I will setup, automate pipedrive CRM, optimize sales pipeline and workflows
Website Designer and Redesign Specialist
About this Gig
A business owner approached me with a Pipedrive CRM that appeared to be well-organized, but the sales staff was unable to see which deals required attention, leads were being overlooked, and follow-ups were managed manually.
The problem was not Pipedrive itself, The sales process needed to be structured properly.
I reorganized the sales pipeline, cleaned up fields and stages, created workflows, and automated repetitive follow-ups.
This gave the team a clearer process and made daily CRM management easier
That is the approach I bring to every Pipedrive project.
- Pipedrive CRM setup & customization
- Sales pipeline and deal stages
- Leads, contacts & custom fields
- Workflow and task automation
- Follow-up reminders & email templates
- Pipeline cleanup and optimization
- Dashboards and sales reporting
- CRM troubleshooting
- Zapier, Make, n8n & integrations
Software:
PipeDrive
FAQ
Can you set up Pipedrive based on my current sales process?
Yes. I can structure the pipeline, stages, fields, and workflows around how your business currently manages leads and deals.
Can you fix or optimize my existing Pipedrive CRM?
Yes. I can review your current setup, identify areas causing problems, and make practical improvements to your pipeline and workflows.
Can you automate my lead follow-ups?
Yes. I can create Pipedrive workflows for tasks, reminders, and other repetitive sales activities based on your requirements.
