Sara
Top Rated
18y Marketing Expert and 8y Certified Pipedrive Specialist
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150 $US
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Expérience professionnelle
Mktsolutionspro
Fiverr • Temps plein
Dec 2017 - Present • 8 yrs 7 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
Client récurrent

États-Unis
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.


weitzeld
Client récurrent

États-Unis
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.
Réponse du freelance

weitzeld
Client récurrent

États-Unis
Sarah is clearly knowledgeable about Pipedrive and PandaDoc for real estate workflows. The introductory call was helpful and she understood my brokerage setup quickly.
50 $US-100 $US
Prix
5 jours
Durée
Réponse du freelance

weitzeld
Client récurrent

États-Unis
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.

weitzeld
Client récurrent

États-Unis
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...



