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I will setup and automate your pipedrive CRM sales pipeline
CRM Expert, Setup, Automation and Integrations Sales Teams, SMBs
Need help setting up Pipedrive CRM? I assist sales teams, startups, and SMBs in implementing and optimizing Pipedrive for better revenue generation.
With hands-on experience across Pipedrive setup, c...
About this Gig
Is your sales process scattered across spreadsheets, inboxes and manual follow-ups?
I will help you turn Pipedrive CRM into an organized sales system built around how your business actually works.
I configure Pipedrive for freelancers, small businesses, consultants and agencies that need clearer pipelines, better lead management and more consistent follow-ups.
WHAT I CAN DO FOR YOU
- Pipedrive CRM setup and customization
- Sales pipeline and deal stage configuration
- Contact, organization and custom field setup
- Lead management and sales activity tracking
- Workflow automation and follow-up task creation
- CRM data import and migration
- Compatible app integrations using native tools, Make or Zapier
- Sales reports and dashboard configuration
MY PROCESS
1. Review your current setup and sales process.
2. Configure the CRM around your requirements.
3. Test the agreed workflows and integrations.
4. Deliver a clear handover so you can manage your system confidently.
Choose the package that matches your needs, and let's build a Pipedrive system that makes your sales process easier to manage.
Software:
PipeDrive
Industry:
Data analytics
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Education
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Events planning
My Portfolio
FAQ
What do I need before ordering?
You need an active Pipedrive account or a plan to create one, a description of your sales process, and a clear list of the changes you want. Never send your account password in the order requirements.
Do I need a paid Pipedrive plan?
Some basic configuration can be completed without native workflow automation. Pipedrive currently lists its Automations feature on Growth and higher plans, so confirm your plan before ordering an automation package.
Can you migrate data from another CRM?
Yes. Migration can include supported records imported from clean spreadsheets. Complex migrations, data cleanup and field mapping beyond the agreed scope require a custom quote.
Can you integrate Pipedrive with other apps?
Yes, depending on the apps and available integration methods. I can assess native integrations, Make, Zapier or API-based options when suitable.
