Pipedrive CRM, Built Around How Your Team Sells
As an authorized Pipedrive partner. We set up, connect and support the CRM so your sales team spends its time selling.
A Sales-First CRM,
Set Up Properly
Pipedrive is a CRM that lets a sales team track its pipeline, manage deals and automate the steps in between, so people can focus on selling. It is easy to pick up, which is why many teams buy it. It is also why a rushed setup shows quickly, with messy stages, duplicate contacts and reports nobody trusts.
As an authorized partner, we handle the part that decides whether the CRM gets used. We map your sales process, build it into Pipedrive, bring your data across and connect the tools around it. Then we train your team and stay on hand after go-live.
Teams That Get
the Most From Pipedrive
Pipedrive suits teams that sell through a pipeline and want a CRM they will actually use
By Team Size
- Solo founders and small sales teams replacing spreadsheets and inboxes
- Growing teams that need shared stages, owners and reporting
- Mid-size sales teams that need automation, forecasting and tighter controls
By Role
- Sales reps who want a clear view of every deal and the next step
- Sales managers who need pipeline reports and forecasts they can trust
- Founders and business owners who run sales themselves
- Sales and revenue operations leads who own process and data
- Customer-facing teams that track leads, renewals and follow-ups
By Business Type
- B2B service firms and agencies selling on proposals
- Software and technology companies with a repeatable sales process
- Distributors, manufacturers and wholesalers managing accounts and quotes
- Real estate, logistics and financial services teams managing long deal cycles
- Any business where revenue moves through stages from lead to close
What Pipedrive Does
Pipelines & Deals
- Visual, customizable pipelines with drag-and-drop stages
- Custom fields and formulas for the details you track
- Contacts, organizations and an activity timeline in one place
- Calendar sync, booking links and activity reminders
Email & Communication
- Two-way email sync with customizable templates
- Automated email sequences for follow-ups
- Meeting links for Google Meet, Zoom and Microsoft Teams
Automation & AI
- Workflow automations with ready-made templates
- Lead routing rules that assign the right owner
- AI Sales Assistant that flags deals likely to be won or lost and shares daily team snapshots
- Nova meeting intelligence: pre-call briefs, call recording and transcripts, and CRM updates drafted for you to review
- Lead enrichment to fill in missing company details
Reports & Forecasting
- Dashboards for pipeline, activity and revenue
- Revenue forecasts and AI-assisted report creation for managers
- Goal setting and team monitoring for reps and teams
Documents & Contracts
- Contracts with e-signatures
- Quotes and proposals tied to the deal, using the Smart Docs add-on
Integrations & Mobile
- 500+ integrations in the Pipedrive Marketplace, including Zapier, Zoom, Xero and Trello
- Android and iOS apps for updating deals on the go
Security & Control
- AES-256 encryption and SOC 2 compliance
- Granular permissions by role
- Instant security alerts
Finding the Right Plan
Pipedrive comes in four plans. We help you choose the one that matches your team today and leaves room to grow.
What We Handle for You
Setup & Configuration
- Pipeline stages built from your real sales process
- Custom fields, deal views and user roles
- Email, calendar and phone connections
Data Migration
- Contacts, companies and deals moved from your old CRM or spreadsheets
- Cleanup and de-duplication before import
- Field mapping checked with your team
Integrations
- Pipedrive connected to your website, forms and email tools
- Links to accounting, support and marketing platforms
- Data flowing to the rest of your stack
Customization & Automation
- Workflows for follow-ups, routing and handoffs
- Custom reports and dashboards for your managers
- Extra build work when the standard setup falls short
Training & Adoption
- Hands-on sessions for reps and managers
- Simple guides written for your pipeline
Ongoing Support
- Fixes, tweaks and new requests after go-live
- Help as your team and process grow
100,000+ companies in 179 countries run
their sales on Pipedrive
Where Pipedrive
Fits Our Clients
Real Estate
Track leads, viewings and offers through one pipeline.
Manufacturing
Manage distributor accounts, quotes and repeat orders.
Logistics & Supply Chain
Follow shipper leads and contract renewals.
Warehousing
Keep storage inquiries and client onboarding moving.
Financial Services
Organize prospects, meetings and follow-ups.
Healthcare
Manage partner, supplier and B2B service sales.
Technology & Software
Run demos, trials and closing stages.
Professional Services
Move proposals from first call to signed work.
From First Call to Live Pipeline
We keep the path simple and agree the timeline with you once we know your scope.
Sales Process Review
We learn how your team finds, qualifies and closes deals.
Plan & Scope
We recommend a plan and list what we will build.
Build & Connect
We configure the pipeline, fields, automations and integrations.
Migrate & Check
We bring your data across and test it with your team.
Train and Launch
We train your people and switch the team over.
Support and Refine
We stay on hand to fix issues and improve the setup.
Frequently Asked Questions
Are you an official Pipedrive partner?
Yes. We are an authorized Pipedrive partner.
Who is Pipedrive best for?
Sales-led small and growing businesses that want a clear, visual pipeline and a CRM their team will use every day.
Can you move our data from another CRM or spreadsheets?
Yes. We clean, map and import your contacts, companies and deals, then check the results with you.
Can Pipedrive connect to our other tools?
Yes. It links to many apps through the Pipedrive Marketplace and its API, and we build the connections you need.
Do you customize Pipedrive beyond the standard setup?
Yes. We build custom fields, automations, reports and integrations around your process.
Will you train our team?
Yes. We run hands-on sessions for reps and managers and leave simple guides behind.
Do you support us after launch?
Yes. We stay available for fixes, changes and new requests.
Which plan should we pick?
We review your team size, deal volume and needs, then recommend the plan that fits.
Tell us how your team sells today We will show you what a clean Pipedrive setup looks like for you
Tell us how your team sells today. We will show you what a clean Pipedrive setup looks like for you.