I will setup, automate pipedrive CRM, optimize sales pipeline and workflows

Joy L

United States

I speak English, Spanish, French

Website Designer and Redesign Specialist

I am a website designer specializing in business websites, online stores, and redesigns using Squarespace, Square Online, Wix, and WordPress. I create responsive layouts and consistent branding to sup...
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About this Gig

A business owner approached me with a Pipedrive CRM that appeared to be well-organized, but the sales staff was unable to see which deals required attention, leads were being overlooked, and follow-ups were managed manually.


The problem was not Pipedrive itself, The sales process needed to be structured properly.


I reorganized the sales pipeline, cleaned up fields and stages, created workflows, and automated repetitive follow-ups.


This gave the team a clearer process and made daily CRM management easier

That is the approach I bring to every Pipedrive project.


  • Pipedrive CRM setup & customization
  • Sales pipeline and deal stages
  • Leads, contacts & custom fields
  • Workflow and task automation
  • Follow-up reminders & email templates
  • Pipeline cleanup and optimization
  • Dashboards and sales reporting
  • CRM troubleshooting
  • Zapier, Make, n8n & integrations
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setup, automate pipedrive CRM, optimize sales pipeline and workflows
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setup, automate pipedrive CRM, optimize sales pipeline and workflows

Software:

PipeDrive

Industry:

Architecture & interior design

+2 more

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