Ad-hoc Pipedrive support from senior consultants. No retainer, no minimum spend — fix the specific thing that is broken and get on with selling.
Pipedrive help is a deliberately narrow service. Something specific is broken, or something specific needs building, and you want a senior consultant to fix it without the overhead of a full implementation engagement. We scope the request, quote it, fix it, and hand back. Most requests resolve in under ten hours of work.
If you find yourself raising five "help" requests in a quarter, you do not need help — you need an ongoing Pipedrive Consultant relationship, and we will tell you that rather than churning small invoices.
An automation that used to fire and now does not, or that fires twice, or that triggers on the wrong field change. Almost always a logic or condition issue layered on top of a Pipedrive UI change — we will find it and fix it.
Zapier zaps that have errored silently. Native integrations that have lost their auth. Two-way syncs that have drifted out of agreement. We triage the failure, replay the missing records, and harden the integration so it does not fail the same way again.
Duplicates, dead deals, mis-stage'd opportunities, custom fields that everyone fills in differently. We will dedupe, archive, and put guardrails in place — required fields, automation, validation — so it stays clean.
Dashboards that show numbers your team does not trust. Usually a field is being used inconsistently, a deal is excluded from the wrong filter, or a stage is double-counted. We audit the report, fix the data model, and rebuild the dashboard on a stable basis.
A rep can see deals they should not, or cannot see deals they should. We audit your permission set, simplify it, and document who can see what — so the next reorganisation does not require a Pipedrive rebuild.
One new automation, one new custom field set, one new integration with a tool you have just adopted. We will build it cleanly inside your existing setup — not bolt it on the side.
You describe the problem. We jump on a 30-minute call to see your Pipedrive instance and confirm we understand it. We quote the work — typically a single block of hours, fixed price. You approve in writing. We fix it, document what we changed, and hand back. Where relevant we walk you through what we did so your team can maintain it.
If the fix uncovers something larger, we tell you immediately rather than quietly scope- creep. You decide whether to expand the engagement or to fix only what was originally agreed. For larger work consider Pipedrive implementation or our automation service instead.
Case studyRescued a broken ActiveCampaign and Pipedrive integration — restored sync, deduped contacts and rebuilt the welcome journey.
Case studyFixed a multi-tool outreach setup whose automations had drifted out of alignment with the actual sales process.
We usually start within two to five business days. Urgent issues (broken automation, failed integration, deal data loss) get a same-day or next-day call. Tell us the urgency on the contact form and we will respond accordingly.
You describe the problem, we scope a small block of work (typically one to ten hours), we quote it, you approve, we fix it. No long contracts, no minimum spend, no obligation to engage further. Most help requests close inside a week.
Broken automations, mis-configured workflows, integration syncs that have stopped working, dashboards that have stopped reflecting reality, deduplication, custom-field re-architecture, permissions mistakes, deal-stage drift and reporting failures. If it is in Pipedrive and it is broken, we have probably fixed it before.
Yes. As part of any help engagement we explain what went wrong, why, and how to spot it earlier next time. If you want structured upskilling for the whole team, our Pipedrive training service is a better fit.
Fixed-scope Pipedrive setup package for smaller teams who want a clean start.
Tailored Pipedrive training for sales teams, managers and admins — 1:1 or group.
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.
One short message describing the problem is enough. We will tell you whether it is a quick fix, a larger project, or something you can solve yourself.
