I will setup and customize your pipedrive CRM for your sales team

Struggling to get Pipedrive working the way your sales process actually runs? I'll set it up, clean it up, or fix it so your team spends time selling, not fighting the software.

What I'll set up for you:

• Custom sales pipelines & stages that match your actual sales process
• Deal fields, contact fields, and organization fields tailored to your business
• Email integration & templates
• Workflow automations (follow-up reminders, stage-change triggers, task creation)
• Reports and dashboards for revenue, conversion rate, and rep performance
• Data import/cleanup from spreadsheets or another CRM
• Third-party integrations (Zapier, Slack, WhatsApp, Google Workspace)
• User roles, permissions, and team structure

Why work with me:

• Hands-on experience across Pipedrive, Zoho, HubSpot, Bitrix24, and monday.com I know what a well-built CRM should feel like, not just the default template
• Clear, documented setup so your team isn't dependent on me to make changes later
• Fast turnaround with async updates throughout

Process:

1. Quick discovery call or questionnaire about your sales process
2. I build out pipelines, fields, and automations
3. Walkthrough + Loom video showing how everything works

contact me now