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garrickwagner

Garrick W

@garrickwagner

Simplify Sales, Automate Workflows, Grow

Germany
German, English
About me
Hi there, I help businesses build organized, efficient CRM systems that simplify sales, client management, and daily operations. I specialize in CRM setup, customization, automation, workflows, pipelines, integrations, data organization, and optimization across platforms such as Pipedrive, Zoho CRM, HoneyBook, HubSpot, and more. My approach goes beyond basic setup I design systems around how your business actually works, helping you manage leads, follow-ups, clients, and processes with greater clarity and efficiency... Read more

Skills

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garrickwagner
Garrick W
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will configure your pipedrive CRM and sales workflow
From$30 / projectMore details
CRM Management
I will set up honeybook CRM and automate client onboarding
From$35 / projectMore details

Work experience

Pipedrive

CRM & Automation Specialist

Pipedrive • Freelance

Apr 2024 - Present • 2 yrs 6 mos

I work with businesses to build, organize, and improve CRM systems around their actual sales and client management processes. One of my projects involved building a Pipedrive CRM for a client whose contacts were spread across multiple files and whose follow-up process needed better structure. The client needed a practical system for managing contacts, daily activities, flexible follow-ups, and calendar synchronization. During the project, I faced challenges around organizing the existing data and translating the client's real-world workflow into a CRM structure that was simple to use. I worked through these challenges by restructuring the information, designing the appropriate pipeline and activity workflow, configuring the CRM, and testing the process to ensure it matched the client's needs. My experience includes CRM setup, pipeline design, workflow automation, follow-up systems, data organization, integrations, and CRM optimization across platforms such as Pipedrive, Zoho CRM, HoneyBook, and HubSpot.