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English
$
USD
I will setup copper close nutshell bigin thryv activecampaign keap CRM ai automation
About this Gig
Imagine every lead entering your business, getting organized, followed up with, nurtured, and moved through your sales pipeline automatically while you focus on closing deals.
I'm a CRM & AI automation specialist helping businesses build connected, efficient systems across multiple CRM platforms.
MY SERVICES INCLUDE:
- Copper CRM setup & customization
- Close CRM setup & automation
- Nutshell CRM configuration
- Bigin CRM setup
- Thryv CRM automation
- ActiveCampaign CRM setup
- Keap CRM/Infusionsoft
- Sales pipeline setup
- Lead capture & routing
- Lead qualification
- Lead scoring
- Contact segmentation
- Custom fields & tags
- Deal stage automation
- Email sequences
- Email marketing automation
- SMS follow-ups
- Lead nurturing
- Appointment workflows
- Task & reminder automation
- AI lead qualification
- AI workflow automation
- CRM data migration
- CSV import & cleanup
- Duplicate cleanup
- Zapier integrations
- Make.com automation
- n8n workflows
- API & webhook integration
- CRM reporting & dashboards
OTHER PLATFORMS I WORK WITH:
HubSpot, Salesforce, Pipedrive, Zoho CRM, GoHighLevel, Monday CRM, Freshsales, Insightly, Nimble, Capsule CRM, Salesmate, Bitrix24, Attio, Brevo ETC
SEND A MESSAGE TO DISCUSS YOUR REQUIREMENT!
Software:
ActiveCampaign
Industry:
Manufacturing & storage
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Real estate
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Software
My Portfolio
FAQ
Can you migrate my existing CRM or spreadsheet?
Yes. I can migrate contacts, companies, leads, deals and relevant fields from spreadsheets or another CRM, including field mapping, CSV imports, cleanup, deduplication and workflow restructuring.
Do you offer AI CRM automation?
Yes. Depending on your CRM and connected applications, I can implement AI-assisted lead qualification, data processing, summaries, routing, follow-ups and other intelligent workflows.
Can you connect my CRM with other software?
Absolutely. I can integrate supported CRMs with Zapier, Make, n8n, Gmail, Outlook, Calendly, forms, websites, payment platforms and other business tools using integrations, APIs or webhooks.
Can you automate my leads and follow-ups?
Yes. I can create automated lead capture, assignment, qualification, scoring, email sequences, reminders, nurturing and follow-up workflows so fewer leads are lost because of manual processes.
Can you set up Copper, Close, Nutshell, Bigin, Thryv, ActiveCampaign or Keap?
Yes. I can configure your CRM, pipelines, contacts, custom fields, tags, deal stages, tasks, automations and sales processes based on how your business actually operates.
