You will get Pipedrive CRM Consultant and setup Pipedrive CRM with automations
Project details
I am Ali, new on this platform but I am giving virtual assistant services using Pipedrive CRM all over the world. Delivered a lot in different domains. Am delivering professional services on more than 100+ projects for clients from Europe, USA and Canada.
“See all deals in a visual sales pipeline”
3 Step process:
Step 1: A Discovery/consulting call to get the details of the business.
Step 2: The build including custom fields, email automations, within system automations etc
Step 3: Zoom call Training with screen share gives you a walkthrough of the completed system that I set up for you as well as the best way to use the CRM.
“Making sales more efficient”
Basic Package ONE ON ONE Meeting includes:
1-Hour Pipedrive consultation ($30), to go over your specifics needs, show you the main features of the Trello, answer any doubt you might have and, discuss further steps.
Features:
Manage leads and deals
Track Communications
Automate and grow
Insight and reports
Integrations
Before purchasing this gig, it is highly recommended to briefly discuss your project. No worries, it will only take a couple of minutes.
Let's do business Together !
“See all deals in a visual sales pipeline”
3 Step process:
Step 1: A Discovery/consulting call to get the details of the business.
Step 2: The build including custom fields, email automations, within system automations etc
Step 3: Zoom call Training with screen share gives you a walkthrough of the completed system that I set up for you as well as the best way to use the CRM.
“Making sales more efficient”
Basic Package ONE ON ONE Meeting includes:
1-Hour Pipedrive consultation ($30), to go over your specifics needs, show you the main features of the Trello, answer any doubt you might have and, discuss further steps.
Features:
Manage leads and deals
Track Communications
Automate and grow
Insight and reports
Integrations
Before purchasing this gig, it is highly recommended to briefly discuss your project. No worries, it will only take a couple of minutes.
Let's do business Together !
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$60
|
Standard
$260
|
Advanced
$550
|
|---|---|---|---|
| Delivery Time | 5 days | 8 days | 15 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20 - $33
38 reviews
(36)
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JS
John S.
May 24, 2025
You will get Monday com Consultant,setup monday CRM project management boards automation
JF
Jan F.
May 19, 2025
IMI Asana --
AD
Anne D.
Mar 26, 2025
PandaDoc expert - create a form that automatically sends a template
PB
Pinny B.
Dec 30, 2024
Jotform and Monday setup
Ali went above and beyond to satisfy the needs of our very complicated project. Highly recommend.
TV
Tomas V.
Sep 11, 2024
30 minute consultation
About Ihtisham
AI Automation Expert & AI CRM Consultant AI Agent | Make, Zapier, n8n
100%
Job Success
Rawalpindi, Pakistan - 5:36 am local time
From CRM automation, AI Calling Agents to WhatsApp bots, onboarding systems, and API integrations, I design complete systems, not just simple automations.
I help businesses automate their operations using AI agents, workflows, and fully connected systems.
If your business is running on manual processes, scattered tools, emails, WhatsApp messages, and disconnected systems, I can turn that into a fully automated operation.
I don’t just build automations.
I design systems that scale.
WHAT I BUILD 🤖
• AI Agents connected to CRMs, databases, and business tools
• AI Chatbots (WhatsApp, web chat, internal assistants)
• End-to-end workflow automation (Make com, Zapier, n8n)
• CRM automation systems (monday com, HubSpot, Salesforce, GoHighLevel)
• Lead management & sales pipelines
• Client onboarding automation systems
• Document automation (PandaDoc, DocuSign)
• Email, SMS, WhatsApp automation (Twilio, APIs)
• API integrations & custom webhook workflows
• Data processing, routing, and automation logic
• Task automation across ClickUp, Asana, Trello, Airtable
• Dashboard & reporting automation
INDUSTRIES I WORK WITH 🏢
• Real Estate & Property Management
• Healthcare & Clinics
• Marketing Agencies
• Solar & Construction Companies
• E-commerce & Operations Teams
• Finance & Loan Processing Teams
• Service-based Businesses
TOOLS & TECHNOLOGIES 🛠️
Automation:
Make com, Zapier, n8n
Project / CRM Systems:
monday com, ClickUp, Asana, Trello, Airtable, HubSpot, Salesforce, GoHighLevel
Communication & Chatbots:
WhatsApp API, Twilio, Vapi, Retell, Synthflow, AI Chatbots, OpenAI, GPT-based assistants
Documents & Payments:
PandaDoc, DocuSign, Stripe, QuickBooks, Xero
Other:
APIs, Webhooks, HTTP modules, JSON, OAuth, integrations between any tools
REAL PROBLEMS I SOLVE 🎯
• Leads coming from multiple sources → automatically captured, assigned, and followed up
• AI Agents including appointment booking, taking orders, reminders, Followups
• Manual data entry between tools → fully automated workflows
• Client onboarding taking hours → reduced to minutes
• Teams missing tasks → automated task creation, assignment, reminders
• No visibility → dashboards with real-time tracking
• Disconnected systems → fully integrated ecosystem
WHY CLIENTS WORK WITH ME 🧠
• 100% Job Success on Upwork
• $40K+ earned with proven delivery on Upwork
• 1000+ successful projects on difffernet platforms
• Experience across multiple industries
• I think like a business owner, not just a developer
HOW I WORK 🧠
1. Understand your current process
2. Identify automation opportunities
3. Design system architecture
4. Build workflows & integrations
5. Test, optimize, and scale
If you're looking for someone who can turn your business into a fully automated system using AI and workflows , send me a message.
Let’s build something that actually saves you time.
Steps for completing your project
After purchasing the project, send requirements so Ihtisham can start the project.
Delivery time starts when Ihtisham receives requirements from you.
Ihtisham works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule zoom call,
Schedule zoom call and will discuss requirements more in detail.