Pipedrive CRM Expert Needed
Worldwide
We are looking for an experienced Pipedrive CRM specialist to set up and optimize our sales pipeline for an Upwork-based agency. Scope of Work - Create a complete sales pipeline in Pipedrive. - Design deal stages from lead generation to project completion. - Set up custom fields, activities, tags, and automations. - Create reporting dashboards and performance tracking. - Recommend best practices for managing Upwork leads and clients. - Ensure the pipeline is scalable as the agency grows. Suggested Pipeline Stages - New Lead - Proposal Sent - Client Replied - Discovery Call - Quote Sent - Contract Awarded - Project In Progress - Client Review/Revisions - Completed & Paid - Repeat Business/Upsell Requirements - Proven experience with Pipedrive CRM. - Experience setting up sales processes for agencies or service businesses. - Ability to recommend workflow automations and reporting. - Strong communication skills. Please share examples of previous Pipedrive setups you have completed and your estimated timeline for this project.
$5.00
Fixed-price- ExpertExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:4 weeks ago
- Hires:1
- Interviewing:0
- Invites sent:1
- Unanswered invites:0
About the client
- United StatesRehoboth Beach8:10 PM
- $1.3K total spent156 hires, 11 active
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