I will set up pipedrive CRM for your marketing agency

Lucas Richards

United States

I speak English, Spanish, French, German, Italian

N8N Automation, CRM WorkFlows That Saves Time, Zoho, PipeDrive, Hubspot

I help businesses stop doing "busy work" so they can focus on what actually moves the needle. I specialize in building high-performance, cost-effective automations using n8n. Whether you’re looking t...
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About this Gig

Is your marketing agency still tracking client leads in spreadsheets or sticky notes?


I specialise in setting up Pipedrive CRM specifically for marketing and advertising agencies so you can manage every client pipeline, proposal, and retainer deal in one clean system.


What I deliver:


  • Custom pipelines built per client account
  • Deal stages mapped to your agency sales process
  • Automated follow-up sequences (no more dropped leads)
  • Custom fields for CPL, ROAS, and agency KPIs
  • Integrations with Zapier, MailChimp, or Google Ads
  • Email templates for proposals and follow-ups
  • Clean reporting dashboard your whole team can use


Whether you run a boutique digital agency or manage 10+ client accounts, I'll build a Pipedrive setup that fits your exact workflow not a generic template.


Check my packages above to find the right fit.

Message me first if you have a custom requirement.


Let's turn your chaotic lead tracking into a system that wins more clients.

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set up pipedrive CRM for your marketing agency
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set up pipedrive CRM for your marketing agency
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set up pipedrive CRM for your marketing agencyset up pipedrive CRM for your marketing agency

Software:

PipeDrive

Industry:

Financial services

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Marketing & advertising

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Real estate

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