I will setup and optimize your pipedrive CRM, sales pipeline and workflows
Stop Losing Sales, CRM and Automation
About this Gig
A Pipedrive account can have all the right features and still feel difficult to manage when your pipeline, deals, activities, and follow-ups are not properly organized
That's where I can help. I will set up and optimize your Pipedrive CRM around your actual sales process, so your team can manage leads, track deals, and know what needs attention at each stage
Here's what I can help with:
- Pipedrive CRM setup and configuration
- Sales pipeline and deal stages
- Custom fields and lead organization
- Activities, tasks and follow-ups
- Workflow automation
- Contact and deal organization
- CRM cleanup and optimization
- Data import and basic integrations
Whether you're starting with a new Pipedrive account or fixing an existing setup, I'll focus on creating a clean, practical CRM that is easier to manage and supports your sales workflow
Send me the details of your current setup or what you want to achieve, and lets get your Pipedrive working
Software:
PipeDrive
FAQ
Do I need an existing Pipedrive account?
No. I can work with a new Pipedrive account or help organize and optimize an existing one
Can you customize my Pipedrive sales pipeline?
Yes. I can structure the pipeline and deal stages around your actual sales process
Can you set up Pipedrive workflows and automation?
Yes. I can configure workflow automation for agreed tasks, follow-ups, activities, and other repetitive processes supported by your Pipedrive plan
Can you clean up my existing Pipedrive CRM?
Yes. I can help organize contacts, deals, fields, pipelines, and other agreed areas of an existing CRM
Can you import my existing CRM data into Pipedrive?
Yes. I can help with data import and organization when the data is provided in a suitable format
Can you integrate Pipedrive with other tools?
Yes. Basic integrations can be included where supported and clearly defined in the selected package. More advanced integrations may require a custom offer
Can you work with my specific sales process?
Yes. I’ll use your requirements to structure the CRM around how your business actually manages leads, deals, activities, and follow-ups

