Pipedrive CRM Expert Needed

Posted 4 weeks ago

Worldwide

Summary

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
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Advertising Automation
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
Member since Mar 8, 2026
  • United States
    Rehoboth Beach8:10 PM
  • $1.3K total spent
    156 hires, 11 active

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