Phoenix - Your AI AssistantWalk you the basics of Pipe drive CRM in an hour
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1 day
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What you get with this Offer
A focused, live tour of Pipedrive in 60 minutes over Zoom or Google Meet. I’ll show you exactly how to use it day-to-day so you can capture leads, track deals, and never miss a follow-up.
Who it’s for
Solo owners and small teams who want a quick, practical intro to Pipe drive-without a full setup or long project.
Who it’s for
Solo owners and small teams who want a quick, practical intro to Pipe drive-without a full setup or long project.
What the Freelancer needs to start the work
our Pipedrive login ready (any plan) — or tell me to use a demo account.
Your choice of Zoom or Google Meet + best contact email.
Preferred date/time and time zone.
Attendee names (up to 3).
Your #1 outcome for the hour: speed to reply / follow-up discipline / reporting.
1–2 recent leads/deals we can use as examples (no sensitive data on screen).
Recording consent: ok to record for your internal use? (Y/N)