I will setup pipedrive sales pipeline and lead follow up workflow
CRM Specialist, Sales Automation Expert
About this Gig
Are new leads coming in, but follow-ups are getting missed?
I will set up a practical Pipedrive sales pipeline that shows where every lead stands and what your team needs to do next. Your workflow will be built around how you actually sell, from a new enquiry through qualification, proposal, follow-up, and closing.
Depending on your package, I can:
- Create pipeline stages and useful custom fields
- Organize leads, contacts, deals, and activities
- Import and map an existing lead spreadsheet
- Set up follow-up reminders and supported automations
- Build a simple sales dashboard
- Test the workflow and provide a handover video
You will receive a working setup and a short summary of what was configured. Automation availability depends on your Pipedrive plan.
Message me before ordering if you need multiple pipelines, a large import, or connections to other apps. Ill check the scope and recommend the right package.
Software:
PipeDrive
Industry:
Agriculture
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Financial services
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Travel & tourism
FAQ
Can you import my contacts?
Yes, in Standard or Premium, up to the stated limit. Please provide a clean CSV or Excel file.
Will you write follow-up emails?
I can configure an agreed workflow. Email copy or a full email campaign needs a separate scope.
Do I need a paid Pipedrive plan?
Some automation features depend on your plan; I’ll check the available features before setup.
