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Pipedrive CRM — done right, without the noise

Visual pipelines, faster hand-offs, cleaner data. We design Pipedrive around your motion — not the other way around. Independent, outcome-led, and calm.

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Platform-agnostic advice Weekly ship cadence No lock-ins

Made for selling. Built for clarity.

What is Pipedrive?

Pipedrive is a CRM centred on visual pipelines and next actions. It keeps deals moving, makes activity visible, and gives managers predictable reporting — without burying your team in admin.

See the whole pipeline

Stages and expected actions are clear. Gaps show fast by owner, segment or source.

Do less admin

Follow-ups, hand-offs and updates are templated and tracked, so data stays clean.

Forecast with confidence

One source of truth; coaching and revenue plans are grounded in reality.

Connect the stack

Forms, email, calling, proposals, billing and analytics — native + bespoke with Make.

We map your motion first — stages, SLAs, ownership — then shape fields, automation and reports to match. Adoption feels calm. Pipedrive feels like it was built for you.

Pipedrive training

Pipedrive Training with Flowbird

Short, tailored programmes that give your team confidence in Pipedrive. We teach in your live environment, cover the essentials — account setup, pipelines, deals, contacts and activities — then layer in automation, reporting and everyday habits so usage sticks.

“Learn it where you work. Practice beats slides — role-based sessions in your data make the change real.”

— Jason Rainbird, Managing Director & Principal Consultant

Hands-on, role-based

Sessions for SDRs, AEs and managers in your live account — so skills transfer to the day job.

Week-by-week practice

Short sessions with exercises and check-ins; momentum builds and adoption follows.

See our Pipedrive training →

Proof in action

Right platform, calm rollout — results that compound

Click any card to see what we shipped and what changed.

Timely → HubSpot (Make + OpenAI)

Context to reps, tidy ownership rules, auto hand-offs, fewer clicks.

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Invoice automation (Xero ↔ Pipedrive)

Deals → invoices; retries + logs; cash sooner, errors down.

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Human hand-offs at the right moment

Signals to reps with context packs; first meetings easier to book.

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