Browse categories
Explore
Fiverr Pro
English
$
USD
I will be nutshell CRM expert
About this Gig
Struggling to keep leads organized or your sales process scattered across spreadsheets? I help small teams set up a clean, fully automated pipeline built on one of the top-rated B2B growth platforms.
As a CRM specialist and VA, I configure your pipeline stages, import and tag your contacts, sync your inbox, build automation rules, and connect your favorite tools via Zapier so you spend less time on admin and more time closing deals.
What you get:
Pipeline & stage setup
Contact import & tagging
Email sync & templates
Automation rules & sequences
Reporting dashboard
Zapier/API integrations
Team roles & permissions
Whether you're migrating from spreadsheets or another platform, I'll make sure your setup is clean, scalable, and ready from day one. I've supported real estate agents, coaches, and service-based businesses in streamlining their sales process with reliable, hands-on delivery.
Message me before ordering so we can map your process to the right plan.
Software:
Zoho
Industry:
Construction
•
Real estate
•
Insurance
FAQ
Do I need an active subscription before we start?
Yes, you'll need an account free trial works for setup.
Can you migrate my data from a spreadsheet or another CRM?
Yes, included from Standard tier up.
Do you offer support after delivery?
Yes, minor tweaks are covered within the revision window.
Which plan do I need for automation?
Standard covers basic rules; Premium covers advanced multi-step automation.
Can you connect this to my other business tools?
Yes, via Zapier or native integrations depending on the app.
Do you train my team on using it?
Yes, a walkthrough call is included in Premium.
