Pipedrive or TimeDigital CRM implementation and integration

Project description

We are a medium size company (NGO) looking for an expert to help us with the following tasks:

- Setting up Pipedrive or TimeDigital account based on the previously agreed specification

- Defining Initial setup (pipelines​,​ fields​,​ reports​,​ dashboards​,​ leads segmentations)

- Website forms and lead sources integration

- Importing data from xls. and spreadsheets

- Integration with e-mail

- E-mail automation - crucial as different emails have to be sent at different stages. Sending emails has to be triggered by changing deal status​/​stage in CRM

- Activity planning for deals