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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 optimize your honeybook CRM for seamless client management
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.
19 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?
mightylucybrian
Vereinigte Staaten
Great experience working with this seller! He understand exactly what I needed for my Pipedrive set up and completed everything professionally and within agreed timeline. I'm very satisfied with the result and would definitely recommend his Pipedrive services to anyone looking for a reliable CRM expert.
Hilfreich?
gratifiedagency
Vereinigte Staaten
Laufende Zusammenarbeit
Really impressed with the setup. It’s clean, professional, Jake understood exactly what we needed and delivered a very useful setup. Highly recommend.
Hilfreich?
jamierbollinger
Vereinigte Staaten
Jake did a very good job setting up Pipedrive around the specific needs of my ministry and relationship-based outreach. He customized the system with the fields, follow-up structure, activities, and ministry opportunity pipeline I needed, and provided training materials and mobile walkthroughs to help...
Hilfreich?
kita_zum
Kanada
Laufende Zusammenarbeit
Excellent work! The custom fields were set up exactly as requested and Everything was organized, tested, and delivered professionally. Great communication throughout the project. Highly recommended!
Hilfreich?
