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Certified Pipedrive Consultant & Partner

Pipedrive consultants who build a sales process your team actually uses

We plan, set up and automate Pipedrive around the way you sell — pipelines, automations, integrations and training — live in about four to five weeks.

Book a free 30-minute call See packages & pricing
  • 500+Pipedrive projects
  • 1,000+Automations built
  • 4–5 wksAverage go-live
Free Mini Gap AnalysisWorth $499 · no obligation
Open

Find the gaps costing you deals

Tell us where you are today. We’ll come back with:

  • 1–2 gaps costing you time or leads
  • Quick wins you can apply this week
  • Whether setup, a deeper analysis or hourly help fits best

We reply within one business day. No spam, ever.

Your project, as a Pipedrive pipeline

From first call to a trained team in about 4–5 weeks.

  1. Discovery call

    Day 1
    Your goalsHow your team sells today
    Where deals stallThe 1–2 biggest gaps

  2. Plan & design

    Week 1
    Pipelines & stagesFields, roles, permissions
    Fixed scopeAutomations & reports agreed

  3. Build & configure

    Weeks 2–3
    Pipedrive builtViews, email & calendar sync
    Data importedCleaned and de-duplicated

  4. Automate & train

    Weeks 4–5
    Automations liveCalendly, forms, WhatsApp & more
    Team trainedLive sessions + Miro docs

  5. Go-live

    Won
    HandoverGo-live support included

Trusted by growing sales teams

  • CRM Squirrel client logo
  • CRM Squirrel client logo
  • Beauty Babe Club
  • Be Girl

What changes

From a CRM nobody trusts to one that sells for you

Most teams we meet already pay for Pipedrive. The difference is how it’s set up.

  • Deals sit for weeks with no next step
    After: Every deal has a scheduled next activity
  • Leads typed in by hand from forms and Calendly
    After: Leads land in Pipedrive automatically
  • Reports nobody believes
    After: Dashboards for win rate, sources and forecast
  • Each rep uses Pipedrive differently
    After: One documented process the whole team follows

Pipedrive services

Everything your Pipedrive needs, from one specialist team

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Pipedrive Setup

Pipelines, stages, fields and permissions planned around your sales process — then built, tested and handed over.

Pipedrive Automations

Workflows and API automations that move deals forward without manual work.

Pipedrive Expert

Hourly, hands-on help for fixes, tweaks and troubleshooting.

Moving from another CRM?

We’ve migrated data from 20+ platforms — Salesforce, HubSpot, spreadsheets — with zero data loss.

Transparent pricing

Setup packages with a fixed price

Every package includes planning, training and a 45-day Pipedrive trial. No hourly surprises.

Starter Setup

For teams building their CRM foundation.

$2,000one-time

  • 1 pipeline, stages & custom fields
  • 2 API automations
  • Email & calendar sync
  • Import up to 5,000 records
  • Intro training + success check-in
See what’s included
Most chosen

Growth Setup

Automation for fast-growing sales teams.

$4,000one-time

  • 2 pipelines & 60 internal automations
  • 5 API automations
  • Migration from your old CRM
  • 20 reports + 2 dashboards
  • 4 months of WhatsApp & email support
See what’s included

Scale & Automate

For multi-team setups with complex workflows.

$8,000one-time

  • 4 pipelines, unlimited automations
  • 15 API automations
  • Lead scoring & smart routing
  • 50 reports + dashboards
  • 12 months of premium support
See what’s included

Gap Analysis $499Hourly consulting $200/hrCustom quoted for your workflow

Why CRM Squirrel

Pipedrive is all we do

We’re not a generalist agency. We know every Pipedrive feature, integration and workaround — and we price for growing businesses, not enterprises.

  • Dedicated Pipedrive consultants
  • Fixed-price setup packages
  • Custom APIs and automations
  • No technical skills needed
  • Miro documentation for your team
  • Support after go-live
More about CRM Squirrel
500+Projects completed
1,000+Automations developed
100%Customer satisfaction
5+ yrsPipedrive experience

Start small

Pick one automation. We’ll build it free.

See the difference straight away before you commit to a full setup.

Form automation

Every form response becomes a person and a deal in Pipedrive.

Calendly automation

Booked meetings create deals and activities automatically.

Xero automation

Invoices and payments sync between Xero and Pipedrive.

Claim your free automation

Integrations

Connect Pipedrive to the tools you already use

Email marketing, accounting, eCommerce, payments, booking and reporting — we sync the data and remove the copy-and-paste, from lead capture to invoice.

Explore automations

Reporting

Numbers your team will actually look at

Dashboards for activity, win rates, lost-deal reasons, lead sources and revenue forecasts — built on clean, well-segmented data.

See Pipedrive Insights

Try Pipedrive free for 45 days

Pipedrive offers CRM Squirrel clients a special 45-day free trial. Use it to test Pipedrive with real deals, then let us set it up properly for your team.

  • Every feature on the plan you pick
  • Setup help from a certified partner
Start the free trial

Not sure which plan fits?

Answer a few questions in our Plan Advisor and get a recommendation in under two minutes.

  1. LitePipeline basics
  2. GrowthEmail sync & automations
  3. PremiumLead routing & forecasts
  4. UltimateSecurity & control

Where we work

Pipedrive consulting across four markets

Remote-first, with working hours that overlap your team.

  • Pipedrive consultant United Kingdom

    United Kingdom

    Fine-tuned pipelines for better sales results and stronger customer relationships.

  • Pipedrive consultant United States

    United States

    Automated sales activity, streamlined pipelines and clearer insight for US teams.

  • Pipedrive consultant Canada

    Canada

    Simpler CRM processes and more effective selling for Canadian businesses.

  • Pipedrive consultant Australia

    Australia

    Optimised pipelines and automation that unlock real growth.

Get a quote

A precise quote in one business day

Tell us what you need and we’ll come back with the right package and a fixed price. Prefer to browse first? Every package is on our pricing page.

  • Fixed price — agreed before we start
  • Plan, build, automate and train in one project
  • 45-day Pipedrive trial included
View all pricing

We reply within one business day. No spam, ever.

Client stories

What our clients say

Founders and sales leaders on what changed after we rebuilt their Pipedrive. Tap a story to play it.

Kimberly, CEO at Beauty Babe
KimberlyCEO, Beauty Babe
Sam, Head of Sales at Lowlander Beer
SamHead of Sales, Lowlander Beer
Tatiana, COO at BeGirl
TatianaCOO, BeGirl

Guides

Latest Pipedrive & CRM guides

View all articles

FAQ

Frequently asked questions about Pipedrive consulting & setup

Can’t find your answer? Ask our assistant or talk to the team.

Contact us
What makes CRM Squirrel different from other Pipedrive consultants?

We specialise exclusively in Pipedrive, with 500+ successful setups. 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 projects run 3–5 weeks for initial setup and optimisation. Simple configurations can be done in under a week, while complex multi-team setups with data migration and custom automations may take 6–8 weeks. We give you a clear timeline after the discovery call.

Do you work with businesses outside Pipedrive’s standard use cases?

Yes. We’ve configured Pipedrive for project management at agencies, donor management for nonprofits and partnership tracking for SaaS companies. If you need a CRM, we can make Pipedrive work for you.

What size companies do you typically work with?

Everyone from solopreneurs to sales teams of 200+. Our sweet spot is growing companies with 5–50 users who need expert setup without enterprise pricing. We scale our approach to your team size and complexity.

Can you help if we already use Pipedrive but it isn’t working well?

Absolutely. We offer both a full gap analysis and immediate rescue work — cleaning up data, rebuilding workflows and training your team on best practice.

What does your Pipedrive setup service cover?

Everything from discovery to full deployment and beyond — from simple pipeline configuration to multi-team setups with custom integrations. See our Service Pricing page for packages.

Can you transfer our existing CRM data into Pipedrive?

Yes. We’ve migrated data from 20+ platforms including Salesforce, HubSpot and Excel spreadsheets, with data cleaning, duplicate removal and proper field mapping for a smooth transition with zero data loss.

Will we receive documentation for our custom configuration?

Every client gets a shared Miro board with visual workflows, process documentation and configuration details specific to their setup — a single source of truth for your team.

Certified Pipedrive partner

Ready to get more out of Pipedrive?

Book a free 30-minute call. We’ll map your sales process and show you the quickest wins — no obligation.

  • Free 30-minute call with a Pipedrive specialist
  • Fixed-price quote before any work starts
  • Live in about four to five weeks
Book a free call See packages & pricing
Free Mini Gap AnalysisWorth $499 · no obligation
Open

Not ready for a call?

Tell us how you sell today. We’ll send back the one or two gaps costing you deals — and the quickest fix.

  • 500+Pipedrive projects
  • 1,000+Automations built
  • 4–5 wksAverage go-live
Get my free gap analysis
Book a free call Pricing