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English
$
USD
I will setup and automate your pipedrive CRM sales pipeline and workflow system
CRM, AI Automation and Search Optimization Specialist
Hi, I’m Jim Gordon, a digital solutions specialist with 6 years of experience since 2020. I help businesses build organized CRM systems, automate workflows, capture leads with AI chatbots, and improve...
About this Gig
Is your Pipedrive CRM difficult to manage?
Are deals missing next steps, follow-ups being forgotten, or reports failing to show what needs attention? I will configure a practical Pipedrive sales system around your existing process. Depending on the package, I can review or build your pipeline, custom fields, activities, ownership rules, follow-up automations, dashboards, and one connected tool.
You will receive a clear structure that helps your team understand:
- where each opportunity stands
- who owns the next action
- which follow-ups are overdue
- what managers should review
My process is simple: review, design, configure, test, document, and hand over.
I will confirm your Pipedrive plan, data condition, integrations, and scope before work begins. This Gig is suitable for agencies, consultants, and small B2B service teams. It does not include guaranteed revenue results, mass outreach, purchased contact lists, unauthorized data collection, or complex custom software unless agreed through a custom offer.
Please message me with your team size, current CRM status, and main workflow problem before ordering if you are unsure which package fits.
Software:
PipeDrive
FAQ
What do you need from me to get started?
I need access to your Pipedrive account, your team size, your current sales process, and the main problems you want to solve. I will confirm the required access and information before starting.
Can you set up Pipedrive from scratch?
Yes. I can build your Pipedrive system from the beginning, including sales pipelines, stages, custom fields, activities, ownership rules, follow-ups, automated processes, and dashboards based on your needs.
Can you improve my existing Pipedrive system?
Yes. I can review your existing setup, identify problems, and improve your sales process without rebuilding parts that are already working properly.
Can you create automated processes and follow-up systems?
Yes. I can configure activities, reminders, and automated processes to help your team manage next steps and follow-ups. The scope depends on your selected package and Pipedrive plan.
Will you explain the system after completing the setup?
Yes. I will test the completed setup, document the important parts, and provide a clear handover so you understand how the system works and how your team should use it.
