What we do in Pipedrive
Pipedrive is a simple, visual CRM focused on the sales pipeline. We configure it for your process: deal stages, custom fields, automations and notifications, and integrations with email, telephony, and third-party services. If the task outgrows Pipedrive, we'll say so honestly and suggest an alternative.
What we work on
- Pipeline and field setup for your real deal cycle.
- Automations - triggers, tasks, follow-up, and notifications.
- Integrations - email, telephony, forms, and third-party services; custom development via integrations and development when a native connector falls short.
- Data migration - into Pipedrive or from Pipedrive to another system without losing history.
Other systems
Besides Pipedrive we implement Kommo, HubSpot, and Salesforce. Still choosing a system? See the CRM comparison.
FAQ
What does Pipedrive implementation include?
Pipeline, stage, and field setup for your process, automations and notifications, third-party integrations and, where needed, data migration from another CRM. Scope is fixed after a short brief.
Pipedrive or another CRM - what should I pick?
It depends on the process: sometimes messengers and chatbots matter most (Kommo), sometimes marketing and custom objects (HubSpot), sometimes a simple visual pipeline (Pipedrive). We review the task and recommend a system. See the Kommo vs Pipedrive and HubSpot vs Pipedrive comparisons.
Can you help move off Pipedrive to another system?
Yes. We transfer contacts, deals, history, and associations from Pipedrive to Kommo or HubSpot, mapping what moves directly and what needs data conversion.