Agency · Pipedrive · Sales CRM

The Pipedrive agency.A pipeline reps trust.

Pipedrive is a sales-first CRM, but set up from a demo it becomes a default pipeline nobody updates and a forecast nobody trusts. We build your pipelines around how you sell, wire Workflow Automation for the follow-up reps forget, fix reporting, and integrate or migrate you cleanly.

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★★★★★Verified Trustpilot reviews · AI, automation & growth agency

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What we do

A Pipedrive agency makes it stick, not just turns it on.

Anyone can buy the seats. Designing the pipeline around how you sell, automating the follow-up, and getting reps to actually update it is a different job. Here are the four things we own.

Method · 4 stages

We set up Pipedrive around your sales process, not a template.

Most Pipedrive setups die the same way: a default pipeline, no automation, custom fields nobody fills, and a forecast the manager already ignores. So we treat it like the revenue system it is: pipelines built around how you sell, automation doing the follow-up, integrations feeding it real data, and a team trained to keep it clean.

  • Audit · map your sales process, your deal stages, and where revenue actually leaks
  • Setup · pipelines, stages, custom fields and clean data, built around how you sell
  • Automate · Workflow Automation, lead routing and reminders for the busywork
  • Enable · Insights dashboards, a forecast you trust, and reps trained to keep it clean
Walk me through the method
Differentiator · no badge

We run sales on a CRM ourselves.

We don't sell a partner tier. We set up CRMs the way they actually get used, with clean pipelines, automation that does the follow-up, and integrations that feed real data, because that's how we run our own sales. That's exactly what's missing when a setup ends at turning the account on and handing over a login.

  • We run Pipedrive ourselves to manage real sales, so we set it up the way it actually works, not the way an onboarding script suggests.
  • Automation-first: we wire Workflow Automation and integrations so the CRM does the follow-up, instead of relying on reps to remember.
  • You leave autonomous: the setup is documented and lives in your account, so your team owns it without us on retainer.
  • No partner tier to sell. We're judged on whether your reps close faster and your forecast holds after we leave, not on a badge.
Show me a typical setup
What we set up

Pipedrive at the core, your sales stack around it.

We configure the parts that turn a CRM into reliable revenue throughput, then connect them to how your team already sells. Here's what a real setup covers.

  • Setup

    Pipelines, stages & custom fields

    We design your pipelines and stages around your real sales process, set the custom fields that matter, and configure required fields and rotting alerts so the pipeline reflects reality instead of wishful thinking.

  • Setup

    Workflow Automation

    We build the automation triggers that remove busywork: activities created on stage change, leads assigned round-robin, reminders before a deal rots, and email sequences fired at the right moment, all scoped to your process.

  • Setup

    LeadBooster & Campaigns

    We set up LeadBooster (web forms, chatbot, live chat, prospector) to capture and qualify leads, and wire the Campaigns add-on for email where it fits, so inbound leads land in the pipeline already worked.

  • Setup

    Smart Docs & quoting

    We configure Smart Docs so quotes, proposals and contracts pull live deal data and track when a prospect opens them, cutting the copy-paste and the 'did they read it' guesswork out of your sales cycle.

  • Setup

    Insights, reports & forecasting

    We build the Insights dashboards and reports that show pipeline health, conversion by stage and a forecast you can trust, so your sales meeting runs on real numbers instead of a gut feeling.

  • Setup

    API, webhooks & migration

    We integrate Pipedrive with your stack through the API, webhooks and the Marketplace, and run clean migrations from spreadsheets or another CRM with data mapped, de-duped and history kept intact.

Free audit · 60 minutes

We map your sales process, you leave with a plan.

Before quoting anything, we take 60 minutes to look at how you sell, your current CRM or spreadsheet, and where revenue actually leaks. You leave with an honest read on what Pipedrive fixes, what to set up first, and what automation is worth building. Zero pitch, just an operator's take on your pipeline.

  • An honest read on where Pipedrive helps your sales team
  • The pipeline and automation to wire first
  • The integrations and migration worth doing
  • A frank take on whether HubSpot or Salesforce fits better

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Our approach

How we run a Pipedrive setup.

Five steps, in order. We don't automate before the pipeline reflects how you sell, we don't build reports on dirty data, and your team owns it at the end. Each step has a deliverable and you sign off before we move on.

  1. Step 1 · Sales process audit

    Map how you sell and where revenue leaks

    We sit down with your sales team and look at the real process: how a lead becomes a deal, where deals stall, what your reps actually update, and which reports your manager already doesn't trust. We check your current CRM or spreadsheet and your stack. Half the value is telling you where Pipedrive helps and where it's overkill, so you don't configure a tool against a problem it won't fix.

  2. Step 2 · Pipeline setup

    Build pipelines and stages around your process

    We design your pipelines and stages to match how your team actually sells, set the custom fields that drive reporting (source, deal size, lost reason), and configure required fields, rotting alerts and permissions so the data stays clean. If you're migrating, we map and de-dupe your data and keep the history intact. You sign off on the structure before any rep touches it.

  3. Step 3 · Build the automations

    Automations for the follow-up reps forget

    We build the Workflow Automation that removes the busywork: activities created when a deal changes stage, leads assigned round-robin, reminders before a deal rots, email sequences triggered at the right moment. We set up LeadBooster to capture and qualify inbound, and Smart Docs so quotes pull live deal data. Each automation is scoped to your process, not a generic template that fires noise.

  4. Step 4 · Integrate

    Connect Pipedrive to the rest of your stack

    We wire Pipedrive into your stack through the API, webhooks and the Marketplace so it reflects reality: website forms create deals, the calendar syncs activities, invoicing and support stay in sync. We connect the Campaigns add-on where email fits. Everything ships with the integration documented and tested, so a deal in Pipedrive matches what's actually happening with the customer.

  5. Step 5 · Enable & hand over

    Train the team, then get out of the way

    We build the Insights dashboards and forecast your manager can run a meeting on, then train your reps on the daily workflow so the data stays accurate after we leave. The setup is documented and lives in your account, so new hires inherit it. If you want to go deeper on automation across your stack, we run training on that. If you want us on call for what scales next, we talk about that separately.

Proof · what the teams say

We're judged on the deals that close.

No partner badge to display, so we lead with what matters: feedback from the sales teams whose Pipedrive setup we ran, and whether their pipeline stayed clean and their forecast held after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.

  • The setup is documented and lives in your account, owned by your team
  • Required fields and rotting alerts wired so the data stays clean
  • Automations scoped to your process, not a noisy template
  • Trustpilot reviews come from the teams we set it up for
Talk to the team
FAQ · Pipedrive agency 2026

The questions we get asked on repeat.

  • What does a Pipedrive agency actually do?
    A Pipedrive agency sets up the CRM around how your team sells so it sticks, instead of leaving you with a default pipeline nobody updates. We design your pipelines and stages, set the custom fields that drive reporting, build Workflow Automation for the follow-up your reps forget, set up LeadBooster and Smart Docs, build Insights dashboards and a forecast you trust, and integrate Pipedrive with your stack through the API and webhooks. The point is reps closing faster with clean data, not a tool they route around.
  • How much does a Pipedrive setup cost?
    It depends on scope: a clean pipeline setup and training is nothing like a full automation build with LeadBooster, Smart Docs and several integrations or a migration. We don't throw out a flat package. We start with a free 60-minute audit to find where Pipedrive actually helps your sales team, then quote a fixed scope. The Pipedrive subscription itself you pay Pipedrive directly; we set up the plan and add-ons so you only pay for the tiers you need.
  • Can you migrate us from a spreadsheet or another CRM to Pipedrive?
    Yes, and migration is where most setups go wrong. We map your existing fields to a clean Pipedrive structure, de-duplicate contacts and deals, keep the activity history intact, and validate the import before anyone relies on it. Coming from a spreadsheet, HubSpot or Salesforce, we plan the cutover so your team doesn't lose a day of selling. The goal is a tidy pipeline on day one, not a dump of messy data you now have to clean inside a new tool.
  • What can Pipedrive Workflow Automation actually do for us?
    Workflow Automation runs the repetitive sales work so your reps don't have to remember it. We build triggers that create an activity when a deal changes stage, assign new leads round-robin, send reminders before a deal rots, and fire email sequences at the right moment. It can update fields, notify a manager on a big deal, and keep the pipeline moving. We scope each automation to your real process so it removes busywork instead of firing noise nobody reads.
  • Can you integrate Pipedrive with our website, calendar and other tools?
    Yes, that's where Pipedrive earns its place. We connect it through the API, webhooks and the Marketplace so your website forms create deals, your calendar syncs activities, and your invoicing and support tools stay in sync. We wire the Campaigns add-on where email fits and LeadBooster to capture inbound. The goal is a deal in Pipedrive that reflects reality, so nobody has to copy data between tools or wonder which system is right.
  • Will Pipedrive give us a sales forecast we can actually trust?
    Only if the data is clean and the pipeline reflects your real process, which is most of the work. We set required fields and rotting alerts so deals can't sit half-updated, build Insights dashboards for pipeline health and conversion by stage, and configure the forecast so it's based on real activity, not optimism. A forecast is only as good as the data feeding it, so we fix the inputs first, then build the reports your manager can run a sales meeting on.
  • Is Pipedrive the right CRM for us, or should we use HubSpot or Salesforce?
    We'll tell you honestly. Pipedrive is a sales-first CRM and it's excellent when your priority is a clean pipeline, fast deal management and sales automation for a focused team. If you need heavy marketing automation, a full service desk, or a multi-department platform tying sales, marketing, support and ops together, HubSpot or Salesforce usually fits better and we'll say so. We'd rather lose the setup than configure Pipedrive against a problem it isn't built for.
  • Do you train our team or just set it up?
    Both, and the training is where adoption is won or lost. A CRM nobody updates is a worse spreadsheet. We train your reps on the daily workflow (logging activities, moving deals, trusting the next action Pipedrive surfaces) and your manager on the Insights dashboards and forecast. The setup is documented and lives in your account so new hires inherit it. If you want to go deeper on automating across your stack, we run training that covers that end to end.
Set up Pipedrive

Stop fighting a dead CRM. Set it up right.

A 60-minute audit, your sales process mapped, a setup plan with the pipeline and automation baked in. If your team can run it in-house after setup, we'll hand you the playbook. If we're the right fit, we handle it.

Book the free 60-min auditSee the agency
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