Tony

Pipedrive CRM Consultant & Playbook Development

Pipedrive • Freelance

Aug 2026 - Present • 1 mo

I design, build, and optimize Pipedrive CRM systems for businesses that need a clearer and more reliable sales operation. My Pipedrive work has included CRM setup, pipeline architecture, custom fields, labels, email synchronization, activity automation, workflow design, sales-process optimization, reporting, and operational workflows tailored to how each business actually sells. I have worked with businesses moving from disorganized or manual processes into structured Pipedrive environments, including B2B sales teams and service-based businesses. Selected work includes: Built Pipedrive sales pipelines with customized stages aligned to real sales processes Configured custom fields, labels, organizations, people, leads, and deal structures Set up email synchronization and automated sales activities Designed workflows for follow-ups, task creation, lead progression, and sales accountability Optimized existing Pipedrive systems where pipelines, fields, and processes had become difficult to manage Developed CRM playbooks and usage processes to help teams use Pipedrive consistently Designed operational workflows for sample-order and warehouse processes Evaluated integration approaches involving email, CSV/JSON/XML transfers, cloud storage, and external systems Created test scenarios to validate CRM workflows and ensure implementations worked as intended Helped businesses turn Pipedrive from a contact database into a structured sales operating system