I will pipedrive setup for sales optimization

United States

I speak English

CRM Consultant

I am a freelance CRM consultant and developer with four years of experience supporting companies with customer relationship management processes. I specialize in translating business requirements into...
About this Gig

Are leads scattered, deals difficult to track, or follow-ups slipping through the cracks?


I will set up Pipedrive CRM around your sales process so your team can see where each deal stands and what needs to happen next.


Whether you are starting fresh or improving an existing account, I can help with:

  • Sales pipelines and deal stages
  • Custom fields for relevant customer information
  • Contact, organization, and deal organization
  • Follow-up activities and workflow automation
  • Sales dashboards and reports
  • Supported app integrations
  • Importing ready-to-use spreadsheet data


Your setup will reflect how your business handles inquiries, qualifies leads, sends proposals, and closes deals.


Each package includes testing and a recorded walkthrough so you can confidently use your CRM after delivery.


Automation and reporting depend on your Pipedrive subscription. Software subscriptions, complex migrations, and custom API development are priced separately.


Message me with your current challenges and desired workflow so we can choose the right package.

Software:

PipeDrive

Industry:

Financial services

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Marketing & advertising

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Real estate