Browse categories
Explore
Fiverr Pro
English
$
USD
I will migrate your spreadsheet contacts into a CRM with automation
Monike
About this gig
Still managing leads in spreadsheets? I will migrate your spreadsheet contacts into a CRM and automate your follow-ups, so every lead is organized and nothing gets missed.
I help small businesses, agencies, coaches, and real estate teams move from messy files to one clear system that shows who your leads are and what to do next.
- What you get:
- Spreadsheet to CRM migration
- Contact cleanup and duplicate removal
- CRM account setup and sales pipeline
- Automatic follow-up emails and task reminders
- Lead capture form integration
- Zapier and third-party integrations
- Dashboard to track lead sources and sales
- Short training for your team
Why choose me:
Setup built around your sales process
Fast replies and clear communication
Simple documentation you can use later
Message me before ordering with your spreadsheet, your CRM, and what you want to automate. I will recommend the right package.
Get to know Monike
Monike
CRM
- FromNigeria
- Member sinceOct 2026
Languages
English
I’m a CRM specialist who helps small businesses stop losing leads and start closing more deals. I set up and customize CRMs, clean messy contact data, build automated follow-up workflows, and connect your tools together. I work with HubSpot, Zoho, GoHighLevel, and Pipedrive. [Add your years of experience or your best past result.] I reply quickly, explain things in plain language, and make sure your team knows how to use the system after delivery. Message me with your goals and I’ll suggest the simplest setup that works.
FAQ
What file formats can you migrate from?
Excel, Google Sheets, CSV, and exports from other CRMs. Send your file after placing the order and I will check it before I start.
Do I need to already have a CRM account?
No. If you don’t have one, I can recommend the best fit for your business and set it up from scratch. Free plans work for most small businesses.
Will you clean my data before importing it?
Yes. I remove duplicates, fix formatting, and organize columns so your contacts import correctly. Cleanup is included in Standard and Premium. For Basic, please send a tidy file.
How many contacts can you migrate?
Basic covers up to 500 contacts, Standard up to 2,000, and Premium up to 5,000. For larger lists, message me and I will send a custom offer.
What can you automate after the migration?
Welcome emails, follow-up reminders, task creation, lead assignment, and drip campaigns. Standard includes 2 automations and Premium includes 5.
Is my data safe?
Yes. I only use your data to complete your order and never share it. I recommend giving me limited admin access, which you can remove once I’m done.
What if my project is bigger than the packages?
Message me before ordering. I can send a custom offer for extra automations, larger lists, or ongoing CRM support.
