I will setup consulting sales pipedrive crm client management sales workflow

T
trevor_square
T
trevor_square
Trevor S

About this gig


Hello!

Organise your consulting leads, manage client relationships, and keep sales opportunities moving with a Pipedrive CRM system tailored to your consulting business.


I will set up Pipedrive CRM, customise your sales pipeline, organise client management, and configure sales workflows to help you track prospects from first enquiry to signed agreement. Depending on your needs, I can set up deal stages, contact organisation, lead tracking, follow-up activities, task reminders, sales notifications, and workflow automation to reduce repetitive admin and improve visibility across your sales process.


Why choose me?


CRM configuration tailored to your consulting sales process


Clear pipeline stages and organised client records


Workflow testing and practical handover guidance



Gig Tags

  • Pipedrive CRM
  • CRM setup
  • sales pipeline
  • CRM automation
  • client management
  • Pipedrive setup
  • sales workflow
  • lead management
  • consulting CRM
  •  sales follow-up
  • client onboarding
  •  pipeline management
  •  CRM workflow setup
  •  consulting automation
  • deal tracking


Send me a message or order me



Get to know Trevor S

Trevor S

EMAIL MARKETING EXPERT AUTOMATION SPEICIALIST

  • FromUnited Kingdom
  • Member sinceAug 2025
  • Avg. response time1 hour
  • Languages

    English, German, Italian, Spanish
I provide complete email marketing solutions for businesses looking to improve communication, generate leads, and increase sales. From campaign strategy and email design to automation setup and performance optimization, I manage every aspect of the email marketing process. My approach focuses on creating compelling content, targeted messaging, and strategic automation that helps businesses build stronger customer relationships while improving engagement and revenue. Let's connect now!

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