phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Pipe drvie CRM set up

  • Posted:
  • Proposals: 28
  • Remote
  • #4479846
  • OPPORTUNITY
  • Open for Proposals
Bashirul Haque F.Kashif B.Roy H.Eight Veer Ltd + 23 others have already sent a proposal.
  • 3

Description

Experience Level: Expert
Seeking an experienced Pipedrive specialist to configure a robust CRM tailored to my business. Responsibilities include customizing pipelines, stages, fields, and workflows; importing and deduplicating contacts; setting up automation, email integration, and activity/task templates; creating insightful reports and dashboards; and training materials or brief walkthrough. Ideal candidate has proven Pipedrive implementations, strong data hygiene practices, and excellent communication to deliver a polished, scalable CRM solution.

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Eight Veer Ltd

    Hi Ciaran, this looks like a good fit. To scope it properly, could you confirm the approximate number of contacts/deals to clean and import, and whether you want this as a full live Pipedrive setup or a Phase 1 setup with the core pipelines, automations and reporting in place first?

  • eWeb A1professionals Pvt Ltd

    Hi Ciaran!

    Questions to understand the project better:

    1 Could you briefly describe your current sales process from lead to deal closure so I can structure the pipelines and stages correctly?

    2 Where is your existing contact and deal data currently stored, and approximately how many records need to be imported?

    3 Which tools need to be integrated with Pipedrive?

    4 What key automations would you like in the CRM (e.g., automatic task creation, follow-ups, lead assignments)?

    5 How many team members will be using the CRM, and do you need training or documentation for them after setup?