You will get set up pipedrive CRM for your marketing agency
Project details
Is your marketing agency still tracking client leads in spreadsheets or sticky notes?
I specialise in setting up Pipedrive CRM specifically for marketing and advertising agencies so you can manage every client pipeline, proposal, and retainer deal in one clean system.
What I deliver:
Custom pipelines built per client account
Deal stages mapped to your agency sales process
Automated follow-up sequences (no more dropped leads)
Custom fields for CPL, ROAS, and agency KPIs
Integrations with Zapier, MailChimp, or Google Ads
Email templates for proposals and follow-ups
Clean reporting dashboard your whole team can use
Whether you run a boutique digital agency or manage 10+ client accounts, I'll build a Pipedrive setup that fits your exact workflow not a generic template.
Check my packages above to find the right fit.
Message me first if you have a custom requirement.
Let's turn your chaotic lead tracking into a system that wins more clients.
I specialise in setting up Pipedrive CRM specifically for marketing and advertising agencies so you can manage every client pipeline, proposal, and retainer deal in one clean system.
What I deliver:
Custom pipelines built per client account
Deal stages mapped to your agency sales process
Automated follow-up sequences (no more dropped leads)
Custom fields for CPL, ROAS, and agency KPIs
Integrations with Zapier, MailChimp, or Google Ads
Email templates for proposals and follow-ups
Clean reporting dashboard your whole team can use
Whether you run a boutique digital agency or manage 10+ client accounts, I'll build a Pipedrive setup that fits your exact workflow not a generic template.
Check my packages above to find the right fit.
Message me first if you have a custom requirement.
Let's turn your chaotic lead tracking into a system that wins more clients.
Purpose
BusinessIndustry
Business Services & Consulting, Financial Services, Marketing & Advertising, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$75
|
Standard
$175
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 10 | 25 | 50 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$40 - $150About Benard
AI Automation & CRM Specialist | n8n, Zoho, PipeDrive, Hubspot, Make
Ilesa, Nigeria - 6:56 pm local time
𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗳𝗼𝗹𝗹𝗼𝘄-𝘂𝗽 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.
Leads come in.
No one responds fast enough.
Data ends up scattered.
The CRM becomes unreliable.
That is where I help.
𝗜 𝗯𝘂𝗶𝗹𝗱 𝘀𝗶𝗺𝗽𝗹𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝘁𝗵𝗮𝘁:
◆ Capture every lead
◆ Route it instantly to the right place
◆ Trigger follow-ups without delay
◆ Keep your CRM clean and usable
No complexity. No overengineering. Just systems that work.
𝗠𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗵𝗲𝗹𝗽𝘀: Agencies, Educators, Coaches, SaaS Companies, Real Estate Firms, or Service Businesses.
𝗪𝗵𝗮𝘁 𝗜 𝘀𝗲𝘁 𝘂𝗽:
◆ Lead routing (forms, ads, websites → CRM)
◆ CRM cleanup and pipeline structure
◆ Automated follow-ups and notifications
◆ AI lead summaries and qualification
◆ Data sync across tools
◆ API and webhook-based workflows
𝗧𝗼𝗼𝗹𝘀:
n8n, Make, Zapier
HubSpot, Zoho CRM, Pipedrive
Airtable, Google Sheets
OpenAI, Slack,
𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘁𝘆𝗽𝗶𝗰𝗮𝗹𝗹𝘆 𝘀𝗲𝗲:
◆ Reduced manual data entry and follow-up workload
◆ Faster lead response times through instant routing and alerts
◆ Cleaner CRM data that teams can actually rely on
I do not build “cool” automations.
I build systems your team will actually use.
𝗜𝗳 𝘆𝗼𝘂𝗿 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗳𝗲𝗲𝗹𝘀 𝗺𝗮𝗻𝘂𝗮𝗹 𝗼𝗿 𝘂𝗻𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲, 𝘀𝗲𝗻𝗱 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝘄𝗶𝘁𝗵 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴.
𝗜 𝘄𝗶𝗹𝗹 𝗺𝗮𝗽 𝗮 𝘀𝗶𝗺𝗽𝗹𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁.
Steps for completing your project
After purchasing the project, send requirements so Benard can start the project.
Delivery time starts when Benard receives requirements from you.
Benard works on your project following the steps below.
Revisions may occur after the delivery date.
Onboarding
This is where we discuss what the issues is and find a solution.
Implementation
This step occurs after the agreement has been made to begin the project and the solution's implementation starts.