Field notes from CRM, automation, AI and marketing automation projects.
PipedriveHow we replaced a fragile Friday afternoon spreadsheet routine with a hosted web app that pulls live data from Pipedrive and emails the report automatically every week.
13 June 2026 · 2 min read
Most lead routing tools increment a counter and call it done. LeadRouter reads your live Pipedrive data — performance, history, and team — and routes accordingly.
8 June 2026 · 3 min read
Six signals that your Pipedrive is overdue a rebuild — and the diagnostic questions that tell you whether to refactor or restart.
12 February 2025 · 2 min read
Five Pipedrive automation patterns that pay back fast — follow-up to lost leads, automated meeting scheduling, marketing suppression, data capture and lead scoring.
12 April 2023 · 5 min read
A complete guide to Pipedrive workflow automation — what it does, when to use it, example workflows and how to roll your own without breaking things.
8 February 2023 · 4 min read
Five Pipedrive integrations that consistently pay back — Outfunnel, JustCall, DocuSign, Dux Soup and Zapier — with real examples of what they unlock.
18 January 2023 · 6 min read
Why Pipedrive works so well as a sales-focused CRM — the features that matter, integrations that compound, and when it's the right choice for your business.
9 December 2022 · 3 min read
Step-by-step guide to setting sales and activity goals in Pipedrive — deal-based, activity-based and forecast-based, plus how to roll them up across user, team and company.
4 October 2022 · 2 min read
How to choose a Pipedrive consultant — what to look for, the questions to ask, and how a good consultant blends sales strategy with CRM implementation.
12 September 2022 · 2 min read
