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I will close thryv capsule oracle brevo nutshell engagebay instantly crm one netsuite
Nonprofit CRM and Fundraising Automation Specialist
⭐⭐⭐⭐⭐ “Azeez delivered exactly what we needed and made the entire process easy.”
Are you struggling with missed leads, manual tasks, disconnected tools, or an unorganized CRM?
I’m Azeez, a CRM Setu...
About this Gig
Perfect for businesses, sales teams, agencies, startups, and service companies that need a CRM properly configured, automated, integrated, migrated, or optimized.
I help turn disconnected leads, contacts, pipelines, emails, and sales processes into organized CRM systems that are easier to manage and scale.
MY SERVICES:
- CRM setup & customization
- Sales pipeline & deal stages
- Lead & contact management
- CRM migration & data cleanup
- Workflow & sales automation
- Email & marketing automation
- Lead routing & follow-up
- CRM/API integrations
- Forms, fields & segmentation
- Reporting & sales dashboards
- Troubleshooting & optimization
- CRM-to-CRM data migration
ALSO WORK WITH:
Attio, Creatio, Odoo CRM, Microsoft Dynamics 365 Sales, Freshsales, Copper, Salesflare, Nimble, Kommo, Bitrix24, Apptivo, Sugar Sell, Kintone, SuiteDash, Streak, NetHunt, FluentCRM, Agiled, Clientjoy, Apptivo, Workbooks, Act!, ConnectWise PSA, Ontraport, Method CRM, Scoro, Flowlu, Planhat, Sage CRM & more.
DM to get started today!
Software:
Zoho
My Portfolio
FAQ
Can you work with my existing CRM setup?
Yes. I can work with an existing CRM to clean up data, restructure pipelines, configure fields, improve workflows, troubleshoot issues, and optimize your current sales process.
Can you set up a CRM from scratch?
Yes. I can configure your CRM structure, pipelines, fields, contacts, deal stages, workflows, automations, and other core components based on your business process.
Can you migrate data between CRMs?
Yes. I can help plan and execute CRM migrations, including data mapping, cleanup, field matching, import preparation, and post-migration checks.
Can you automate lead follow-up?
Yes. I can build lead-routing, follow-up, email, task, notification, and sales workflow automations where supported by your CRM and connected tools.
Can you integrate my CRM with other tools?
Yes. I can work with CRM APIs, native integrations, automation platforms, forms, email tools, and other connected business applications.
Do you work with multiple CRM platforms?
Yes. I work across a broad CRM ecosystem including Close, Thryv, Capsule, Oracle Sales Cloud, Brevo, Nutshell, EngageBay, Instantly, OnePageCRM, NetSuite and other platforms.
Can you troubleshoot an existing CRM automation?
Yes. I can review the existing configuration, identify workflow or integration issues, and help correct or optimize the affected CRM processes.
