Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup pipeline crm, pipedrive automation, workflows for marketing agencies
About this Gig
Most marketing agencies struggle with messy pipelines, missed follow ups, and no clear system to track leads from inquiry to closed deal. Deals get stuck, follow ups are forgotten, and the team wastes hours updating spreadsheets or jumping between tools.
I fix this by setting up a clean, professional Pipedrive CRM pipeline with smart automations and workflows built specifically for marketing agencies.
What you get:
- Custom sales & client pipeline stages tailored to agencies
- Automated workflows that move deals, create tasks, and send reminders
- Proper lead tracking from first contact to project delivery
- Organized deal fields, labels, and filters your team will actually use
- A ready-to-use system that reduces manual work and stops leads from falling through the cracks
No more chaos. Just a clear pipeline and automations that keep your agency organized and closing more clients.
Ready to organize your pipeline and stop losing leads?
Order Now and lets set up your Pipedrive system today.
Software:
PipeDrive
My Portfolio
FAQ
Do you work only with Pipedrive?
Yes. This gig is specifically for Pipedrive CRM setup, automation, and workflows.
Do I need an existing Pipedrive account?
Yes. You need an active Pipedrive account. I will work inside your account (you can create a temporary user for me or share access securely).
Will this work for my marketing agency niche?
Yes. I customize the pipeline and workflows based on how your agency acquires clients and delivers work (SEO, ads, content, full-service, etc.).
Will this work for my marketing agency niche?
Yes. I customize the pipeline and workflows based on how your agency acquires clients and delivers work (SEO, ads, content, full-service, etc.).
What information do you need from me?
Your current sales process, how you handle leads, proposal stages, and any existing tools you use.
