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Fiverr Pro
English
$
USD
I will optimize your pipedrive CRM and automate workflows
Making Your CRM Work Beyond Contact Storage
Your CRM should do more than hold contacts, it should help your business move forward. I help businesses turn scattered leads, confusing pipelines and repetitive tasks into structured CRM systems buil...
About this Gig
Your sales pipeline should make the next step clear. If deals sit in the wrong stages or follow-ups depend on memory, I can help improve how your existing Pipedrive CRM works.
I will review your sales process, refine your pipeline and build practical workflows around the way you sell.
Depending on your package, I can:
- Improve pipeline stages and deal organization
- Refine custom fields and activity types
- Automate activity creation, reminders and agreed follow-ups
- Test workflows using sample deals
- Provide a clear handover of the changes made
- You receive focused improvements with an agreed scope, so you know what will change before work begins.
This service covers existing Pipedrive accounts. New account creation, data migration, third-party integrations and ongoing administration are not included.
Automations depend on your Pipedrive subscription and permissions. Subscription costs are separate.
Message me with your current challenges and desired workflows so we can confirm the right package.
Software:
PipeDrive
FAQ
Do I need an existing Pipedrive account?
Yes. This gig improves an existing account and sales process.
Does my plan support automation?
Your subscription must support the requested workflows. Please share your plan before ordering.
What can you automate?
Agreed tasks such as activity creation, reminders and follow-ups, depending on your plan.
Are integrations included?
No. Zapier, Make, external apps and custom API work are outside these packages.
Will you explain the changes?
Yes. Every package includes a written summary; Premium includes a 30-minute training session.
