Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup pipedrive CRM, hubspot, zoho, freshdesk, monday and pipedrive clickup
Professional Documents Digital Assets and CRM Systems for Business Growth
Hi, I’m Kelly, a detail-focused freelancer helping businesses, creators, and online sellers turn messy ideas into clean, useful systems and designs. I design Canva ebooks, workbooks, lead magnets, bra...
About this Gig
Messy CRM setup is killing your leads, follow-ups, and team workflow.
I will set up, organize, and automate your CRM so your business runs smoother.
I help businesses set up Pipedrive CRM, HubSpot, Zoho, Freshdesk, Monday.com, ClickUp, HoneyBook, Dubsado, Lofty, and Slack for lead tracking, support, task management, file creation, team collaboration, and workflow distribution.
What I can help with:
- CRM setup and customization
- Sales pipeline creation
- Lead management workflow
- Contact and deal import
- Task and file organization
- Automation setup
- Support workflow
- Dashboard and reporting setup
- Slack, forms, calendars, or app integration
- Monday.com and ClickUp workspace setup
Your CRM should not feel confusing. I will make it clean, easy to use, and built around how your business actually works.
Perfect for real estate, agencies, coaches, sales teams, service providers, and startups.
Message me now and lets build a CRM system that saves time and helps you close more deals.
Software:
HubSpot
Industry:
Business services & consulting
•
E-Commerce
•
Software
My Portfolio
FAQ
Do you set up Pipedrive CRM?
Yes, I can set up Pipedrive pipelines, stages, contacts, deals, and workflows.
Can you set up HubSpot CRM?
Yes, I can set up HubSpot contacts, pipeline, tasks, forms, lists, and automation.
Do you work with Zoho CRM?
Yes, I can help with Zoho CRM setup, customization, workflow, and data organization.
Can you set up Monday.com CRM?
Yes, I can create Monday boards, CRM workflow, automations, files, and dashboards.
Can you set up ClickUp workspace?
Yes, I can set up ClickUp spaces, folders, lists, tasks, statuses, and workflow.
Do you integrate Slack with CRM?
Yes, I can connect Slack with CRM tools for team updates and lead notifications.
Can you import my contacts?
Yes, I can import and organize contacts, leads, deals, companies, and customer data.
Do you create automation?
Yes, I can create basic CRM automation for follow-ups, tasks, notifications, and stages.
Can you fix my messy CRM?
Yes, I can clean, organize, and restructure your existing CRM for easier daily use.
What platforms do you support?
I support Pipedrive, HubSpot, Zoho, Freshdesk, Monday.com, ClickUp, Slack, HoneyBook, Dubsado, and Lofty.
