1
Audit your sales process
We start with a workshop to map how your team actually sells — no assumptions, no generic templates.
- Current pipeline and tooling review
- Where deals and data get stuck
- Goals for the new setup
A Pipedrive your teamactually uses
We set up, automate, and run Pipedrive for small and mid-sized teams — so your CRM stops fighting you and starts closing deals.
Book a callSound familiar?
Running Pipedrive alone
Deals slip through the cracks
Half your pipeline has no next step. Follow-ups depend on whoever remembers, and forecasting is a guess dressed up as a number.
Your team works around the CRM
Reps keep the real notes in spreadsheets and inboxes because the setup never matched how they actually sell.
Admin eats your selling time
Copying data between tools, fixing broken fields, chasing duplicates — hours every week that never touch revenue.
Pipedrive with BloomShift
One pipeline you can trust
Every deal has an owner, a stage, and a next step. Your forecast comes from the pipeline, not from gut feel.
A setup that matches how you sell
Stages, fields, and automations built around your process — so using the CRM is the path of least resistance.
The busywork runs itself
Automations handle the data entry, reminders, and handoffs quietly in the background, so your team just sells.
Your CRM should be your hardest-working teammate.
We make Pipedrive earn its seat on your team.
Book a callPipedrive, set up right the first time
Starting fresh or rescuing a messy account, we build Pipedrive around how your team actually works: pipelines that mirror your sales process, custom fields that capture what matters, clean data migrated in, and reports your leadership will actually read.
No generic templates, no bloated setup you'll never use. Just a CRM that fits — documented and handed over so it stays that way.
Stop fighting your CRM. Start closing with it.
Your Pipedrive team, without the hire
After launch — or for accounts you already run — we act as your Pipedrive admin: user management, automation fixes, data hygiene, new reports, and the steady stream of "can Pipedrive do this?" questions, all handled.
You get a shared Slack channel, a written update every week, and a strategy call every month. Nothing slips, and nobody on your team has to become the CRM person.
Book a callTeams that stopped fighting their tools
Real words from real clients — more on the way.
"BloomShift untangled a stack we'd outgrown and gave us a system our whole team actually uses. The way we run OrangeUP day to day is night and day from where we started."
"Steven is collaborative, open to ideas, and genuinely easy to work with. His pragmatic approach and willingness to iterate together made a real difference."
"Working with Steven over the past year was a true pleasure. Steven attacked each day with a positive attitude and a strong willingness to learn and progress. He seeks to provide the highest value to his organization and team. He is a community galvanizer, digital marketing strategist, and program builder. His vibrant energy and dedication to excelling make Steven truly one of a kind and a delight to work with."
"BloomShift untangled a stack we'd outgrown and gave us a system our whole team actually uses. The way we run OrangeUP day to day is night and day from where we started."
"Steven is collaborative, open to ideas, and genuinely easy to work with. His pragmatic approach and willingness to iterate together made a real difference."
"Working with Steven over the past year was a true pleasure. Steven attacked each day with a positive attitude and a strong willingness to learn and progress. He seeks to provide the highest value to his organization and team. He is a community galvanizer, digital marketing strategist, and program builder. His vibrant energy and dedication to excelling make Steven truly one of a kind and a delight to work with."
What we take off your plate
Every engagement is scoped to what you actually need — nothing more.
Why teams stay
The system keeps working long after we're gone — that's the point.
A very sharp self development professional
"Steven is one of those rare human beings that learns fast, apply quicker and ask back sharper question on every turn, without loosing the connection with his soul and higher self. His communication skills exceeds the standards, and if he is not capable at the moment of the request, just wait for the next turn of the project. He will make better than expected."
Steven's role as a mentor to the startup founders left a lasting positive impact
"Steven's exceptional methodical approach and wealth of knowledge in diverse accelerator programs for startups, along with his familiarity with the startup ecosystem, made him an invaluable asset to the team."
Steven from day one was helpful
"He was a great leader, motivator, effective and timely. He pays attention to detail, is very process oriented and yields positive results."
Steven has been a valued member of Exponential Organizations
"Steven has been very consistent with his attendance, time and efforts. He has made significant content and editing contributions towards the publication of our first book, the ExI Playbook, while simultaneously adding value to our ExI Sprint and Fundraising teams."
If you ever get the opportunity to work with Steven - take it!
"Steven is one of those entrepreneurs who "gets" the big picture. His maturity and vision come through when faced with tough business challenges like sales and B2B growth."
Steven is a tried and true ecosystem builder
"He has a far reach and is very hardworking. One of his strengths is bringing together a diverse set of stakeholders. I highly recommend Steven!"
Deep in one tool today. More on the way.
Available now
Coming soon
Coming soon
Coming soon
Coming soonNot sure yet? Start with a free automation
Tell us the most annoying manual task in your Pipedrive workflow and we'll automate it for you — free, no strings attached.
It's the fastest way to see how we work before you commit to anything bigger.
Get my free automationHow we work
A clear path from messy CRM to a system your team trusts.
2
Agree the blueprint
You get a written plan with fixed scope, milestones, and price — so you know the number before we build anything.
- Pipeline and field design
- Automation and integration list
- Timeline with milestones
3
Build it right
We configure Pipedrive to fit your process, migrate your data in clean, and wire up the automations.
- Pipelines, stages, and custom fields
- Data migration and deduplication
- Automations, reports, and dashboards
4
Train your team
Hands-on onboarding for the people who'll live in the system, plus documentation for everyone who comes after.
- Live training sessions
- Written playbooks and Looms
- Adoption check-ins
5
Support and improve
Stay on ongoing admin and the system keeps getting better: Slack support, weekly written updates, and a monthly strategy call.
- Shared Slack channel
- Weekly progress reports
- Monthly strategy call
Simple pricing, scoped up front
Every engagement starts with a free scoping call — you know the number before you commit.
Audit
Pipedrive Audit & Roadmap
$750 one-off
For teams already on Pipedrive who know it could work harder.
Includes:
- Full account and pipeline review
- Data hygiene and adoption check
- Automation opportunity map
- Written roadmap, prioritized
- Fee credited if you continue to a build
Most popular
Implementation
Done-For-You Setup
from $2,500 fixed scope
For teams that want Pipedrive built right — new account or rescue job.
Includes:
- Process workshop and blueprint
- Pipelines, stages, and custom fields
- Data migration and cleanup
- Core automations and integrations
- Reports and dashboards
- Team training and documentation
- 30 days of post-launch support
Ongoing
Pipedrive Admin
$1,000 /month
Your Pipedrive team on retainer — without the full-time hire.
Includes:
- Shared Slack channel
- User and permission management
- Automation fixes and new builds
- Weekly written updates
- Monthly strategy call
- Cancel anytime
Something custom in mind?
Multiple pipelines, an unusual sales motion, integrations beyond the basics — if it touches Pipedrive, we can scope it. Tell us what you're trying to do and we'll put a plan and a price on it.
Start a projectFrequently asked questions
What does BloomShift actually do?
We're a Pipedrive consulting practice. We set up new accounts, rescue messy ones, build automations and reporting, and run ongoing admin for teams that don't want a full-time CRM hire. Consulting only — we don't sell courses.
How much does it cost?
Three ways in: a one-off Audit & Roadmap ($750, credited if you continue), a fixed-scope implementation (from $2,500), or ongoing admin ($1,000/month, cancel anytime). Every engagement starts with a free scoping call, so you know the number before you commit.
How long does an implementation take?
Most Pipedrive setups land in two to four weeks. We agree on milestones up front so you always know what's coming and when.
Do you offer support after setup?
Yes. Every implementation includes 30 days of post-launch support, and ongoing admin clients get a shared Slack channel, weekly written updates, and a monthly strategy call.
Do you work with tools besides Pipedrive?
Pipedrive is our focus today — going deep on one tool is what lets us get the details right. Asana, Make.com, Clay, and Notion services are on the roadmap; if your Pipedrive build needs a simple integration with one of them, we'll scope it in.
How do we get started?
Book a free scoping call — or start smaller: tell us the most annoying manual task in your workflow and we'll automate it for free, no strings attached.
Ready to stop fighting Pipedrive?
Get a free automation built for your team — no strings, just proof we know what we're doing.
Get my free automation
Free scoping call
No strings attached