Your CRM is live. Your team still avoids using it.
Reps keep notes elsewhere, update deals late, and fall back on spreadsheets or memory because the system slows them down instead of helping them.
Pipedrive Consulting
Pipedrive, set up so your sales team actually uses it.
We set up, fix and run Pipedrive for sales-led businesses. We build it around the way your team actually sells, connect it to the rest of your tools and stay close enough to help adoption grow as the business changes.
Sound familiar?
Your salespeople spend too much time feeding the CRM.
Calls end with another round of notes, fields, tasks, and follow-ups to enter manually. The system is creating work instead of removing it.
Leadership has reports, but no one trusts the numbers.
Missing updates and inconsistent data leave leadership questioning the pipeline, the forecast, and whether the dashboard reflects reality.
What we do
- Pipedrive setup & pipeline design
- Map your sales process, stages and reporting needs, then build Pipedrive around them.
- Account audit & clean-up
- Fix the duplicate contacts, stale deals and messy fields that stop people trusting what they see.
- Migration to Pipedrive
- Move from spreadsheets or another CRM without losing the history your team needs.
- Automations & workflows
- Automate follow-ups, reminders and handoffs so deals keep moving without someone having to remember.
- Pipedrive integrations
- Connect Pipedrive to your email, calendar, finance and other tools, including Google Workspace, Microsoft 365, QuickBooks, Xero, Zapier and Make.
- Onboarding & training
- Train people around their actual work, not a generic tour of features.
HubSpot or Pipedrive?
We work with both, and they suit different businesses. We'll tell you honestly which fits, including whether you need to switch at all.
Best for businesses that want marketing, sales and service working from one shared view of the customer.
HubSpot started in marketing and grew into a full customer platform. The CRM sits at the center of forms, email, live chat, support tickets and automation, so information doesn't get stuck between teams. It costs more as you move up the plans, but it can replace several separate tools.
Choose HubSpot if:
- Marketing and sales need to work from the same data
- You want room to add service, marketing or AI tools later
- You would rather have one platform than a stack of add-ons
Best for sales-led teams that want a clear pipeline people will actually use.
Pipedrive was built around one idea: make the sales pipeline visible and easy to manage. Setup is quick, reps pick it up fast and the mobile app is excellent. It's lighter on marketing and service features, so those are usually handled by other tools connected to it.
Choose Pipedrive if:
- Your CRM is mainly there to run the sales pipeline
- You want fast adoption with little training
- Cost per user matters, especially for a small team
An easy way to decide
| What you need | ||
|---|---|---|
| A visual sales pipeline that's easy to use | ||
| Fast adoption for reps with little training | – | |
| Lower cost per user for a small sales team | – | |
| A strong mobile app for people on the road | ||
| A robust data structure for complex customer records | – | |
| Marketing, sales and service on one platform | – | |
| Forms, email marketing, landing pages and live chat built in | – | |
| Support tickets alongside the sales pipeline | – | |
| Room to grow into a full customer platform | – | |
| Workflow automation and AI features | ||
| A large marketplace of integrations |
Go-live is a milestone, not the finish line.
- 1
Understand
Start with the people, the work and what's actually happening today.
- 2
Design
Simplify what should happen and decide how technology should support it.
- 3
Implement
Configure, connect, test and put the change into real use.
- 4
Embed
Train the people involved and make the new way of working practical.
- 5
Review & improve
Stay close, see what happens in real use and adjust as the business changes.
Continues as your business changes
The goal isn't a configured CRM. It's a CRM your team can rely on.
It has to earn its place in the working day, then keep earning it as the business changes.
Other ways we help
Most businesses need more than one of these. They're designed to work together.
- Fractional CRM Admin We own your CRM function and keep it performing, every month.
- HubSpot Consulting Implementation, clean-up, migration and ongoing HubSpot admin.
- Integrations & Connected Systems Connect your tools so information moves without anyone re-keying it.
- Process & Technology Advisory Find the real cause of what is slowing your team down.
Make your CRM work for the people using it.
Tell us where it's getting in the way. We'll help you work out what should change.
Book a call