You will get a custom Pipedrive and training

Brittany M.
Brittany M.

You will get a custom Pipedrive and training

Brittany M.
Brittany M.

Select service tier

  • Delivery Time1 day
  • Number of Projects0
    • General Project Consulting
    • Define Project Goals
    • Establish Schedule & Milestones
1 day delivery — Dec 9, 2022
Revisions may occur after this date.
Upwork Payment Protection

Fund the project upfront. Brittany gets paid once you are satisfied with the work.

Project details

Still using spreadsheets or an email marketing platform for customer management? Don't let anyone fall through the cracks.. It's time for a CRM (Customer Relationship Management tool). Let's chat about your current customer journey, then your DESIRED customer journey, then allow me to create a completely customized CRM based off of your desired customer journey. We will talk about automatons and integrations that may help manage your time, or your sales staff's time, including automated emails, scheduling tools, and email campaigns. Then I'll train you on your new system and you can take the reigns on your new, customized and possibly fully automated CRM!  
Target Country Worldwide, United States, Australia
What's included
Service Tiers
Delivery Time
1 day
3 days
5 days
Number of Projects
General Project Consulting
Define Project Goals
Define Deliverables & KPIs
Establish Schedule & Milestones
Risk Management
Resource Management
Budget Management
Project Reports
Project Diagrams Provided
Optional add-ons You can add these on the next page.
Fast Delivery
+$50 - $75

Customize this project

If you're not seeing exactly what you need here, send Brittany a custom request. You can talk about the price and timeline to create a personalized project.

About Brittany

Brittany M.
Marketing, CRM & Integrations
Marketing, CRM & Integrations
Gardnerville, United States - 3:42 pm local time
Programs and apps:
Pipedrive, Zapier, Integromat, Mailchimp, Mailerlite, 123 Form Builder, Active Campaign, Panda Doc, Google, Facebook, Instagram, Twitter, Pinterest, Linkedin, Constant Contact, Clickfunnels, Calendly, Optinmonster, Docusign, Dropbox, Wix, Wordpress, Shopify, Weebly, and many more.

Integrations, automations, Web Design, Logo & Brand Design, Blog Writing, Content Curation, Image Creation for Social Media Posts, Email Campaign Set Up & Creation, email Marketing, Landing Page Design, Funnel Design & Set Up, Flyer Design, Wedding Invite/Card Design, "Swag" Design (Pens/Mugs/Banners/Chapsticks/Bags/ETC), Social Media Scheduling, Google ADs, SEO, Professional Profile Cleanup, Web & Physical Form Creation, Copy Editing, Email Signature & Letterhead Design, and many more.

Steps for completing your project

After purchasing the project, send requirements so Brittany can start the project.

Delivery time starts when Brittany receives requirements from you.

Brittany works on your project following the steps below.

Revisions may occur after the delivery date.


Let's chat about your project and get to know the exact budget, scope & deliverable(s).


Based on the discovery, I'll get to work!

Review the work, release payment, and leave feedback to Brittany.