I will setup loxo lofty planhat altvia thryv zixflow sugar sell prospect crm planplus

SAM U

Nigeria

I speak English

CRM AND AUTOMATION EXPERT

⭐⭐⭐⭐⭐(20+) I'm SAM, I'm a CRM & Automation Specialist helping businesses set up, optimize and streamline their sales systems. I work with Close, Upsales, Productive, Knack, Zixflow, Planfix, Planhat, ...
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About this Gig

Need a CRM set up correctlynot another generic template?


I help businesses SET UP, CONFIGURE, AUTOMATE, MIGRATE and TROUBLESHOOT CRM systems across Loxo, Lofty, Planhat, Altvia, Thryv, Zixflow, Sugar Sell / SugarCRM, Prospect CRM and PlanPlus.


WHAT I CAN SET UP

  • Account & user configuration
  • Pipelines, stages, fields & views
  • Lead/contact management
  • Workflows, tasks & follow-ups
  • Email, calendar & form integrations
  • Data import, cleanup & migration
  • Dashboards, reports & automation
  • Testing and troubleshooting


COMMON PROBLEMS

  • Messy pipelines
  • Missed follow-ups
  • Broken workflows
  • Duplicate records
  • Integration issues or a CRM that does not match your process.


PERFECT FOR

  • Startups
  • sales teams
  • agencies
  • real estate teams
  • financial firms
  • professional services
  • growing businesses.


WHY THIS GIG?

I focus on practical CRM implementationnot generic setup. Your system is configured around your workflow, users and business process.


Platforms: Loxo Lofty Planhat Altvia Thryv Zixflow Sugar Sell Prospect CRM PlanPlus


Message me before ordering with your CRM, scope and goal so I can confirm the right package.

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setup loxo lofty planhat altvia thryv zixflow sugar sell prospect crm planplus
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setup loxo lofty planhat altvia thryv zixflow sugar sell prospect crm planplussetup loxo lofty planhat altvia thryv zixflow sugar sell prospect crm planplussetup loxo lofty planhat altvia thryv zixflow sugar sell prospect crm planplus

Software:

Lofty

Industry:

Business services & consulting

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Data analytics

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