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I will setup pipedrive crm optimize pipedrive pipeline zapier automation email sequence
CRM and Automation Specialist : Pipedrive, Zoho, Email and Workflow Automation
I’m a CRM and automation specialist helping businesses organize their customer data, streamline workflows, and reduce repetitive manual work.
I build and optimize CRM systems, connect business tools,...
About this Gig
Your Pipedrive should do more than store your leads. It should help move them toward a sale.
If your Pipedrive account feels messy, your pipeline doesn't match your actual sales process, or your team is still manually chasing every follow-up, I can help.
I'll set up and optimize your Pipedrive CRM around the way your business actually sells then build the workflows and email sequences needed to keep your sales process moving.
What I can help you with:
Pipedrive CRM Setup & Configuration
Custom fields, stages, activities, users, contacts, leads and overall CRM structure.
Pipeline Setup & Optimization
Build or clean up your sales pipeline, define stages, improve deal flow and remove unnecessary bottlenecks.
Workflow Automation
Automate repetitive actions such as task creation, lead assignment, notifications, deal updates and follow-ups.
Email Sequences & Follow-ups
Build structured email sequences to nurture leads and keep prospects moving without relying on manual reminders.
CRM Cleanup & Optimization
Clean up existing pipelines
Integrations
Connect Pipedrive with the tools your sales process already depends on,supported.
Let's build a sales system that works.
Software:
PipeDrive
Industry:
Manufacturing & storage
•
Real estate
•
Travel & tourism
My Portfolio
Other Software Management Services I Offer
FAQ
Can you set up Pipedrive from scratch?
Yes. I can configure the CRM structure, pipelines, custom fields, activities and other core elements around your sales process.
Can you optimize an existing Pipedrive account?
Absolutely. I can review your existing setup, identify unnecessary steps or bottlenecks and restructure the CRM around your actual workflow.
Can you build multiple pipelines?
Yes. If your business has different sales processes, I can structure separate pipelines where appropriate.
Can you automate my follow-ups?
Yes. I can create workflow automations and follow-up processes based on events, deal stages, conditions and timing.
Can you create email sequences?
Yes. I can build structured email sequences for lead nurturing and sales follow-up. Pipedrive's current Sequences functionality supports workflows combining emails and follow-up activities.
Can you integrate Pipedrive with other tools?
Yes, depending on the application and the integration available. Pipedrive currently supports hundreds of marketplace integrations
Can you work with an existing CRM instead of starting over?
Yes. In many cases, optimizing an existing setup is better than rebuilding everything from scratch.
Will you show me how the system works?
Yes. Higher-tier packages can include a walkthrough/documentation so you understand how the workflows operate.
