Browse categories
Explore
Fiverr Pro
English
$
USD
I will be your pipedrive crm sales assistant
CRM Specialist, CRM Setup, Automation and Lead Management
Hi, I’m Layton, a dedicated CRM specialist helping businesses organize their customer data, manage leads, improve workflows, and automate repetitive processes.
I can help you set up and optimize your...
About this Gig
Your sales team should be focused on conversations and closing deals, not wondering which lead needs a follow-up or why the Pipedrive pipeline is a mess.
As your Pipedrive CRM Sales Assistant, I'll help keep the operational side of your sales process organized, updated and moving.
Whether you're dealing with scattered leads, overdue activities, messy deal stages or repetitive CRM tasks, I'll turn Pipedrive into a sales workspace your team can actually rely on.
I can help you with:
- Lead, contact & deal management
- Sales pipeline organization
- Follow-up activities & reminders
- Pipedrive CRM cleanup & management
- Custom fields, stages & activities
- Workflow automation
- Sales dashboards & reporting
- CRM integrations
- Ongoing Pipedrive assistance
Why choose me?
I don't just configure Pipedrive and disappear. I focus on how your sales process actually works, then help you maintain a CRM that supports your team from new lead to closed deal.
Need ongoing Pipedrive support? I can also provide a custom offer for weekly or monthly CRM assistance.
Send me a message and let's get your sales pipeline moving.
Software:
PipeDrive
Industry:
E-Commerce
•
Religion & spirituality
•
Insurance
FAQ
What can you handle as my Pipedrive CRM sales assistant?
I can manage leads, contacts, deals, pipeline stages, activities, follow-ups, custom fields, automations, reports and other day-to-day Pipedrive tasks that keep your sales process organized.
Can you work with my existing Pipedrive account?
Yes. I can work with your current Pipedrive setup, review how your sales process is structured, clean up messy data and improve the areas that need attention without unnecessarily rebuilding everything.
Can you set up automations for my sales process?
Yes. I can create Pipedrive automations for deal activities, lead assignments, follow-up tasks, stage changes, notifications and other repetitive processes based on your sales workflow.
Do you provide ongoing Pipedrive CRM management?
Yes. If you need assistance beyond a one-time project, I can provide ongoing weekly or monthly support through a custom offer based on your workload and required tasks.
Will you contact or close leads on my behalf?
This gig mainly covers CRM and sales operations inside Pipedrive rather than direct selling or cold calling. If you require additional lead communication support, please contact me first so we can discuss your requirements.
