Pipedrive CRM Automation Audit

I’d like an experienced Pipedrive specialist to take a fresh look at how our CRM is configured. Right now, the area begging for attention is automations, and I’m especially keen to refine two things: the email sequences that nurture prospects and the task-assignment rules that keep my team on schedule. My goal is to turn these touchpoints into meaningful, timely interactions that genuinely boost customer engagement rather than just reduce clicks for us.

Here’s what I need from you:

• Audit our existing pipelines, custom fields, and any current automations.
• Design or refine email-based workflows so prospects receive the right message at the right stage.
• Set up task-creation triggers that ensure follow-ups never slip through the cracks.
• Suggest improvements for templates, workflow stages, and any overlooked Pipedrive features that could raise our game.
• Document every change with clear “how-to” notes so my team can manage things independently afterward.

Acceptance criteria: all new automations must run error-free in a sandbox test and demonstrate tangible time savings or engagement gains we can track inside Pipedrive’s reports.

If you know the platform inside out and can turn a messy setup into a customer-centric, self-running machine, let’s get started.