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Fiverr Pro
English
$
USD
I will configure pipedrive, close, copper, freshsales or nimble CRM
About this Gig
Messy leads, scattered spreadsheets, and missed follow-ups make it hard to see where your deals stand and which ones need attention today.
I configure your CRM so your sales process is clear and trackable. I work with Pipedrive, Close, Copper, Freshsales, Pipeline CRM, and Nimble, building the structure around how you actually sell. I can start from scratch or clean up an existing account that has become disorganized.
What's included:
- Pipeline stages and deal setup
- Custom fields and contact import
- Email, task, and follow-up automation
- User roles and basic permissions
- Dashboards and simple reports
A well-configured CRM cuts data entry and makes the next step visible for every lead. You get a setup that matches your workflow instead of a default template.
Message me before ordering with your CRM name and a short description of your sales process, and I'll confirm the right package.
Software:
Zoho
Industry:
Business services & consulting
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Cyber security
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Software
My Portfolio
FAQ
What exactly is included?
Each package covers setup for one CRM: pipelines, fields, imports, and, depending on the package, automations, user roles, and reports. The package details show the exact limits
What do I need to provide?
Your CRM name, a short description of your sales process, and your contact data if you want it imported. I'll confirm the details with you at the start.
How long will it take?
Basic takes about 3 days, Standard 5, and Premium 8. Delays on your side, such as late access or data, may extend this.
What if I need changes?
Each package includes revisions to adjust the pipeline, fields, or automations I configured. Changes outside the original scope can be quoted as an extra.
Is my account and data secure?
I only request the access needed for the work, preferably through your CRM's invite feature, and I use your data only for this project. You can remove my access when the order is complete.
Should I contact you before ordering?
Yes, especially if you have a large data set, multiple teams, or need integrations. A quick message lets me confirm scope and recommend the right package.
