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Meet Ethan
A Pipedrive expert dedicated to streamlining your sales process.
Certified Pipedrive Expert
US Marine Veteran
Daytona Beach Florida
Ethan Wood
I am one of the original Pipedrive partners, part of a select few when it first launched, and now there are hundreds. My dedication to Pipedrive means I don't work with other CRM systems, allowing me to become one of the most knowledgeable experts in the world on this software. I'll share insights on both the advantages and challenges I've encountered through the 750+ Pipedrive-specific builds I've completed. With strong connections at Pipedrive, I can tackle any issues that arise.
For New Builds: We'll start with a discovery call where I'll ask about your current processes and tech stack. I'll outline a strategic plan, including timeline, budget, and expectations.
For Active Systems that Need a Rework: During our discovery call, I'll delve into your pain points and gather your feedback on what you like and dislike. After assessing your team's use of Pipedrive, I'll provide a report on my findings and create a plan to refine your system, focusing on retraining your team to ensure everyone is on board.
Comprehensive Pipedrive Services
From initial setup to advanced automation, I provide end-to-end solutions to maximize your Pipedrive investment.
Pipedrive Setup & Team Training (Recorded)
Complete CRM setup and team training for optimal adoption
Integrate Your Web Forms
Custom lead capture forms integrated directly into Pipedrive
Pipedrive Chatbot Integration with Your Site
Setup and Connect your new Pipedrive chatbot
Zapier or Make.com API Integration
Connect Pipedrive with 3000+ apps seamlessly
CRM Custom Design & Set-up
Tailored Pipedrive configuration matching your workflow
Pipeline & Sales Automation
Automated deal progression and sales process optimization
Sales Email Automation
Personalized email sequences and follow-up automation all inside Pipedrive.
Drip Campaign Set-up
Full training and setup of Pipedrive's Campaigns product, a bulk email solution and Mailchimp upgrade, directly in your Pipedrive
Website Development
Upgrade your websites forms or chatbot or integrate what you currently have into Pipedrive.
Ethan - The Pipedrive Guy's Process
A simple, transparent approach to deliver the right CRM solution for your business.
01
DISCOVERY
We’ll schedule a Zoom call to learn about your current process and goals. Afterward, you’ll receive a clear Bid Proposal & Service Agreement outlining the scope, timeline, and pricing.
02
IMPLEMENTATION
Once the Agreement is signed, we get to work—designing, building, and automating your CRM solution while you focus on running your business.
03
PRESENTATION
When your project is complete, we’ll walk you through it via Zoom, provide training, and address any revisions to ensure everything works seamlessly.
Contact Ethan
Reach out today and let’s build your solution together.