
Jake H
Level 1
Certified Pipedrive Partner CRM Setup and Sales Automation Specialist
Skills

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Work experience
CRM Specialist
Sears • Freelance
May 2025 - Jun 2025 • 1 mo
I provide CRM setup and support services to businesses and entrepreneurs. My responsibilities include setting up Pipedrive accounts, creating sales pipelines, automating workflows, organizing contacts, and improving sales processes. I help clients manage their leads efficiently and streamline their operations using professional CRM systems.
12 Reviews
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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hmacgbdz

Canada
When we finally got to test the pipedrive invoicing feature, it didn't work as expected: -it asked for the QB invoice number, suggesting I would have had to create it in QB first, or at least gone to QB to know what invoice number should be -it would not allow several team members to create invoices...
hmacgbdz

Canada
Jake's assistance was very much appreciated and eye-opening. My only comment is that I would have preferred to be able to connect with him earlier in the planning process to give him insight into our particular situation. As it was, we were only able to meet the day before our group session, I there...
hmacgbdz

Canada
Very helpful. Haven't seen final result yet, as he will present to the team next week. But interactions have been helpful & productive.
kanetjosh

United States
He understood the setup requirements right away, pricing was straight forward, and he completed the task in under 24 hours with full visual proof. Couldn't ask for a better experience.
robinbentele

United Kingdom
Jake was really professional and efficient. He was ahead of schedule for delivery and was very attentive to revisions I requested. Happy with the work and would highly recommend working with him on Pipedrive automations and reporting.
