We develop Pipedrive sales systems and processes which improve efficiency and drive profit.
Our team of Pipedrive experts are dedicated to maximising your profit. As an agency specialising in Pipedrive we bring broad and deep knowledge of this CRM to every project. If you're looking for a Pipedrive Consultant, you've come to the right place.
Whether you're a sole trader or multi-national, we've the sales expertise, experience and technology to develop CRM processes which save your team hours, whilst increasing revenue and profit.
Although we work with sales and marketing technology, we're humans and understand the value of relationships. We work relentlessly to ensure our partners are delighted with our work and look to foster long term partnerships.
Our Pipedrive Consultants work collaboratively with you and your team to map logical sales processes. These processes improve both efficiency and results. As an organisation specialising in sales process and Pipedrive CRM, our consultants bring vast experience to each and every project.
If you're looking for a Pipedrive consultant, you've come to the right place. We partner with businesses of all sizes to understand their current sales strategies and processes. We review current performance, identify areas of improvement and develop actionable plans your organisation can achieve. Our team includes Sales Directors, Start-up Founders and Marketing Managers with corporate, startup and agency experience.
We've integrated Pipedrive with countless third party platforms, often creating solutions our clients thought impossible. These integrations have saved our partners hundreds of hours of admin time whilst improving overall performance. Connecting multiple, siloed systems reduces risk of human error whilst allowing you to scale your sales output disproportionately to the size of your team.
Our team can map your entire sales journey, from the very first contact through to closed deal and beyond. Mapping the process allows us to identify areas of weakness, whilst highlighting opportunities to improve. This is often the first step to improving your sales performance.
Case studyFull Pipedrive implementation for a Los Angeles fintech — data cleansing, dedupe, timezone formulas and a sales dashboard built against an aggressive deadline.
Case studyA US non-profit moved off spreadsheets onto Pipedrive — every awareness, qualification and tablet-shipment step automated against the right deal.
Case studyEnd-to-end Pipedrive automation for a fast-growing Canadian lettings agency — saving them an entire FTE.
Dan has been an amazing asset to our team. There are so many instances where we reached out to Pipedrive Support only to be told what we were requesting wasn't available. I had begun to believe we made a big mistake in licensing the Pipedrive platform until I met Dan. His deep knowledge of Pipedrive has allowed us to have the platform perform the way we imagined, but we would have NEVER gotten there without Dan. Dan's expertise extends far beyond Pipedrive and includes his ability to connect other solutions — like MailChimp, Outfunnel, and Zapier — to deliver the solution we are very excited to be using. I highly recommend Dan to anyone trying to navigate Pipedrive!
Daniel has done a fantastic job. He was very patient and really took the time to understand our needs, which kept changing (sorry Dan!)! We used Dan to integrate MailChimp with Pipedrive, automate our website and Facebook enquiries to go straight into Pipedrive, and also create a few automations within Pipedrive. His knowledge is superb — he could do everything we needed him to do and if we threw something new into the mix he quickly worked out how to do it. My experience with Dan has been excellent. Dan is also a really nice guy and very easy to work with. I would definitely recommend him, we will be using him again.
Dan helped us with a really complex Pipedrive setup, including integrating multiple platforms and automations. The process he implemented has streamlined our business and is saving myself and the team hours every week. I highly recommend Dan and can't wait to work with him again. 5 Stars!
Dan is a consummate professional and was an absolute pleasure to work with. His skillset enabled us to create a truly useful CRM system and maximise its features. We look forward to working with Dan again. Highly recommend.
Dan went above and beyond to understand and optimise our needs, and was very flexible with us throughout the project. Very positive experience.
Dan was awesome — would definitely hire him again!
Daniel was outstanding to work with. His expertise with Pipedrive and Zapier is immense, and he was a huge help with everything we needed done. Excited to get to use our new automations and become more efficient. We'll no doubt use him again in the future. Highly recommend!
He knows his stuff, that's for sure! I highly recommend Dan.
Dan is a knowledgeable resource and greatly helped our Pipedrive implementation. His professionalism and experience made this easy. We'll come back to Dan with any future CRM needs.
Daniel was superb. He took the time to properly understand what we were looking to achieve and delivered a straightforward set of automations which has saved us a huge amount of time.
Amazing to work with. Will use again.
Dan is very knowledgeable and great to work with. He brings not only a robust understanding of Pipedrive as a tool, but also experience with how to integrate it into a successful sales process. He is responsive and prepared. Highly recommend!
The best work I have seen in a while. I will go to him for other projects as well!
Excellent support and knowledge from Dan. Thank you for all your great input. Best of luck.
Daniel has extensive knowledge and experience with Pipedrive and proposed very accurate and valuable solutions to our issues. His contribution was instrumental with the implementation and in getting started with the software.
Really pleased with the outcome — the job was very complex and after multiple attempts with other freelancers and no joy, Daniel managed to get the job done within 1–2 days. I can definitely recommend using Daniel and will definitely be keeping in touch when more work is needed.
Dan went above and beyond cleaning up our Pipedrive account and creating a ton of automations. Highly recommended!!!
Dan did a super job for us! We knew we needed an automated solution for handling incoming leads and we had picked Pipedrive as our platform, but that's about all we knew. Dan helped us think through our current manual lead management system and then took over from there. The milestones were all hit on time and on budget. And when unanticipated surprises came up we were able to work through them with good communication. We will definitely go back to him with any similar project. I whole-heartedly recommend Dan for this type of work!
Dan was extremely knowledgable and set up the CRM without any problems. He was quick to respond to any queries and went out of his way to make sure the project was completed successfully. Thank you, Dan, for your hard work on this project. We will definitely be hiring Dan again for future projects.
Daniel is AMAZING!!! Not only did he simplify all the issues I was facing with my CRM, but he set it up in a way where I now save 3–4 hours a day dealing with clients. Look no further, hire Dan to set up your CRM. HIGHLY recommended.
Dan has been an amazing asset to our team. There are so many instances where we reached out to Pipedrive Support only to be told what we were requesting wasn't available. I had begun to believe we made a big mistake in licensing the Pipedrive platform until I met Dan. His deep knowledge of Pipedrive has allowed us to have the platform perform the way we imagined, but we would have NEVER gotten there without Dan. Dan's expertise extends far beyond Pipedrive and includes his ability to connect other solutions — like MailChimp, Outfunnel, and Zapier — to deliver the solution we are very excited to be using. I highly recommend Dan to anyone trying to navigate Pipedrive!
Daniel has done a fantastic job. He was very patient and really took the time to understand our needs, which kept changing (sorry Dan!)! We used Dan to integrate MailChimp with Pipedrive, automate our website and Facebook enquiries to go straight into Pipedrive, and also create a few automations within Pipedrive. His knowledge is superb — he could do everything we needed him to do and if we threw something new into the mix he quickly worked out how to do it. My experience with Dan has been excellent. Dan is also a really nice guy and very easy to work with. I would definitely recommend him, we will be using him again.
Dan helped us with a really complex Pipedrive setup, including integrating multiple platforms and automations. The process he implemented has streamlined our business and is saving myself and the team hours every week. I highly recommend Dan and can't wait to work with him again. 5 Stars!
Dan is a consummate professional and was an absolute pleasure to work with. His skillset enabled us to create a truly useful CRM system and maximise its features. We look forward to working with Dan again. Highly recommend.
Dan went above and beyond to understand and optimise our needs, and was very flexible with us throughout the project. Very positive experience.
Dan was awesome — would definitely hire him again!
Daniel was outstanding to work with. His expertise with Pipedrive and Zapier is immense, and he was a huge help with everything we needed done. Excited to get to use our new automations and become more efficient. We'll no doubt use him again in the future. Highly recommend!
He knows his stuff, that's for sure! I highly recommend Dan.
Dan is a knowledgeable resource and greatly helped our Pipedrive implementation. His professionalism and experience made this easy. We'll come back to Dan with any future CRM needs.
Daniel was superb. He took the time to properly understand what we were looking to achieve and delivered a straightforward set of automations which has saved us a huge amount of time.
Amazing to work with. Will use again.
Dan is very knowledgeable and great to work with. He brings not only a robust understanding of Pipedrive as a tool, but also experience with how to integrate it into a successful sales process. He is responsive and prepared. Highly recommend!
The best work I have seen in a while. I will go to him for other projects as well!
Excellent support and knowledge from Dan. Thank you for all your great input. Best of luck.
Daniel has extensive knowledge and experience with Pipedrive and proposed very accurate and valuable solutions to our issues. His contribution was instrumental with the implementation and in getting started with the software.
Really pleased with the outcome — the job was very complex and after multiple attempts with other freelancers and no joy, Daniel managed to get the job done within 1–2 days. I can definitely recommend using Daniel and will definitely be keeping in touch when more work is needed.
Dan went above and beyond cleaning up our Pipedrive account and creating a ton of automations. Highly recommended!!!
Dan did a super job for us! We knew we needed an automated solution for handling incoming leads and we had picked Pipedrive as our platform, but that's about all we knew. Dan helped us think through our current manual lead management system and then took over from there. The milestones were all hit on time and on budget. And when unanticipated surprises came up we were able to work through them with good communication. We will definitely go back to him with any similar project. I whole-heartedly recommend Dan for this type of work!
Dan was extremely knowledgable and set up the CRM without any problems. He was quick to respond to any queries and went out of his way to make sure the project was completed successfully. Thank you, Dan, for your hard work on this project. We will definitely be hiring Dan again for future projects.
Daniel is AMAZING!!! Not only did he simplify all the issues I was facing with my CRM, but he set it up in a way where I now save 3–4 hours a day dealing with clients. Look no further, hire Dan to set up your CRM. HIGHLY recommended.
We love Pipedrive for its simplicity and ease of use. Most people can setup the CRM independently, however a great Pipedrive Consultant can help you think through your sales process and bring expertise to configure the CRM to match this, resulting in a system that works for your team and your business.
Our Independent Pipedrive Consultants bring expertise and experience from the entire sales process. This includes initial top of funnel marketing, through to sales and business process post sale. Being independent means we are not tied to any specific process or tech stack and can advise on the best solutions for your specific use case including sales strategy, integrations and automation.
Yes. We're huge fans of Zapier and Make (Integromat) and use these tools to integrate Pipedrive with thousands of third-party platforms. Where Zapier is insufficient (or can become costly over time), we can integrate Pipedrive directly using their APIs.
We work with all sizes of business, from SMBs to Multi-Nationals. No matter the size of your organisation we can improve your processes and increase sales.
We don't 'just' implement Pipedrive according to best practice. We work with our partners to understand their business and sales process, offering advice and recommendations before configuring the CRM. This results in teams saving hours of administrative work each week whilst increasing sales performance across the business.
Senior Pipedrive consultants for complex sales operations and custom builds.
Phased Pipedrive rollouts — process design, data migration, training and go-live support.
Fixed-scope Pipedrive setup package for smaller teams who want a clean start.
Ad-hoc Pipedrive support — fix a stuck workflow, unblock a sync, clean up a pipeline.
Transcription, lead scoring and narrow AI agents tied to the CRM.
Sales automation, integration plumbing and CRM hygiene that compounds.
Lifecycle journeys, segmentation and sales-marketing handoff in ActiveCampaign.
Tell us about your Pipedrive (or current CRM), your sales process and your tooling. We will tell you what to fix first.
