Pipedrive & CRM Automation Specialist · 18 Years Experience · Spain

Your CRM Should
Be Closing Deals,
Not Creating Work.

I help real estate, finance, law & luxury businesses transform their CRM into a revenue engine — with smart automation, clean pipelines, and systems your team will actually use.

+40%
Lead-to-deal conversion
−70%
Follow-up delays
18yr
Field experience
Book a 30-min Call → See Services
What you get with Sara
✓

CRM built around how you sell — not generic templates

✓

Multi-platform expertise — Pipedrive, HubSpot, GHL, Zoho & more

✓

End-to-end automation — n8n, Zapier, Make, API integrations

✓

Team training included — so adoption actually sticks

Schedule your strategy call
Pipedrive·
HubSpot·
ActiveCampaign·
GoHighLevel·
Zoho CRM·
Brevo·
n8n·
Zapier·
Make·
Outfunnel·
Postman·
API Integrations·
Pipedrive·
HubSpot·
ActiveCampaign·
GoHighLevel·
Zoho CRM·
Brevo·
n8n·
Zapier·
Make·
Outfunnel·
Postman·
API Integrations·
Sound familiar?

Your team is busy.
But deals are still slipping.

Most businesses only use 30% of their CRM's potential. The rest leaks into manual work, missed follow-ups, and pipelines nobody trusts.

  • Leads fall through the cracks because follow-ups aren't automated
  • Your pipeline has deals sitting for weeks with no activity
  • Reports take hours to build — and still don't tell the full story
  • The team doesn't use the CRM consistently, so data is unreliable
  • You've paid for integrations that don't actually talk to each other
Let's fix this →
💸

Revenue leaking silently

Weak follow-up & poor CRM adoption can cost B2B companies 3–8% of annual revenue

⏳

Manual work killing productivity

Sales teams spend up to 65% of their time on non-selling tasks that can be automated

📉

Slow lead response = lost deals

Companies that respond to leads within 5 minutes are 9× more likely to convert them

🔧

The right fix changes everything

Optimised CRM setups speed up sales cycles by 27% and 3× lead response times

What I do

Six ways I help you scale smarter

From full CRM builds to ongoing automation — every engagement is tailored to your industry, your team, and your revenue goals.

01

CRM Strategy & Implementation

Full CRM setup from scratch — pipelines, stages, custom fields, user permissions, and a strategic roadmap aligned with how your team actually sells.

PipedriveHubSpotGHLZoho
02

Workflow & Sales Automation

Eliminate repetitive manual tasks. I design smart automations for follow-ups, deal stage transitions, notifications, and reporting — all running on autopilot.

n8nZapierMake
03

Multi-Platform Integrations

Connect your CRM with email platforms, calling tools, forms, calendars, and bespoke API integrations — so your entire stack works as one seamless engine.

APIOutfunnelPostman
04

Marketing Automation

Build full customer journeys: lead capture, nurturing sequences, segmentation, email campaigns, and conversion triggers — integrated with your CRM.

ActiveCampaignBrevoOrtto
05

Dashboards & Sales Reporting

Custom dashboards that show what matters: pipeline health, conversion rates, team activity, and revenue forecasts — in real time, without manual work.

KPI TrackingInsightsForecasting
06

Team Training & CRM Adoption

Tailored training sessions and onboarding programs that ensure your team actually uses the system — with confidence, consistency, and measurable results.

1-on-1Team SessionsVideo Training
How it works

From messy CRM to revenue machine

A clear, proven process — from the first call to a fully running system.

1

Discovery Call

30-min session to audit your current setup and identify the highest-impact opportunities.

2

Strategy & Roadmap

A bespoke CRM strategy aligned with your sales process, team structure, and business goals.

3

Build & Automate

I configure your CRM, build automations, and integrate all your tools — done-for-you, on schedule.

4

Train & Scale

Team training, handover documentation, and ongoing support so your system keeps delivering results.

Sector specialisation

Built for high-value businesses

I work exclusively with industries where deals are complex, client relationships are long-term, and every leak in the pipeline is expensive.

🏢

Real Estate Developers

Pipeline management for off-plan projects, multi-unit sales, and agent networks with complex deal flows.

💼

Finance & Insurance

Compliant CRM workflows for financial advisors, brokers, and insurance firms managing high-value client portfolios.

⚖️

Law Practices

Intake automation, client lifecycle management, and matter tracking for boutique and mid-size law firms.

💎

Luxury Brands

White-glove CRM experiences with personalised journeys, VIP segmentation, and concierge-level follow-up.

🎓

High-Ticket Education

Enrolment funnels, lead nurturing, and automated onboarding for premium coaching and educational programs.

🏥

Health & Clinics

Patient journey automation, appointment workflows, and retention campaigns for private clinics and wellness brands.

40% Boost in lead-to-deal conversion rate
70% Reduction in follow-up delays
18+ Years of CRM & marketing experience
8+ Years as Pipedrive expert
Real results

What a well-built CRM actually does

I don't just configure software. I engineer the systems that let your team focus on what they do best — while automation handles the rest.

"The CRM transformation Sara led boosted our lead-to-deal conversion by 40% and reduced our follow-up delays by 70% through smart workflow design and system integration."

— Real Estate Developer, Tenerife
Get results like this →
Pricing

Choose your starting point

Every engagement is tailored — these are typical starting packages. Book a call to get a custom quote for your business.

Starter

CRM Audit & Strategy

From €497 · One-time

  • Full audit of your current CRM setup
  • Identified gaps & quick wins
  • Written strategy roadmap
  • 30-min review call
  • Priority recommendations report
Get Started
Most Popular
Core

Full CRM Implementation

From €1,500 · Project-based

  • Complete CRM setup & configuration
  • Pipeline & deal stage design
  • 5 core workflow automations
  • 2–3 platform integrations
  • KPI dashboard setup
  • Team training session included
  • Pipedrive Onboarding, pipeline design & data migration
Book a Call
Growth

Ongoing CRM Partner

From €400/mo · Retainer

  • Monthly strategy & optimisation calls
  • Automation maintenance & new builds
  • Priority support & troubleshooting
  • Monthly performance reporting
  • Team Q&A sessions
Let's Talk
Ready to start?

Book your
30-minute strategy call

No commitment. No sales pitch. Just a clear, honest conversation about where your CRM is today and what's possible.

📩 Email Sara directly Connect on LinkedIn
✉️ info@mktsolutionspro.com
📍 Spain / Remote worldwide
🌐 Available in EN · IT · ES · FR