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Certified Pipedrive experts

Make Pipedrive the CRM your team actually uses.

Most CRMs get switched on, then quietly ignored. We shape Pipedrive around your sales process, move your data across safely and train every role, so your team lives in it and your numbers finally add up.

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  • Certified Pipedrive experts
  • UK-based consultants
  • 150+ CRM solutions delivered
  • Rated 5 stars on Google

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Our clients

We help UK SMEs sell from a pipeline, not a spreadsheet.

From renewables installers to law firms and membership bodies, growing UK businesses trust us to design and run the systems they sell with. More than 150 projects in, we know what makes a pipeline stick.

HEB Group ISI Global Wild Farmed Tribe Connect HANDL Group Cahill Renewables My In-House Lawyer Live-in Guardians Precision Group The Mortgage Company Digital Five Econekt Nextstep Exhibitions Free To Be Kids Luma Linear All Building Control
The problem

Six signs you've outgrown the way you sell today.

Every growing business reaches the point where the tools that got it started begin holding it back. These are the patterns we're called in to fix, and most clients recognise at least three.

01

Your pipeline lives in a spreadsheet

Deals sit in a shared sheet that's out of date by lunchtime, and nobody is quite sure which version is the real one.

02

Follow-ups rely on memory

Next steps live in inboxes and notebooks. When someone is busy or on holiday, good deals quietly go cold.

03

Nobody trusts the forecast

The number in the board pack never matches the system, so every sales meeting starts with an argument about the data.

04

Your CRM was switched on, then left

It went live with default stages and fields that never fitted how you sell, so half the team stopped using it.

05

Your best sellers are doing admin

The people you hired to win work spend hours copying details between email, quotes, finance and the CRM.

06

Won deals fall into a gap

The handover from sales to delivery is an email and a hope, and everything sales learned has to be asked for again.

Recognise your business in any of that? A 30-minute conversation could save you months of going round in circles. Book one here.

What we do

Four ways we make Pipedrive work for you.

Consulting, build, integration and support across the whole life of your Pipedrive account. Take one service, or any combination of the four.

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01 · Think

Scope & blueprint

We map how you really sell, then design a clear, costed Pipedrive blueprint: pipelines, stages, fields, automations and reports, agreed before anything is built.

Explore Think

02 · Build

Build & migration

Pipelines, custom fields, automations, email sync and dashboards, built and tested. We move your history from spreadsheets, HubSpot, Salesforce or Zoho, then train your team.

Explore Build

03 · Connect

Integrations

We connect Pipedrive to your email, calendar, finance, marketing and quoting tools, using native apps, the Pipedrive API or Make, so no one retypes the same details twice.

Explore Connect

04 · Support

Managed support

A named consultant and a responsive UK service desk for admin, fixes and improvements, so Pipedrive keeps pace as your team, products and process change.

Explore Support

Not sure where to start?

Book a free, no-obligation consultation.

Thirty minutes with a certified Pipedrive consultant to pressure-test your plans and scope the work.

Book a call

150+

CRM and business-system solutions delivered for UK SMEs.

98%

Client retention. Clients stay with us long after go-live.

40%

Average reduction in manual admin time.

2 wks

Typical time to first measurable value.

Why Pipedrive

A pipeline your team will actually keep up to date.

Pipedrive is built on one simple idea: selling is a series of steps, and every deal should always have a next one. Set up properly, it's the CRM your team will genuinely want to use.

Pipedrive handles the selling brilliantly. Our job is making sure it's set up around your process, connected to the rest of your business and adopted by your team. See how we set it up.

Our approach

Five stages. No surprises.

The same five stages on every engagement, from a two-week blueprint to a full migration. You always know where you are, what comes next and what it costs.

See our approach

  1. Stage 01

    Discover

    We learn how you really sell today, with the people doing the selling, before anyone opens Pipedrive.

    2 to 3 workshops

  2. Stage 02

    Blueprint

    A costed design you sign off first: pipelines, stages, fields, automations and the reports that matter.

    1 to 2 weeks, fixed price

  3. Stage 03

    Build

    We configure, migrate and connect in short cycles, showing you working Pipedrive early and often.

    2 to 6 weeks

  4. Stage 04

    Adopt

    Role-based training and a staged launch, so the team lives in Pipedrive rather than drifting back to the spreadsheet.

    Training by role

  5. Stage 05

    Evolve

    We stay on as your managed partner, tuning and extending Pipedrive as the business grows.

    Ongoing, on zedPlan

Client feedback

What our clients say.

From our wider CRM practice at zedConsulting: different platforms, the same consultants and the same standard of work.

Rated 5 stars on Google
"From the outset they took the time to really listen and understand our specific requirements, and the end result is a system that fits our needs perfectly. What stands out is how proactive and responsive they've been as we tested and rolled the platform out."
Simon BakerCEO, Baker & Associates
"Their team quickly grasped the complexities of our environment and played a key role in unlocking process potential. Their expertise and support have been outstanding, enabling us not only to meet our goals but to surpass them."
Alaster PurchaseCEO, National Security Inspectorate
"They have assisted us in refining our sales and operational processes. David and his team have been a pleasure to work with. We will definitely work with them again and again."
Ian McCaulOperations Director, Alma Risk
"Excellent support during our implementation. David and Khurram are a pleasure to work with, demonstrated a clear understanding of our needs and ensured the set-up was smooth and effective. Super collaborative."
Gina MulaCOO, ISI Global
"Great honesty and value for money from day one. Methodical, professional, and patient as we navigated the build of our CRM. We look forward to continuing to work with them on future projects."
Emma Lester-DevittCOO, Tribe Connect
"Extremely knowledgeable and expert in their area of work. They helped us build and move CRM systems, which has saved our team a huge amount of time in their day-to-day. Cannot recommend enough."
Abby CahillFinance & Operations Director, Cahill Renewables
FAQ

Questions, answered.

Straight answers to what people ask us most. If yours isn't here, ask us directly.

Ask us a question

We already use Pipedrive, but it's a mess. Can you fix it?

Yes, and it's one of the most common ways we start. We run a health check on your account, find out why the team drifted away from it, then rebuild the pipelines, fields and automations around how you actually sell, without losing the history you already have.

We're on spreadsheets, HubSpot, Salesforce or Zoho. Can you move us?

Yes. We map what you have today, agree what's worth bringing across and what should be left behind, then migrate in stages with a parallel run, so open deals, owners and next steps survive the move and nothing breaks mid-quarter.

Is Pipedrive right for us?

Often, but not always, and we'll tell you. Pipedrive is a strong fit for sales-led businesses that want a clear pipeline, fast adoption and sensible running costs. We work across several CRM platforms, so if something else would suit you better, we'll say so and explain why.

How long does a typical project take?

Most SME projects reach first measurable value within two to three weeks. Pipedrive is quick to set up, so the timeline usually depends on decisions, such as your stages and who owns what, rather than on build effort. Larger migrations are phased so you see results early.

What do you charge?

You choose between Fixed Price and Time & Materials. Most clients prefer zedPlan, our flexible pay-as-you-go model: you buy service hours up front at a discount and draw them down as the work is done, with real-time tracking so costs stay transparent and predictable.

What happens in the free consultation?

A 30-minute call with a certified consultant. We learn how you sell today, point out where the biggest gains are, and outline what a project could look like. No cost, no obligation and no pressure to choose Pipedrive.

Is Pipedrive right for your business?

Book a free, no-obligation consultation with a certified Pipedrive consultant. We'll look at how you sell today and show you what's possible.