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$
USD
I will setup monday CRM close freshsales copper nimble nutshell thryv crmone act
CRM AND AI AUTOMATION PROFESSIONAL
CRM & AI Automation Professional | Intelligent Systems That Scale Your Business
⭐⭐⭐⭐⭐(20+) I'm Isaac a CRM and Automation Expert, I design and deploy smart CRM setups and AI-powered automation workf...
About this Gig
Picking a CRM is harder than it looks. Every vendor promises the same things, and the wrong choice costs you months of switching later.
I help you choose the right one for your team and then set it up, so you start with a system built around how you actually sell.
I work with Monday CRM, Close, Freshsales, Copper, Nimble, Nutshell, Thryv, CRMOne, and Act!, and I'll tell you plainly which one fits and which ones to skip for your situation.
What I build:
- crm recommendation
- crm setup
- sales pipeline configuration
- contact import
- crm automation
- monday crm setup
- close crm setup
- freshsales setup
- copper crm setup
- nutshell crm setup
- crm migration
Why work with me:
- Honest advice based on your process, not a favorite tool
- Clear scoping call before work starts, no surprises
- Setup your team can run without me
- Fast responses, revisions included on every package
- Post-delivery support to fix or tweak things
Perfect for small teams that haven't chosen a CRM yet.
Message me about your team and budget before ordering.
Software:
Monday
My Portfolio
FAQ
I don't know which CRM I need. Can you help?
That's what this gig is for. Tell me your team size, how you sell, and your budget, and I'll recommend two or three options with the reasons.
Will you recommend the most expensive one?
No. I don't earn anything from the tools. If a simple, cheap CRM does the job, that's what I'll suggest.
Do you handle every tool in the title?
Yes, all nine are in scope. If you already have a different CRM in mind, message me and I'll tell you whether I can help.
Can you move my data from my current tool or a spreadsheet?
Yes. Import and migration are included from the Standard package, with cleanup to avoid duplicates.
What happens after delivery if I need changes?
Every package includes revisions, and Premium includes a full month of post-delivery support.
