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$
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I will setup close CRM sequences automations integration expert USA
US based Zoho and Salesforce CRM Consultant
CRM + Website + Google Business Profile Expert | 18+ Years Experience
Former CTO specializing in Go High Level, Zoho, Salesforce also building modern websites with Go High Level, Zoho & Wix, and Googl...
Vetted by Fiverr Pro
Juan L was selected by the Fiverr Pro team for their expertise.
Vetted for
CRM Management
Software Development
Software Management
Website Development
About this Gig
Consultation GIG: As a CLOSE CRM expert and Scrum master I will learn your company unique business model and build a document where I'll advise about the best way to effectively set up your CRM.
Why should you buy this gig?
I have 10 years working with CRMs on a deep level. During all these years I've been setting up all features and developed a handful of solutions solving problems in a wide variety of areas providing enough tools in the CRM to execute multiple sequence, sales, and operation strategies.
What should you expect from me?
- An initial analysis processes and recommendations for the CRM.
- Scope of the project and definition of the tasks for the initial weeks.
- Wrike project to follow up.
- CRM implementation.
- Optional documentation and training.
What do I need from you?
- Project requirements as detailed as possible.
- Timeframe for an MVP (Minimum Viable Product).
- Availability to connect in Zoom session, at least to answer key questions.
- Testing and feedback while working on the project.
Know more about Close CRM here:
https://refer.close.com/dq1mhemlg4fl
Ready to start? Send me a message.
Software:
Zoho
Clients I’ve worked with
The Grotto Menswear
Men's Clothing
Starting on 2022, I've been working with The Grotto Mensware many projects improving their Zoho CRM, understanding their processes, creating custom modules, automations, dashboards and reports, and building API integrations with apps like Square, Acuity Scheduling. international providers and Shipstation. We have 19 orders now.
Jan 2022-Jun 2026
Wim Motors Academy
Driving School
WMA offer offroad biking vacation packages for companies, and after analyzing their business, we built a system for their customers to schedule their vacation adventures. We did it with a Zoho Creator app connected to their Zoho CRM during 4 GIGs.
Jun 2022-Dec 2022
My Portfolio
Other Software Management Services I Offer
FAQ
Does this GIG includes any Dev hours?
This GIG is only about Consulting, understanding your business, and building a proposal about what has to be done, the scope, the team, and the timeline to get it done. I will include also tasks for the initial dev phases.
What happens if I buy 1 hour but we need more time at the end of the meeting?
We can do around 1 hour, it's ok if we need a few minutes more. In case we see that we need 1 or 2 more hours, we can schedule a 2nd Zoom meeting or as many as needed and add some Extra hours to the order.
What if I have another Close CRM admin/developer to work with?
The proposal delivery from this GIG is yours, so you can use it with your own CRM administrator or with any other developer if you prefer. We can also guide and train your CRM admin to develop the proposed architecture. And also we can work together and distribute tasks.
An employee of us knows Close CRM, can he do everything?
Yes, we can structure the project, scope, and tasks for your employee to do everything. If needed we can be there answering questions and assisting him in getting everything done.
How long it will take to finish my project?
We estimate a delivery time up to 14 days for 5 hours (1 daily hour during 5 days), some days may be needed to gather information, to get into meetings, etc. Still, it can be faster if we have all we need. Send me a chat with a brief description of your project so we can suggest that GIG to go with.
I already have a CRM, I just need a few improvements, can you do it?
Yes, we usually look to establish a long term relationship, but at the same time, we can start working on small projects. Send me a message with a brief description of what you need.
