I will be your pipedrive CRM setup and automation expert
Gig Summary
CRM and AI Automation Specialist, Building Systems To Help You Work Smarter
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Need help setting up Pipedrive, automating your sales process, and making sure your leads never fall through the cracks?
Would you like One-On-One help with:
Setting up, Auditing or Organising your PipeDrive account
Custom Business AI Automation with Zapier, Make, Chatgpt, etc
AI Agents and AI Employees
Automating more of your sales process
Integrating PipeDrive with other 3rd party tools and softwares
Marketing Automation / Drip campaign
Creating Custom Automated Solutions to ANY Business Processes
Training and Consulting
Advanced Reporting, Analytics and Goal setting
Then you are in the right place!
Industry of Specialisation:
Real Estate:
- Helping you setup your CRM & a Sales Funnel tailored for real estate
- AI automations & Workflows to automate repetitive admin tasks to save you TIME.
- Email automation & Drip campaign
- Suggest tools, apps and services that can help you SCALE you business as a realtor
Financial services & Business Brokerage:
- Advanced Automation
- Customise NDA and Automations
- Drip campaign
Insurance
Retail & Wholesale
Why Choose Me:
Official Pipedrive Partner & I Take Your Business As Serious As I take Mine
Go ahead and book a strategy call. Let's discuss
Software:
PipeDrive
Industry:
Financial services
•
Legal
•
Real estate
My Portfolio
FAQ
Are you knowlegable in AI and can you integrate AI into my business
Yes I am. I can help you create AI solutions to help eliminate repetitive work and in turn make more money in your business
Can you help me generate more leads?
Yes I have Solutions that I can create that can help you with lead generation. Send me a message and we can talk about it
Can you help me with SEO and GEO?
Yes I can. it is something I do
Can you create Drip campaigns?
Yes i can setup drip campaigns that helps you to remain top of mins with your deals and leads
Can you automate my lead follow-up?
Yes! I can setup reminders for you to follow-up with your clients on a periodic basis and I can automate some of your follow-ups entirely
Can you set up my CRM from scratch?
Yes. I can configure your CRM based on your sales process, including pipelines, stages, fields, lead sources, tags, workflows and follow-up automation.
Can you integrate my CRM with other tools?
Yes. I can help with CRM integrations and automation between your CRM and other business tools. Please message me before ordering if you need a specific integration.
What do you need from me to get started?
I'll need access to the relevant CRM, your preferred sales process or pipeline, information about your lead sources and a description of the automations or workflows you want to implement. If you're unsure what you need, message me and I can help define the setup.
51 reviews for this Gig
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| (2) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jsvinicki

United States
Ongoing collaborationDanny knows Pipedrive well. He is knowledgeable about the residential real estate industry, and implements various stages he knows will be necessary ahead of time. Excellent communicator, and a very kind person. Great work!
$200-$400
Price
2 weeks
Duration
V 
Seller's Response
Helpful?M mtcoleman

United States
Ongoing collaborationGreat to work with!
$50
Price
7 days
Duration
V 
Seller's Response
Helpful?O 
osaybee

Nigeria
Ongoing collaborationGreat experience working with this seller. Communication was clear throughout the project and everything was delivered exactly as agreed. The Pipedrive setup was clean, well-structured, and easy to understand. Highly recommended, and I’ll definitely work with him again.
$50
Price
3 days
Duration
V 
Seller's Response
Helpful?J jaxibaxi

Denmark
Ongoing collaborationWorking with this freelancer was an exceptionally positive experience from start to finish. From our very first interaction, it was clear that they brought a high level of professionalism, not only in how they communicated, but also in how they structured the work and respected timelines. Every message...
$400-$600
Price
2 days
Duration
V 
Seller's Response
Helpful?J jaxibaxi

Denmark
Ongoing collaborationShare as many details as you can about the freelancer and the final result, including topics you mentioned: Professionalism of work, Attention to details, Delivery time, and Politeness.Share as many details as you can about the freelancer and the final result, including topics you mentioned: Professionalism...
$200-$400
Price
6 days
Duration
V 
Seller's Response
Helpful?
51 reviews for this Gig
| (49) | ||
| (2) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jsvinicki

United States
Ongoing collaborationDanny knows Pipedrive well. He is knowledgeable about the residential real estate industry, and implements various stages he knows will be necessary ahead of time. Excellent communicator, and a very kind person. Great work!
$200-$400
Price
2 weeks
Duration
V 
Seller's Response
Helpful?M mtcoleman

United States
Ongoing collaborationGreat to work with!
$50
Price
7 days
Duration
V 
Seller's Response
Helpful?O 
osaybee

Nigeria
Ongoing collaborationGreat experience working with this seller. Communication was clear throughout the project and everything was delivered exactly as agreed. The Pipedrive setup was clean, well-structured, and easy to understand. Highly recommended, and I’ll definitely work with him again.
$50
Price
3 days
Duration
V 
Seller's Response
Helpful?J jaxibaxi

Denmark
Ongoing collaborationWorking with this freelancer was an exceptionally positive experience from start to finish. From our very first interaction, it was clear that they brought a high level of professionalism, not only in how they communicated, but also in how they structured the work and respected timelines. Every message...
$400-$600
Price
2 days
Duration
V 
Seller's Response
Helpful?J jaxibaxi

Denmark
Ongoing collaborationShare as many details as you can about the freelancer and the final result, including topics you mentioned: Professionalism of work, Attention to details, Delivery time, and Politeness.Share as many details as you can about the freelancer and the final result, including topics you mentioned: Professionalism...
$200-$400
Price
6 days
Duration
V 
Seller's Response
Helpful?
