Comprehensive Pipedrive CRM Build & Integration

Pipedrive CRM Expert Needed – Complete Build, Automation, Smart Docs & monday.com Integration Freelancer job description We are launching a new Australian property development advisory business, The Residential Developer, and are looking for an experienced Pipedrive CRM implementation specialist to build our complete sales CRM from the ground up. This is not a CRM strategy project. We have already designed the complete system and have a detailed 58-page Pipedrive CRM, Sales & Growth System – Final Go-Live Build Specification covering the required pipelines, fields, lead qualification, automations, sequences, forms, scheduler, products, Smart Docs proposals, dashboards, reporting and integration with monday.com. We need an experienced specialist who can take our specification and build, test and commission the complete system inside our Pipedrive account so it is ready for our team to use immediately. ABOUT THE BUSINESS The Residential Developer is a specialist residential property development advisory business. Our sales model is deliberately lean. There will initially be two users operating Pipedrive: Nathan – Director / Sales Conducts qualified Development Fit Calls Determines the appropriate service Approves scope and fees Handles substantive proposal discussions Negotiates and closes opportunities Dawn – VA / Sales Administration & Qualification Receives new enquiries Qualifies prospects before they reach Nathan Manages CRM administration and data quality Manages booking administration Prepares proposals from approved templates Manages follow-up administration and nurture Completes Won Deal handover QA Our delivery team operates in monday.com, not Pipedrive. Once a Deal is Won, the engagement must be handed over automatically/securely into the correct monday.com workflow. THE THREE SERVICES The CRM will sell three primary services: Development Diagnostic Development Acquisition Development Advisory Each service has its own sales pipeline, Products, proposal template, sales process and monday.com delivery handover. SCOPE OF WORK The successful freelancer will be responsible for implementing the complete specification, including: Pipedrive Premium configuration Leads Inbox Person and Organisation configuration Custom fields and controlled dropdown values Lead qualification workflow A/B/C/D lead qualification system Fit Call Eligibility Gate Three separate sales pipelines Deal stages and probabilities Pipedrive Products One-time, instalment and recurring revenue configuration where applicable Deal scoring and prioritisation Activities and outcomes Sales automations Sales Sequences Lead nurture workflows Web Forms Source attribution UTM/source capture where technically available Private Pipedrive Scheduler configuration Gmail / Google Workspace email integration Google Calendar integration Google Drive / Smart Docs integration Email templates Smart Docs proposal templates eSignature workflow Proposal versioning and follow-up workflow Required/important fields Won/Lost processes Nathan sales dashboard Dawn sales administration/qualification dashboard Sales forecasting Revenue reporting Conversion reporting Source-to-revenue reporting Product/service reporting Cross-sell reporting Data-quality exception views User permissions Security configuration monday.com integration Error handling and duplicate protection Complete UAT/testing User/admin SOPs Training System documentation SMART DOCS / FEE PROPOSALS A major component of this project is building our proposal system inside Pipedrive. We have already written the proposal structure and copy. You will build branded Smart Docs templates for: FP01 – Development Diagnostic Fee Proposal & Engagement FP02 – Development Acquisition Fee Proposal & Engagement FP03 – Development Advisory Fee Proposal & Engagement FP04 – Additional Scope / Fee Variation The proposal system must populate appropriate information from Pipedrive Deal, Person, Organisation and Product data. The workflow will broadly be: Qualified opportunity → Product and pricing attached → Smart Docs proposal generated → internal approval → proposal sent → tracked → follow-up → eSignature/acceptance → Won Gate → monday.com handover. WEBSITE → PIPEDRIVE Website visitors will not book directly into the Director's calendar. The intended journey is: Website enquiry → Pipedrive Lead → Dawn reviews → Dawn contacts prospect → Dawn qualifies prospect → Fit Call Eligible → private Nathan booking link → Development Fit Call → appropriate sales pipeline. We already have the required qualification questions, scripts, email copy, form structure and scheduler copy documented. The successful freelancer will configure this inside Pipedrive and provide the required Web Form/embed information to our web developer. PIPEDRIVE → MONDAY.COM INTEGRATION This is an important part of the project. When a Deal becomes Won, the appropriate client/service information must be transferred into monday.com and routed to the correct service delivery workflow. The integration must include: Correct service/project creation Pipedrive Deal ID as unique external identifier Required client/project/commercial data Links to relevant documents Correct service template/routing Duplicate protection Error/retry handling Confirmation of successful handover monday.com project/item link returned or recorded in Pipedrive where technically appropriate We do not want a fragile integration that silently fails. If the standard Pipedrive/monday.com integration cannot support the required data flow, you must be experienced with Pipedrive Automations/Webhooks, monday.com API and/or appropriate integration middleware. Any additional paid middleware or Marketplace application must be approved by us before implementation. IMPORTANT – WE ALREADY HAVE THE SYSTEM DESIGNED We are not looking for someone to redesign our sales process. A detailed Final Go-Live Build Specification will be supplied to shortlisted candidates. Your role is to: Build → Confi