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English
$
USD
Sara is unavailable until Jul 20, 2026
“Thanks for getting in touch! I work Mon-Fri. Will be back on Monday! Thanks”
I will optimize your sales process with a custom strategy
Sara
Top Rated
5.0
5.0
About this gig
Looking to streamline your sales process and scale efficiently?
As a Certified Pipedrive Expert and Official Pipedrive Partner with 7+ years of CRM experience, I help businesses like yours optimize their operations with clear, actionable sales flow strategies.
Whether you're just starting out or scaling your team, Ill work with you to design, optimize, and automate your sales flow using a custom-built flowchart tailored to your business model. Together, well clarify your process, identify inefficiencies, and implement solutions that actually convert.
What I offer:
- Sales process analysis
- Custom flowchart design
- Actionable strategy plan
- Workflow automation (Pipedrive Workflow/Zapier)
- Integrations & CRM customization
- Follow-up training sessions
From solo founders to growing teams, this gig is built to turn your sales chaos into a smooth, scalable system.
Let's define your flow and turn it into growth.
Contact me today to get started!
Get to know Sara
Sara
Unavailable
18y Marketing Expert and 8y Certified Pipedrive Specialist
Top Rated
- FromSpain
- Member sinceNov 2019
- Avg. response time8 hours
- Last deliveryabout 21 hours
Languages
English, Italian, French, Spanish
CRM Specialist with 18+ years in marketing and 8+ years helping businesses automate sales, marketing, and reporting. Former Marketing Coordinator at a Top 5 Financial Firm in London.
✅ Expert in automation & integrations
✅ Certified Pipedrive Partner
✅ CRMs: Pipedrive, HubSpot, Zoho, Brevo, GoHighLevel, Airtable & more
✅ Tools: Zapier, Make, Postman, Outfunnel, Ortto
✅ Email: Mailchimp, Brevo, ActiveCampaign, MailerLite, Drip & more
✅ Forms: Typeform, Jotform, Gravity Forms & more
📩 DM me and let’s automate your CRM!
My Portfolio
FAQ
What is the difference between the Starter, Growth, and Premium packages?
✅ Starter: 1-hour consultation, sales flow analysis, and custom flowchart for small businesses. ✅ Growth: Everything in Starter + advanced flowchart, process optimization, and workflow automation (Pipedrive/Zapier). ✅ Premium: Full CRM strategy, advanced automation, custom integrations, and training
Do I need to have Pipedrive already set up before purchasing the gig?
No, I can help set up Pipedrive from scratch. If you already have it set up, I’ll optimize and customize it based on your unique needs.
Can you help with other CRM platforms or just Pipedrive?
While I specialize in Pipedrive, I also offer guidance on other CRM platforms, such as HubSpot, Zoho, Brevo, GoHighLevel, Airtable and more. Contact me to discuss your specific needs.
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
W 
weitzeld
Repeat Client
United States
Sara did an outstanding job building out our Pipedrive CRM for our real estate brokerage. This was a complex Phase 1 project: 24 custom fields, user permission cleanup, and a full automation build covering lead routing, round robin assignment, and a 29-task transaction coordinator checklist that fires automatically as deals move through our pipelines.
$3,000-$4,000
Price
11 days
Duration
Helpful?W weitzeld
Repeat Client
United States
Great follow up meeting to create and execute a plan for the project.
$100-$200
Price
7 days
Duration
Helpful?B bus4utravel
Repeat Client
United Kingdom
Really good 😊
$100-$200
Price
3 weeks
Duration
Helpful?N nickpsl
Repeat Client
United States
Great work thank you!
$100-$200
Price
1 day
Duration
Helpful?
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
W weitzeld
Repeat Client
United States
Sara did an outstanding job building out our Pipedrive CRM for our real estate brokerage. This was a complex Phase 1 project: 24 custom fields, user permission cleanup, and a full automation build covering lead routing, round robin assignment, and a 29-task transaction coordinator checklist that fires automatically as deals move through our pipelines.
$3,000-$4,000
Price
11 days
Duration
Helpful?W weitzeld
Repeat Client
United States
Great follow up meeting to create and execute a plan for the project.
$100-$200
Price
7 days
Duration
Helpful?B bus4utravel
Repeat Client
United Kingdom
Really good 😊
$100-$200
Price
3 weeks
Duration
Helpful?N nickpsl
Repeat Client
United States
Great work thank you!
$100-$200
Price
1 day
Duration
Helpful?
