I will setup salesflare vipecloud teamgate upsales planfix knack coevera act planhat

SAM U

Nigeria

I speak English

CRM AND AUTOMATION EXPERT

⭐⭐⭐⭐⭐(20+) I'm SAM, I'm a CRM & Automation Specialist helping businesses set up, optimize and streamline their sales systems. I work with Close, Upsales, Productive, Knack, Zixflow, Planfix, Planhat, ...
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About this Gig

Need a CRM configured around your sales process?


I will setup and configure Salesflare, VipeCloud, Teamgate, Upsales, Planfix, Knack, ACT, Planhat and Coevera CRM for your business.


WHAT I CAN SET UP


  • CRM account & workspace
  • Leads & contacts
  • Sales pipelines
  • Custom fields
  • Deal stages
  • Tasks & activities
  • Lead management
  • Workflow automation
  • Follow-up processes
  • Reports & dashboards
  • User/role setup
  • Data import where supported


CRM PLATFORMS

  • Salesflare
  • VipeCloud
  • Teamgate
  • Upsales
  • Planfix
  • Knack
  • ACT
  • Planhat
  • Coevera


CRM AUTOMATION

I can help automate lead capture, lead assignment, task creation, follow-ups, pipeline movement, notifications and customer workflows.


PERFECT FOR

  • Startups
  • Small businesses
  • Sales teams
  • Agencies
  • Service businesses
  • Entrepreneurs


I will configure the CRM around your actual sales process instead of giving you a generic setup.


Send me your CRM platform, current process and the features you need before ordering so I can recommend the right setup.

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setup salesflare vipecloud teamgate upsales planfix knack coevera act planhat
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setup salesflare vipecloud teamgate upsales planfix knack coevera act planhatsetup salesflare vipecloud teamgate upsales planfix knack coevera act planhatsetup salesflare vipecloud teamgate upsales planfix knack coevera act planhat

Software:

Lofty

Industry:

Business services & consulting

•

Data analytics

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