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Fiverr Pro
English
$
USD
I will set up your pipedrive CRM
About this Gig
I built Pipedrive from scratch for a B2B wholesale operation: custom stages mapped to a real sales process, activity automation triggered on stage changes, Apollo.io integration for lead sourcing, and dashboards showing pipeline value, deal velocity, and win rate.
What I deliver:
- Custom pipeline architecture mapped to your actual sales process
- Deal fields and custom properties for your deal types
- Email integration (Gmail or Outlook)
- Activity automation: follow-up reminders and stage-triggered tasks
- Reporting dashboards: pipeline value, deal velocity, win rate, activity tracking
- Apollo.io or LinkedIn Sales Navigator integration (Premium)
- 1-hour handover Zoom call
- Process documentation PDF so your team can maintain it
Who this is for:
B2B businesses managing deals in spreadsheets, or teams with a Pipedrive account that was never properly set up or adopted.
To get started, I'll need:
Admin access to your Pipedrive account, a walkthrough of your current sales process (a short video or written brief works), and clarity on your deal types and team structure.
Software:
PipeDrive
FAQ
We don't have Pipedrive yet. Can you set it up from a blank account?
Yes, that's the ideal starting point. You'll need an active Pipedrive subscription before we begin - I can advise on the right plan for your team size. Pipedrive offers a free trial if you want to test before committing.
We have Pipedrive but it's not being used properly. Can you fix what's there?
Yes. I'll audit the current setup, identify what's working and what isn't, and rebuild the pipeline architecture to match your real process. Most cleanup is included. I'll flag anything requiring significant restructuring before we start.
What is Apollo.io and do I need it?
Apollo.io is a B2B lead generation platform that lets you build targeted prospect lists and run outreach sequences. If you're doing outbound B2B sales, it's worth having. If you're running purely inbound, you don't need it. I'll advise at the start of the project based on your sales model.
Is ongoing pipeline support available after setup?
Yes. I offer a monthly pipeline review and optimisation retainer, from covering deal stage hygiene, automation performance, and dashboard accuracy. We can discuss at the handover call.
