Pipedrive Consultant & CRM Specialist
Simplicity through technology
I’m Chris Wray a Pipedrive Consultant. I help service-based businesses set up and improve Pipedrive, so the CRM matches the way you actually sell, and your pipeline is clear, consistent, and easy to manage.
I work with clients globally from London, Phnom Penh, Prague, and Rarotonga.
If you want Pipedrive to reflect your sales process and make it easier to run day to day, I can help. I’ll set up your pipeline, fields, automations, and reports to match how you sell, then make sure you and your team know how to use it confidently.
Pipedrive Consultant
The Old Way
Is your sales process holding you back?
Most service-based businesses struggle with the same CRM challenges:
Lost visibility
You don’t know where deals are in your pipeline or who’s responsible for follow-ups. Opportunities fall through the cracks.
Inconsistent usage
Your team resists using the CRM because it doesn’t match how you actually sell. Data entry feels like busywork.
Manual chaos
You’re still managing leads in spreadsheets, tracking follow-ups in email, and losing deals because nothing is connected.
DIY overwhelm
You set up Pipedrive yourself, but now you’re stuck with a system that doesn’t work the way your business operates.
The real cost
When your CRM isn’t aligned with your sales process:
– Deals slip through the cracks
– Your team wastes time on admin instead of selling
– You can’t forecast revenue or measure what’s working
– Growth becomes harder, not easier
There’s a better way.
The New Way
How I help service businesses get Pipedrive right
A properly configured Pipedrive CRM becomes the backbone of your sales operation, giving you visibility, efficiency, and scalability without the complexity.
Pipedrive Consultant
Pipedrive Setup and Implementation
Pipedrive setup is one of the most common projects I work on as a **Pipedrive consultant**.
I help businesses design clear sales pipelines, configure teams and permissions, and implement best-practice workflows based on how your business actually operates, whether you’re a solo service provider or a global sales team.
What this includes:
– Importing leads, deals, and contacts
– Migrating data from spreadsheets or other CRMs
– Full migrations from systems like **Salesforce or HubSpot**
– Custom pipeline design that matches your sales stages
– Team structure and permission setup
The result: A CRM that your team actually uses because it makes their job easier, not harder.
Pipedrive Strategy
Pipedrive Strategy & Sales Process Design
Beyond setup, I help clients define their sales strategy inside Pipedrive.
This includes aligning your CRM with:
I also advise on integrations with tools like WordPress and Pipedrive web forms to ensure data flows cleanly across your systems.
The result: Your CRM becomes a strategic tool that supports decision-making, not just a database.
Pipedrive Consultant
Scaling with Pipedrive Automation
I help teams:
– Build scalable pipelines and customer teams
– Share insights across sales and marketing
– Automate follow-ups, tasks, and handovers
– Integrate calendars, email tools, and task managers
This ensures your CRM supports growth rather than slowing it down.
The result: You scale revenue without scaling manual work.
Planning
Ongoing Pipedrive Support
Many clients choose ongoing support once their Pipedrive setup is complete.
As your dedicated Pipedrive consultant, I provide hands-on support to help you navigate changes, solve issues, and continuously improve how your CRM supports your sales process.
This means:
– You always have an expert who understands your setup and workflows
– Issues are resolved faster
– Your CRM evolves as your business grows
The result: Long-term CRM success, not just a one-time setup.
HOW IT WORKS
The process: From consultation to implementation
Step 1: Free Consultation
We discuss your current sales process, pain points, and goals. I assess whether Pipedrive is the right fit and what you need to succeed.
Step 2: Strategy & Planning
I design your pipeline structure, map your sales stages, and plan integrations with your existing tools (website, email, calendar, etc.).
Step 3: Implementation & Setup
I configure Pipedrive to match your workflow, migrate your data, set up automations, and ensure everything is tested and working.
Step 4: Training & Handover
I train your team on how to use the system effectively, document your setup, and provide ongoing support to ensure adoption.
Timeline: Most implementations take around 4 weeks depending on complexity.
Frequently Asked Questions
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.
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
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Pipedrive Agency – Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.