Pipedrive Consultant

Simplicity through Technology

London, Prague, Phnom Penh

Make An AppointmentDownload a FREE 30 Day Pipedrive Trial

Need help in getting the best from your Pipedrive CRM workflow? Let me help you.

Using Pipedrive

Pipedrive Monthly Support

At times, many clients appreciate a dedicated support person, someone who can guide them through the complexities and challenges that may arise. Once your setup is complete, you don’t have to worry about navigating the system alone.

This means, regardless of the situation or the complexity of the issue at hand, you’ll always have someone to fall back on. Whether you’re stuck with a minor glitch or facing a major hurdle, you won’t be alone. I am here to ensure you and your team can focus on what you do best, while I handle the rest. 

This long-term engagement not only provides you with a safety net but also ensures that you have a seasoned expert who is familiar with your system, your processes, and your team.

Learn more about Pipedrive Support

Pipedrive Support
Pipedrive Consultant

Using Pipedrive

Pipedrive Setup and Best Practice

One of the most popular projects for clients is setting up and configuring Pipedrive. I’ll help you set up your customer pipelines and add your sales teams. We can share pipelines to all team members or restrict access dependent on how you work. This is the same for a simple one service business as it is for a global sales and marketing team.
Once this is done we can add your leads, deals and contacts and import data fro old systems, spreadsheets or wherever your data is held.
We can also migrate you from other CRM systems. Salesforce, Hubspot or others.
Learn more about Pipedrive Setup & Pipedrive Implementation Services
Learn more about our Prices


Visioning, Strategic Planning, and Defining Expectations

Learn how to reach your customer goals within Pipedrive as well as other marketing tools.
Learn more about WordPress integration
Learn more about Pipedrive Webforms

Pipedrive consultant
Pipedrive consultant


Visioning, Strategic Planning, and Defining Expectations

Any business that wants to be successful needs to have a clear vision and goals. Without these, it can be difficult to create and execute a effective marketing strategy. Pipedrive CRM can help with this by providing a tool for strategic planning and goal setting. It also allows businesses to track their progress and see where they need to make improvements.

Pipedrive also helps businesses stay organised and efficient. By tracking leads and prospects, marketing and sales teams can see where they are making the most progress and where they need to focus more of their efforts. This information can help with future goal setting and strategy planning.

Pipedrive Consultant


Marketing, Conversion Funnel, Team Building, and Scaling Up

Create customer teams, share information within the dashboard, understand the effort, achievement and workload of your team.
Then expand and integrate to link to your website, synchronise calendars and task managers, your email service and add automation.
Learn more about our Pipedrive Automation
Learn more about Pipedrive Workflow Automation

My Approach To The Sales Funnel

The whole process of moving our e-mail and files to G-Suite was transparent. We left the office on Friday evening and returned again on Monday morning and everything was done. Brilliant. 


International NGO

We really needed better integration to our marketing and customer management tools and Chris advised us that G-Suite would be a far better solution than the one we had. – We didn’t regret the decision, its so much easier now.


Marketing Lead

Frequently Asked Questions

How much does a Pipedrive Consultant Cost ?

It really depends on the scale and complexity of the work involved. If you just need an hour of my time then you can book a Discovery Session to work on, or discuss anything you need help with.

I can offer a range of options in terms of just offering advice and solutions, helping you and your implement the solution or doing all of the work on your behalf.

Take a look at the Pipedrive Pricing page for more details, or book a FREE call to discuss your needs. 

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?
Yes. Many clients ask me to help with other areas of their business, and particularly their workflow. This can cover e-mail, file storage, database development, G-Suite integration and automating tasks between their systems.
Do You Only Work With Established Companies?
I work with solo entrepreneurs, small and medium sized businesses primarily. Generally clients are looking to make a step change in what they do and often this covers Pipedrive and their own productivity, process and communication. I can also help with G-Suite, Systems Integration and Automation.
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+855 963 271 408 / +44 203 290 7071




London, Prague, Phnom Penh