I will setup consulting sales pipedrive crm client management sales workflow


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
EMAIL MARKETING EXPERT AUTOMATION SPEICIALIST
- FromUnited Kingdom
- Member sinceAug 2025
- Avg. response time1 hour
Languages
English, German, Italian, Spanish

