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Sara
@mktsolutionspro
Top Rated
CRM Strategy, Automation Architect, Pipedrive Expert
Spanien
Englisch, Italienisch, Französisch, Spanisch
Über mich
CRM Strategy & Automation Architect helping Real Estate, Insurance, Financial Services, and Legal firms build scalable CRM systems.
I help businesses optimize sales processes, eliminate manual work, improve lead management, automate follow-ups, and connect the tools they rely on every day.
Official Pipedrive Partner with 18+ years of experience and 8+ years specializing in CRM implementation, automation, integrations, and sales process optimization.
Kompetenzen
Sara
150 $/Stunde
offline •
Durchschnittliche Antwortzeit: 3 Stunden
Meine Dienstleistungen
Marketingberatung
I will offer consultancy and help you troubleshooting
CRM-Management
I will optimize, customize and automate your pipedrive CRM
Möchtest du auf Stundenbasis arbeiten?
Erzähle Sara, was du brauchst.
150 $
/
StundePortfolio
Arbeitserfahrung
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Mktsolutionspro
Fiverr • Vollzeit
Dec 2017 - Present • 8 yrs 9 mos
CRM Specialist & Automation Strategist | 8+ Years Experience Expert in architecting high-converting CRM systems and automated workflows for global firms in Finance, Real Estate, and Law. I specialize in Pipedrive implementation, streamlining sales pipelines, and building complex integrations using Zapier, Make, and n8n. By aligning data segmentation with customer journey mapping, I’ve helped businesses increase conversion rates by up to 30% and eliminate manual bottlenecks through custom reporting and team training.
218 Bewertungen
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Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
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weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Phase 2 of our ongoing Pipedrive build, delivered cleanly. Sara set up our lead capture system, the website chatbot and web form, with smart routing that automatically sends buyers and sellers into the right pipeline. Clear communication throughout and she walked me through everything via video.
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Fourth and final phase with Sara, and she finished the way she started — thorough, patient, and genuinely invested in getting it right. She documented our entire system in a polished runbook, then walked me through activating and testing every automation live on a call, catching and fixing issues on...
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Third phase with Sara and the quality hasn't dipped once. She rebuilt our CRM field structure and document automation, tested everything before asking us to sign off, and flagged issues proactively before they became problems. Communication is fast, clear, and patient with plain-English explanations. Already moving to the next phase with her.
Antwort des Freelancers
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Sara did an outstanding job building out our Pipedrive CRM for our real estate brokerage. This was a complex Phase 1 project: 24 custom fields, user permission cleanup, and a full automation build covering lead routing, round robin assignment, and a 29-task transaction coordinator checklist that fires automatically as deals move through our pipelines.
Hilfreich?
josh_budd43
Vereinigte Staaten
This call was the initial fact finding - strategic discussion. Sara is an expert.
Hilfreich?
