Pipedrive Support
Pipedrive Support
I’m Chris Wray. I help business owners and team leaders keep Pipedrive running smoothly with practical support, troubleshooting, and improvements.
If you are already using Pipedrive but things are getting a bit painful day-to-day, this page will help you work out what support you actually need.
If you’re looking for the main service page, start here: Pipedrive Consultant.
Common outcomes:
– A CRM that people actually use (because it is simple)
– Follow-ups that happen on time, without chasing
– Cleaner data, fewer duplicates, fewer weird edge cases
– Reports you can trust again
– Less manual admin and fewer spreadsheets
Working internationally. All work delivered remotely.
When you need Pipedrive support (not a rebuild)
If Pipedrive is “in-place” but it feels harder every month, it is usually one of these:
- The team has drifted from the original process, so data is inconsistent
- Activity is not being logged properly, so deals go quiet and follow-ups slip
- Everyone uses different fields, notes, and stages, so reporting is unreliable
- Automations are failing, firing twice, or were never set up properly
- Custom fields have multiplied, and nobody knows which ones matter
- Duplicates are creeping in (organisations, people, deals)
- Email sync, forms, calendar, and tasks are not set up cleanly
- Ownership is unclear, so no one is sure who should do the next step
If you need a bigger redesign, I’ll tell you. Most of the time, we can get results by fixing the few things that create the most friction.
What I do as your Pipedrive support partner
If you want the main service overview, start with Pipedrive Consultant
This page is the “pipedrive support” entry point. Depending on what we find, the work usually falls into one of these:
- Day-to-day support and troubleshooting
- Fix workflows that are slowing the team down
- Resolve issues with email sync, activity, permissions, visibility, and views
- Make follow-ups consistent again
- CRM tidy-up and maintenance
- Reduce duplicates and improve data quality
- Simplify custom fields and remove the ones you do not need
- Align required fields so the team captures the right info at the right time
- Automation improvements
- Make automations more reliable (and easier to maintain)
- Reduce manual admin with sensible triggers and checks
- Connect Pipedrive to email, forms, proposals, invoicing, and task tools
- Training and adoption support
- Short, practical training for the team
- Simple rules for what gets logged, when, and by whom
- Documentation or videos only when it is genuinely useful (not a massive manual)
How it works
- Quick call to confirm what you want Pipedrive to do, and what is currently getting in the way.
- Audit + agree the minimum changes that make the biggest difference
- Implement, test, and hand over with simple rules
Most fixes are quick once we focus on the few things that matter.
Frequently Asked Questions
What does a Pipedrive support include?
Pipedrive support is practical help to keep your CRM running smoothly. That can include troubleshooting, tidy-ups, workflow improvements, automation fixes, and training.
If you want the bigger picture, start with a Pipedrive Consultant.
Is this different from a Pipedrive consultant?
Yes. “Consultant” is the umbrella service. Support is typically focused on ongoing fixes and improvements once Pipedrive is already in place.
If it turns out you need a rebuild, I’ll recommend that instead of stretching support work into something it is not.
Can you fix my Pipedrive without rebuilding everything?
We usually start by identifying the smallest set of changes that removes the most friction.
How quickly can you help me get results in Pipedrive?
Need to give Pipedrive a try – Get 30 Days for free
Do you work with UK and US clients?
My Approach To The Sales Funnel
Testimonials
We’d learnt about Make.com and had a few attempts to link our CRM to our Project Management tool. We just couldn’t get the final steps to work. Chris not only solved the problem, but showed us why it was failing and how we could avoid similar issues on our other workflows..
Chris created a workflow for a task we had being doing manually for months. We must have saved around 8 hours per week by having him automate this for us.
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