I will setup customize automate attio pipedrive apptivo CRM pipelines workflows apollo


About this gig
Are you losing leads because your CRM is messy, incomplete, or not connected to Apollo.io and your other tools?
I specialize in professional setup, customization, and automation of:
Attio CRM
Apptivo (Apttivo) CRM
Pipedrive
Nutshell CRM
Capsule CRM
Apollo.io sequences & enrichment
Zapier (and Make) workflows
I turn these platforms into a clean, automated sales engine so your team spends time closing deals instead of chasing data.
What I Deliver
- Complete CRM setup from scratch or optimization of an existing account
- Custom pipelines, stages, fields, tags, lists, and views tailored to your sales process
- Contact, company, deal, and lead structure + data import/cleanup
- Apollo.io sequences, lead lists, enrichment, and CRM sync
- Zapier automations (lead capture CRM, stage changes notifications/emails/tasks, form CRM, etc.)
- User permissions, dashboards, and basic reporting
- Documentation + short training video or live walkthrough
Perfect For
Startups, SaaS, agencies, coaches, consultants, and sales teams who want a modern, scalable CRM without the complexity of Salesforce or HubSpot.
Lets build a CRM system that actually works for you.
Get to know David N
crm expert
- FromUnited Kingdom
- Member sinceMay 2026
Languages
English
