Pipedrive CRM Setup for VEU Program

I need Pipedrive configured from the ground up for a fast-growing solar lead-generation and sales operation. The goal is to have a clean, automated pipeline that captures enquiries from our landing pages and ad campaigns (LinkedIn, Facebook, Google), routes them to the right sales rep, and tracks every stage through to closed-won.

Scope
– Build custom pipeline stages that mirror the solar sales cycle, including automated task and email triggers.
– Import and de-duplicate our existing contacts and deal data.
– Integrate web forms and landing pages (WordPress, Webflow or Shopify, depending on the funnel) so new leads appear instantly in Pipedrive with source tagging.
– Set up dashboards and reporting for team performance, marketing attribution and revenue forecasting.
– Provide user-level permissions plus a brief Loom walkthrough or live hand-off session so the team can hit the ground running.

Acceptance criteria
1. New test lead from a landing page shows in the correct stage with source, owner and follow-up task populated automatically.
2. Automated emails and reminders trigger without errors.
3. Dashboards display real-time metrics for deals by stage, rep and campaign.
4. All migrated contacts retain notes, activities and file attachments.

Timeline: ASAP—ideally the core build live within a week, with refinements straight after.

Please send a detailed project proposal outlining your approach, estimated hours, any third-party tools (Zapier, Make, native integrations) you plan to use, and examples of previous Pipedrive builds in the renewable-energy or similar sectors.