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I will audit and optimize your pipedrive CRM
Pipedrive CRM and Automation Expert
Hi, I’m DANIEL, a CRM and automation focused on Pipedrive setup, customization, and integrations. I help businesses streamline sales processes, automate workflows, manage leads efficiently, and conne...
About this Gig
Is your Pipedrive CRM slowing down your sales instead of helping your business grow?
If your sales pipeline feels disorganized, deals are getting stuck, follow-ups are being missed, or your team isn't using Pipedrive efficiently, then it's time for a professional CRM audit.
Rather than simply checking your account, I'll carefully review your entire Pipedrive workspace, identify weaknesses, and implement improvements that help you save time, increase productivity, and close more deals.
What I will audit
- Sales pipelines and deal stages
- Contact and organization structure
- Custom fields
- Workflow automations
- Activities and follow-up process
- Email integration
- Reports and dashboards
- User permissions
- Data quality and duplicate records
- Overall CRM performance
What I will optimize
- Pipeline structure
- Deal stage organization
- Workflow automation
- Lead management
- Data organization
- Reporting dashboards
- Sales process efficiency
- CRM performance
You'll receive
- Complete CRM health check
- Detailed audit report
- Actionable recommendations
- Optimized pipelines
- Improved automations
Feel free to send me a message before placing your order. I'm happy to discuss your project
Software:
PipeDrive
FAQ
Will you make changes without my approval?
No. I'll check your CRM and discuss any significant recommendations with you before implementing major changes, unless you've specifically requested full optimization.
Can you audit a newly created Pipedrive account?
Yes. Whether your CRM is brand new or has been used for years, I can evaluate it and recommend improvements.
Can you optimize my existing sales pipeline?
Absolutely. I'll check your pipeline structure, deal stages, and workflow to make them more efficient and aligned with your sales process.
Can you improve my workflow automations?
Yes. I'll identify inefficient or missing automations and recommend or implement improvements depending on your selected package.
What industries do you work with?
I work with businesses across many industries, including real estate, healthcare, telehealth, SaaS, consulting, marketing agencies, travel, construction, and other service-based businesses.
Reviews
1 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
- Value of delivery
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sam_think
Spain
I just started working with Daniel, and he already understood my business and operations as if we were running the business together. Great call experience.
Up to $50
Price
1 day
Duration
A 
Seller's Response
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S sam_think
Spain
I just started working with Daniel, and he already understood my business and operations as if we were running the business together. Great call experience.
Up to $50
Price
1 day
Duration
A Seller's Response
Helpful?
