I will setup and customize close crm for your team

Jackson

United States

I speak English, French, Spanish, Italian, German

Close CRM Automation and Sales Systems Expert

Welcome, i help sales teams build organised, reliable Close CRM systems that reduce manual work and keep every lead moving. My services cover CRM setup, pipeline customisation, workflow automation, co...
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About this Gig

HELLO WELCOME.


Is your Close CRM account confusing, disorganised, or difficult for your sales team to use? I will set up and customise a practical CRM system that matches your sales process, keeps lead information organised, and helps your team follow every opportunity from first contact to closed deal.


I begin by understanding how your business attracts, qualifies, follows up with, and converts leads. I then build a clean structure your team can use confidently.


WHAT I OFFER

  • Account configuration
  • Sales pipeline setup
  • Lead status design
  • Custom fields
  • Custom activities
  • Smart Views
  • User setup
  • Team permissions
  • Email connection
  • Calling setup
  • SMS configuration
  • Workflow creation
  • Task automation
  • Template setup
  • System testing


Stop forcing your business into a generic CRM structure. Share your sales process and current challenges, and I will turn Close CRM into an organised system built around your team.

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setup and customize close crm for your team
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setup and customize close crm for your team
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setup and customize close crm for your teamsetup and customize close crm for your teamsetup and customize close crm for your team

Software:

Monday

Industry:

Beauty & cosmetics

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Education

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Marketing & advertising

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