I will pipedrive sales pipeline for your digital marketing agency
Pipedrive CRM Specialist and Setup Customization and Automation
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
FAQ
Can you set up a new pipeline in my existing Pipedrive account?
Yes. I can configure a new pipeline in an existing account or help organize a new setup, depending on your package and requirements.
Can you include custom deal stages and fields?
Yes. Tell me how you handle leads, discovery calls, proposals, and closing deals, and I'll configure the agreed stages and fields within your package.

