Browse categories
Explore
Fiverr Pro
English
$
USD
I will nutshell crm data migration insightly crm crm setup sales pipeline
AI Automation Flutter and React Native Apps Cognito Forms ServiceTitan
I help founders and field service businesses launch faster and operate smarter.
Here’s what I do:
• Build AI SaaS MVPs and workflow automations using Marblism+ Robomotion
• Develop high-quality Flutt...
About this Gig
Struggling to get Nutshell CRM or Insightly CRM working for your sales pipeline? I will professionally set up, customize, and automate your CRM so you capture leads, nurture deals, and close more sales without the busywork.
What I offer (bullet list):
- Full account setup & configuration for Nutshell and/or Insightly
- Custom sales pipelines, stages, and deal tracking
- Contact/company/lead management + custom fields & tags
- Workflow & task automation (follow-ups, assignments, reminders)
- Email & calendar sync + templates
- Data import/migration & cleanup
- Integrations (Zapier, forms, email tools, etc.)
- Basic reporting/dashboards + short training
Experience with these platforms, focus on practical results for small/mid-size teams, fast communication, revisions included.
Message me first with your goals I confirm scope You order Delivery + support.
Software:
Insightly
Industry:
Real estate
•
Wellness
•
Insurance
My Portfolio
FAQ
Do you set up both Nutshell CRM and Insightly CRM?
Yes. I fully set up, customize, and automate both platforms. You can choose one or both in the package. Just tell me which one(s) you need when you message me.
Can you migrate data from another CRM or spreadsheet?
Yes. I can import contacts, companies, leads, and deals from Excel/CSV, Google Sheets, or most other CRMs. Please share sample data or access details after ordering so I can confirm the best approach.
Do I need to provide login access?
Yes. After you order, I will guide you on how to safely share temporary admin access (or screen-share if you prefer). Your data stays private and I never keep access after delivery.
How long does the delivery take?
Basic package: 3 days Standard package: 5 days Premium package: 7 days
Will you provide training after setup?
Yes. Every order includes clear written notes or a short video walkthrough explaining how to use the pipelines, automations, and key features. Premium packages include a live call.
Do you create automations and workflows?
Yes. I build practical automations such as lead assignment, follow-up reminders, task creation, email sequences triggers, stage-based notifications, and more tailored to your sales process.
Can you integrate Nutshell or Insightly with other tools?
Yes. I can connect them via Zapier, Make, native integrations, or webhooks to tools like Gmail, Outlook, Google Sheets, forms, email marketing platforms, and more. Tell me which tools you use.
What if I need changes after delivery?
Revisions are included according to the package. I will adjust pipelines, fields, or automations until they match what we agreed. Just message me within the revision period.
Do you offer ongoing support or monthly management?
Yes. After the initial setup you can order extras for additional automations, extra training, or ongoing management. Many clients return for monthly optimization.
Is this suitable for small businesses / startups / teams?
Absolutely. Both Nutshell and Insightly work great for small to mid-sized teams. I focus on simple, usable setups that your team will actually adopt no overcomplicated systems.
