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Fiverr Pro
English
$
USD
I will setup apollo io workspace, CRM workflow, pipeline and task management
Gloria Holland
About this gig
Your Apollo.io workspace should be easy to manage, not confusing, scattered, or difficult to follow.
Many businesses use Apollo.io but struggle with poor workspace structure, unclear CRM workflow, messy pipeline stages, missed tasks, and dashboards that do not give a clear view of daily sales activity. When the system is not properly organized, managing your process becomes stressful and time-consuming.
That is where I can help.
I will set up and organize your Apollo.io workspace, CRM workflow, pipeline structure, tasks, and dashboard so your system becomes cleaner, easier to manage, and more useful for your business process.
What I can help with:
- Apollo.io workspace setup
- CRM workflow organization
- Pipeline structure setup
- Task management setup
- Dashboard review
- Activity tracking setup
- Workspace cleanup
- Workflow testing
- System organization
- Simple walkthrough
My goal is to help you create a clean Apollo.io workspace that improves clarity, saves time, and supports better sales process management.
Send me a message and let's organize your Apollo.io workspace properly.
Get to know Gloria Holland
Gloria Holland
Email Marketing and CRM Automation Expert, Brevo Funnels and Lead Management
- FromUnited Kingdom
- Member sinceMar 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German
I'm Gloria Holland, an Email Marketing & CRM Automation specialist helping businesses convert leads into loyal customers through smart automated systems. I design email funnels,automation workflows and CRM setup that streamline follow-ups and improve conversions. I work with Brevo for email marketing automation and Follow Up Boss for CRM lead management, especially for real estate and service-based businesses. My focus is to help you organize your leads, automate your marketing, and increase sales with less manual effort while building a consistent customer system that works for your business.
Other Email Marketing Services I Offer
FAQ
What do you need from me to get started?
I will need access to your Apollo.io workspace, your business process, pipeline stages, task needs, and the workflow structure you want to create.
Can you organize my CRM workflow in Apollo.io?
Yes. I can structure your CRM workflow so your pipeline, tasks, activities, and workspace sections are clearer and easier to use.
Can you set up pipeline stages?
Yes. I can create or adjust pipeline stages based on your sales process and business workflow.
Can you help with task and activity management?
Yes. I can set up tasks, activities, reminders, and workflow steps so it is easier to track daily actions.
Can you review my Apollo.io dashboard?
Yes. I can review and organize your dashboard view so your workspace gives a clearer picture of your process.
Will you show me how to use the setup?
Yes. I can provide a simple walkthrough so you understand how the workspace is structured and how to manage it after delivery.
