
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.
19 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...
mightylucybrian

United States
Great experience working with this seller! He understand exactly what I needed for my Pipedrive set up and completed everything professionally and within agreed timeline. I'm very satisfied with the result and would definitely recommend his Pipedrive services to anyone looking for a reliable CRM expert.
gratifiedagency

United States
Really impressed with the setup. It’s clean, professional, Jake understood exactly what we needed and delivered a very useful setup. Highly recommend.
jamierbollinger

United States
Jake did a very good job setting up Pipedrive around the specific needs of my ministry and relationship-based outreach. He customized the system with the fields, follow-up structure, activities, and ministry opportunity pipeline I needed, and provided training materials and mobile walkthroughs to help...
kita_zum

Canada
Excellent work! The custom fields were set up exactly as requested and Everything was organized, tested, and delivered professionally. Great communication throughout the project. Highly recommended!
