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.
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.
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.
