I will pipedrive setup for sales optimization
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
•
Marketing & advertising
•
Real estate
FAQ
Can you improve my existing Pipedrive account?
Yes. I can review your current setup and adjust the agreed pipelines, fields, and workflows.
Does my subscription support automation?
That depends on your plan. I will check the required features before confirming the scope.
Can you connect Pipedrive to other tools?
Yes, where supported. Send the app names and desired workflow so I can confirm feasibility and pricing.
Is data migration included?
No. Imports and migrations are quoted separately after reviewing your source data and record count.
Will you explain how to use the setup?
Yes. Every package includes a recorded walkthrough of the completed configuration.
Do you guarantee more sales?
No. The service improves CRM organization and workflow; sales results depend on your leads, offer, and team execution.
