You will get Pipedrive CRM Setup & Training | Automate Your Sales Process
Project details
I’ll deliver a sales-ready Pipedrive in under a week. I’m Allison, a Premier Pipedrive Partner and RevOps consultant. We’ll map your sales process, build one optimized pipeline with clear stage rules, add 10–15 custom fields, and wire 2–4 time-saving automations (lead routing, stage tasks, SLA nudges, “Won” actions). I’ll connect email/calendar and set up two Insights dashboards for visibility. Optional light integrations with Apollo.io, JustCall, PandaDoc, or Go High Level. You’ll get a live 45–60 min handover and a quick-start guide so your team can run immediately. Outcome: cleaner data, faster follow-up, and reporting you can trust—without a long project.
Data Entry Type
Data Cleansing, Document Conversion, Error Detection, Online ResearchData Entry Tool
CRM SoftwareWhat's included
| Service Tiers |
Starter
$800
|
Standard
$1,500
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$300
Additional Revision
+$100
Additional Hour of Work
+$100
Extra Training Session
+$300Frequently asked questions
About Allison
Apollo.io & Pipedrive Expert | CRM Setup, AI Employee, Sales Automatio
Goodyear, United States - 2:42 am local time
I help companies like yours turn Apollo.io, Pipedrive, and connected AI tools into a true growth engine — driving leads, closing deals, and saving time through automation.
Here’s how I can help:
Apollo.io Optimization → Targeted prospect lists, high-performing sequences, and outreach campaigns that actually convert.
Pipedrive CRM Setup & Training → Custom pipelines, automations, and dashboards designed around your sales process (not cookie-cutter templates).
AI Employee & AI Receptionist → Automating follow-ups, handling missed calls via text, and streamlining customer communication.
JustCall Integration → Phone system + call tracking fully synced with Pipedrive.
PandaDoc Automation → Proposals, quotes, and contracts automatically generated from your CRM.
Workflow Automation (Zapier, GHL, Relay, etc.) → Eliminating manual tasks so your team can focus on selling.
Why clients hire me:
✅ 5+ years of CRM and sales automation experience
✅ Proven success with SMBs and Home Services businesses
✅ Focus on ROI — not just “setup” but measurable results
✅ Training included, so your team feels confident using new systems
With me, you don’t just get a tool configured — you get a complete revenue operations system designed to win more customers with less effort.
If you’re ready to finally see results from Apollo.io, Pipedrive, and your sales stack, let’s connect and build your growth engine.
Steps for completing your project
After purchasing the project, send requirements so Allison can start the project.
Delivery time starts when Allison receives requirements from you.
Allison works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & CRM Audit
30–45 min call + account review. Confirm goals, pipeline stages, fields, users, and integrations. Identify quick wins and risks. Deliver a short action plan before building.
Pipeline & Stages Blueprint
Create/optimize 1–2 pipelines with clear stage definitions, entry/exit criteria, and SLA notes. Align to your offer(s) and hand-off points.