Pipedrive Consultant
As a Pipedrive consultant I set up your CRM around the way you actually sell. Not the way Pipedrive’s default template assumes you sell. That means a clear pipeline for each type of deal you run, clean data you can trust, and automations that save your team real time every day.
Most of the work I do is with service businesses between £500k and £10m a year in revenue. Coaches, agencies, consultancies, training companies, and professional services. Teams who need a CRM that fits how they win work, not one that fights them.
What a Pipedrive consultant actually does
Pipedrive is powerful out of the box, but only if it’s set up for your business. These are the four things I focus on as your Pipedrive consultant.
Pipedrive setup
A full setup of your Pipedrive account. That includes your pipelines, stages, deal fields, contact fields, user permissions, and the integrations that matter (email, calendar, website forms, accounting). If you’re coming from another CRM, I handle the data migration so nothing gets lost in transit.
Pipedrive optimisation
If you already have Pipedrive and it isn’t quite earning its place, I audit what you’ve got and tighten it. Usually that means simplifying pipelines, fixing the data you report on, adding the automations you’ve been meaning to build, and removing the clutter that’s crept in.
Team training
Your team will only use the CRM if they understand it. I run live training sessions tailored to your setup and record each one so new hires can get up to speed without you repeating yourself.
Ongoing support
After the setup is done, I stay available on a light-touch retainer. When Pipedrive releases a new feature worth using, or when your team needs a new workflow built, you’ve got someone to call.
Who this is for
This page is the right fit if you’re:
– A service business owner with a team of 3 to 30
– Running deals that take weeks or months to close, not minutes
– Using Pipedrive already and not getting enough out of it, or about to move to Pipedrive from a spreadsheet or another CRM
– Wanting one joined-up system for sales rather than four apps that don’t talk to each other
If you’re a high-volume ecommerce operation, Pipedrive probably isn’t the right tool and I’ll tell you that on our first call rather than sell you a setup you don’t need.
How I work with you
A simple four-step process. No surprises and no long tie-ins.
1. Free consultation. A 30-minute call to understand your business, your sales process, and what you want the CRM to do. If Pipedrive isn’t the right fit, I’ll say so.
2. Strategy and planning. I map your pipeline, your data model, and your automations on paper before anything is built in Pipedrive. You sign off the plan before the build starts.
3. Implementation and setup. I build the whole thing in your Pipedrive account. Pipelines, fields, users, automations, integrations, data migration. Typically four to six weeks depending on complexity.
4. Training and handover. Live team training, recorded sessions, and written documentation. Then a 30-day bedding-in period where I fix anything that isn’t working in practice.
Pipedrive and the Business Operating System
Pipedrive is the pipeline layer of a Business Operating System. It’s where you track the work you’re trying to win.
A good CRM on its own is useful. A CRM that’s joined up to the rest of your business is where the real gains sit. When your Pipedrive pipeline feeds into your delivery tool, your reporting dashboard, and your finance stack, you stop re-keying data and start running the business from one source of truth.
If you want the full picture, read What Is a Business Operating System? or go straight to the Pipeline Layer article to see how Pipedrive fits in.
Pipedrive Consultant FAQ's
What is Pipedrive Consulting?
I help organisations better set up and use Pipedrive to get the best out of the features that are available. This can be teams or individuals. I also spend a lot of time helping clients integrate Pipedrive into their websites, and task management systems meaning that a lot of once manual tasks become automated creating a better experience for potential new customers.
How Do I Know if a Pipedrive Consultant Is Right for Me?
Hopefully you’ve understood what I offer but why not take advantage of the free 30minute call to discuss your exact needs and the outcomes you’re looking for. Click here to schedule a call.
Do You Offer Ongoing Consulting Services?
Do You Only Work With Established Companies?
How long does a Pipedrive implementation take?
Most implementations take 4-6 weeks from start to finish, depending on:
- Size of your team
- Amount of data to migrate
- Number of integrations needed
- Complexity of your sales process
- The availability of you and your team
Do you work with businesses outside your time zone?
My consulting is designed for remote collaboration, with flexible meeting times and asynchronous communication when needed.
What if I've already set up Pipedrive but it's not working?
That’s a common situation, many businesses start with a DIY setup and realise they need expert help to fix it.
I can audit your current setup, identify what’s not working, and restructure it to match your actual sales process. This is often faster than starting over.
Can you help with migrations from other CRMs?
- Salesforce
- HubSpot
- Spreadsheets
- Other CRMs
I handle data mapping, import, and validation to ensure nothing is lost in the transition.
Ready to get more out of Pipedrive?
Most service-based businesses do not need a more complex CRM. They need Pipedrive set up around how they actually sell. If you want a clearer pipeline and an easier follow-up, let’s get Pipedrive set up to fit your process.
Want to see typical project costs first? View the Pipedrive consultant pricing
Next steps:
1. Book a free consultation — We’ll discuss your current situation and what you need
2. Get a detailed proposal — Clear scope, timeline, and pricing
3. Start your implementation — Get Pipedrive working the way it should
Pipedrive Support
I’m Chris Wray. I help business owners and team leaders keep Pipedrive running smoothly with practical support, troubleshooting, and improvements. Common outcomes: – Cleaner pipeline and clearer next steps
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