I will set up or fix your pipedrive CRM pipeline and automations
Revenue Operations Specialist
About this Gig
If deals get stuck in Pipedrive, follow-ups are missed, or your pipeline feels messy, the issue is structure not effort.
I set up or fix your Pipedrive CRM so stages, ownership and follow-ups are clear and usable.
No theory. No overengineering. Just a clean system your team can work with.
What I do
- Pipeline stages with clear exit criteria
- Deal ownership rules
- Follow-up tasks and reminders
- Simple no-code automations
- Clean workflows inside Pipedrive
Packages
Basic: Pipeline setup
Standard: Pipeline + follow-up automations
Premium: Full Pipedrive CRM foundation with reporting views
Optional add-ons
- Additional pipeline (+$49)
- Additional automation/workflow (+$39)
- Training session (30 or 60 min)
- Extra fast delivery
Requirements
Pipedrive access and a short description of your sales process.
Not included
Lead generation, cold outreach, custom code or ongoing account management.
Software:
PipeDrive
Industry:
Business services & consulting
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Software
FAQ
Is this for new Pipedrive accounts only?
No. Most clients already use Pipedrive and want it cleaned up or fixed.
Will you change or delete existing data?
No. Nothing is deleted without your approval.
Do you provide sales or marketing strategy?
No. This gig focuses on hands-on CRM setup and structure inside Pipedrive.
What level of automation is included?
Simple no-code automations (tasks, triggers, reminders). Complex logic is available as an add-on.
Do you offer training?
Yes. A 30 or 60-minute training session is available as a paid extra.
Can you manage my CRM long-term?
No. Ongoing account management is not included in this gig.
What do you need to start?
Access to Pipedrive and a short description of your sales process.
Is this suitable for small teams?
Yes. Especially useful for small teams that need clarity and consistency.
