Pipedrive set up around how your team really sells.

Pipedrive is a sales CRM designed around a visual pipeline. Deals move through stages you define, and the interface makes it easy to see what needs to happen next. It includes activity scheduling, email syncing, automation, lead generation tools, reporting and a large marketplace of integrations. It is popular with small and mid-sized businesses, agencies, consultancies and B2B teams that want a CRM salespeople will actually use, without the complexity and cost that come with larger enterprise platforms. Its pricing is per user, so it scales sensibly as your team grows.

A Pipedrive agency helps you set up, improve and run Pipedrive so it supports how your team sells. At Vertical that covers audits, pipeline design, custom fields, automation, lead generation, integrations, data migration, reporting and training. Because we also run outbound, paid media and websites, we connect Pipedrive to the activity that creates new opportunities. You get a senior team that understands both the platform and the commercial goals behind it, and builds a system your salespeople genuinely want to use.

Your pipeline should mirror how buyers actually move from first conversation to signed deal. We define each stage by something that has genuinely happened, such as a discovery call completed or a proposal sent, and add required fields so deals carry the information you need at each step. Different products or sales motions may need separate pipelines. We also set realistic probabilities, which makes weighted forecasts more useful. The goal is a pipeline that is simple to use and honest about where deals stand.

Yes. We migrate businesses from spreadsheets, HubSpot, Salesforce, Zoho and other tools. We decide what is worth keeping, clean and deduplicate the data, then map people, organisations, deals, activities and custom fields to a well-designed Pipedrive structure. Integrations and automation are rebuilt to suit the new setup rather than copied across. We test everything before go-live and train your team, because a migration only succeeds when people trust the new system and use it every day from the start. We plan the switch around your sales calendar to avoid disruption.

Pipedrive’s workflow automation can create activities, update fields, move deals between stages, send emails and notify team members when specific events happen. For example, a deal reaching the proposal stage can automatically create a follow-up task, or a new lead from a web form can be assigned to the right salesperson. We design automations around your process, test them carefully and document what each one does, so your team saves time and nothing important depends on someone remembering to do it.

Yes. Pipedrive connects with outbound platforms such as Instantly, Lemlist and Smartlead through native integrations, Zapier, Make or webhooks. We set it up so interested replies and booked meetings create or update deals with the right owner, stage and source, and so existing customers or open deals are excluded from outreach. That gives your salespeople one place to manage every conversation and lets you measure outbound by the pipeline and revenue it creates rather than the emails it sends. Salespeople see the full outreach history on every deal.

They suit different needs. Pipedrive is focused on sales and loved for its simplicity, speed and clear visual pipeline, which makes it a strong choice for sales-led teams that want something easy to adopt. HubSpot offers a broader platform covering marketing, sales and service in one system, which suits companies that want deep marketing automation alongside their CRM. We work with both and will recommend the one that fits your team, your processes and your budget, rather than a default choice.

We start by agreeing what each person needs to see, from salespeople managing their own deals to leaders forecasting revenue. Then we build dashboards showing pipeline value by stage, conversion rates, activity levels, win rates, sales cycle length and revenue forecasts. Because stages and fields are clearly defined, the numbers are reliable. We review the reports with you regularly, so they stay useful as your team and targets change, and we highlight trends worth acting on. Good reporting should lead to better conversations, not just better charts.

Yes. Pipedrive’s web forms, chatbot and live chat can capture leads directly from your website, and forms from builders such as Webflow can be connected through integrations or webhooks. We make sure each new lead arrives with its source, campaign and relevant details, is assigned to the right person and triggers the right follow-up automatically. That means fewer leads go unanswered, response times improve and you can see which channels and pages generate real sales opportunities. We test every form before launch so no enquiry goes missing.

A focused setup for a small team with a straightforward sales process can be ready quickly, while larger teams with multiple pipelines, complex integrations or a migration from another CRM need more time. We agree a clear plan covering discovery, design, build, data import, testing and training, so you know what to expect at each step. Spending time on the design up front saves a great deal of rework later and helps the team adopt the system confidently. We would rather get it right than get it done quickly.

Yes. Many clients keep working with us after launch to refine pipelines, add automations, improve reporting, connect new tools and train new team members. As your sales process evolves, your CRM should evolve with it. Because we also run lead generation and marketing, we can make sure new campaigns and outbound programmes feed into Pipedrive properly from day one. You get a team that already knows your setup well and can make changes quickly and safely. Support is there when you need it, not only at renewal time.

Start with a conversation about how your team sells today and where Pipedrive fits. If you already use it, we usually begin with an audit of your pipelines, data, automation and reporting, then share a prioritised plan. If you are choosing a CRM or migrating, we scope the setup and agree a realistic timeline. Either way, we will tell you plainly what we think will make the biggest difference to your team’s focus and your revenue, and how we would approach it together.