Pipelines & stages
Separate pipelines for new business, renewals or partners, with stage probabilities and stalled-deal alerts tuned to your sales cycle.
01 · Think
A blueprint you can hold us to.
The most expensive Pipedrive set-up is the one you have to unpick six months in. So we start on paper. In one to two weeks, at a fixed price, you get a written design of your Pipedrive set-up and a costed plan, and it's yours to keep even if you build it yourself.
1 to 2 weeks
Fixed price
Yours to keep
Scope a blueprint
What's included
6 DELIVERABLES02 · Build
Build & migration
We set up Pipedrive around your blueprint: the pipelines each team works in, the fields and automations behind them and the dashboards on top. Then we move your history across and get your people confident using it.
Typically 2 to 6 weeks
Built in reviewable cycles
Fields, products & permissions
Only the custom fields that earn their place, a clean product catalogue, and visibility settings so each team sees what it needs.
Automations & sequences
Follow-up activities, email templates, deal routing and handovers that trigger themselves when a deal moves, with nothing left to memory.
Insights & forecasting
Dashboards, goals and revenue forecasts built around the questions your leadership team actually asks each week.
Data migration
From spreadsheets, HubSpot, Salesforce, Zoho or an older Pipedrive account: cleaned, de-duplicated and tested before cutover.
Training & adoption
Role-based training for sellers, managers and admins, plus short guides, so Pipedrive becomes habit rather than homework.
03 · Connect
Integrations, all joined up.
Pipedrive works best at the centre of your tools, not beside them. We connect it using native Marketplace apps where they're good enough, and the Pipedrive API, webhooks or Make where they're not.
Google Workspace & Microsoft 365
Two-way email and calendar sync, so conversations and meetings land on the right deal without anyone logging them.
Xero, QuickBooks & Sage
Won deals raise invoices, and payment status flows back, so sales can see who has paid before the next call.
Web forms, chat & marketing
Website enquiries, chatbots and email campaigns feed straight into Pipedrive, routed to the right person first time.
Proposals & e-signature
Branded quotes generated from the deal and its products, sent for signature and tracked, with the deal moving on when they're signed.
Telephony & messaging
Click-to-call, call logging and recordings on the deal, so the whole team knows what was said and what happens next.
API, webhooks & Make
For the systems nobody has built an app for yet, we build reliable, documented connections with error alerts you'll actually see.
04 · Support
Managed support that keeps pace.
Go-live is the start, not the finish. Your team, products and process will change, and Pipedrive needs to change with them. We stay on as your Pipedrive team, without you hiring one.
- A named consultant who knows your account
- A responsive UK service desk
- Users, permissions and admin handled
- Regular health checks and data hygiene
- New pipelines, reports and automations
- Advice on new Pipedrive features