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Fiverr Pro
English
$
USD
I will setup pipedrive crm, pipedrive automation, workflow for marketing agencies
DATA, DESIGN AND AUTOMATION BUILT FOR BUSINESS GROWTH
Hello I'm Tolex and I build practical digital solutions for businesses that need clearer data, stronger branding, smoother workflows or a reliable online product. That means Excel and Google Sheets da...
About this Gig
Generating leads but losing deals to slow follow-ups and messy spreadsheets?
Give your marketing agency a Pipedrive CRM that keeps leads organized, makes the next step clear, and reduces repetitive admin.
I will set up and customize Pipedrive around your agency's sales process, from the first inquiry to a signed client.
What I can help with:
- Pipedrive CRM setup and customization
- Sales pipelines and deal stages
- Custom fields and contact imports
- Workflow automation and follow-up tasks
- Lead assignment and activity reminders
- Zapier or Make integrations
- Website form connections
- Sales dashboards and reporting
Whether you need a setup or improvements to an existing CRM, I will build a practical system your team can use.
Your setup will match the agreed package, with testing and clear guidance. Advanced integrations require a scope review, and software subscriptions are separate.
Spend less time chasing updates and more time having sales conversations.
Message me with your current tools and biggest CRM challenge. Let's plan a Pipedrive setup that works for your agency.
Software:
PipeDrive
FAQ
Can you customize Pipedrive for my marketing agency?
Yes. I can tailor your pipelines, custom fields, and workflows to your agency’s sales process, helping your team track leads and manage follow-ups. Message me with your requirements so we can confirm the right package.
