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