No need to hire in-house, get a full CRM operations team at a fraction of the cost.
– Keep pipelines, fields, views, and permissions tidy and relevant. Remove unused items, fix small inconsistencies.
– Troubleshoot sync issues, automation errors, and user-reported problems. Escalate cases to Pipedrive support when needed.
– Build and maintain dashboards for sales, managers, and finance. Create custom KPI, conversion, and activity reports. Help configure Sales Insights where applicable.
– Build and maintain workflow automations (stage actions, reminders, follow-ups).
– Set up and maintain email/calendar sync (Google Workspace, Microsoft 365). Connect third-party tools via native integrations, Zapier, or n8n. Monitor and troubleshoot integration health. Document workflows for your team.
– Onboarding support for new hires, refresher sessions, and “how-to” docs tailored to your setup. Practical workshops to improve adoption and consistency.
– Discovery call & process mapping
– Data cleanup & import
– Pipeline & field setup
– Company-wide settings (activities, currencies, permissions)
– Filters, dashboards & reports
– Automations & integrations
– Testing & rollout
– Team training
– Advanced permissions & user roles
– Custom fields optimization
– Complex workflows & automations
– Advanced dashboards & BI reporting
– Email/calendar integrations
– Third-party connections (Zapier, Make, native)
– Ongoing integration monitoring
3 hours of customization service
$450
10 hours of customization service
$1250