Four ways we help — from first setup to running your CRM for you. Every engagement is consulting, done with or for you: we don't sell courses, and every scope comes with a price before you commit.
Starting fresh or rescuing a messy account, we build Pipedrive around how your team actually sells: pipelines that mirror your process, custom fields that capture what matters, and your data migrated in clean — deduplicated, owned, and staged correctly.
It ends with hands-on training and written documentation, because a setup only counts if the team still uses it in month six. Fixed scope from $2,500, delivered in two to four weeks, with 30 days of post-launch support included.
The best CRM work is the work nobody does. We automate the follow-ups, handoffs, data entry, and reminders that eat your team's selling time — so every deal moves forward even when everyone's busy.
Built inside Pipedrive's native automations where possible, extended with integrations where it counts. Start small: tell us your most annoying manual task and we'll automate it free, no strings attached.
Dashboards leadership actually reads and forecasts you can defend — built from a pipeline your team keeps up to date, not from spreadsheet exports someone assembles the night before the board meeting.
We set up the metrics that matter for your motion — conversion by stage, velocity, activity, and revenue — and make them visible without anyone having to ask.
Your Pipedrive team on retainer: user management, automation fixes, data hygiene, new reports, and the steady stream of "can Pipedrive do this?" questions — all handled, so nobody on your team has to become the CRM person.
You get a shared Slack channel, a written update every week, and a strategy call every month. $1,000/month, cancel anytime.
Professional services
Agencies
Consulting
SaaS
IT services
Fintech
Manufacturing
Construction
Logistics
Real estate
Travel
Nonprofits
Book a free scoping call — you'll know the plan and the price before you commit to anything.