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Integrations / Pipedrive
CRM

Pipedrive, connected to delivery and invoicing.

Pipedrive is deliberately simple, which is why people choose it. The limits show up at the edges: when a deal closes and the work has to start somewhere else.

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What we build

What people ask us to do with Pipedrive.

Deal to jobA won deal creates the job, the folder and the first invoice in the systems that handle them.
Enquiry captureWebsite enquiries arriving as deals with the detail already filled in and the right person assigned.
Quote generationDocuments produced from deal data and your templates rather than edited from last month's version.
Follow-up that actually happensReminders and sequences triggered by what the deal is doing, not by somebody remembering.
Usually joined to

What Pipedrive normally ends up talking to.

Accounting systemsJob and field systemsWebsites and formsDocument workflowsEmail and calendar
Before you start

What is awkward about Pipedrive.

Every system has edges. Knowing them before the work starts is cheaper than finding them halfway through.

Simple is a feature, not a flaw

If Pipedrive is doing the job, the right advice is to leave it alone and connect around it rather than migrate you to something heavier.

Custom fields multiply quietly

They are easy to add and rarely removed. A short tidy-up before integrating usually saves rework later.

Know when you have outgrown it

If you are managing delivery inside your CRM, the problem is not the CRM. We will tell you which part actually needs to move.

Services

How this work is usually scoped.

Industries

Who tends to run Pipedrive.

What is being retyped into Pipedrive?

Tell us where the information comes from and what somebody does with it by hand. That is usually enough for us to say whether this is a small job or a real one.

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Pipedrive is a product of its own vendor and we are not affiliated with, endorsed by or reselling it. We build and integrate against it on behalf of our clients.