I will setup agentforce sales pipedrive mondaycrm close bigin activecampaign attio
About this Gig
Struggling with your CRM? These are the 3 biggest problems I solve:
- Leads slip through the cracks because your pipeline is messy or poorly structured
- Manual follow-ups and data entry waste hours every single week
- Your tools don't sync, so your sales data stays scattered
I set up, customize and automate your CRM so your team tracks every deal, follows up on time and closes faster.
What I offer:
- Full CRM account setup
- Custom sales pipeline design
- Deal stage configuration
- Lead capture form setup
- Contact and company import
- Data cleanup and deduplication
- Email sync and templates
- Automated follow-up workflows
- Lead scoring and routing
- Custom fields and properties
- Sales sequences and cadences
- Email marketing automation
- Website and Facebook lead integration
- Zapier and Make integrations
- Calendar and meeting scheduling
- Reports and dashboards
- User roles and permissions
- Team training walkthrough
- Migration from another CRM
- Ongoing support after delivery
Ready to turn chaos into a pipeline that sells? Message me now, share your goals and let's get your CRM working for you today!
Other Platforms I Work On
Salesforce, HubSpot, Zoho CRM, Freshsales, Keap, Copper, Insightly, Nutshell,Capsule CRM etc
Software:
PipeDrive
Industry:
Construction
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Real estate
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Software
FAQ
Can you automate my follow-up emails?
Yes. I build automated sequences, reminders and workflows so no lead goes cold.
How long does a setup take?
Basic setups usually take 2 to 3 days. Larger setups with integrations and migration take longer.
Do I need a paid CRM account before ordering?
Most CRMs have a free trial or starter plan. Tell me which one you're using and I'll advise before we begin.
Which CRMs do you set up?
Agentforce Sales (Salesforce), Pipedrive, monday CRM, Close, Bigin, ActiveCampaign, Attio and the other platforms listed above.
Can you migrate my data from another CRM?
Yes. I move your contacts, companies, deals and notes, and clean duplicates along the way.

