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Fiverr Pro
English
$
USD
I will customize CRM, migrate data, create dashboards and automate workflows
Thomas Hanson
About this gig
Are you struggling with a messy CRM, manual tasks, poor reporting, or inaccurate customer data?
I will help you customize your CRM, migrate your data safely, build powerful dashboards, and automate your business processes to improve productivity and sales performance.
I specialize in CRM setup, customization, workflow automation, data migration, sales pipeline optimization, reporting, and dashboard creation for platforms like Salesforce, HubSpot, Zoho CRM, Pipedrive, Monday CRM, and GoHighLevel.
My services include:
- CRM customization and setup
- Data import and migration
- Custom dashboards and reports
- Sales pipeline creation
- Workflow and email automation
- Lead management setup
- CRM integration and optimization
- User roles and permissions configuration
Whether you are moving to a new CRM or improving your current system, I will create an organized, automated, and easy-to-use CRM solution tailored to your business needs.
Order now and lets transform your CRM into a powerful business growth system.
Get to know Thomas Hanson
Thomas Hanson
Expert in LLC FDA Tax And Business Registration Fast And Reliable
- FromUnited States
- Member sinceApr 2026
- Avg. response time2 hours
Languages
English
Hello, I’m Thomas, a professional business consultant specializing in LLC registration, FDA company registration, tax filing, EPR compliance, and virtual address services. I help startups, entrepreneurs, and established businesses set up and stay compliant with ease. With a focus on accuracy, speed, and client satisfaction, I deliver reliable solutions tailored to your needs. Whether you're launching a new business or managing legal requirements, I’m here to simplify the process and support your growth every step of the way. Let’s work together to build your success.
FAQ
Which CRM platforms do you work with?
I work with HubSpot, Salesforce, Zoho CRM, Pipedrive, Monday CRM, GoHighLevel, and other popular CRM systems.
Can you migrate my existing customer data?
Yes. I can safely migrate contacts, companies, deals, notes, and other records from your old CRM, spreadsheets, or databases.
Can you automate my sales or business processes?
Absolutely. I can create workflows, task automation, email sequences, lead assignment rules, and other automated processes.
Will you create custom CRM dashboards?
Yes. I build customized dashboards and reports that help you track sales performance, leads, conversions, and business KPIs.
Can you work with businesses from any country?
Yes. This is a fully remote service, and I can assist businesses worldwide through secure online collaboration.
