I will set up and manage your close CRM workspace

I will set up and manage your Close CRM workspace so your sales team can track leads, follow up on time, and close more deals.

What I can help with:

- Close CRM setup, users, roles, and permissions

- Pipelines, lead statuses, and custom fields

- Email and calling setup within Close

- Importing contacts and organizing your existing leads

- Automation planning, reporting, and ongoing account management

- A training session so your team knows how to use the workspace

I have hands-on experience with Close CRM and with IT administration and business systems. I set things up in a clear, organized way and document the structure so your team can keep using it with confidence.

Choose the Basic package for a straightforward setup, Standard for setup plus management and training, or Premium for a complete workspace with automation planning and reporting. Message me before ordering so I can confirm the right package for your team and sales process.