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Fiverr Pro
English
$
USD
I will configure and customise zoho CRM for your sales team
CRM expert with 12 yrs experience and over 2k deals managed
I’m a tech sales and CRM specialist with 12+ years of experience working in real, revenue-driven environments. I’ve set up, customised, and optimised CRM platforms for enterprise sales teams, covering...
About this Gig
I'm a tech sales and CRM specialist with 12+ years experience, having managed over 2,000 deals across enterprise and growing sales teams. I help businesses set up and optimise custom CRMs using Zoho CRM, tailored to your sales process and team workflow.
From leads, contacts, accounts, and deals to quotes, pipelines, automations, dashboards, and reporting, I build systems that save time, reduce manual work, and give full visibility over your sales pipeline. Whether you're starting from scratch, migrating from spreadsheets, or fixing an over-complicated CRM, I design solutions your team will actually use.
I also provide training, workflow planning, and automation guidance to ensure your CRM drives results from day one. My focus is on making sales teams more efficient, improving forecasting, and supporting business growth, so you can close more deals with less admin.
Software:
Zoho
My Portfolio
FAQ
Which CRMs do you work with?
I specialise in Monday.com/Zoho CRM, but I have experience with other CRMs like HubSpot, Salesforce, Pipedrive, and . This gig focuses exclusively on Zoho CRM setups.
What’s included in the Starter, Professional, and Advanced packages?
Starter: Leads, contacts, accounts, deals, basic dashboard, and pipelines Professional: Starter + quotes, automations, and custom views Advanced: Professional + dashboards, advanced automations, integrations, and team guidance
Do you provide training?
Yes! Professional and Advanced packages include training sessions. You can also add extra training as a gig extra if needed.
Can you customise workflows for my business?
Absolutely. I tailor pipelines, automations, dashboards, and reporting to your team’s unique sales process.
How long does it take to set up my CRM?
Delivery depends on the package: Starter: 4 days Professional: 7 days Advanced: 10 days Extra fast delivery is available as a gig extra.
What information do you need from me to get started?
I’ll need your sales process overview, desired boards, stages, and any existing data you want migrated. The more detail you provide, the faster and more accurate the setup.
Can I add automations or integrations later?
Yes! You can add them later, or I can include them upfront in the Advanced package or as a gig extra.
