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Fiverr Pro
English
$
USD
I will set up and automate your CRM
Taje Thomas
About this gig
Most CRMs sit half-configured contacts scattered across sheets, no automated follow-up, no clear pipeline view. I set up and automate CRM systems (HubSpot, GoHighLevel, Zoho) so your sales process runs on the system instead of your memory.
This isn't a generic "I'll click some buttons" setup. I configure pipelines around your actual sales process, migrate your existing contact data cleanly, build automations that handle follow-up and reminders without you touching them, and connect the CRM to the other tools you already use email, calendar, payment processors.
What you get:
- A CRM that matches how you actually sell, not a generic default template
- Clean data migration if you're moving from spreadsheets or another platform
- Automated workflows so leads don't go cold waiting on manual follow-up
- Integrations with your existing email, calendar, or payment tools
- A system your team can actually use not just you
Get to know Taje Thomas
Taje Thomas
AI Automation and Web Systems Specialist
- FromJamaica
- Member sinceApr 2022
- Avg. response time3 hours
Languages
English
I build websites, AI agents, and lead-generation systems for small businesses. My services include custom websites, AI-powered chatbots/agents, GEO/AEO optimization to help you rank in AI search results, high-converting landing pages, and CRM setup to manage your leads and clients. I've delivered projects ranging from simple blogs to full e-commerce platforms, backed by a full digital agency team so I can handle multiple parts of your project without you needing separate freelancers.
FAQ
Do I need to already own a CRM license or can you help me choose one?
Either works. If you already have a platform, I'll build within it. If you're not sure which to pick, tell me your team size and budget in the order requirements and I'll recommend the best fit before we start.
Will my existing data (contacts, deals, notes) transfer over safely?
Yes — Standard and Premium include data migration. I'll ask for an export of your current data upfront so I can map fields correctly before importing, which avoids duplicate or lost records.
What counts as a "custom automation"?
Things like automatic lead follow-up sequences, appointment reminders, deal-stage notifications, or task assignments that trigger without anyone manually doing it. Tell me your specific workflow needs in the order requirements and I'll confirm what's achievable within your package.
Can you connect this to tools I already use, like my email or calendar?
Yes — this is included from Standard tier up. Name the specific tool (Gmail, Outlook, Google Calendar, Stripe, etc.) when you order so I can confirm compatibility before starting.
I have a team — can you set up different permissions or views for each person?
Yes, this is covered in the Premium tier, which includes team member setup and a live walkthrough so everyone knows how to use it.
What if my current CRM setup is a mess and I'm not sure what I actually need?
That's common — message me before ordering with a quick description of your current situation, and I'll help you figure out which package actually fits rather than you guessing.
