Pipedrive setup, done properly.

Pipedrive is the right answer more often than people expect, and less often than they hope

It fits a sales team that needs clarity more than breadth. It fits badly where marketing, service and operations all have to live in the same system, and no amount of configuration changes that. Being a Pipedrive Partner means we know where the line is and will tell you which side of it you are on.

When it is the right side, the work still begins with the records. A clean pipeline view built on duplicated organisations and half-filled deals reports the same nonsense as the spreadsheet it replaced, only faster.

A CRM built for sales teams.

Pipedrive helps businesses manage opportunities, activities and customer relationships through a simple, visual sales pipeline. Designed around action and visibility, it helps teams stay organised, improve follow-up and create more predictable sales performance.

About Pipedrive CRM

Why growing businesses choose Pipedrive

Pipedrive is often a strong fit for businesses that need structure, reporting and accountability without the complexity of a traditional enterprise CRM.

The best CRM is the one your team actually uses.

Pipedrive CRM outcomes

What proper Pipedrive setup changes

The right Pipedrive setup gives your team more than a cleaner CRM. It creates a shared view of your pipeline, sales process, activity and revenue risk.

When Pipedrive reflects how your team actually sells, adoption improves, reporting becomes more reliable and leaders can make faster decisions with more confidence.

Pipeline Visibility

See every opportunity, owner, stage, next action and potential blocker in one place, so your team knows what is moving, what is stuck and where support is needed.

Sales Process Design

Shape your pipelines, stages, fields and activities around how your team actually sells, instead of forcing everyone into a generic CRM structure.

CRM Adoption

Make Pipedrive easier for your team to use every day, with clear responsibilities, simple workflows and fewer reasons to fall back into spreadsheets.

Reporting & Forecasting

Build dashboards around the numbers that matter, so revenue, conversion, activity and pipeline health become easier to understand and trust.

Automation & Follow-Up

Reduce manual reminders, repeated updates and missed next steps with practical automation that supports the sales process without adding noise.

Data Quality & Clean-Up

Clean up existing contacts, organisations, deals, fields and activities so the information inside Pipedrive is accurate, consistent and useful.

Integrations & Workflows

Connect Pipedrive with the tools around it, from marketing and finance to proposals, email and reporting, so data moves without unnecessary rekeying.

Training & Ongoing Support

Help your team understand how to use Pipedrive properly, then keep improving the setup as your process, reporting needs and sales team evolve.

Flowbird client reviews

Flowbird helped us on our journey transitioning from HubSpot to Pipedrive

We needed an agile CRM system for BD, Marketing and Sales, that was easy to use and a single source of information for reporting, insights & next steps, as well as being able to run effective campaigns. Flowbird were our go-to-partner as they offered an end-to-end solution, from seamless data migration to training. We engaged with many roles within Flowbird and found them all to be incredibly knowledgeable in their respective fields. We are very happy with the results and continued support!

Excellent

Having no experience in transitioning CRM's I was lacking the confidence to give it a go myself. We decided to go with Flowbird to assist us and it couldn't have gone any better! Super informative and professional from start to finish and completed quicker than anticipated. I wouldn't hesitate to recommend Flowbird to anyone looking for help.

Excellent service, expert Pipedrive knowledge, and ongoing support

We've had a great experience working with Flowbird on our Pipedrive CRM setup and ongoing support. Hanne and the team have been knowledgeable, responsive, and easy to work with throughout the entire process. From the initial setup and training through to automation and reporting support, they've helped us get far more value from Pipedrive and improve the efficiency of our sales and customer management processes.

Smooth Setup and Great Ongoing Service

We had a really positive experience working with Hanne and the Flowbird team on our Pipedrive setup and training. From the beginning, Hanne was friendly, approachable and always happy to help with any questions we had throughout the process. The implementation was smooth and well organised, and the training sessions were really useful in helping the team get comfortable using the system day to day. Hanne took the time to understand how we work as a business and made sure the setup suited our requirements.

Excellent support from a knowledgeable team

The support and training that we received from Flowbird was hugely helpful during our Pipedrive set-up phase. Hanne and the team were a pleasure to work with: they quickly grasped our detailed requirements and presented the configuration options and workflow automations clearly. I would highly recommend their services as a means of getting the most from Pipedrive's features.

A Highly Positive Experience

Our company has had an incredibly positive experience with Flowbird. The integration was smooth and using Pipedrive as our CRM has helped improve our sales process efficiency significantly. The setup was straightforward, and the overall user experience has been incredibly reliable and intuitive. Hanne Jessen has been instrumental in training our team and supporting various levels of understanding. I would highly recommended for teams using Pipedrive.

TRY IT for free

Take Pipedrive for a test drive

Take Pipedrive out for a test drive with a free 30 day unlimited trial. Upload your data, send campaigns and test the features that'll have you winning more deals in no time.

Free 30-day guided Pipedrive trial

Pipedrive FAQ

Common questions before moving to Pipedrive

Common questions teams have about Pipedrive CRM and our Pipedrive Services.

Pipedrive is a sales CRM platform that helps businesses manage leads, deals, contacts, activities and sales pipelines in one place. It is designed around pipeline visibility, so sales teams can see where opportunities sit, what needs to happen next and how deals are progressing. Pipedrive describes itself as a CRM for tracking sales pipelines, managing deals, optimising leads and automating sales processes.

Pipedrive is best suited to sales-led businesses that want a clear, usable CRM without the complexity of a large enterprise platform. It is often a strong fit for growing SMEs, founders, sales leaders and revenue teams that need better pipeline visibility, activity tracking, follow-up, reporting and forecasting. Pipedrive positions its CRM around sales pipeline management, deal visibility and helping teams focus on actions that move deals forward.

Pipedrive helps sales teams manage leads, deals, contacts, sales activities, follow-ups, pipeline stages, reporting and forecasting. Its core value is giving teams a visual view of the sales process, so they can understand what is open, what is stuck, what needs attention and where revenue may be at risk. Pipedrive’s pipeline management guidance focuses on visibility, tasks, activities and staying organised across a complex sales process.

Pipedrive pricing is based on the plan you choose, the number of users and whether you pay monthly or annually. Pipedrive publishes current plan pricing on its pricing page and offers a 14-day free trial with no credit card required. The right budget should also include setup, data migration, integrations, training and ongoing optimisation if you want the CRM to work properly across your business. Flowbird offer 30-day free trials.

The right Pipedrive plan depends on your sales process, team size, reporting needs, automation requirements, integrations and level of support. A small team with a simple pipeline may need a lighter plan, while a growing sales team may need more advanced email sync, automation, forecasting, permissions, reporting or integrations. Flowbird can help you choose a plan based on how your business actually sells, rather than guessing from a feature list. Pipedrive’s pricing page shows how features vary by plan.

Popular Pipedrive integrations

Pipedrive integrations with tools like xero, HubSpot, ActiveCampaign, Slack, Mailchimp and PandaDoc to connect sales data with finance, marketing and delivery workflows.

Swipe to browse integrations

Setting one up, moving to it or fixing one already live is CRM onboarding, data migration and optimisation. Pipedrive sits alongside the other platforms we work in.