I will make pipedrive crm and automation work
Run Business Operation With better Systems
About this Gig
Pipedrive Setup, Cleanup, Optimization, Automation and Integration
A CRM can have all the right features and still be costing your business sales. When pipelines are overloaded, fields are inconsistent, activities are missing, or deals sit without a clear next step, Pipedrive stops giving your team visibility and starts creating more work.
I help businesses identify what is creating friction in their Pipedrive, then simplify and restructure the system around the way their sales team actually works.
From pipeline and stage cleanup to custom fields, lead management, activity organization, workflow improvements, duplicate data, and reporting visibility, I turn difficult-to-manage Pipedrive setups into clear, usable sales systems.
Built From Real CRM Experience:
- 270+ businesses audited across 50+ countries
- 154 Pipedrive CRM Projects Completed
- Pipedrive-focused work across service, B2B, ecommerce, and professional businesses
- $682K+ in business impact influenced through CRM, sales-process, and automation improvement
Tell me what feels broken in your Pipedrive. We will start there.
Software:
PipeDrive
Industry:
Business services & consulting
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E-Commerce
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Insurance
FAQ
Can you work inside my existing Pipedrive account?
Yes. You can keep your current data and setup while I work on the agreed areas.
Will my existing data be safe?
I work around your existing information and avoid unnecessary changes outside the agreed scope.
Do I need to know Pipedrive before ordering?
No. You only need to explain what you want the CRM to help your business achieve.
Can you work with a CRM my previous freelancer set up?
Yes. I can review an inherited setup and work with what is already there instead of rebuilding everything unnecessarily.
What if I don't know exactly what needs fixing?
That’s fine. Tell me what your team is struggling with, and we can define the right scope from there.
Can this work for a small team?
Yes. The setup can be designed around your current team and sales process without adding unnecessary complexity, while allow your business to scale into bigger and growth and more team easily.
What happens if my Pipedrive needs something outside the package?
I’ll tell you before doing additional work. Nothing outside the agreed scope is assumed.
