Phased rollouts with process design, data migration, automation, training and go-live support — from the team that has shipped 200+ Pipedrive projects.
When a CRM rollout fails, it almost never fails because the software cannot do the work. It fails because the sales process was never written down, the data migration was never audited, the team was never trained, or the executive sponsor never showed up to the kickoff. A good Pipedrive implementation addresses all four directly — and that is what separates an implementation project from "buying a CRM."
We design the sales process before we touch the configuration. We audit the source data before we migrate. We train the team before we go live. And we stay with you for two weeks of hypercare after launch — when the real questions surface.
We interview sales leadership and front-line reps, map your current process, identify friction and design the target Pipedrive process. Output: a written process document and a Pipedrive architecture diagram you can review before any build starts.
Pipelines, stages, custom fields, user roles, deal types, products, activity types — all configured against the approved design. We build in a sandbox environment first wherever possible.
We pull your data out of legacy CRM or spreadsheets, cleanse and dedupe it, map fields, and load it into Pipedrive with full audit logs. Every record traceable back to source.
Workflow automation built natively in Pipedrive plus Zapier/Make/API integrations for the surrounding stack — email, calendar, accounting, lead sources, marketing automation.
Role-based training (rep, manager, admin), written documentation tailored to your Pipedrive instance, and a structured go-live with two weeks of hypercare support.
Many clients keep us on a light retainer for the first three months post-launch to handle change requests, dashboard tweaks and the inevitable "could Pipedrive also..." conversations as the team gets fluent.
If you are moving from no CRM, from spreadsheets, or from a different CRM — you want implementation. Full process design, migration, training and launch.
If you already know your process and just want Pipedrive installed against a spec — setup is faster and cheaper.
If you already have Pipedrive and something specific is broken — help or our automation service is the right fit.
For anything complex, multi-team or multi-pipeline, talk to a senior Pipedrive Consultant first to scope properly.
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 shipment step automated against the right deal.
A typical Pipedrive implementation runs four to eight weeks end-to-end. Simpler builds (single pipeline, one integration) finish in two to three weeks. Larger multi-team rollouts with data migration from a legacy CRM run eight to twelve weeks. We scope the timeline against your actual requirements before quoting.
Discovery and sales-process design, pipeline architecture, custom field design, data migration from your old CRM or spreadsheets, automation setup, integration configuration, dashboard and reporting build, user training and a structured go-live with two weeks of hypercare support afterwards.
We handle data cleansing as part of the migration — deduplication, normalisation, ownership re-assignment and field mapping. Going in with dirty data and hoping to fix it later is the single most common reason CRM rollouts fail. We do not let that happen.
Setup is fixed-scope and assumes you have already designed your sales process — we install Pipedrive against your spec. Implementation is broader: we design the sales process with you, then build the CRM around it, then migrate, train and launch. Implementation is the right answer if you do not already know exactly what you want Pipedrive to look like.
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.
Senior Pipedrive consultants for complex sales operations and custom builds.
Connect Pipedrive to your stack via Zapier, Make or direct API integrations.
Tell us where you are today (no CRM, current CRM, spreadsheets) and where you want to be. We will come back with a scoped plan.
