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I will do zoho crm lofty crm attio boldtrail kvcore xlead pipedrive boomtown kartra
Social media Virtual Assistant Zoho CRM Setup Faceless TikTok Video Creation
Struggling to stay consistent on Instagram and create engaging TikTok content while managing your business? I’ve got you covered I’m a professional Instagram Virtual Assistant and Zoho CRM Specialist...
About this Gig
I build CRM systems that actually help you close deals not just dashboards you never use.
Ive worked with Zoho CRM, Lofty, BoldTrail, kvCORE, XLeads, Pipedrive, and BoomTown to create pipelines that match real sales processes, automate follow-ups, and respond to leads instantly. From lead capture to conversion, I connect your CRM, website, and marketing tools into one system that tracks, segments, and nurtures every opportunity.
Bottom line: less manual work, faster response time, and more closed deals
Services I Offer
Zoho CRM full account setup
Custom pipeline & deal stage creation
Lead routing & assignment automation
Workflow automation (emails, tasks, triggers)
Zoho Campaigns setup & email marketing system
Email template design (follow-ups & campaigns)
Lead capture form setup (Zoho Forms)
CRM + website integration
Zoho Bookings scheduling system setup
Zoho Desk ticketing system setup
Data cleanup & CRM organization
Contact segmentation & tagging strategy
Sales funnel optimization
Drip campaign setup (real estate & general)
Integration with third-party tools (Zapier, etc.)
XLeads integration & lead syncing
Pipedrive pipeline setup & optimization
kvCORE / Lofty / BoldTrail CRM c
Software:
Zoho
Industry:
Agriculture
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Business services & consulting
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Software
My Portfolio
FAQ
Can you customize the CRM to match my business process?
Yes — I don’t use generic setups. I build pipelines, stages, and workflows based on how you actually generate and close deals.
Will you set up automation for follow-ups
Absolutely. I create automated emails, task reminders, and lead responses so no opportunity slips through.
Can you integrate my website with my CRM?
Yes I connect your website, forms, or landing pages so leads are captured, tracked, and automatically added to your CRM.
Can you fix or improve my existing CRM setup?
Yes I can audit your current system, clean up your data, and restructure it to improve performance and usability.
Will you provide email templates or campaigns?
Yes. I can design email templates and set up campaigns that are structured for engagement and lead nurturing.
