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Fiverr Pro
English
$
USD
I will be your pipedrive CRM expert
Website designer
i am a digital marketer speciallised in website designing, AI video creation, Email marketer, Setting up automation, CRM optimisation, Pipedrive workflow.
About this Gig
Your business isn't losing deals from a lack of leads it's losing them from having no reliable system to manage them. Missed follow-ups, messy pipelines, and manual tasks quietly cost you revenue every day.
I specialize in setting up, automating, and optimizing Pipedrive and HubSpot CRMs so your team focuses on closing deals, not admin work. Whether you're starting fresh, switching CRMs, or fixing a messy account, I'll build a system tailored to how your business sells.
What I Deliver: CRM setup & customization, pipeline/workflow configuration (stages, deal flow, custom fields), automation (follow-ups, lead assignment, reminders), contact/lead management with data cleanup & deduplication, Pipedrive-HubSpot migration, email sequences, integrations (Zapier, Make, Gmail, Calendars, Slack), custom dashboards & reporting, CRM audits, and onboarding/training.
Software:
HubSpot
My Portfolio
FAQ
Do I need an active Pipedrive or HubSpot account before ordering?
Yes, you'll need an active account or free trial on the platform you want set up. If you haven't created one yet, I can guide you on choosing the right plan.
Can you migrate my CRM data from HubSpot to Pipedrive (or vice versa)?
Yes. I can migrate contacts, deals, pipelines, and activity data between Pipedrive and HubSpot, or from other CRMs like Zoho, Salesforce, or spreadsheets.
Can you improve or reorganize my existing CRM instead of starting from scratch?
Absolutely. I can clean up data, restructure pipelines, and optimize your workflow without disrupting existing records.
Do you build workflow automations?
Yes. I set up automations for lead assignment, follow-up reminders, deal-stage movement, task creation, and other repetitive processes.
Can you integrate Pipedrive or HubSpot with other tools?
Yes. Using Zapier, Make, or native integrations, I connect your CRM with email platforms, calendars, forms, Slack, and thousands of other apps.
Will my pipeline and stages be customized to my sales process?
Yes. Every pipeline, deal stage, and automation is tailored to your specific business, industry, and sales flow.
Will I know how to use the CRM after setup?
Yes. I provide onboarding guidance and clear documentation so your team is confident using the system from day one.
How long does a typical setup take?
This depends on the complexity of your sales process and how many integrations/automations are needed — message me with your requirements and I'll give you an accurate timeline.
