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Jake H
@jakehopki
Level 1
Certified Pipedrive Partner CRM Setup and Sales Automation Specialist
Vereinigte Staaten
Englisch, Deutsch, Spanisch, Französisch
Über mich
Hi, I am Jake, a Certified Pipedrive Partner with hands on experience in CRM setup, sales automation, and workflow optimization. I help businesses of all sizes successfully implement and scale their Pipedrive systems from initial configuration to advanced automations and integrations. My services include full CRM setup, pipeline design, automation, lead management, and third party integrations. CRM is my daily focus, and I am committed to delivering reliable, efficient, and results driven solutions that help businesses streamline operations and grow their sales.
Kompetenzen
Jake H
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will set up and optimize your pipedrive CRM for sales growth and automation
CRM-Management
I will do pipedrive third party integration
Arbeitserfahrung
CRM Specialist
Sears • Freiberufler
May 2025 - Jun 2025 • 1 mo
I provide CRM setup and support services to businesses and entrepreneurs. My responsibilities include setting up Pipedrive accounts, creating sales pipelines, automating workflows, organizing contacts, and improving sales processes. I help clients manage their leads efficiently and streamline their operations using professional CRM systems.
12 Bewertungen
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hmacgbdz
Kanada
Laufende Zusammenarbeit
When we finally got to test the pipedrive invoicing feature, it didn't work as expected: -it asked for the QB invoice number, suggesting I would have had to create it in QB first, or at least gone to QB to know what invoice number should be -it would not allow several team members to create invoices...
Hilfreich?
hmacgbdz
Kanada
Laufende Zusammenarbeit
Jake's assistance was very much appreciated and eye-opening. My only comment is that I would have preferred to be able to connect with him earlier in the planning process to give him insight into our particular situation. As it was, we were only able to meet the day before our group session, I there...
Hilfreich?
hmacgbdz
Kanada
Laufende Zusammenarbeit
Very helpful. Haven't seen final result yet, as he will present to the team next week. But interactions have been helpful & productive.
Hilfreich?
kanetjosh
Vereinigte Staaten
Laufende Zusammenarbeit
He understood the setup requirements right away, pricing was straight forward, and he completed the task in under 24 hours with full visual proof. Couldn't ask for a better experience.
Hilfreich?
robinbentele
Großbritannien
Jake was really professional and efficient. He was ahead of schedule for delivery and was very attentive to revisions I requested. Happy with the work and would highly recommend working with him on Pipedrive automations and reporting.
Hilfreich?
