
Jake H
Level 1
Certified Pipedrive Partner CRM Setup and Sales Automation Specialist
Skills

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Werkervaring
CRM Specialist
Sears • Freelance
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.
20 Reviews
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jamierbollinger

Verenigde Staten
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...
11 dagen
Looptijd

CRM-management
hmacgbdz

Canada
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...
5 weken geleden
Looptijd

CRM-management
kita_zum

Canada
Very impressed with the Pipedrive setup, It work exactly as I wanted. Fast, knowledgeable, and easy to work with. I’ll definitely hire this seller again!
3 dagen
Looptijd

CRM-management
gratifiedagency

Verenigde Staten
Really impressed with the setup. It’s clean, professional, Jake understood exactly what we needed and delivered a very useful setup. Highly recommend.
3 dagen
Looptijd

CRM-management
kanetjosh

Verenigde Staten
Great seller! Jake set up my custom fields in Pipedrive exactly as requested. Fast delivery Highly recommend his CRM services! fair pricing, and excellent communication from start to finish.
2 dagen
Looptijd

CRM-management