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Fiverr Pro
English
$
USD
I will setup copper crm jobber nexus servicetitan autycloud houzz pro easysoft aptean
About this Gig
Hello Great Buyer,
Welcome To my gig,
Are you losing leads, missing follow-ups, or spending too much time managing customers and jobs manually?
I can help you build a cleaner CRM system that keeps sales, clients, scheduling, and operations organized.
I'm a professional CRM specialist helping businesses set up, customize, automate, and connect platforms including Copper CRM, Jobber, Nexus CRM, ServiceTitan, AutyCloud, Houzz Pro, EasySoft, and Aptean.
I can help with:
- CRM account setup & customization
- Lead management & sales pipelines
- Workflow and task automation
- Email campaigns & templates
- Client portals and lead forms
- Job scheduling and tracking
- Data migration & list import
- Dashboards, forecasting & reporting
- CRM integrations and AI workflows
Whether you're starting with a new CRM, moving from another system, or fixing an inefficient setup, I'll tailor the configuration to your workflow.
My focus is simple: reduce repetitive work, improve follow-up, organize customer information, and help your team manage prospects efficiently.
Message me before ordering with your CRM and automation needs. Let's build a CRM setup that works for you with confidence.
Software:
GoHighLevel
Industry:
Construction
•
Real estate
•
Software
FAQ
Is my business data secure during the integration process?
Yes. Your business data, customer information, and account credentials are kept completely confidential. I follow secure integration practices and can work under an NDA if required
Which platforms do you support?
I specialize in Copper CRM, Jobber, Billage, ServiceTitan, Bitrix24, Houzz Pro, and Leap. I also work with Zapier, Make.com, n8n, Google Workspace, Microsoft 365, Slack, QuickBooks, HubSpot, Twilio, Airtable, and many other business applications.
Can you integrate my CRM with other business tools?
Absolutely. I can connect your CRM with project management software, accounting platforms, calendars, email services, communication tools, payment gateways, and other third-party applications to create a seamless workflow.
Can you automate my sales and customer management process?
Yes. I can automate lead capture, contact management, appointment scheduling, customer follow-ups, invoice generation, notifications, task assignments, and CRM updates, helping you save time and improve efficiency.
I don't know which automation platform is right for my business. Can you help?
Of course. After reviewing your workflow, I'll recommend the best solution whether it's Zapier, Make.com, n8n, native integrations, or custom API development to meet your business needs and budget.
Can you improve my existing CRM setup?
Yes. If you already use Copper CRM, Bitrix24, Jobber, ServiceTitan, Houzz Pro, Leap, or Billage, I can optimize your existing setup, automate repetitive tasks, and improve overall workflow efficiency.
What do you need before starting the project?
To get started, I'll typically need: A description of your current workflow The platforms you want to integrate Your business goals and automation requirements Access to the necessary accounts (if required) Any existing workflow documentation or process diagrams (optional)
Do you provide revisions and post-delivery support?
Yes. All packages include revisions to ensure your integrations and automations work as expected. I also provide post-delivery support to help with testing, troubleshooting, and minor adjustments.
Can you create custom dashboards and reports?
Yes. I can build custom dashboards, workflow reports, KPI tracking, customer pipelines, project monitoring, and automated reporting to give you better visibility into your business performance.
Can you integrate additional apps that aren't listed in the gig?
Yes. If your application supports APIs, webhooks, or integration platforms like Zapier, Make.com, or n8n, I can usually connect it with your existing tools. Feel free to contact me before ordering to discuss your specific requirements.
