Pipedrive
CRM Services.

Pipedrive is the visual pipeline CRM that sales teams actually like using. We configure it to match your real sales process, clean up setups that have gotten messy, and build the automations that keep deals from falling through the cracks.

Pipeline ConfigurationDeal AutomationEmail IntegrationTeam Training

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What we do

Pipedrive is built for sales. Yours should actually feel like it.

Pipedrive's visual pipeline is one of the clearest, most intuitive deal-tracking interfaces in the CRM market. The problem is that a good interface does not mean a good setup. Most Pipedrive accounts we see have pipeline stages that do not reflect the actual sales process, no deal automation, and activity tracking that stopped being used after the first month.

We work inside Pipedrive the way it was meant to be used. That means pipelines structured around real decision points in your sales cycle, automations that move deals forward without manual updates, and email and calendar integrations that your team will actually keep in sync.

Whether you are setting up Pipedrive from scratch or bringing order to one that has been running on autopilot for years, we build a version your team wants to open every morning.

Not sure what you need?
Book a free call and we will assess your Pipedrive setup at no charge.
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What's included
Pipedrive account audit
Full review of your pipeline stages, custom fields, deal data, and automation health
Pipeline and stage design
Stages built around your actual sales process with the right deal fields and probability settings
Custom field configuration
Contact, organization, and deal fields built around the data your business needs to track and report on
Automation and workflow builds
Deal stage automation, follow-up reminders, task creation, and activity sequences that run without manual input
Email and calendar integration
Gmail or Outlook connected and syncing properly so all communication is tracked against the right deal
Lead routing and assignment
New deals and contacts routed to the right rep automatically based on rules you define
Reporting and insights setup
Dashboards and reports your sales team and management can use to track progress and forecast accurately
Third-party integrations
Pipedrive connected to your other tools via native integrations or Zapier/Make for automated data flow
Who this is for

Pipedrive works best for...

📈
Sales-focused teams

Small to mid-size sales teams that need a clear visual system for managing deals without the overhead of a Salesforce or HubSpot full-suite implementation.

🏢
B2B service businesses

Agencies, consultants, and service companies with defined sales cycles who need deal tracking that reflects how they actually close business - not a generic template.

📋
Spreadsheet refugees

Businesses tracking deals in Excel or Google Sheets who need something purpose-built for sales without the complexity spike of an enterprise CRM.

The process

How we work inside
Pipedrive.

01
Discovery and audit

We review your current Pipedrive account or scope a new build. We map your actual sales process and identify the gaps between how you sell and how the CRM is set up.

02
Pipeline architecture

We design your pipeline stages, deal fields, and automation logic before touching the account. No building on guesswork.

03
Build and configure

Full Pipedrive configuration - pipelines, custom fields, automations, email sync, and integrations built to spec.

04
Data cleanup and migration

Existing contact and deal data cleaned, standardized, and imported correctly. Duplicates removed before they cause problems.

05
Training and handoff

Live training for your team on how to use Pipedrive the way we built it, recorded for future reference, plus written SOPs for your specific setup.

3–4
Week Delivery
100%
Custom to Your Business
0
Cookie-Cutter Solutions
FAQ

Common questions.

Can you migrate us to Pipedrive from another CRM?
Yes. We handle migrations from HubSpot, Salesforce, Zoho, spreadsheets, and other platforms into Pipedrive with proper field mapping and data cleanup before anything moves.
Can you fix a Pipedrive account that has been neglected?
Yes. We see it constantly - accounts where the pipeline stages never got updated, deals are sitting in wrong stages, and the automation that was supposed to run stopped working months ago. We diagnose it and rebuild what needs rebuilding.
Do you work with Pipedrive's native automations or third-party tools?
Both. Pipedrive's built-in automation handles most common workflows. For more complex logic we use Zapier or Make to extend it.
How long does a Pipedrive setup take?
A focused pipeline configuration and automation build typically takes 3-5 business days. A full setup with data migration and integrations runs 1-2 weeks. We scope it precisely after a discovery call.
Can you help with Pipedrive LeadBooster or other add-ons?
Yes. We configure Pipedrive's add-ons so they work as part of a cohesive system instead of just being turned on and forgotten.
★★★★★

"Pear took our Pipedrive account from a mess of stale deals and broken automations to something our team actually trusts. Night and day difference." — Partner With Pear Client

Client — Partner With Pear Client

Ready to get real value out of Pipedrive?

Book a free call. We will assess your current setup and tell you exactly what needs to change.

Book a Free Call