Hire a Pipedrive Consultant

The right Pipedrive coaching & training from an expert Pipedrive Consultant will improve your sales.

Pipedrive Consulting for SMBs in the US, UK, Australia, New Zealand

Expertise of an Agency, Accountability and Flexibility of an Individual

I strive to build long-term partnerships with my clients by defining high-level sales strategy and CRM setup to build a robust and scalable sales management system for their business to set them up for success.

Pipedrive Setup & Implementation

Learn from a Pipedrive Consultant what a good setup looks like and how it improves the efficiency of your sales team.

Pipedrive Setup Tips

Workflow Automation

Leverage the experience of a Pipedrive Consultant to learn what can be automated using Automation tools.

Automation Examples

Sales Performance

Visualize the health of your sales operations with Pipedrive Insights and BI solutions like Tableau & Google Data Studio.

Performance Dashboard

Pipedrive Training

Let a Pipedrive Consultant like me teach your team how to work smartly by leveraging Pipedrive's simple capabilities.

Using Pipedrive

Sales Strategy

Define your sales strategy, sales process, and goals. and let a Pipedrive Consultant help you leverage Pipedrive's capabilities.

Book a Call

Pipedrive Integration

Integrate Pipedrive with 3rd party apps to improve the capabilities of the CRM and your sales processes and workflows.

Automation Consulting

Reviews from people I have worked with before as a Pipedrive Consultant and a Pipedrive Expert


Still on the fence about choosing Pipedrive?

Pipedrive enables small and medium-sized businesses to set up long-term, scalable business processes. It's the perfect sales management system that helps grow the business and revenues. Keen to understand the salient features of Pipedrive CRM that make it stand apart from other CRMs in the market?

Audit your Pipedrive Setup

I have arrived at the following levels of Pipedrive adoption based on my experience working with a number of clients. Assess where you and your business are with your adoption and use of Pipedrive.

Account Setup

Carefully define your Pipeline Stages, Activity Types, Lost Reasons, Custom Fields, Sales Roles, Visibility, etc. based on your high-level strategic goals, your business processes, and your sales strategy.

Our awesome features
Standard Operating Procedures

Define how your leads are assigned and how your team is going to log and track activities, calls, and emails. Design your processes to build a robust sales management system.

Our awesome features
Insights & Reporting

Define metrics to help evaluate how the business is doing and how to track and improve sales performance, thus increasing sales. Use this information to identify areas of improvement and to draw actionable plans for course correction when required.

Our awesome features
New User Onboarding

Create a structured new user onboarding plan to help new users hit the ground running. Document your Pipedrive CRM setup and processes to build a reliable knowledge base.

Our awesome features

Review everyday processes to identify opportunities for improvement. Periodic reviews help improve sales performance, which in turn results in improved sales.

Our awesome features
Best Practices & Training

Identify the most efficient day-to-day sales workflow and train the team to follow the process.

Our awesome features

Need help with Pipedrive Automation?

You can automate your sales processes using Pipedrive's Workflow Automation capabilities. Wherever Pipedrive's native automation capabilities are lacking, you can use third-party automation tools to improve your sales and marketing automation workflow.

My articles on Pipedrive CRM

A collection of my opinions and how-to guides to help you make the most out of your Pipedrive CRM system. I have written these articles based on my Pipedrive Consulting experience as a Pipedrive Expert.

Tips to set up your Pipedrive CRM Account the right way

Tips to set up the right way without wasting time on unnecessary details.


How to set up Pipedrive Activities for Productivity

Make the activities view a one-stop place for all your sales activities!


How to automate Leads Assignment in Pipedrive CRM

Learn how to assign leads to salespeople automatically in Pipedrive CRM.


50+ Addons to improve your Pipedrive CRM processes

A comprehensive list of add-ons for Pipedrive CRM to increase your sales.


How to link a Deal with a Person and an Organization in Pipedrive CRM

Use Zapier/Integromat to set up deals the right way in Pipedrive CRM.


How to select the right CRM for your business?

A framework to evaluate which CRM is best suited for your requirements.


How to export Data from Pipedrive to Google Sheets

Learn about tools to help you automatically export data from Pipedrive to Google Sheets, Microsoft Excel, Google BigQuery.


Comparison of 6 Calling Apps for Pipedrive

Comparison of calling apps like Aircall, JustCall, Nextiva, OpenPhone, Cloudtalk, and MightyCall for Pipedrive and other CRMs.


Hire a Pipedrive Consultant and Partner

Learn from a Pipedrive Consultant

Grow your sales with the help of Expert Coaching.

Setup, Implementation, Customization

Process and Workflow Automation

Deals or Leads Assignment

3rd Party App Integration

My Pipedrive Consulting Services


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