I will pipedrive sales pipeline for your digital marketing agency

United States

I speak English, French, Spanish, German

Pipedrive CRM Specialist and Setup Customization and Automation

I help businesses organize and improve their sales processes using Pipedrive CRM. From setting up sales pipelines and managing contacts to customizing deal stages, creating follow-up reminders, and au...
About this Gig

Running a digital marketing agency means dealing with new leads, discovery calls, proposals, and follow-ups. When everything is scattered, it's easy to lose track of potential clients or forget the next step.


I will build a Pipedrive sales pipeline around your agency's sales process, so you can see where each prospect stands and what needs to happen next.


Here's what I can help you with:

  • Set up a sales pipeline with suitable deal stages
  • Organize leads, contacts, and company records
  • Configure custom fields for your sales process
  • Set up activities and follow-up reminders
  • Create a clear process for calls, proposals, and closing deals
  • Configure basic views and reports where needed


Why work with me?

I want your CRM to make your daily work easier, not give you another system to struggle with. I'll work around your business needs and help you create a pipeline that's practical and easy to manage.


Whether you're starting from scratch or improving an existing Pipedrive account, let's get your sales process organized.


Message me before ordering so we can discuss your requirements and choose the right package.



Software:

PipeDrive

Industry:

Financial services

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Marketing & advertising

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Real estate