Pick the level of support that fits your business best. Every option includes a 45-day Pipedrive trial.
Timeline: Average 4–5 weeks depending on complexity.
See Setup options below.
Every package includes a 45-day Pipedrive trial.
A one-time diagnostic service to review your current CRM setup or requirements.
Existing Pipedrive users wanting a health check
Teams considering switching to Pipedrive and evaluating their current system
Outcome: Either proceed to a full Setup with a defined scope or receive a quote for specific line-item fixes.
For solo founders and lean startups
For small teams starting to automate.
For teams building a full CRM foundation.
Scalable Automation Tools for Fast-Growing Teams
For larger or multi-team setups with complex workflows.
Bespoke solutions tailored to your unique requirements
Contact us for custom quote
Ongoing support and continuous optimization for your Pipedrive setup
Perfect for businesses that need regular updates, new automations, and proactive support
Essential maintenance & support
Strategic growth + development
Full-service partnership
For API-heavy implementations
Testimonials
We provide expert Pipedrive consulting and setup. Here’s what our customers have to say
CEO, Beauty Babe
Head of Sales, Lowlander beer
COO, BeGirl
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Which Pipedrive plan is right for our business?
Based on current Pipedrive pricing: Lite ($14/user/month) for basic CRM needs, Growth ($24) adds email sync and automations, Premium ($49) includes advanced features and reporting, Ultimate ($69) provides maximum capabilities. We provide a free plan assessment based on your requirements.
Are there hidden costs beyond Pipedrive's subscription fees?
Pipedrive charges per user per month with no hidden fees. However, you may need add-ons like Campaigns for email marketing or LeadBooster for web forms. We help you budget for your complete CRM solution including any third-party integrations.
What's included in CRM Squirrel's service packages?
Our packages range from basic setup to full implementation with ongoing support. Each package includes configuration, training, and documentation. Visit our detailed Service Pricing page to find the right fit for your needs and budget.
Is CRM Squirrel's consulting fee separate from Pipedrive's subscription?
Yes, our consulting services are separate from Pipedrive’s subscription costs. We provide transparent project pricing upfront. Many clients find our optimization services pay for themselves through improved conversion rates.
Do you offer payment plans for consulting services?
Yes, we offer flexible payment options including monthly plans for larger projects. We also have retainer packages for ongoing optimization and support that spread costs predictably.
Efficient lead capture is the cornerstone of any successful sales strategy. We automate the transfer of form data from various platforms into Pipedrive, ensuring nothing falls through the cracks.
Example: A user fills out a form on a Facebook ad campaign for a free consultation. Their contact details are logged in Pipedrive
Example: A lead fills out a Typeform on your landing page after clicking a Google ad. Their details are added to Pipedrive, tagged with the campaign keyword, and a demo invitation is sent automatically.
Platforms like ClickFunnels and Kajabi are indispensable for businesses managing sales funnels or memberships. We integrate these tools into Pipedrive to streamline your workflows.
Example: A customer purchases an online course via Kajabi. Their payment is logged in Pipedrive, and the deal progresses to the “Onboarding” stage. Simultaneously, an onboarding email sequence is triggered.
Ensure every meeting, demo, and consultation is properly tracked in Pipedrive with integrations for scheduling tools like Calendly and OnceHub.
Sync scheduled meetings into Pipedrive as activities linked to relevant deals or contacts.
Avoid duplicate entries and ensure clean data syncing by checking existing records.
Automatically update deal stages and create follow-up tasks after meetings.
Example: A prospect books a discovery call through OnceHub. The meeting is added to Pipedrive as an activity, the assigned salesperson is notified, and a task is created for post-call follow-up.
Automating SMS communication with tools like JustCall ensures consistent, timely engagement with your prospects and customers.
Example: A lead progresses to the “Negotiation” stage. An SMS is automatically sent reminding them to review the proposal, while all interactions are logged in Pipedrive for transparency.
Improve your call management process by integrating autodialer tools with Pipedrive. These automations simplify outreach by dynamically syncing contact lists.
Example: When a deal is flagged as “Needs Follow-Up,” the contact is added to an autodialer list. After the call, the automation logs the outcome in Pipedrive and creates a task for further action.
Integrating tools like QuickBooks and Xero with Pipedrive ensures seamless financial processes.
Automatically create or update customer records in accounting tools when deals close.
Generate invoices directly from deal details and track payments in Pipedrive.
Trigger workflows for overdue payments or create thank-you tasks after payments are received.
Example: When a deal is marked “Won,” an invoice is generated in QuickBooks, and the payment is tracked in Pipedrive. A follow-up task is created to check for payment within 7 days.
Streamline document workflows with tools like PandaDocs and Qwilr integrated into Pipedrive.
Automatically generate proposals or contracts when deals enter specific stages.
Track document status (e.g., viewed, signed) and update deal stages accordingly.
Sync signed documents and invoices directly to Pipedrive for easy access.
Example: A proposal is sent via PandaDocs at the “Proposal” stage. Once signed, the deal moves to “Closed – Won,” and an invoice is automatically created in Xero.
Extract and process data from incoming emails to create or update records in Pipedrive.
Parse structured email data such as contact details, inquiries, or order confirmations.
Automatically create tasks or follow-up reminders based on parsed content.
Example: An email inquiry with client details is parsed to create a new lead in Pipedrive, tagged with urgency, and assigned to the appropriate sales rep.
Integrate payment tools like Stripe with Pipedrive to simplify transaction management.
Generate payment links or subscriptions when deals reach specific stages.
Track payments in Pipedrive and update deal stages upon completion.
Trigger follow-ups for failed or pending payments.
Example: A payment link is automatically sent when a deal reaches the “Payment Pending” stage. Once paid, the deal moves to “Closed – Won,” and onboarding begins.
