I will setup optimize and automate your pipedrive CRM sales pipeline and workflow

United Kingdom

I speak English, French, German

CRM Automation Specialist

Hi, I'm Theodore Lucas, a CRM and automation specialist helping entrepreneurs and agencies take control of their customer data and sales process. I set up and customize HubSpot, Zoho CRM, Dubsado, GoH...
About this Gig

Is your Pipedrive CRM messy, underused, or full of manual work?


I will setup, optimize, and automate your Pipedrive CRM so your sales process is easier to manage, your pipeline stays organized, and fewer leads slip through the cracks.


Whether you're starting from scratch or fixing an existing system, I'll build a workflow around how your business actually sells.


What I can help with:

  • Pipedrive CRM setup & customization
  • Sales pipeline & deal stage setup
  • Pipedrive automation & workflows
  • Lead & contact organization
  • Follow-up & task automation
  • Email automation
  • CRM cleanup & optimization
  • Custom fields & activities
  • Sales process setup
  • Pipedrive CRM integrations
  • Zapier & Make integrations
  • HubSpot & GoHighLevel integrations
  • Reporting & dashboard setup


My goal is simple: turn Pipedrive into a CRM your team can actually use.


Stop manually updating deals, chasing follow-ups, or losing track of prospects. I'll create a cleaner, more automated sales workflow that saves time and keeps your pipeline moving.


Need a complete Pipedrive setup, automation, optimization, integration, or workflow fix?

Send me a message and let's build it.

Software:

PipeDrive

Industry:

Business services & consulting

Nonprofit

Real estate