Pipedrive CRM implementation & automation
I help teams set up Pipedrive the right way or fix existing instances with clean pipelines, smart automations, and integrations that eliminate busywork.
Book a callTypical projects
Here's what I typically work on with Pipedrive clients.
Pipeline design & custom fields
Build pipelines that match your sales process with custom fields, stages, and win/loss reasons that provide useful data.
Automations & workflows
Create automations for deal updates, task creation, email sending, and lead routing to reduce repetitive work.
Email sync & sending setup
Configure email sync, templates, tracking, and sending permissions so your team can manage outreach directly from Pipedrive.
Imports & duplicate management
Clean and import contacts, deals, and organizations while setting up deduplication rules to keep your database tidy.
Visibility & permissions
Set up visibility groups and user permissions so team members see relevant deals without accessing everything.
Reporting & insights
Build custom reports and dashboards to track pipeline health, activity metrics, and team performance.
My process
Discover
Understand your sales process, team structure, current pain points, and what success looks like.
Design
Map out the pipeline stages, custom fields, automation flows, and integrations before building.
Build
Configure Pipedrive, import data, set up automations, and connect your tools in a test environment.
Test
Run through common sales scenarios, validate automations, and make sure everything works as expected.
Train
Walk your team through the setup, document key processes, and provide support as they get comfortable.
Example projects
Here are a few examples of Pipedrive implementations I've worked on.
Sales team with inconsistent pipeline usage
Challenge
Reps were skipping stages, forgetting to log activities, and deals were stalling without clear next steps.
Solution
Redesigned the pipeline with mandatory fields at each stage, set up automations to create follow-up tasks, and built activity tracking reports to surface bottlenecks.
Outcome
Pipeline became the team's single source of truth, activity tracking improved, and management could identify stalled deals before they went cold.
Company migrating from spreadsheets
Challenge
Had years of sales data in Excel with inconsistent formatting, duplicates, and missing information.
Solution
Cleaned and standardized the data, mapped it to Pipedrive fields, ran a staged import, and set up deduplication rules to prevent future issues.
Outcome
Clean historical data in Pipedrive with automated duplicate prevention, giving the team confidence in their contact database.
Growing team needing better automation
Challenge
Manual work was piling up as the team grew, including lead assignment, follow-up reminders, and deal stage updates.
Solution
Built native Pipedrive automations for lead routing based on territory, automatic task creation at each stage, and email notifications for stalled deals.
Outcome
Saved hours per week on manual work, improved response times to new leads, and reduced deals slipping through the cracks.
Ready to optimize your Pipedrive setup?
Let's discuss your needs and create a plan to get your CRM working the way it should.
Book a call