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I will setup deskera unanet epromis erp deltek accelo function point bonsai worketc
Senior CRM Consultant And Business Automation Expert
Hi, I’m Lavinia a Senior CRM & Business Systems Consultant helping businesses across industries design, implement, automate, and optimize their CRM and business technology. I work across sales, market...
About this Gig
Need your ERP or business management system configured correctly? I can set up Deskera, Unanet, ePROMIS ERP, Deltek, Accelo, Function Point, Bonsai, or WORKetc around your business operations.
I help businesses organize projects, clients, finances, resources, sales processes, time tracking, and team workflows inside their chosen platform. Whether you're implementing a new system or fixing an existing setup, I focus on practical configuration that supports your actual business processes.
What my service includes:
- ERP Setup
- CRM Configuration
- Project Setup
- User Management
- Custom Fields
- Task Management
- Time Tracking
- Financial Setup
- Resource Planning
- Client Management
- System Integration
- Data Organization
- Reporting Setup
- Workflow Testing
Other Platforms I Work With:
PracticePanther Podium Agile CRM Deltek Vantagepoint JobNimbus Streak Spotler CRM Ploomes CRM Campaigner Sage 100 Convoso Flowlu Kickserv Maximizer CRM Snov.io Commusoft CDK Global FranConnect Claris FileMaker Wati Issuetrak BigContacts NiceJob SalesQ LionDesk Breakcold Pobuca Connect Efficy CRM Ontraport HighLevel Platformly Oorwin SendJim Redtail CRM PlanPlus Online Ellucian AgentLocator
ORDER NOW OR MESSAGE ME
Software:
Other
Industry:
Business services & consulting
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Software
FAQ
Can you set up all the platforms listed?
Yes. I can configure Deskera, Unanet, ePROMIS ERP, Deltek, Accelo, Function Point, Bonsai, and WORKetc according to your business requirements.
Can you configure both ERP and CRM functions?
Yes. Depending on the platform, I can configure client management, sales processes, projects, financial workflows, tasks, resources, and reporting.
Can you migrate existing business data?
Yes. Data organization and migration can be included depending on the platform, data volume, and required structure.
Can you integrate the ERP with other software?
Yes. I can configure supported integrations for accounting, CRM, project management, communication, productivity, and other business tools.
Can you improve an existing ERP setup?
Yes. I can review your existing configuration, identify workflow gaps, reorganize settings, and implement agreed improvements.
