Pipedrive not working the way it should?

How healthy is your Pipedrive?

Six signs show a Pipedrive account needs attention: duplicate organisations, deal stages that mean nothing, a forecast nobody trusts, misfiring automations, half-empty custom fields, and a team that doesn't keep it updated. Each one is something we fix.

• The same organisation appears three times. We merge duplicates with a backup of every record, then stop new ones at the source.
• Deals sit in stages that don't mean anything. We rebuild the pipeline around how you actually sell, with clear exit rules per stage.
• Nobody trusts the forecast. We clean deal values and close dates, then build Insights dashboards your leaders use.
• Automations and integrations misfire. We fix the field mapping, rebuild automations and switch off anything broken.
• Custom fields everywhere, half of them empty. We archive what's unused, merge lookalikes, and make the important ones required at the right stage.
• The team doesn't keep it updated. Simpler views, activity reminders that help, and training on each person's daily routine.

What the free Pipedrive review covers

Straight answers on what's wrong, what to fix first, and what it would take.

1. A 30-minute call. Tell us what's not working. A Pipedrive specialist joins, not a salesperson.
2. We look inside. Pipelines, fields, automations, integrations and Insights reports, all checked.
3. Your fixed quote. What we will fix, in priority order, and the price, in writing. If the problem runs deeper than a quote can cover, we recommend a CRM & ERP Opportunity Audit instead.

From messy to working, start to finish

1. 30-minute call, free.
2. We look inside your data, automations, integrations and reports, free.
3. Your fixed quote, in priority order and in writing, free.
4. We fix it: a backup first, then the pipeline and data fixed. From £180.
5. Training and support, so your team is up to speed, for a fixed monthly fee.

After the review, you choose

Why teams bring their Pipedrive to Flowbird

• Official Pipedrive Partner. From first setup to rescue, training and ongoing support.
• Data first. Clean data is what makes forecasts, automations and integrations work, so we start there.
• Nothing lost. We back up before we change anything, and keep a copy of every record we merge.
• A real team in Ashford. Call [01233 743 240](tel:+441233743240) and a person answers, not a bot.

Not on Pipedrive yet? Start a free Pipedrive trial with us. Outgrown it? See our HubSpot services.

What clients say

Having no experience in transitioning CRMs 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. Adam Halling, Welsh Oak Frame

The support and training that we received from Flowbird was hugely helpful during our Pipedrive set-up phase. Kerri Bates, Synaptec Ltd

We had a really positive experience working with Hanne and the Flowbird team on our Pipedrive setup and training. Hannah Smith, Braithwaite Energy

Taken from our reviews on the Pipedrive Marketplace.

Pipedrive audit and clean-up questions

Can you fix a Pipedrive account someone else set up?

Yes. Most of the accounts we fix were set up by someone else, a former employee, another partner or the team themselves. We audit what's there first, then keep what works.

Will we lose any data in a Pipedrive clean-up?

No. We export a full backup before changing anything, and keep a copy of every record we merge or delete, so anything can be restored.

How much does Pipedrive help cost?

The review is free. For teams under five seats, a two-hour one-to-one remapping session is about £180 plus VAT. For five seats or more, a remapping project is typically £950 to £1,600, covering screen design, training, integrations and a basic data import. Ongoing support is a fixed monthly fee agreed around what your systems need.

Do you offer Pipedrive training?

Yes. Training is built around your own pipeline and runs remotely or on-site, with support afterwards so new habits stick.

Can you fix Pipedrive automations and integrations?

Yes. We check your automations, email sync and connected tools such as Make, Zapier and your accounting software, fix the field mapping and switch off anything that's misfiring.

Should we move from Pipedrive to HubSpot instead?

Not always. Pipedrive is often the right tool once it's set up properly. If you've genuinely outgrown it, we'll tell you, and we can move you to HubSpot too.

Get Pipedrive working again

Start with a free review. You'll know what's wrong, what to fix first and what it costs, whether or not you work with us. Or call [01233 743 240](tel:+441233743240).