I will setup nutshell brivity insightly smartsuite kommo houzz pro freshsales crm
Automation Expert
About this Gig
Your CRM should make your sales process easier, not create more administrative work.
I will professionally set up and configure Nutshell, Brivity, Insightly, SmartSuite, Kommo, Houzz Pro, Freshsales or Accelo around your business workflow.
Whether you are starting with a new CRM, replacing a messy setup or improving an existing system, I will structure the platform so your team can manage leads, contacts, opportunities and follow-ups more efficiently.
WHAT I CAN SET UP:
- CRM account configuration
- Sales pipelines
- Lead stages
- Custom fields
- Tags
- Contact organization
- User permissions
- Workflow automation
- Task management
- Lead assignment
- Email configuration
- Dashboards
- Reports
- Data import
- CRM integrations
- Testing
Other CRM platforms I work with: HappSales, Mission Suite, DYL, Propertybase, Lawmatics, CustomerBase, Velneo, OA Mobile, Salesforce Customer360, LogicBox, SuiteCRM, Total Office Manager, Law Ruler, AddressTwo, Heymarket, Endear, Track CRM, Realvolve, Salestarget.ai, Shape, folk, SynkedUP, Rasayel.
I focus on clean CRM structures that match your actual sales process instead of using unnecessary features.
Place your order and let's build a CRM that works around your business.
Software:
Freshsales
FAQ
What CRM platforms do you support?
I support Nutshell, Brivity, Insightly, SmartSuite, Kommo, Houzz Pro, Freshsales, Accelo, HappSales, Mission Suite, DYL, Propertybase, Lawmatics, CustomerBase, Velneo, OA Mobile, Salesforce Customer360, LogicBox, SuiteCRM, Total Office Manager, Law Ruler, AddressTwo, Heymarket, Endear, Track CRM.
Can you configure an existing CRM?
Yes. I can optimize an existing CRM, reorganize pipelines, update fields, configure workflows and improve your current setup.
Can you set up CRM automations?
Yes. Depending on the platform, I can configure workflows for lead assignment, follow-ups, task creation, notifications and other repetitive processes.
Can you import my existing customer data?
Yes. I can import properly formatted customer or lead data into the CRM and organize the relevant fields during setup.
Can you connect my CRM with other tools?
Yes. CRM integrations can be configured where supported by the platform, including forms, calendars, email tools, automation platforms and other business applications.

