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Fiverr Pro
Nederlands
$
USD
I will setup wise agent jobnimbus nutshell suitedash onlyoffice workspace streak
Over deze dienst
Is your CRM messy, half-configured or ignored by your team?
I set up and customize your CRM and client platform around your real process, whether you sell homes, run jobs or manage clients.
WHAT I BUILD:
- Wise Agent setup
- JobNimbus setup
- Nutshell CRM setup
- SuiteDash setup
- ONLYOFFICE Workspace setup
- Streak CRM setup
- real estate CRM
- contractor CRM
- Gmail CRM
- client portal
- sales pipeline
- lead management
- drip campaigns
- custom fields
- workflow automation
- email automation
- task management
- document management
- estimates and invoices
- scheduling
- data migration
- CSV import
- Zapier integration
- user roles and permissions
- dashboards and reports
- CRM cleanup
- CRM training
WHY ME:
- Clean setup built around your process
- Tested automations, no broken workflows
- Handover guide and training
- Support after delivery
Message me first with your business type and platform so I can confirm scope.
Order now and let's get your CRM running!
Software:
Jobber
Veelgestelde vragen
Which platforms do you set up?
Wise Agent, JobNimbus, Nutshell, SuiteDash, ONLYOFFICE Workspace and Streak. Message me first so I can confirm yours.
Do I need my own account?
Yes. I need an active account or trial and admin or invite access.
Does Streak work without Gmail?
No. Streak runs inside Gmail, so you need a Google account or Workspace.
Can ONLYOFFICE Workspace work as a CRM?
It has a CRM module that suits teams who mainly need documents, tasks and light sales tracking. For a heavy sales process, a dedicated CRM may suit you better, and I will tell you honestly.
Can you set up JobNimbus for roofing or construction?
Yes, with job pipelines, estimates, scheduling and follow-ups, depending on your plan.
