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Fiverr Pro
English
$
USD
I will fully configure your pipedrive crm and automate workflows
Experienced CRM Specialist
I help businesses across all industries build a system with CRM automations and well organized workflow.
My ultimate goal as your CRM specialist is to create a system which is reliable, scalable and w...
About this Gig
Are deals sitting in your pipeline without a clear next step? Spending too much time updating records and remembering who to contact?
I will configure your Pipedrive CRM around your sales process and automate routine tasks so your team can stay organized and keep opportunities moving.
Depending on your package, I can help with:
- PIPELINE SETUP: Custom deal stages, field and activity types that reflect how you sell.
- WORKFLOW AUTOMATION: Trigger activities, update deal information and automate agreed actions to reduce manual work.
- APP CONNECTION: Configure one supported native integration in the Premium package.
- SALES REPORTING: Set up a Premium dashboard to track deal progress and sales activity.
- TRAINING: Walk through your delivered setup with a 30-minute Standard or 60-minute Premium session.
Whether you are starting fresh or improving an existing account, you will receive a setup built around your agreed requirements, with included automations tested before delivery.
Features depend on your Pipedrive plan. Subscriptions, migration and custom development are separate.
Message me with your current sales process and the task you want automated so we can choose the right package
Software:
PipeDrive
Industry:
E-Commerce
•
Energy
•
Medical & pharmaceutical
FAQ
What do you need to get started?
I need your Pipedrive plan details, sales stages, required custom fields and the tasks you want automated. Once we confirm the scope, you can invite me to your account with the necessary permissions. Please do not share your password.
Can you improve my existing Pipedrive setup?
Yes. I can review your current pipelines, fields and workflows, then make the agreed improvements. Please message me before ordering so I can understand your existing setup and recommend the right package.
What workflows can you automate?
Examples include creating follow-up activities when a deal changes stage and updating deal information when agreed conditions are met. Standard includes 3 workflows, and Premium includes 5. Each covers one trigger with up to three standard actions, subject to your plan.
Does my Pipedrive plan support everything in your packages?
Feature availability depends on your subscription. Before ordering, send me your plan details so we can confirm that it supports your requested automations, reports and connections. Subscription upgrades and paid apps are not included in my service fees.
