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How your Pipedrive trial actually works

The Flowbird 30-day Pipedrive trial framework

Instead of a blank Pipedrive trial, we run a four-week programme that leaves you with a sales-ready CRM, live deals in the pipeline and reporting your leadership team can trust.

  1. Week 1 – Build your Pipedrive trial environment

    We turn your free Pipedrive trial into a sales-ready workspace instead of an empty demo account.

    • Map your real sales stages and SLAs into a Pipedrive pipeline.
    • Set up core fields, activities and views for SDRs, AEs and managers.
    • Import example deals or a small live segment to test with.
    • Switch on safe, high-value automations that reduce admin from day one.

  2. Week 2 – Run real deals through your Pipedrive trial

    Your team starts using the Pipedrive trial for real opportunities so we can see how the CRM behaves under live conditions.

    • SDRs log calls, emails and follow-ups directly in the trial account.
    • AEs manage handovers, proposals and late-stage deals inside Pipedrive.
    • Managers review pipeline health, activity levels and deal movement.
    • We capture feedback and adjust stages, fields and automations quickly.

  3. Week 3 – Switch on Pipedrive reporting and forecasting

    With real data in your Pipedrive trial, we build the dashboards and forecasts your leadership team actually cares about.

    • Create role-based dashboards for sales leaders and founders.
    • Tune probabilities and filters so forecasts reflect reality.
    • Review activity performance and identify bottlenecks in the pipeline.
    • Quantify admin time saved versus your old way of working.

  4. Week 4 – Decide with confidence on Pipedrive

    We wrap up your Pipedrive trial with a clear view of revenue impact, visibility gained and what going live would look like.

    • Summarise visibility improvements and pipeline clarity for stakeholders.
    • Capture adoption feedback from SDRs, AEs and managers.
    • Agree what “good usage” will look like after the trial ends.
    • Recommend the right Pipedrive plan, licence mix and rollout approach.

By the end of 30 days, you are not guessing whether a Pipedrive trial worked. You have a sales-ready Pipedrive CRM, live data and a clear business case.

Build my 30-day Pipedrive trial

Make the most of your Pipedrive trial

What usually gets in the way of a great Pipedrive trial and how Flowbird helps

When teams start a Pipedrive free trial or a Pipedrive CRM trial, they usually want to get value quickly. In a busy sales environment, small gaps in setup or guidance can prevent the trial from showing what Pipedrive can really do. These are the common friction points we see across hundreds of rollouts and the ways that a guided Pipedrive trial with Flowbird helps everything come together.

Pipedrive trial workspace with an empty sales pipeline

The Pipedrive trial starts with a completely blank workspace

If a Pipedrive CRM trial begins with empty stages, no aligned definitions and no example data, it is natural for people to stay in their usual tools for a while. Activity remains in inboxes and spreadsheets, and the Pipedrive trial does not receive enough real usage to show its strengths across your sales pipeline.

How Flowbird helps: in Week 1 of your guided Pipedrive trial we prepare a clear starting point. Your team log in to a Pipedrive workspace that already reflects your sales process, with stages, fields and views that feel familiar. The trial begins with confidence and live deals in the pipeline, not with a blank screen.

Sales team learning how to use Pipedrive during a CRM trial

Everyone uses the Pipedrive CRM trial in a different way

When a team are simply asked to "try Pipedrive out", each role explores the trial in their own way. SDRs, AEs and managers often test different views and fields, which can lead to inconsistent data and uncertainty about what effective usage looks like inside the Pipedrive trial account.

How Flowbird helps: we spend a short amount of time with each role to show what good usage looks like in your Pipedrive pipeline. SDRs see how to manage activities and follow up, AEs see how to handle deals and handovers, and managers see how to review pipeline health. The guidance is simple and practical, which gives everyone confidence from the first week of the trial.

Pipedrive reporting dashboard with limited data during a trial

Reporting is only reviewed at the end of the Pipedrive trial

Leadership teams usually look at dashboards towards the end of a Pipedrive CRM trial. If meaningful activity only started recently, the reports do not yet reflect the real patterns in your sales cycle, even if the CRM is already helping the team manage deals and activities more effectively.

How Flowbird helps: in Week 3 of your guided Pipedrive trial we activate meaningful reporting using live deal movement and real activity from your Pipedrive account. When leaders review insights, the dashboards already feel trustworthy and connected to what is happening in the pipeline.

User exploring Pipedrive automations and AI features in a trial

Automations and AI features are switched on without a clear plan

Modern Pipedrive plans include powerful workflow automation and AI suggestions. This is a strength of the platform, but during a Pipedrive free trial it can be difficult to know which automations to enable first or how much change the team can absorb while they are still learning the basics of the CRM.

How Flowbird helps: we begin your Pipedrive CRM trial with a small, focused set of automations that clearly reduce admin. Tasks, follow ups and handovers become easier, but the underlying way your team sell stays familiar. As the trial progresses, we introduce additional Pipedrive automation and AI features only when they clearly support your sales process.

Leadership team reviewing results from a Pipedrive CRM trial

The Pipedrive trial ends without a clear narrative or business case

Trials move quickly. Even when the team like working in Pipedrive, it can be difficult to summarise the improvements in a simple way, such as better visibility, less admin and smoother deal movement. Without a clear story, it is harder for leadership to feel certain about the next step for their CRM.

How Flowbird helps: in Week 4 we bring your guided Pipedrive trial together with a clear, evidence based summary. We highlight visibility gains, workflow improvements and time saved so that your Pipedrive partner decision is based on real outcomes, not just impressions from a few weeks of testing.

Standard trial vs guided trial

Pipedrive trial on your own compared with a guided Pipedrive trial from Flowbird

You can begin a Pipedrive free trial on your own, or you can run a structured guided Pipedrive CRM trial with Flowbird. Both options use the same Pipedrive platform. The guided version adds setup, onboarding and ongoing support so your Pipedrive trial behaves like a live, sales ready CRM from day one.

Setup and pipeline

  • Empty or generic pipeline stages with no mapping to your real sales process.
  • Little or no help with fields, views or activity types.
  • Trial often used as a sandbox rather than a live sales workspace.
Setup

Setup and pipeline with Flowbird

  • Pipeline stages mapped to your real funnel with clear entry and exit criteria.
  • Core fields, activities and views configured for SDRs, AEs and managers before the team log in.
  • Safe, high value automations switched on so your trial starts as a sales ready workspace.

Usage and adoption

  • Team asked to explore the Pipedrive trial in their own time.
  • SDRs, AEs and leaders use the CRM in different ways so data is inconsistent.
  • Unclear what good Pipedrive usage looks like for each role.
Usage

Usage and adoption with Flowbird

  • Short, role based walkthroughs that show each person how to work inside Pipedrive.
  • Clear expectations for SDRs, AEs and managers so everyone follows the same workflow.
  • Adoption measured and fine tuned during the 30 day guided Pipedrive trial.

Data and activity quality

  • Important deals and activity remain in inboxes, spreadsheets and notebooks.
  • Only a small sample of data reaches the Pipedrive trial account.
  • Reporting and pipelines feel thin because the trial never becomes the primary system.
Data

Data and activity quality with Flowbird

  • Selected live deals and accounts imported so the Pipedrive trial reflects reality.
  • Agreed rules for what must be logged in Pipedrive during the trial.
  • Cleaner data that makes pipelines and reporting feel meaningful, even inside a trial.

Reporting and visibility

  • Dashboards only checked near the end of the 14 day Pipedrive trial.
  • Too little data in the system for leaders to trust the insights.
  • Trial ends with a general impression instead of a reliable view of performance.
Reporting

Reporting and visibility with Flowbird

  • Key dashboards built in week 3 of your guided Pipedrive CRM trial.
  • Forecasts tuned to your sales cycle so leadership can see realistic numbers.
  • Visibility gains and bottlenecks identified before you decide whether to roll out Pipedrive.

Automation and AI

  • Hard to know which Pipedrive automations and AI features to test first.
  • Risk of switching too much on and overwhelming the team.
  • Or no automation used at all, so you do not see the time saving potential.
Automation

Automation and AI with Flowbird

  • Small, focused set of automations that clearly reduce admin for your team.
  • AI and workflow features introduced gradually with clear use cases.
  • Trial shows what Pipedrive automation and AI can really do without overwhelming users.

Outcome and decision

  • Trial ends with a general sense that Pipedrive seemed helpful or not.
  • No structured summary of time saved, visibility gained or impact on revenue.
  • Decision often based on perception rather than evidence.
Decision

Outcome and decision with Flowbird

  • Evidence based summary at the end of your 30 day guided Pipedrive trial.
  • Clear view of visibility, admin time saved and how Pipedrive supports your sales process.
  • Concrete next steps if you choose to roll out Pipedrive with Flowbird as your partner.

A guided Pipedrive trial does not replace the Pipedrive free trial. It adds structure, onboarding and a sales ready environment so your team can evaluate Pipedrive as it will work in real use. You still use the same Pipedrive CRM, supported by a partner who helps you prove the value with live data.

Start a guided Pipedrive trial

Pipedrive trial FAQs

Frequently asked questions about the Pipedrive free trial and guided Pipedrive trials with Flowbird

These questions cover how the Pipedrive free trial works, what changes when you run a guided Pipedrive CRM trial with Flowbird, and what happens after your trial ends. The answers are based on real customer projects where we have helped teams get a fair, structured test of Pipedrive as their sales CRM.

How long is the Pipedrive free trial and how long is a guided Pipedrive trial with Flowbird?

The standard Pipedrive free trial is usually 14 days and gives you access to the core Pipedrive CRM features so you can explore the platform. A guided Pipedrive trial with Flowbird runs for around 30 days. During that time we design a sales ready environment, support your team, and build reporting that reflects your real pipeline so you have more time to make a confident decision.

Do I need a credit card to start a Pipedrive free trial with Flowbird?

You can usually start a Pipedrive free trial without entering card details. When you work with Flowbird, we help you start or connect your Pipedrive trial and then layer our guided framework on top. If Pipedrive ever requires billing details to continue the trial or move into a paid plan, those details are always managed directly between you and Pipedrive. Flowbird does not hold your payment information.

What is a guided Pipedrive trial with Flowbird and how is it different from starting a trial on the Pipedrive website?

Starting a trial on the Pipedrive website gives you a clean account that you can configure yourself. A guided Pipedrive CRM trial with Flowbird uses the same Pipedrive product but with a structured programme. We help you shape the pipeline, fields, activities, automations and dashboards, then support your team so they use Pipedrive as if it were already live. The goal is a fair test of Pipedrive in real sales conditions, not just a quick look around the interface.

Can my whole team use the same Pipedrive trial account during a guided trial?

Yes. A Pipedrive trial supports multiple users and we encourage teams to involve the right mix of SDRs, AEs, managers and leadership. During a guided Pipedrive trial we set up views and activities for each role and run short sessions that show everyone how to work inside the same Pipedrive account. That way, the trial reflects how your team will collaborate if you go live.

What do you configure for us during a guided Pipedrive CRM trial?

During a guided Pipedrive CRM trial we focus on the essentials that let you test Pipedrive properly. That includes a mapped pipeline, key custom fields, activity types, filters and views for each role, and a set of safe automations that remove admin without changing the way you sell. We then build reporting and forecasting so your trial environment looks and behaves like a live CRM.

Can you import our existing deals and contacts into the Pipedrive trial?

In most projects we import a carefully chosen slice of your data into the Pipedrive trial. That might be a set of live deals, key accounts or a recent period of activity. We help you prepare and clean the data first so that what you see inside Pipedrive is realistic and useful. This makes your Pipedrive CRM trial feel like a real working environment instead of a synthetic test.

Can you extend a Pipedrive trial or move from a self service trial to a guided Pipedrive trial with Flowbird?

If you have already started a Pipedrive free trial, we can usually connect to that environment and introduce our guided framework while the trial is still active. If your original Pipedrive trial has finished, we can help you start a fresh trial and then run a structured guided Pipedrive trial from the beginning. Extensions and final subscription terms are always agreed directly with Pipedrive, but we can advise on the best way to approach that conversation.

What happens at the end of a guided Pipedrive trial with Flowbird?

Near the end of your guided Pipedrive trial we bring everything together in a simple summary. You see how pipeline visibility has improved, how much manual admin has reduced, and how well Pipedrive fits your sales process. We then outline what a go live plan would look like and which Pipedrive pricing tier and licence mix are likely to fit. You can continue with Pipedrive on your own, or choose Flowbird as your Pipedrive partner for implementation and support.

Who owns our data during and after the Pipedrive trial?

Your data remains yours. Pipedrive is your CRM platform and Flowbird acts as your implementation partner. During the Pipedrive trial we work inside your account with your permission and follow your data policies. If you decide not to continue with Pipedrive, we can help you export or archive trial data in a safe way so that you keep control of your customer information.

Can we test Pipedrive automation, AI and integrations during the trial?

Yes. Modern Pipedrive CRM plans include workflow automation, email sync and AI assisted features. During a guided trial we start with a focused set of automations that remove obvious admin, such as follow up tasks and handovers. Where it is useful, we also help you connect tools like email, calendar or marketing systems so you can see how Pipedrive fits into your wider stack without making the trial feel overwhelming.

Is a guided Pipedrive trial with Flowbird right for my business?

A guided Pipedrive CRM trial works well for teams who want a clear decision at the end of the trial rather than a loose impression. It is a good fit if you have a defined sales process, need better pipeline visibility, or want to reduce manual admin with automation. We work with small sales teams and larger commercial teams across the UK and beyond. If you are not sure whether a guided trial is the right starting point, we can talk it through on a short discovery call.

How do I start a guided Pipedrive trial with Flowbird?

You can start by submitting the form on this page or by booking a short call with the Flowbird team. We will confirm your goals for the Pipedrive trial, help you start or connect your Pipedrive free trial, and then schedule the first setup session. From there we follow the four week framework on this page so that by the end of your guided Pipedrive trial you have a sales ready CRM, real reporting and a clear business case.