I will setup and automate housecall pro crm quoteiq mhelpdesk thryv simpro nutshell crm

Nigeria

I speak English

CRM Setup Automation and Workflow Specialist

Hi there, Stop losing leads to a messy CRM. I help businesses turn chaotic pipelines into streamlined, automated revenue machines. Whether you need a brand-new setup or want to fix an existing syste...
About this Gig

Your CRM Is Only as Good as Its Setup Let's Fix That


If your team is still chasing leads manually, missing follow-ups, or losing jobs because quotes never got sent, the problem usually isn't your CRM it's how it's set up.

I specialize in configuring and automating field service and small business CRMs, including Housecall Pro, QuoteIQ, mHelpDesk, Thryv, Simpro, and Nutshell so your leads get followed up on automatically, your quotes go out on time, and your team stops doing manual busywork.


What I'll do for you:

  • Configure your CRM from scratch or clean up an existing messy setup
  • Build automated workflows: instant lead response, quote follow-ups, appointment reminders, review requests
  • Set up pipelines that match how your business actually books and closes jobs
  • Connect calendars, payments, and communication tools where needed
  • Hand you a system your team can actually use not just tech for tech's sake


Not sure which CRM fits your business, or switching between two? Message me before ordering I'll point you to the right package.

Software:

Housecall Pro

Industry:

Business services & consulting