Pipelines and stages
One or more pipelines with stage probabilities and deal rotting rules.
🟩 Pipedrive
A pipeline your reps enjoy using
Pipedrive does one thing very well: it keeps salespeople focused on the next step for each deal. We set up pipelines and activities that match your sales cycle, automate the reminders and connect it to the tools around it.
CRM
Pipedrive
A good fit for
- Small sales teams
- Founder-led sales
- Companies that want a CRM in days, not months
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Pipedrive
Workflow automation
Activities, emails and field updates triggered by deal changes.
Email and calendar sync
Gmail or Outlook sync, templates and scheduling links.
Lead capture
Web forms, chatbot and Leads Inbox set up with assignment rules.
Integrations
Accounting, e-signature and marketing tools connected.
Migration
Moves into Pipedrive, or out to HubSpot or Salesforce as you grow.
🗺️ How we work
Plan, build, then stay with you
Every Pipedrive project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Pipedrive connected to the rest of your tools
- Gmail and Outlook
- QuickBooks and Xero
- Mailchimp
- PandaDoc
- Zapier
- Slack
💬 FAQ
Pipedrive questions, answered
Something else on your mind? Ask us on a free call.
A basic setup with pipelines, email sync and imported data usually takes a few days.
Pipedrive is simpler and focused on selling. HubSpot adds marketing tools. If you mainly need a pipeline, Pipedrive is often enough.
Yes, with deals, activities, notes and files mapped and checked.
Yes, using the Pipedrive API and webhooks.