Pipedrive CRM set up

We are looking for a CRM expert who can help us choose a user-friendly and affordable CRM software and set it up properly to create the right automations based on our company's workflow. · We're looking for someone who has experience with platforms like HubSpot, Pipedrive and GoH ...

We need somebody who can get our Monday CRM working just the way we need it. · * Project Management* Asana* Trello* Airtable* CRM Development* CRM Automation.* Salesforce CRM.* Project Management Support.* ClickUp.* Notion* Crm SoftwareDigital Project ManagementBusiness Process A ...

Hello, I would like to get an estimate of how much it would cost to set up a Zoho One CRM configuration for my company. We are an insurance agency, and I need each new lead or client to have the ability to select the type of policy they have with us: life insurance, health insura ...

A small business needs help setting up Monday CRM + Automations. The task involves setting up a lead management system, calls, SMS, and emails. · Set up lead management system. · Set up calls. · Set up SMS. · Set up emails. · ...

We are looking for a reliable Zoho CRM specialist to help us with basic setup work for new client instances on an ongoing basis. · Zoho CRM setup and configuration. · Custom modules, fields and layouts · Web-to-lead/contact or Zoho Forms to CRM · ...

+We are looking for a skilled CRM specialist to fully set up and optimize our CRM system. · ++Set up CRM (Leads, Contacts, Deals, Accounts) · Build a clean and scalable sales pipeline · Create automations for follow-ups and status updates · Integrate tools where necessary (Zapier ...

We are using Zoho CRM and ERP, and we need to customize it to make it easier to use for our purpose, including: · - Create a customized module (i.e. Kiosk or Zoho Flow) to easily intake information in the CRM following our criteria. · - Create the workflows to categorize differen ...

Looking to implement a new CRM for a brand new company, with some unique workflow requirements. · We're an online magazine publishing company that has three distinct use cases for this CRM - as both a lead and sales pipeline/management tool, but also a project-based tracking tool ...

Hi · Looking for someone who knows clickup in and out to help us set up a custom CRM that matches our exact needs. We are a high ticket e-commerce company and every lead we get is worth multiple thousands of dollars so we need a better way to keep track of it all. · Must have dee ...

Email Funnel & Wix Automation Specialist (Remote) · I'm looking for someone who can set up and manage an email funnel inside Wix to help organize leads, automate follow-ups, and manage call bookings. · What I Need: · • Set up automated email sequences in Wix · • Connect Wix forms ...

We are a · CPA firm and have a new law firm client. they use Meruscase software to track time. We need to link the invoicing from Meruscase so that it exports to quickbooks online. · Software Configuration Management · QuickBooks Online · ...

We are looking for a skilled freelancer to assist us in doing two separate integrations: Limited Salesforce QuickBooks custom object integration and a separate PandaDoc Salesforce integration. · ...

I'm looking for someone who's genuinely good with Notion to help me clean up my workspace, build a simple CRM, and create a couple of useful dashboards. · This is a small, practical setup (not a huge system), but I'd love to work with someone who understands how to design Notion ...

I'm looking for an experienced GoHighLevel expert to fully set up my business inside GoHighLevel from the ground up. · This is not a basic setup. · ...

We're looking for someone familiar with Notion to help us set up a simple CRM to track leads and contacts. · Right now, we just have a basic table and it's not very organized. We'd like a cleaner setup where we can keep track of people we're talking to, their status, and some bas ...

We are looking for a Zoho CRM expert to review and improve our current setup. · Map a clear sales and service process in Zoho (Leads → Deals → After‑sales), then lock it in with stages and required fields so reps can't skip steps. · ...

A GoHighLevel specialist is needed to set up a professional webinar page in an account. · ...

We are seeking a motivated cold caller to help us schedule appointments and follow up with leads using our CRM system. The ideal candidate will have experience in cold calling, strong communication skills, and familiarity with CRM tools. Your role will involve reaching out to pot ...

We are looking for a long term partner that can design basic yet appealing quality snapshots for our clients on an outsourced basis. · ...

**Upwork Job Title:** · Expert Needed to Set Up Campaign Tracking and CRM Workflow · **Job Description:** · We're a growing solar and roofing company based in Washington, DC and we use as our CRM. We're looking for someone experienced with Monday to help us properly set up campa ...