Pipedrive consultant for pipelines

For a smaller sales team without complex integrations, usually days to two weeks. With integrations, multiple pipelines and data migration, a few weeks. You get the exact date after the free health check.

For companies where the main job of the CRM is to run sales: B2B services, manufacturing, distribution, SaaS and agencies with small to mid-sized sales teams. It fits where you want a simple system that reps adopt quickly.

Pipedrive licences are paid per user depending on the plan, and some features are paid add-ons. We price the setup after the free health check, based on the number of pipelines, integrations and data volume. We help you choose the plan and add-ons so you do not pay for features you do not use.

It depends on your process. LeadBooster and Web Visitors help with website leads, Campaigns with email marketing, Smart Docs with proposals and contracts, Projects with handing a won deal over to delivery. One or two are often enough, the rest only adds cost.

Yes. We connect Pipedrive to accounting and invoicing systems, telephony, calendars, forms and e-shops through ready-made connectors, Make, Zapier or the API. Where a ready-made option falls short, we build a custom integration.

Yes. We clean the data before import, merge duplicates and move it from Excel, Google Sheets or another CRM, including deal history.

Pipedrive is strong when you mostly manage sales and want simplicity. HubSpot is better when marketing, sales and service need the same data and you want reporting from campaign to revenue. We work with both and recommend based on your processes. See our detailed comparison HubSpot vs. Pipedrive.

Pipedrive is faster to deploy and easier to run. Salesforce suits large teams with a complex process and an in-house admin. See our comparison Pipedrive vs. Salesforce.

Typically when marketing and sales need to work in the same system, when campaign leads get lost between tools, or when add-ons and integrations around Pipedrive cost more than one platform. Our fintech client switched when Pipedrive no longer kept up with the company's growth.

We first prepare a migration plan and field mapping, then move contacts, companies, deals, pipelines, activities and communication history. We rebuild automations as HubSpot workflows and test everything with both systems running in parallel. The move usually takes 4 to 8 weeks.

Yes. In the free health check we review stages, fields, automation and integrations and suggest what to simplify, fix or add.

FORECOM is an independent CRM and RevOps agency with more than 110 clients in 12 countries. We work with HubSpot, Salesforce, Zoho, Pipedrive and Odoo, so we tell you when Pipedrive is enough and when another system fits better.