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Built for selling and clear for everyone

What Pipedrive gives your sales team

Pipedrive is a CRM that focuses on visual pipelines and clear next actions. It keeps deals moving, makes activity visible and gives managers predictable reporting, without adding extra admin to each day.

See every deal in one place

Pipeline stages and expected actions stay clear for each owner, segment and source.

Spend less time on admin

Follow ups, handovers and updates use simple templates, so notes and fields stay accurate.

Forecast with confidence

You work from one source of truth, so coaching, targets and revenue plans reflect reality.

Connect the rest of your tools

Forms, email, calling, proposals, billing and reporting can link into Pipedrive through native tools or bespoke automation with Make.

We start with your motion, including stages, response times and ownership. Then we shape fields, automation and reports to match, so adoption feels calm and Pipedrive feels natural to your team.

Why teams move to Pipedrive

Why Pipedrive wins over spreadsheets and heavy CRMs

If you still manage deals in shared spreadsheets or feel weighed down by a complex CRM, Pipedrive gives you a middle ground. You keep the structure and reporting leaders need without asking sales to fight the system every day.

Spreadsheets

Fast to start, fragile at scale

  • Multiple versions of the truth and no clear owner for deals.
  • Little visibility for managers on activity, risk or next steps.
  • Follow ups live in separate calendars and inboxes.
  • Reporting takes hours each week and is easy to break.

Heavy CRMs

Powerful on paper, slow in practice

  • Complex layouts and fields that do not match your sales process.
  • Low adoption from frontline users so data quality suffers.
  • Requires dedicated admin time to keep configuration on track.
  • Projects drift and the system never quite feels finished.

Pipedrive with Flowbird

Clear pipelines, built around real conversations

  • Visual stages that mirror how your team already sells.
  • Next actions, reminders and hand offs happen inside Pipedrive.
  • Dashboards show performance by owner, segment and source.
  • Automations remove busywork so notes and fields stay accurate.
Start free Pipedrive trial Talk through your options

In a short discovery call we map how you sell today, show you a simple Pipedrive layout, and help you decide whether a free trial with guided setup is the right next step.

Pipedrive training

Pipedrive training that makes the system feel natural

Short, focused programmes in your live Pipedrive account. We show each role what good usage looks like, then practise in real scenarios so habits build and the system feels simple for everyone.

“Teach people inside the tool they use. Real practice in real data creates change that lasts.”

Jason Rainbird, Managing Director and Principal Consultant

Role specific sessions

Separate training paths for SDRs, account executives and managers in your live account.

Week by week momentum

Short sessions with exercises and check ins, so confidence builds between workshops.

Ready for your next step

How a Pipedrive trial with Flowbird fits into one month

One short decision now, three simple steps after. We keep it light so it does not turn into a heavy project.

  • 1 Shape a starting layout on your real motion – no empty demo account.
  • 2 Run real deals with support so habits build in Pipedrive, not spreadsheets.
  • 3 Decide on licences with clarity around revenue, admin time and visibility.
Talk it through first Start free Pipedrive trial

A short call if you want to talk it through first, or a guided free trial if you are ready to explore. You do not need to clear a week to do this – we work around your calendar so you can move Pipedrive forward without adding unnecessary pressure to your day.

Key Pipedrive features we help you unlock

Automation, insights, tailored pipelines and onboarding inside one Pipedrive setup

Pipedrive gives you visual pipelines, automation and AI, forecasting and a flexible CRM. Flowbird focuses on which features matter for your team, then configures them so people actually use Pipedrive every day.

  • AI

    Automation & AI sales assistant

    We help you decide which Pipedrive automation, workflows and AI sales assistant prompts to switch on first, so follow ups, hand-offs and reminders run reliably in the background.

  • 📊

    Sales insights & forecasting dashboards

    Using Pipedrive’s reporting and deal insights, we build role-based dashboards for SDRs, AEs and managers so forecasting, conversion rates and pipeline health are easy to see.

  • ⚙️

    Tailored visual pipelines & custom fields

    We map your real sales motion into Pipedrive pipelines, stages, SLAs and custom fields, so the CRM feels tailored to your business.

  • ✓

    Onboarding, training & adoption support

    Alongside Pipedrive’s Academy, we run live coaching and Q&A so new users understand exactly how to work their day from Pipedrive.

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.

Read more →
Invoice automation (Xero ↔ Pipedrive)

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

Read more →
Human hand-offs at the right moment

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

Read more →