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Fiverr Pro
English
$
USD
I will setup and automate your close CRM, pipelines, workflows and integrations
About this Gig
Hey there!
Are you struggling with messy pipelines, missed follow-ups, manual tasks, or a Close CRM account that isn't working the way your sales team needs?
You've come to the right place!
I'm a Close CRM specialist helping businesses build organized, automated sales systems that save time and keep leads moving.
What I can do:
- Close CRM account setup & customization
- Sales pipelines, stages, custom fields & Smart Views
- Lead/contact import, migration & data cleanup
- Email templates, sequences & follow-up automation
- Workflow automation, tasks & lead routing
- Power Dialer, calling & SMS configuration
- Zapier, Make, API & webhook integrations
- Calendly and third-party tool integrations
- Sales dashboards, reporting & optimization
- Team setup, training & ongoing CRM support
Why work with me?
- Customized setup based on your sales process
- Clean, organized CRM structure
- Automation designed to reduce repetitive work
- Clear communication and reliable support
Ready to improve your Close CRM?
Send me a message with your current setup, goals and requirements. I'll review your project and recommend the right package.
Software:
Freshsales
Industry:
Real estate
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Sports & fitness
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Wellness
My Portfolio
Other Software Management Services I Offer
FAQ
Can you build custom sales pipelines?
Absolutely. I can create and optimize pipelines that match your sales process, lead stages, and team workflow.
Can you automate follow-ups and email sequences?
Yes. I can configure email sequences, task automation, lead routing, reminders, and workflow automations within Close CRM.
Can you integrate Close CRM with other tools?
Yes. I can integrate Close CRM with Zapier, Make.com, Calendly, Google Workspace, Slack, and other compatible platforms.
Can you help organize my existing leads and contacts?
Yes. I can import, clean up, organize, and structure your contacts for better lead management.
Do you provide training after setup?
Yes. Premium packages can include onboarding guidance and training so you can confidently use your CRM system.
Can you set up calling, SMS and email?
Yes. I can configure the relevant Close CRM communication features and help organize them around your sales workflow.
Can you automate my sales process?
Yes. I can build workflows for lead assignment, follow-ups, tasks, email sequences and other repetitive sales processes.
Can you integrate Close CRM with Zapier or Make?
Yes. I can connect Close CRM with supported third-party applications using Zapier, Make, APIs or webhooks depending on your requirements.
