Project Description
I want to get more out of Pipedrive by tailoring both the look-and-feel and the behind-the-scenes automation to match our sales process. On the interface side I need new Custom Fields—text boxes, dropdown menus, and date selectors—and a cleaner dashboard layout that surfaces the KPIs my team checks every day.
Beyond cosmetics, I also need a set of automated workflows that cut manual data entry and keep deals moving: think stage changes that trigger notifications, follow-up tasks created automatically, and status updates pushed to Slack or email. Everything should be built natively in Pipedrive where possible, but I’m open to webhooks, Zapier, or similar tools if they add efficiency without breaking reliability.
Deliverables:
• Three new custom field types (text, dropdown, date) added and mapped to the correct pipelines
• Redesigned dashboard layout with the widgets and filters we specify
• At least four event-based automations tested and documented (e.g., deal stage change, activity completion, new contact creation)
I’ll consider the project complete once the fields and dashboard appear correctly for all users, each automation fires as intended under real-world conditions, and you’ve handed over a brief walkthrough or video so my team can maintain it.