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Fiverr Pro
English
$
USD
I will optimize or build your close CRM for a simple sales process
Your expert in Automation and Integration
👋 Hi there! I’m an Integration & Automation Specialist with 5+ years of experience helping individuals and teams automate workflows, choose the right tech stack, and build scalable systems that save ...
About this Gig
Your CRM should make selling easiernot create more work for your team.
With 5 years of CRM experience, I optimize and build Close CRM systems that are simple to use, easy to manage, and designed around how your team actually sells.
This is not a generic setup. I create clear pipelines, useful Smart Views, practical automations, and consistent follow-up workflows so your team knows exactly what to do next. Managers gain a cleaner view of the pipeline, while salespeople spend less time on admin and more time speaking with leads.
I can help with pipeline design, lead stages, custom fields, Smart Views, workflow automations, email templates, contact cleanup, reporting, integrations, and team onboarding.
Whether you are starting from scratch or fixing a messy workspace, I will create a Close CRM experience your entire team can adopt confidently.
Please message me before ordering if you need a complex integration, custom workflow, or large contact import.
Software:
Other
FAQ
Do you work with existing Close CRM accounts?
Yes. I can audit, simplify, and optimize an existing workspace or build a new system from scratch.
Why is this a premium service?
You receive a CRM system designed around your sales process and team adoption, backed by 5 years of CRM experience—not a generic template.
Will my team find the new setup easy to use?
Yes. Simplicity and usability are central to every setup: clear stages, helpful views, and practical next steps.
Can you create automations and sequences?
Yes. I create agreed workflow automations, reminders, email templates, and sequences within your package scope.
Can you import and clean my contacts?
Yes. Each package includes a defined import limit. Larger data projects are available as an extra.
Can you connect my calendar or other tools?
Yes, for supported integrations. Contact me before ordering to confirm the tool and scope.
Do you train my team?
Premium includes a 60-minute onboarding session. Additional training is available as an extra.
Do you guarantee more sales?
No. I cannot guarantee revenue, but I build systems that reduce missed follow-ups and improve pipeline clarity.
What is not included?
Custom software development, unsupported integrations, and work beyond the agreed scope require a custom offer.
