I will set up a custom CRM for your small business


About this gig
If your business is running on spreadsheets or a cluttered inbox it is time for a real CRM.
I build and configure custom CRM systems for small businesses that are ready to get organized capture more leads and stop letting deals fall through the cracks.
What I deliver Custom pipelines built for your industry and sales process Lead capture forms connected directly to your CRM Automation including follow up reminders status triggers and lead assignment Email integration so nothing falls through the cracks Full walkthrough so you know how to use what I built.
Why work with me I have built two full CRM platforms from the ground up including a multi industry system now serving 18 different business types. I have also built a real estate wholesale CRM and automated lead capture systems for small businesses. I do not just configure software I understand how CRMs need to work for real businesses.
Clean setup. Fully documented. No hand holding required after delivery.
Not sure which package is right for you Send me a message and I will point you in the right direction.
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Get to know Terry P.
Web Developer, Shopify Stores, CRM and SaaS Builder
- FromUnited States
- Member sinceMay 2021
- Avg. response time1 hour
Languages
English
Other Website Development Services I Offer
FAQ
Which CRM platforms do you work with?
I work with GoHighLevel, HubSpot, Zoho, and custom built CRM solutions. Message me with your platform and I will confirm before you order.
Do I need to already have a CRM account?
No. I can help you choose the right platform for your business and walk you through getting set up before we start.
What information do I need to provide?
Your industry, how your sales process works, how you currently capture leads, and any tools you already use like email or Zapier.
Will I know how to use the CRM after you build it?
Yes. Every package includes a walkthrough. The Premium package includes a 30 minute live training call.
Can you connect my CRM to other tools I use?
Yes. I can integrate with Zapier, email marketing platforms, lead capture forms, and calendars. Complex integrations may require the Standard or Premium package.

