Hi There I’m David

Let's build CRM Automations that works for you

I transform Pipedrive into automation tool you need. So you can focus on closing deals and not managing software.

My Skills

I specialize in building sales funnel automations, integrating Pipedrive with powerful workflows to help businesses scale efficiently.

Services

Custom Pipedrive Setup & Optimization

Tailored Pipedrive CRM buildout designed to fit your uniqe sales process and needs. Includig data cleanp and on going optimization.

Automated email workflows

Smart lead segmentation with multiple ways to automate workflows, including CRM Systems Pro as well as Zapier, Make.com, and custom code API solutions.

Personalized Email Content Creation

Access 40+ ready-made real estate email templates and custom sequences of up to 50 emails for any industry. Get strategic messaging, branded email customization, and an optional brand script session to refine your voice.

Hands-On Training & Ongoing Support

Get live team training on Pipedrive and automation, along with step-by-step CRM best practices. Enjoy ongoing support to help your business scale efficiently.

How It Works

STEP 1

Free
Strategy Call

We map your sales flow and spot automation gaps.

STEP 2

Custom Config & Automations

Your CRM is built to fit you,smart stages, automations, and email workflows.

STEP 3

Training +
Support

I walk you through it, keep it optimized, and scale it as you grow.

Intuitive Design

Custom Pipedrive Setup

I build your Pipedrive system to match how your business actually works.

Automated Email Workflows

I design email workflows that follow your leads automatically. As contacts move through your pipeline, they receive emails tailored to their exact stage in the journey whether that’s a welcome message, a follow-up, or a re-engagement touchpoint.

Personalized Email Content Creation

With custom email sequences mapped to your pipeline, your contacts get the right message at the right time whether they’re a brand-new lead or weeks deep in the deal. Smarter timing. + Better emails.= More conversions.

Training & Ongoing Support

Automation is only powerful if you know how to use it—and if it grows with you. That’s why I don’t just build your system and disappear. I train you (and your team, if needed) on how to confidently manage your CRM, understand best practices, and fine-tune your workflows.

The benefits of marketing automation

Your system should have...

Your CRM and marketing tools should talk to each other. I ensure every piece email, forms, funnels, and follow-up is connected so your system flows like your sales process should.

Easily sort your leads by where they are in the sales cycle so your messages feel personal and hit at just the right time. No more one-size-fits-all blasts.

Great automation lets your campaigns run in the background ending the right messages at the right time without manual effort.

A scheduling tool that let you control the flow of emails as your leads move through your funnel. Including stopping emails when the customer leaves a stage.

A modern automation system should let you tailor messages to each lead—based on who they are, how they’ve interacted, and where they are in the pipeline.

From onboarding sequences to re-engagement campaigns, your automation platform should offer customizable templates that work across industries saving you time and guesswork.

Your Sales Process Automated and Custom Built

I built CRM Systems Pro to eliminate the chaos of connecting tools. It’s a 100% Pipedrive-authorized automation layer that creates a fully integrated sales funnel with custom smart stages, email triggers, and seamless connections between platforms.

From lead capture to follow-up, every piece of your sales process “talks” to the next. CRM Systems Pro brings it all together, your CRM, email content, pipeline, and automations into one cohesive, high-performing system

I handle the full setup for you. Here's exactly what you get...

Often times automation tools charge by an action or a triggering event. With this system in place all the automtions are unlimted for one monthly price. You can feel secure in knowing its the same price each month.

The 11 stage sales funnel will be set up and will be customized to fit your uniqe sales process. This creates a natrual and easy to visualize flow of how the leads will move through your sales process. Your own dasb board to monitor and make changes should you want to.

Feel confident that your emails are sent on time and in the right stage of thier journey. When they are ready to be moved to the new stage the customer stops getting any emails from that stage so your customers are not overloaded with emails that dont match their journey.

Look professional in every inbox. Your emails will be built using high-quality, branded templates that match your style designed to engage, not just inform. From welcome messages to follow-ups, every email looks sharp and speaks directly to your audience.

Send More, Pay less with
CRM Systems Pro

Send email marketing campaigns that deliver results

Sync email and CRM

Trigger emails based on changes to your sales pipeline

Set delay steps

Make sure your email marketing campaign reach the right people at the right time

Easy to use

Use email templates or create your own with a drag-and-drop builder

Track email metrics

Measure the performance of your automated email campaigns

Hi! I'm David

Hello, I’m David, Head of SocialStack.AI and a Pipedrive automation specialist with over 20 years in real estate and 5 years of hands-on experience building custom CRM automations. As a licensed real estate broker and Pipedrive Premier Partner, I bring industry-specific knowledge that most tech consultants simply don’t have.

I specialize in transforming inefficient CRM systems into lead-generation sales funnels. My approach combines custom Pipedrive setup, automated email workflows, and personalized email content creation specifically designed for your business.

What sets me apart? Well for instance, I’ve created my own Pipedrive automation plugin called CRM Systems Pro that fills in some of the gaps that automation tools have. You see as an active real estate broker associate; I have walked in your shoes. I understand both the technical AND the sales side of the real estate business.

Marketing Automation FAQ

What if I’m not in real estate can you still help?

Yes! While I’ve built proven systems for real estate pros, the automation strategies I use apply to any sales-driven business. I tailor every setup to your unique workflow, no matter your industry.

How long does it take to get everything set up?

Most clients are fully set up and running in 1–2 weeks, depending on the complexity of your workflow and the number of automations. Simpler systems can be completed in just a few days..

Do I need to have Pipedrive already?

Not at all. I can help you start from scratch or improve an existing setup. You’ll also get a free 30-day Pipedrive trial if you’re starting fresh.

You can use this link Smartpipline.com/Free30DayPipedriveTrial to get a 30 day trial vs the 14 day offered at Pipedrive.com.

Can I make changes later as my business grows?

Absolutely. I offer ongoing support and system tweaks as part of your growth. Whether you add a new service, change your pipeline, or want more automations I’ve got you covered.

Will I be able to manage the system myself?

Yes. I walk you through how everything works with live training and step-by-step guidance. You’ll feel confident managing your CRM or you can always reach out if you need support.

Let's build CRM Automations that works for you