Pipedrive CRM

Pipedrive Agency — The Sales CRM Built for Teams That Actually Close Deals

Pipedrive is the most sales-team-friendly CRM available — designed by salespeople for salespeople, with a visual pipeline that makes deal management intuitive. We implement, configure and automate Pipedrive for DTC brands managing wholesale, B2B or enterprise sales.

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Pipedrive PipelineDeal StagesSales AutomationEmail IntegrationActivity RemindersLead ManagementRevenue ReportingSlack IntegrationLeadBoosterInsights DashboardsWorkflow AutomationsShopify SyncPipedrive PipelineDeal StagesSales AutomationEmail IntegrationActivity RemindersLead ManagementRevenue ReportingSlack IntegrationLeadBoosterInsights DashboardsWorkflow AutomationsShopify Sync
PIPEDRIVE

A CRM That Salespeople Actually Use — Because It Was Built for Them

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Pipeline Architecture
Custom Pipedrive pipeline design — deal stages, lost reasons, won criteria and probability weights — configured to match your actual sales process from first contact to close.
Workflow Automations
Pipedrive workflow automations — automatic task creation, email sequences, stage-triggered notifications and deal routing — reducing manual CRM upkeep for sales teams.
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Email & Calendar Integration
Pipedrive Smart Email BCC and Google/Outlook calendar sync — automatically logging all sales communications in the deal timeline without manual data entry.
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Insights & Revenue Dashboards
Custom Pipedrive Insights dashboards tracking pipeline value, conversion rates, average deal size and forecast accuracy — giving sales leadership real-time visibility.
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Tool Integration Setup
Pipedrive connected to your marketing stack — Shopify for B2B order data, Klaviyo for email sequences, Slack for deal notifications and Apollo for lead enrichment.
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Team Onboarding & Training
Sales team training on Pipedrive best practices — deal creation, activity logging, pipeline hygiene and reporting — ensuring adoption from day one.

Frequently Asked Questions

Pipedrive is more focused on pure sales pipeline management — it has a simpler, faster interface and is designed to be adopted quickly by salespeople without training. HubSpot offers a broader feature set (marketing, service, CMS) but is more complex to configure. Pipedrive is typically preferred by sales-focused teams who want a CRM that is primarily a pipeline management tool.

Pipedrive's automations trigger actions when deal conditions are met — moving a deal to the next stage creates a follow-up task, closing a deal sends a Slack notification, a deal stagnating for 7 days creates an activity reminder. These automations reduce the admin burden on sales reps and enforce consistent sales process compliance.

Yes — via Zapier, Make or Pipedrive's API. We build integrations that create Pipedrive deals from Shopify B2B orders, sync customer data and update deal values when wholesale orders are placed — giving B2B account managers a complete view of each account.

LeadBooster is Pipedrive's add-on for lead capture — including a website chat widget, prospect database and form builder. For DTC brands with B2B/wholesale enquiries, LeadBooster captures website enquiries directly into Pipedrive without manual data entry.

A standard Pipedrive implementation — pipeline design, automations, email integration, integrations and team training — typically takes 2–3 weeks. More complex implementations with custom API integrations and advanced reporting take 3–5 weeks.

SCALE

Build a Sales Pipeline That Closes Deals Without Losing Track

Book a free Pipedrive setup session and configure a CRM your sales team will love.

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