Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
I will build a custom CRM system with dashboard and automation
Pipeline building expert
I am a proven expert in building and optimizing sales pipelines, consistently driving qualified lead generation and accelerating deal flow. My strength lies in transforming strategic vision into actio...
Informazioni su questo servizio
Gig Title: I will build a custom CRM system with dashboards, lead generation, and automation
Are you tired of fighting with generic, overly complicated CRM platforms that don't fit your workflow? I will build a fully custom CRM system tailored specifically to your small businesswhether you are in contracting, management, sales, or a service-based industry.
Get all the enterprise-level features you need to streamline your operations and scale your revenue, all for a single, one-time payment. No monthly software subscriptions.
What You Get With This Gig:
- Seamless Custom Dashboard: A clean, intuitive central hub designed around your core business metrics. Track your revenue, outstanding invoices, and sales tax effortlessly.
- Advanced Ideal Customer Profile (ICP) Dashboard: A dedicated view to monitor your target market segment, ensuring your sales team focuses only on high-value accounts.
- Dynamic Lead Management & List Uploads: A clean, optimized leads list sorted by priority. Includes a custom upload feature so you can import your existing projects and client databases instantly.
- Public Records Lead Generation: I will set up or integrate a system that explores public records to
Software:
salesforce
Il mio portfolio
FAQ
What tech stack or platforms do you use to build the CRM?
I specialize in building CRMs using powerful no-code/low-code ecosystems (like Airtable, Notion, or Softr) or lightweight web frameworks, depending on your needs. This allows me to hand over a system that you can easily manage without needing a developer later.
Is it really a one-time payment? Are there hidden fees?
Yes, my development fee is a one-time payment. Depending on the platform we choose for hosting your data, you may have zero ongoing costs or a minimal fee for third-party automation tools (like Zapier or Make) if your volume is extremely high. We will discuss this before building.
Can I migrate my existing client list into this new system?
Absolutely. All packages include a custom upload tool or manual data migration assistance so you can transition your existing spreadsheets or old CRM data seamlessly without losing history.
Is my business data secure?
• Yes. Because this is a custom system built for you, you own the database. I will configure the security settings so that only you and your authorized team members have access to the information.
