The project brief you have is excellent, honestly. I rarely see a client outline the fields and stages so clearly. Here, you actually don't need to do any analytics because you have already thought everything through; you just need to transfer this logic into Pipedrive manually.

This is exactly my profile. I have worked on implementing CRM at Proxima Research and complex medical systems at MedExpert, so I understand the cost of mistakes in settings. I will create the structure exactly as described: all three funnels (Sales, Active, Lost), set up the client card with mandatory fields so that managers do not forget to enter the budget or geo, and add all source tags.

Regarding automation: you mentioned that it is not necessary at the start, but there are simple things in Pipedrive (like auto-tasks for follow-ups) that I can enable right away so that the system reminds about calls by itself. This is not difficult, but it will relieve the managers.

As for the price — 3500 UAH for the complete setup "turnkey." I will do it in 5 days so that you have time to click around and check.

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Hello!

I will create a turnkey CRM on Make.com according to your specifications: funnels, stages, client card, and fully configured automations.

What is included:
• 3 funnels: sales, active clients, reactivation
• Source tags (freelance, Telegram, advertising, organic)
• Follow-up, reminders, tasks, notifications
• Transitions between stages and funnels
… • Client card + links to materials

I work carefully, logically, with a focus on the convenience of managers and increasing conversion.

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Hello!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.

I have reviewed your task — I will be able to provide timelines after clarifying a few details about the project.

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Alexey, good afternoon!

My name is Rostislav, we specialize in implementing CRM/ERP systems for more than 5 years.

Thank you for the detailed requirements. We are ready to implement your wishes both on Pipedrive and to suggest an alternative (if it will be cheaper). In addition to the setup, we will provide training and support.

Examples of similar projects on Pipedrive:

https://freelancehunt.com/showcase/work/implementation-of-pipedrive-for-a-medical-center/1889606.html
… https://freelancehunt.com/showcase/work/implementation-of-pipedrive-for-a-software-tester/1897836.html

I would be happy to discuss the details with you, provide an estimate on timelines and costs.

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Hello!

I am ready to set up your Pipedrive according to the specifications — with a clean structure, convenient logic, and automations that truly save time and increase conversion.

What I will do:
• I will build 3 funnels: leads → deals → clients → reactivation
• I will create all necessary stages, custom fields, tags, lead sources (organic, freelance, Telegram, paid advertising, referrals, etc.)
• I will set up automations:
• tasks and reminders
… • follow-up after incoming leads
• moving deals between stages based on events
• notifications in Telegram/email (if needed)
• I will design the client card to make it easier for the manager to work
• I will add a mini-instruction for your team (video or text — your choice)

Timeline:

⏳ 1–2 days — basic structure + funnels
⏳ another 1 day — automations, logic check
⏳ 0.5 days — testing + instruction

Budget: 3k UAH (but in the future, such a setup costs 6000-8000 UAH)

Total: 2–3 days turnkey.

Why me?

I am a marketer with a systematic approach: I work not only with CRM setups but also understand how the customer journey works — from lead to payment and repeat sales.
Therefore, I make Pipedrive not “technically,” but for sales, so that the funnel is convenient, transparent, and effective.

I am ready to start immediately.

Please clarify:
— do you already have an account created, or do you need to create and set it up from scratch?
— will it be necessary to connect Telegram/email for notifications?

I would be happy to help you organize and automate sales 👍

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Good day!

I have experience in architecture and implementing complex Sales & Delivery processes in CRM systems, and I am ready to take on the complete setup of your detailed PocketRocket model, including all three funnels: Sales Pipeline, Active Clients, and Lost/Reactivation. I guarantee the structuring of all sales stages (from "New Lead" to "Payment"), clear setup of the tagging system for sources and mandatory fields of the client card, as well as the creation of all necessary automatic triggers and tasks for the PM and Sales team (including a multi-step Follow-up system and Upsell/Renewal logic) to ensure full control over the client lifecycle and increase Retention.

I suggest discussing the details in private messages.

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Good day!
I would like to draw your attention to the Planfix system (planfix.ua) — it is a powerful CRM and business automation platform that operates on the principle of a constructor. It allows you to create highly customizable solutions tailored to the specifics of your business — from a simple CRM for processing applications to a full-fledged operational system for the company that automates both sales and internal processes.

Planfix combines communication, tasks, client database, finances, document flow, and analytics in one environment.
Among the main advantages:

- Flexibility — the system adapts to the company's processes, not the other way around;

- Integrations — with social networks, messengers, websites, payment and accounting services;
…
- Scalability — solutions can be developed gradually, adding new features without data loss.

I have been a certified business partner of Planfix for over 6 years and work exclusively with this system. Due to my narrow specialization, I have deep expertise, extensive practical experience, and dozens of implemented cases in various niches — from online stores and clinics to educational projects and service companies.
If you are interested in exploring how Planfix can help your business specifically — I would be happy to discuss the details and offer an optimal solution.

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Good day. A remarkably detailed technical specification from the start) I think we will work well together! But I would like to suggest implementation in Planfix. The subscription is cheaper and everything you described can be implemented. + it will be convenient to scale. What do you say?

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