Pipedrive Consulting

Created 5 years ago in Technology / CRM

Pipedrive is one of the most customizable CRM applications. I have personally implemented many Pipedrive accounts for my clients and now I am inviting you to use my experience in creating these systems in the most efficient manner.

I provide the following services when it comes to Pipedrive:
Pipedrive Consulting - Validating if Pipedrive will serve your needs
Pipedrive Setup - Creating Pipedrive accounts
Data Migration - Importing data from your existing systems
Custom Fields, Lost Reasons, Activity Types - Customizing Pipedrive to suit your needs
Automation Workflows - Creating automated flows to create an efficient system
Configuring Filters and Views - Helping find the relevant data in the most efficient manner
Leads Assignment - Based on locations, using filters/automation/external application
Zapier Integration - Make Pipedrive talk to other systems in your organization
3rd Party App Integration - Connect apps like Slack, Xero, Mailchimp, Asana directly from Pipedrive.

Don't hesitate to ask me any questions related to Pipedrive.