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Fiverr Pro
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$
USD
I will setup trello basecamp jira asana clockify evernote github monday com clickup
CRM Setup and Automation Expert, Sales Systems That Work
I’m a CRM and automation specialist helping businesses set up, organize, and optimize their customer management systems. I work with platforms including HubSpot, Salesforce, Zoho, GoHighLevel, Pipedri...
About this Gig
Need help setting up your CRM, project management, or team productivity system? I can set up and optimize Trello, Basecamp, Jira, Asana, Clockify, Evernote, GitHub, Monday.com, ClickUp, and many other business platforms.
I also work with HubSpot, Salesforce, Zoho CRM, GoHighLevel, Pipedrive, Freshsales, Attio, EngageBay, SAP Sales Cloud, Oracle CRM, Brevo, Capsule CRM, Nutshell, ActiveCampaign, Copper CRM, Insightly, Bitrix24, Odoo CRM, Microsoft Dynamics 365, Zendesk Sell, Vtiger, SugarCRM, Creatio, Kommo, and more.
My services include workspace setup, CRM configuration, project boards, pipelines, task management, custom fields, team permissions, dashboards, workflows, automation, contact organization, data segmentation, notifications, integrations, and system optimization.
Whether you are starting from scratch or need to organize an existing workspace, I can build a clean and practical system that helps your team manage projects, leads, customers, deadlines, and daily operations more efficiently.
Message me before ordering so I can understand your requirements and recommend the right setup.
Software:
Monday
Industry:
Agriculture
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Energy
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Engineering
FAQ
What platforms can you set up?
I work with Trello, Basecamp, Jira, Asana, Clockify, Evernote, GitHub, Monday.com, ClickUp, HubSpot, Salesforce, Zoho, GoHighLevel, Pipedrive, Attio, EngageBay, ActiveCampaign, and many other CRM and business platforms.
Can you organize my existing workspace or CRM?
Yes. I can clean up and restructure existing projects, boards, pipelines, contacts, tasks, fields, workflows, permissions, and other settings.
Can you set up automation and integrations?
Yes. I can configure supported workflows, automations, notifications, integrations, and task processes to reduce repetitive work and improve productivity.
