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$
USD
I will setup closeio sales pipeline close io automation workflow closeio integration
Digital Marketing and CRM Automation Specialist
Hey there I am Rachel, a certified Digital & Email Marketer specializing in building conversion-first systems that scale revenue.
Instead of stitching together messy tools, I build seamless CRM oper...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Hi, I'm Rachael Close.io CRM specialist.
I help sales teams with Close CRM setup, custom sales pipelines, email sequences, power dialer, and full AI activation (Auto-notetaker, Email rewrite, Smart enrichment, Summaries).
I deliver complete Close.io CRM automation from scratch, advanced Zapier workflows, lead import, data migration, and system optimization.
What I do best:
- Full Close CRM setup with custom pipelines
- Email sequences + power dialer + calling tools
- All AI features fully activated
- Zapier automations and advanced workflows
- Data migration and optimization
I build practical Close.io CRM systems that save time and boost close rates.
Are you ready to get your Close.io CRM running perfectly?
MESSAGE ME NOW and let's start closing faster.
Sales stage:
Full-cycle sales
Engagement model:
Project-based
•
Monthly retainer
My Portfolio
FAQ
Do I need a Close.io account before ordering?
No, not at all. I can create your Close CRM from scratch or work with your existing account ... whichever you prefer.
Can you migrate my existing leads and data from HubSpot, Pipedrive, or Excel?
Absolutely. I handle clean data import and migration so nothing gets lost and everything works smoothly in your new Close.io CRM.
Do you set up email sequences and power dialer?
Yes, I build professional email sequences and fully configure the power dialer + calling tools so you can start outreach immediately after delivery.
Will you turn on and teach me all the AI features?
Yes... I fully activate Auto-notetaker, Email rewrite, Smart enrichment, and Summaries, then show you exactly how to use them in the training call.
Will I receive training on how to use the Close CRM?
Yes. I will have a 30-minute training call plus a private Loom video walkthrough so your team feels confident.
