I will setup sales pipeline CRM automation, pipedrive automation CRM expert

United States

I speak English, German, French

18 orders completed

Dilligency

I am a detail-oriented freelancer specializing in property listing and management support, as well as digital planning solutions. I help property owners, short-term rental hosts, and managers optimize...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

Highly Responsive

Known for exceptionally quick replies

About this Gig

I will streamline your Pipedrive CRM and automate workflows around your actual sales process, giving your team a clear system for managing leads, staying on top of activities and moving deals forward.


Is your Pipedrive CRM becoming harder to manage instead of making your sales process easier?


  • Duplicate companies.
  • People assigned to the wrong organizations.
  • Messy custom fields.
  • Unclear pipeline stages.
  • Manual follow-ups.
  • Automations that don't work the way they should.


WHAT I OFFER;

  • Clean Data organized records, fields & relationships.
  • Better Processes CRM built around your sales workflow.
  • Less Manual Work automated tasks, follow-ups & assignments.
  • Lead Flow to CRM capture, route & manage leads automatically.
  • Connected Systems connect Pipedrive with your business tools.
  • Contracts & E-Sign automate contracts, documents & signatures.
  • Bookings & Scheduling connect appointments with your CRM.
  • Telephony & SMS connect calls, texts & activity tracking.
  • CRM Migration move your data into Pipedrive correctly.
  • Data Transfer move data between Pipedrive & other platforms
  • Dashboards & Reporting track sales, pipeline & performance
  • Reliable Data Flow keep information moving between systems

Software:

PipeDrive

Industry:

Agriculture

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Real estate

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Travel & tourism