When your Pipedrive build matters: multi-pipeline, multi-team, integrated and automated — work with experts who have shipped 200+ Pipedrive projects.
The first time you build a Pipedrive account, you make eight expensive mistakes. By the fiftieth, you make none, you recognise the shape of the problem in the first 20 minutes and you know which of three or four patterns it maps to. That pattern recognition is what you are buying from a senior Pipedrive expert. Not configuration speed. Not button-clicking. Judgement.
We have built Pipedrive for SaaS founders, B2B agencies, property investors, recruitment firms, lettings agents, AI startups, and global manufacturers. Across those builds the underlying problems repeat. We have already solved yours.
We are independent and product-led on Pipedrive, we do not push you to other CRMs to hit a partner quota. If Pipedrive is wrong for you, we will tell you. Typically, the biggested question is how to configure it for how your team actually sells.
When you sell more than one product, to more than one buyer type, in more than one process, pipeline design becomes a system architecture problem, not a configuration exercise. Choosing what is a stage, a pipeline, a deal type or a custom field is the most consequential decision in your build. Get it wrong and you rebuild within 18 months.
Pipedrive lets you create unlimited custom fields. Most teams over-create them, then use them inconsistently, then lose them in reporting. A senior expert designs the field taxonomy around the questions your sales leadership will ask in 12 months, not just the data you happen to capture today.
Zapier and Make solve the easy 70%. The other 30% handled by bidirectional sync conflicts, idempotent webhook handling, deduplication strategy, error recovery. This is where teams either invest in experienced design upfront or pay for it in silent data corruption later.
Sales leadership changes. Targets change. Territories change. A senior Pipedrive expert designs reporting on stable foundations (deal value, won date, source) rather than on volatile fields, so your dashboards do not break every quarter.
You speak to the senior consultant who will own the build before you commit to anything. They run discovery themselves. They make the architectural decisions. They do not hand you off to a junior after the kickoff call.
Behind that senior lead you get our wider team, automation specialists for Zapier and Make work, integration engineers for API-level builds, and a Pipedrive Advisory Council member who shapes the product roadmap. The team you need, with the seniority you can feel.
For straightforward setups our Pipedrive setup or Pipedrive implementation services are the right fit. For everything more complex, you want a senior Pipedrive Consultant who has seen this shape of problem before.
Case studyFull Pipedrive implementation for a Los Angeles fintech — data cleansing, dedupe, timezone formulas and a sales dashboard built against an aggressive deadline.
Case studyEnd-to-end Pipedrive automation for a fast-growing Canadian lettings agency — saving them an entire FTE.
Hire a Pipedrive expert when your build is non-trivial: multiple pipelines, custom fields driving automation, two-way integrations, complex reporting, or a previous setup that has drifted. A specialist who has shipped 200+ Pipedrive builds will avoid the dead-ends a generalist learns by burning your time.
Our senior consultants have 5+ years working in Pipedrive specifically, have led at least 30 end-to-end implementations, and have backgrounds in sales leadership rather than just admin configuration. They are the people who own client outcomes, not handed off to juniors after kickoff.
Yes, rescue work is one of our most common engagements. We audit the existing account, map what should stay versus what should be rebuilt, and migrate cleanly without losing historical deal data or reporting continuity.
Project based for scoped builds (recommended for rebuilds and implementations) and retainer for ongoing optimisation. We are upfront about scope and never bill for surprises, change requests are quoted before any work starts.
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.
Phased Pipedrive rollouts — process design, data migration, training and go-live support.
Workflow automation, lead routing and CRM hygiene that runs while your team sells.
Connect Pipedrive to your stack via Zapier, Make or direct API integrations.
A Global Pipedrive Partner and Advisory Council member based in the UK.
Tell us what you are trying to build and we will tell you whether you need an expert — or whether a lighter engagement will do.
