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Fiverr Pro
Português
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Sara
@mktsolutionspro
Top Rated
CRM Strategy, Automation Architect, Pipedrive Expert
Espanha
Inglês, Italiano, Francês, Espanhol
Sobre mim
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.
Habilidades
Sara
US$ 150/hora
offline •
Tempo médio de resposta: 3 horas
Conheça meus serviços
Consultoria de marketing
I will offer consultancy and help you troubleshooting
Gerenciamento de CRM
I will optimize, customize and automate your pipedrive CRM
Quer trabalhar com remuneração por hora?
Diga a Sara o que você precisa.
US$ 150
/
horaPortfólio
Experiência profissional
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Mktsolutionspro
Fiverr • Período integral
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.
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weitzeld
Estados Unidos
Colaboração contínua
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.
Útil?
weitzeld
Estados Unidos
Colaboração contínua
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...
Útil?
weitzeld
Estados Unidos
Colaboração contínua
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.
Resposta do freelancer
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weitzeld
Estados Unidos
Colaboração contínua
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.
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josh_budd43
Estados Unidos
This call was the initial fact finding - strategic discussion. Sara is an expert.
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