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I will do jetpack crm setup, fluent crm, fluent smtp, install crm to wordpress website
Toby M
About this gig
I'll help you install and configure Jetpack CRM, FluentCRM, and Fluent SMTP to get your business running smoothly.
With this setup, you'll be able to capture leads, manage contacts, send email campaigns, and track every interaction all from your WordPress dashboard.
Here's what I'll do for you:
- Install and configure Jetpack CRM or FluentCRM (your choice)
- Set up Fluent SMTP for reliable email delivery
- Connect your forms, website, or lead sources
- Add basic automations to organize and follow up with leads
- Ensure everything works perfectly with your email provider
Whether you're running an online store, agency, or coaching business, this setup will help you save time, stay organized, and communicate better with your customers.
Ready to turn your WordPress into a CRM powerhouse?
Let's get started today.
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Get to know Toby M
Toby M
- FromUnited Kingdom
- Member sinceOct 2025
Languages
English, French, Spanish
Hi, I help businesses get organized and run smoother with the right systems. I work with Salesforce, HubSpot, Zoho, Pipedrive, Monday.com, vTiger, Perfex, Jetpack, Dolibarr, EspoCRM, SuiteCRM, HoneyBook, Dubsado, Acuity Scheduling — and I also build advanced automation using n8n for deeper customization.
I handle everything from setting up your CRM from scratch, migrating data, creating pipelines and dashboards, automating workflows, connecting apps through Zapier/Make/n8n, to integrating email and phone systems. If you want cleaner processes, faster operations, and a CRM that actually work
FAQ
Do I need to have WordPress installed before ordering?
Yes, please have WordPress already set up. If not, I can help install it for a small extra fee.
Which CRM do you recommend—Jetpack or FluentCRM?
Both are great. Jetpack CRM is perfect for client management and invoicing, while FluentCRM is best for email marketing and automation. I can help you choose based on your goals.
Will you configure Fluent SMTP with my email provider?
Yes, I’ll connect Fluent SMTP to your email (Gmail, Outlook, SendGrid, or your domain mail) and test it to ensure smooth delivery.
Can you connect the CRM with my contact forms?
Absolutely. I can link Fluent Forms, Contact Form 7, or Elementor Forms so all leads go directly into your CRM.
Will my existing leads or contacts be affected?
No, your current contacts are safe. I can even help import them into the new CRM setup if needed.
Can you automate follow-up emails?
Yes, I can set up automations to send follow-ups, welcome emails, or sequences when new leads come in.
What if I already have Jetpack CRM installed but not configured?
That’s fine—I’ll audit the setup, clean it up, and configure it correctly.
Can you integrate my WooCommerce store with the CRM?
Yes, I can connect WooCommerce so customer data and purchases sync automatically into your CRM.
Can you create a custom dashboard in Jetpack CRM?
Yes, I can add quick views, sales data, and client insights to your dashboard for easier tracking.
Can you migrate my data from another CRM?
Yes, I can import contacts, notes, and basic info from systems like HubSpot, Zoho, or Pipedrive.
