Pipedrive: The sales CRM that just works.
Pipedrive is a CRM built specifically for sales teams. Pipeline management, deal tracking, automation and reporting – all designed to help your reps spend less time on admin and more time selling. Pipedrive is one of the most widely used sales CRMs worldwide and consistently receives high ratings on G2, Capterra and Software Reviews.
Leafworks helps you with the implementation and configuration of Pipedrive – ensuring that the setup fits your processes from the outset, rather than the other way round.
Pipedrive can do more – we’ll show you how
Pipedrive offers more than most teams realise at first glance. Automations that genuinely lighten the load of day-to-day sales work, integrations with over 400 tools, and reporting that makes forecasts reliable – all of this only comes into its own with the right setup.
As your consulting partner, we bring experience from over 100 CRM projects to the table. We set up Pipedrive to suit your organisation – with end-to-end processes, clean data logic and automations that actually work.
Consultancy & Setup
Pipedrive is built around the visual pipeline. Deals move through your stages via drag-and-drop, activities are linked directly to the deal, and progress is clear at a glance. This allows reps to see immediately where they stand – and where deals might be stalling.
Automation & Sequences
Follow-up emails, activity triggers, status updates – Pipedrive automates recurring sales tasks without the need for manual follow-ups. With sequences, you can set up multi-step contact flows that run automatically.
Reporting & Forecasting
Every plan includes out-of-the-box reports, goal tracking and deal stage analysis. From the Professional plan onwards, custom field reporting is also included. If you want to export data to external BI tools, you can connect Pipedrive via Marketplace integrations such as Skyvia or Flatly.
Source: Pipedrive Competitive Battlecards, Slides 5, 6, 13 (May 2025)
Staying ahead of the game with Pipedrive
Pipedrive combines pipeline management, sales automation and reporting in a single tool that has been designed and built entirely with sales teams in mind. Its strength lies in its simplicity: rather than an overloaded interface and features that sales reps don’t need, it focuses on what drives deals forward.
As your consulting partner, we’ll help you set up Pipedrive so that it fits your processes perfectly, from start to finish. We’ll take care of the setup, the automations and the integration into your existing tech stack.
Common challenges in CRM implementations
The setup doesn't fit the processes
Pipedrive is quick to set up – and that’s precisely what can sometimes be the problem. If you set up pipelines, fields and automations without a clear structure, you’ll end up struggling with data clutter and inconsistent reports. We take a look at your sales processes first before we start configuring anything.
Scaling causes problems
Growing teams are reaching their limits: permission structures, team management and advanced reporting features are only available on higher-tier plans. We can help you assess whether Pipedrive can scale with your business – or whether it makes more sense to switch sooner than you might have thought.
Marketing and sales are not on the same page
If leads from campaigns end up in the CRM unmanaged or if nurturing sequences are missing, a large portion of the marketing budget goes to waste. With the right integration – for example, via Outfunnel or HubSpot Marketing – this can be resolved without replacing Pipedrive.
Migration from another CRM
Whether it’s Zendesk Sell, Salesforce or a homemade Excel setup – a smooth data migration determines whether the new system is embraced or met with scepticism from the outset. We provide structured support for migrations and check data quality before import.
Pipedrive implemented correctly
Think & Consult
Are you wondering whether Pipedrive is the right CRM for you, or are you already using it but want to get more out of it? We’ll analyse your requirements, take a look at your setup and develop a roadmap tailored to you and your sales structure.
Implement & Integrate
From the initial setup to custom fields and automations, right through to integration with marketing or service tools – we’ll implement exactly what you need. Hands-on, fully documented and in close collaboration with your team.
Train & Support
A CRM system is only as good as the people who use it. We provide practical training for administrators and end users, either directly or through a train-the-trainer programme. This ensures your team can make progress independently.
Why choose Leafworks as a Pipedrive partner?
CRM expertise
We have delivered over 100 CRM projects and are familiar with the typical pitfalls. Pipedrive is one of several CRMs we work with on a regular basis.
Hands-on implementation
We are more than just consultants: we configure, integrate and fine-tune, always in close contact with you.
Pragmatism
We have the expertise and can quickly find the right solution. The main thing is that it works and delivers measurable added value.
Zendesk Sell is being discontinued!
Pipedrive vs. HubSpot – which CRM is the better fit for your team?
Let's get started
Three starting points – depending on where you are and what you need.
Pipedrive Quick Check
A smart starting point: we’ll assess where you’re at, identify quick wins and provide you with specific recommendations for the next steps.
Pipedrive Sprint
Setup or optimisation: Over the course of around four weeks, we’ll configure pipelines, automations and integrations, set up reports and train your team. This will ensure you get off to a quick and productive start!
Pipedrive Transformation
Got big plans? CRM migration, complex integrations, multi-stage automation or long-term support during the rollout. We can handle it all – tailor-made and with a clear project framework.
Are you ready to get started? Would you like to have a chat?
Whether you’re already using Pipedrive or are still evaluating it, I’d be happy to offer expert help and support with all your decisions regarding the right CRM.
In a short, free introductory call, we’ll take a look – with no obligation – at how Pipedrive fits into your infrastructure and whether it will really help you move forward.
Get in touch!
Marvin Post
Solution Hero