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I will setup folk, vtiger, capsule, nimble, attio, frappe and espocrm
Jack Penny
About this gig
Need help setting up, customizing, or automating your CRM?
I will professionally set up and customize Folk CRM, Vtiger CRM, Capsule CRM, Nimble CRM, Attio CRM, Frappe CRM, and EspoCRM based on your business workflow.
What I can help with:
CRM setup and configuration
Contact and customer management
Sales pipeline setup
Custom fields and data organization
Workflow and process automation
Data import and migration
Dashboard and reporting setup
CRM customization
User and team configuration
CRM integrations where supported
API and webhook configuration where supported
Data cleanup and organization
CRM optimization and troubleshooting
CRM platforms:
Folk CRM | Vtiger CRM | Capsule CRM | Nimble CRM | Attio CRM | Frappe CRM | EspoCRM
Whether you are starting with a new CRM, moving your data from another platform, improving your sales process, or automating repetitive tasks, I can help configure your CRM around the way your business operates.
I focus on creating clean, organized, practical, and easy-to-use CRM systems that help you manage customers, leads, sales pipelines, and business workflows more efficiently.
Please contact me before ordering if you need complex automation, API integrati
Get to know Jack Penny
Jack Penny
CRM Setup Automation Specialist
- FromNigeria
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English
Hi, I’m Deejay Jackpen, a CRM & Business Software Automator. I help businesses set up, customize, organize, and automate CRM and business software. My services include CRM setup, custom fields, pipelines, workflows, data migration, dashboards, reporting, integrations, and optimization. I work with various CRM and business platforms and focus on creating simple, efficient systems that fit your workflow. Let’s make your software work better for your business.
FAQ
Which CRM platforms do you support?
I work with Creatio, Automate, OnePageCRM, Salesflare, Bazo, FollowUp, and Salesmate.
Can you set up a new CRM account?
Yes. I can help configure your CRM, including basic settings, contacts, fields, pipelines, workflows, and other available features.
Can you customize my existing CRM?
Yes. I can customize your CRM to better match your business processes, including fields, pipelines, workflows, dashboards, and other supported features.
Do you provide data migration?
Yes. I can help migrate and organize customer or business data. Please contact me first so I can review the data volume and format.
Can you create CRM automations?
Yes. I can configure supported automations and workflows to reduce repetitive tasks and improve your CRM process.
Can you integrate my CRM with another application?
Yes, where the CRM provides the necessary integration or API capabilities. Please contact me before ordering so I can confirm that your requested integration is supported.
Can you create dashboards and reports?
Yes. I can configure dashboards and reports using the features available in your CRM and based on the information you need to track.
Do you migrate unlimited data?
No. Data migration is based on the record limits included in your selected package. Larger migrations can be discussed as a custom order.
What do you need from me to start?
I will need access to the CRM or the necessary permissions, your business requirements, and any data or integration details required for the project. Never send passwords through Fiverr messages.
Should I contact you before placing an order?
Yes, especially for custom automations, API integrations, large data migrations, or complex CRM customization. This allows me to confirm the requirements and recommend the appropriate package.
