automating your CRM, call center, or workflow platform?
I help businesses configure their systems, organize contacts and deals, build sales pipelines, automate follow-ups and calls, connect tools, and create workflows that fit their exact process.
What I Can Help With:
- Nimble CRM setup
- BoldTrail CRM setup (real estate)
- Less Annoying CRM setup
- Freshsales setup
- Five9 call center setup
- Podio setup
- Quickbase app setup
- Close CRM setup
- Sales pipeline setup
- Lead and contact management
- Workflow automation
- Email and follow-up automation
- Call flow / IVR setup
- Data migration and import
- Custom fields and dashboards
- System integrations
- API and webhook setup
- Reports and sales tracking
So still juggling disconnected tools, or ready to let one system finally do the work for you?
ORDER NOW or send me a message to discuss your project. Let's build something that actually works for you.
Software:
Podio
Industry:
Construction
•
Marketing & advertising
•
Real estate
FAQ
Which platforms do you work with?
I set up and configure Nimble CRM, BoldTrail, Less Annoying CRM, Freshsales, Five9, Podio, Quickbase, and Close CRM, along with related platforms like GoHighLevel, monday CRM, Bitrix24, Pipedrive, Vtiger, Zoho CRM, RingCentral, and Aircall
Can you migrate my data from another CRM, spreadsheet, or system?
Absolutely. I handle data migration and cleanup, including transferring contacts and records, removing duplicates, and organizing messy spreadsheets into your new system without data loss.
Do you set up call flows and IVR, not just CRM pipelines?
Yes for Five9, I handle call center setup, IVR configuration, and call routing/tracking. For CRMs, I focus on pipeline setup and follow-up automation. Let me know which side of your business needs the most attention.
Can you integrate my system with other tools I use?
Yes, I handle integrations including email, calendar sync, Zapier, payment gateways, and API/webhook setup to connect your CRM, Podio, or Quickbase system with the tools you already use.
I run a real estate team/call center/sales team — can you still help?
Yes. I work with startups, sales teams, agencies, real estate teams (BoldTrail is built for this), call centers, and growing businesses needing CRM, workflow, or call system setup.
