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$
USD
I will configure pipedrive CRM and organize your sales pipeline
I Turn Messy CRMs Into Smarter Sales Systems
Your CRM shouldn't feel like another task on your to-do list. I help businesses turn scattered leads, manual follow-ups and messy pipelines into organized sales systems that are easier to manage.
I w...
About this Gig
Does your Pipedrive account need a clearer sales pipeline?
I will configure your Pipedrive CRM around your sales process, with organized deal stages, custom fields and a clear structure for tracking opportunities.
Whether you are starting fresh or improving an existing account, I will help your team see where each deal stands and what needs attention.
PACKAGE OPTIONS
BASIC
1 pipeline, up to 6 stages and 5 custom fields.
MEDIUM
2 pipelines, 10 custom fields, 2 workflows and a 30-minute training session.
STANDARD
3 pipelines, 4 workflows, 1 simple integration, 1 dashboard and a 60-minute training session.
I will review your requirements, configure the agreed features and test the setup. Workflows and integrations depend on your Pipedrive and connected app plans.
CRM subscriptions and third-party fees are not included. Ongoing management, data migration and complex integrations require a separate quote.
Message me with your Pipedrive challenges and desired sales process so we can choose the right package.
Software:
PipeDrive
Industry:
E-Commerce
•
Medical & pharmaceutical
•
Real estate
My Portfolio
FAQ
Can you work with my existing Pipedrive account?
Yes. I can review your current pipelines, fields, deals, activities and workflows, identify what's making the CRM difficult to manage and reorganize it around your sales process.
Can you set up Pipedrive if I'm completely new to CRM?
Absolutely. I'll structure the account based on how your business captures leads, follows up with prospects and moves opportunities toward closing.
Can you automate my Pipedrive workflow?
Yes. I can configure automations for activities, deal updates, follow-ups, assignments and other repetitive steps supported by your Pipedrive plan.
Do you provide ongoing Pipedrive management?
Yes. If you need continuous CRM improvements, workflow changes, pipeline maintenance or support after the initial project, message me and we can define an ongoing scope.
Can you integrate Pipedrive with other tools?
Yes. Depending on your requirements, I can connect Pipedrive with supported applications directly or through tools such as Zapier and Make. Contact me first for complex integrations.
