Streamline Your Sales Process with Pipedrive Consultants
Our expert Pipedrive consultants will develop a comprehensive setup plan and carry out a flawless CRM setup customized for your business—all within weeks.
Our Speciality
- No technical skills needed
- Dedicated Pipedrive Consulting
- Custom APIs and automations
- Fast Pipedrive Setup
- Price Friendly for SMBs
Free
Get Your Free Mini Gap Analysis
We’ll review your sales process and highlight: 1–2 key gaps costing you time or leads Quick wins you can apply right away Whether setup, a deeper analysis, or hourly help makes sense
Brands That Trust CRM Squirrel
About Us
We Develop Sales Strategy & Automated Processes
We specialize in expert Pipedrive consulting, focusing on creating essential sales and automation processes that simplify and enhance the efficiency of closing deals.
400+
Projects Completed
100%
Customer Satisfaction
1,000+
Automations Developed
5+
Years Proven Experience
Consultation
Pipedrive Consulting for Your Business
We offer affordable expert setup of Pipedrive CRM, allowing you to build a successful sales process. Select your free automation and witness instant enhancements in your workflow. Boost efficiency, save time, and concentrate on closing deals with the help of our CRM experts.
Form Automation
Simplify lead collection and data entry with automated form responses.
Calendly Automation
Seamlessly integrate Calendly with Pipedrive to automate appointment scheduling.
Xero App Automation
Sync your accounting data effortlessly by automating Xero with Pipedrive.
Automations for Pipedrive
Unlock Pipedrive’s full potential with CRM Squirrel’s expert consulting and tailored automations. We streamline workflows from lead capture to payment syncing, integrating essential tools and eliminating manual tasks—making your sales process faster and smarter.
Business Insights
We help you achieve your reporting goals by leveraging expert Pipedrive consulting—gaining insights into sales activities, win rates, lost deals, customer sources, and revenue forecasts via smart data segmentation.
Services
Pipedrive Services We Provide
Pipedrive Automations
Pipedrive Setup
Streamline Your Sales Operations with Expert Pipedrive Setup
Pipedrive Expert
Dashboard Setup
Get Actionable Insights with a Custom Pipedrive Dashboard Setup
Try our 45-day free trial today
We provide expert Pipedrive consulting services to enhance your CRM and boost your sales processes. Our mission is to deliver customized solutions that meet your unique requirements and yield significant results.
Testimonials
Success Stories
Kimberly
CEO, Beauty Babe
Sam
Head of Sales, Lowlander beer
Tatiana
COO, BeGirl
Consultation
Pipedrive Consulting Services by Region
United Kingdom (UK)
We provide specialized Pipedrive consulting in the UK, helping businesses fine-tune their CRM systems to drive better sales results and improve customer relationship management.
USA
We provide Pipedrive consulting services in the USA, helping businesses automate sales activities, streamline pipelines, and gain clearer insights through customized Pipedrive CRM optimization.
Canada
We provide expert Pipedrive consulting across Canada, helping businesses simplify their CRM processes, boost sales effectiveness, and better manage their customer relationships.
Australia
In Australia, our team of experienced Pipedrive consultants works closely with businesses to optimize their sales pipeline, implement automation, and unlock real growth.
Instantly View our Affordable Pricing
Get a precise quote and easily explore our complete pricing details. Our expert Pipedrive consulting services make it simple.
Custom Integrations That Unlock Efficiency
Connect your tools the way your business needs. Our experts design and implement custom integrations that streamline workflows and eliminate manual work.
Posts
Latest Blog Posts
Lastest
September 18, 2025
What makes CRM Squirrel different from other Pipedrive consultants?
We specialize exclusively in Pipedrive with over 500+ successful setup. Our team provides hands-on setup, custom automation development, and ongoing support at SMB-friendly prices. Unlike generalist CRM consultants, we know every feature, integration, and workaround in Pipedrive.
How long does a typical Pipedrive consulting engagement take?
Most consulting projects run 3–5 weeks for initial setup and optimization. Simple configurations can be done in under a week, while complex multi-team setup with data migration and custom automations may take 6–8 weeks. We provide clear timelines after our initial discovery call.
Do you work with businesses outside of Pipedrive's standard use cases?
Yes, we’ve configured Pipedrive for non-traditional uses including project management for agencies, donor management for nonprofits, and partnership tracking for SaaS companies. If you need a CRM solution, we can make Pipedrive work for you.
What size companies do you typically work with?
We work with everyone from solopreneurs to 200+ person sales teams. Our sweet spot is growing companies with 5–50 users who need expert setup without enterprise pricing. We scale our approach based on your team size and complexity.
Can you help if we've already started using Pipedrive but it's not working well?
Absolutely. We offer both comprehensive gap analysis and immediate rescue services. Whether you need a full audit to identify issues or want to jump straight into fixing problems, we’ll clean up your data, rebuild workflows, and train your team on best practices.
What does your Pipedrive setup service cover?
Our setup is comprehensive – we handle everything from initial discovery to full deployment and beyond. Whether you need simple pipeline configuration or complex multi-team setups with custom integrations, we’ve got you covered. Visit our Service Pricing page for detailed packages tailored to your business needs.
Are you able to transfer our existing CRM data into Pipedrive?
Definitely. We’ve successfully migrated data from over 20 different platforms including Salesforce, HubSpot, and Excel spreadsheets. Our migration process includes data cleaning, duplicate removal, and proper field mapping to ensure a smooth transition with zero data loss.
Will we receive documentation for our custom Pipedrive configuration?
Every client receives access to a shared Miro board containing comprehensive visual workflows, process documentation, and configuration details specific to your setup. This living document serves as your team’s single source of truth for all Pipedrive processes and best practices.