What we do in Pipedrive
Pipedrive is a simple, visual CRM focused on the sales pipeline. We configure it for your process: deal stages, custom fields, automations and notifications, and integrations with email, telephony, and third-party services. If the task outgrows Pipedrive, we'll say so honestly and suggest an alternative.
What we work on
- Pipeline and field setup for your real deal cycle.
- Automations - triggers, tasks, follow-up, and notifications.
- Integrations - email, telephony, forms, and third-party services; custom development via integrations and development when a native connector falls short.
- Data migration - into Pipedrive or from Pipedrive to another system without losing history.
Which plan the job actually needs
This is where self-serve starts usually go wrong. In 2025 Pipedrive rebuilt its line-up: five plans became four - Lite, Growth, Premium, Ultimate. The key threshold sits between Lite and Growth: automation and email open tracking start at Growth and are absent from Lite. The cheapest plan does not include the very thing a CRM is usually bought for.
Second, add-ons. LeadBooster, Campaigns, Smart Docs and Web Visitors are sold separately, each with its own price on top of the subscription. Projects are included only in Premium and Ultimate. Budget by the final configuration rather than the entry price. Figures across systems are in our CRM comparison.
Integrations and their limits
Email, calendar, telephony and forms connect natively. Trouble starts with accounting systems, payments and BI: either there is no ready connector, or it moves the wrong things. A common case - the integration exists, but writes data into a note on the deal instead of a proper field, so no report can be built from it.
Messengers deserve their own note. WhatsApp works natively, but it is in beta and not available to every account; the older Twilio-based integration has been closed to new customers since 2023. Telegram and Instagram Direct have no native support - only marketplace apps with their own subscription and support. If you sell through messengers, weigh that before choosing the system.
When Pipedrive is the wrong fit
We do not sell a system at any cost. Pipedrive is good when you need a clear pipeline and a fast start. But if messengers are the main channel, Kommo is more convenient - WhatsApp, Telegram and Instagram work natively there. If marketing and segmentation matter most, HubSpot. For corporate processes with complex permissions and in-house development, Salesforce.
Other systems
Besides Pipedrive we implement Kommo, HubSpot, and Salesforce. Still choosing a system? See the CRM comparison.
FAQ
What does Pipedrive implementation include?
Pipeline, stage, and field setup for your process, automations and notifications, third-party integrations and, where needed, data migration from another CRM. Scope is fixed after a short brief.
Pipedrive or another CRM - what should I pick?
It depends on the process: sometimes messengers and chatbots matter most (Kommo), sometimes marketing and custom objects (HubSpot), sometimes a simple visual pipeline (Pipedrive). We review the task and recommend a system. See the Kommo vs Pipedrive and HubSpot vs Pipedrive comparisons.
Can you help move off Pipedrive to another system?
Yes. We transfer contacts, deals, history, and associations from Pipedrive to Kommo or HubSpot, mapping what moves directly and what needs data conversion.