Pipedrive CRM

Pipedrive is a powerful, easy-to-use CRM. We make it fit your business. Our approach is practical and outcome‑driven: clear setup, clean data, useful automations, and dashboards your team actually uses.

No fluff—just a sales system that helps you win more deals.

A great CRM starts with a solid foundation. We configure Pipedrive around your process—not the other way around.

• Pipeline and stage design aligned to your sales steps

• Custom fields, products, and activities that support your workflow

• Clean data import & migration from spreadsheets or legacy CRMs

• Email & calendar sync (Microsoft 365 / Google) and shared inbox rules

• GDPR‑aware permissions and data retention settings

Your CRM should talk to the rest of your tools. We build reliable integrations and keep them running.

• Website and web form leads straight into Pipedrive

• Marketing tools (e.g., newsletters) synced with People & Organizations

• Quoting, invoicing, and accounting systems connected to deals

• Data flows to BI tools and data warehouses for reporting

• Custom APIs for special cases

Pipedrive can integrate with hundreds of tools and platform such as Office 365, Zapier, Google Meet, Zoom Meetings, Microsoft Teams, Slack, Hubspot and many more.

Pipedrive can run as a member CRM for organisations with recurring relationships. Perfect fit for associations, clubs, nonprofits and unions. We design a clear data model, simple workflows, and the right integrations so your team spends less time on admin and more time serving members.

• Member database in Pipedrive – Centralised profiles with join date, status (active/lapsed/prospect), membership tier, consent flags, family/org links, and notes.

• Engagement history – Meetings, emails, events, donations, and volunteer activity are captured on the member timeline so anyone can pick up the thread.

• Subscriptions & renewals – Integrate payments to automate new sign‑ups, renewals, dunning emails, and receipts. Keep a clean audit trail tied to the member record.

• Email & SMS marketing – Sync dynamic segments (status, interests, location) to your marketing platform. Respect GDPR with clear consent fields and opt‑outs.

• Events & programs – Track registrations, attendance, and follow‑ups as activities or deals. Templates make recurring events easy.

• Reporting & analytics – Live dashboards for active members, churn, revenue from dues, cohort retention, and campaign ROI.

• Self‑service forms – Web forms/portals push updates directly into Pipedrive (new members, address changes, cancellations) with admin review when needed.

Good decisions need good data. We set standards that keep your CRM tidy and useful.

• Required fields and validation to prevent “empty” deals

• Goal tracking and forecast views for sales meetings

• Dashboards and reports that answer: Where are we winning? What’s stuck?

• Audit, deduplication, and periodic data clean‑ups

Give your team what they need, when they need it.

• Email and proposal templates mapped to pipeline stages

• Activity cadences and playbooks for different deal types

• Centralized assets and guidance so everyone speaks the same language

Tools only work when people love using them. We keep it simple and practical:

• Role‑based onboarding for reps, managers, and admins

• Short, focused sessions and easy reference guides

• Floor support during go‑live and the first weeks

We don’t disappear after launch. Our Safeguarding model gives you a single point of contact for:

• User support and admin help

• Integrations monitoring and fixes

• New automations and small improvements

• Quarterly health checks and roadmap planning

Choose the depth that matches your needs. Start small and expand, or go all‑in from day one.

Starter (2–4 weeks)
Core setup, migration, essentials automations, and basic reporting for a clean launch.

• Discovery & design workshop (sales process, stages, fields)

• Pipeline, stages, and custom fields configured to your workflow

• Email & calendar sync (Microsoft 365 / Google)

• Data import, deduplication, and quality rules

• Essential automations (next steps, reminders, stage triggers)

• Core dashboards & reports (forecast, activity, pipeline health)

• Admin + user training (role‑based) and quick‑reference guides

• Go‑live support during the first week

Deliverables
Process map • Field & permission matrix • Automation list • Adoption checklist

Membership Management (4–8 weeks)
Designed for associations, clubs, nonprofits, and unions. Everything in Starter plus:

• Member database with unique membership IDs, tiers, status (active/lapsed/prospect), consent flags, and org/family links

• Subscriptions & renewals integrated with payments (e.g., Stripe/Frisbii): automated renewals, dunning, and receipts

• Community engagement: segmented email/SMS, event & program tracking, volunteer and donation history

• Self‑service join/renew/update/cancel forms connected to Pipedrive

• Reporting & analytics: active members, churn, dues revenue, cohort retention, campaign ROI

• Governance: GDPR data retention, permission model, audit & deduplication routines

• Optional integrations: accounting (E‑conomic/Dinero), CMS/website, marketing tools

Scale (ongoing)
Advanced workflows, custom apps/APIs, data warehouse & BI feeds, SSO (Microsoft Entra ID), sandbox & governance, quarterly roadmap.

Popular add‑ons
Membership CRM • Accounting & invoicing integration (E-conomic/Dinero) • Payment/renewals (Frisbii) • CMS Integration • Portal & self‑service forms • Legacy CRM migration