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English
$
USD
I will set up folk CRM and nutshell CRM pipelines and automations
Email Marketing Specialist, Branding Consultant
Hi, I'm Lizabeth, an Email Marketing and Branding Specialist dedicated to helping businesses build memorable brands and increase revenue through strategic marketing. I create high-converting email cam...
About this Gig
Need help setting up Folk CRM or Nutshell CRM for your sales process?
I will set up, organize, and optimize your CRM so you can manage leads, contacts, sales pipelines, follow-ups, and workflows more efficiently.
My CRM setup service can include:
- Folk CRM or Nutshell CRM setup
- Sales pipeline and deal stage configuration
- Lead and contact import & organization
- Custom fields, tags, and segmentation
- Lead management and follow-up workflows
- CRM automation and reminders
- Email sequences where supported by your plan
- Zapier, Make, Gmail and other supported integrations
- Testing, cleanup, and handover guidance
Whether you're a real estate business, agency, consultant, recruiter, startup, or sales team, I will build the CRM around your actual workflow instead of giving you a generic setup.
If you're migrating from spreadsheets or another CRM, I can also help organize and import your data.
Message me before ordering with your CRM, goals, pipeline stages, and workflow requirements so I can recommend the right package.
Software:
Other
Industry:
Construction
•
Real estate
•
Wellness
My Portfolio
FAQ
Can you set up Folk CRM?
Yes. I can set up Folk CRM including contacts, custom fields, sales pipelines, tags, follow-up workflows, sequences, and supported integrations.
Can you set up Nutshell CRM?
Yes. I can configure Nutshell CRM including contacts, leads, sales pipelines, custom fields, follow-up workflows, and sales automation.
Can you create a sales pipeline?
Yes. I can create or optimize your sales pipeline with custom stages based on your actual sales process.
Can you migrate my CRM data?
Yes. I can import and organize data from spreadsheets or supported CRM exports, including contact cleanup, fields, tags, and segmentation.
Can you automate my CRM workflow?
Yes. I can configure supported CRM automation such as follow-up tasks, reminders, lead workflows, email sequences, and integrations.
Can you integrate Folk or Nutshell with other tools?
Yes. I can work with supported integrations such as Zapier, Make, Gmail, and other available connections. Third-party subscription fees are not included.
Will you provide training?
Yes. Standard and Premium packages can include a walkthrough showing you how to manage your CRM after setup.
Should I contact you before ordering?
Yes, especially for migrations, multiple pipelines, complex automation, or integrations. Send your CRM, goals, pipeline stages, and workflow requirements so I can recommend the correct package.
