If you’re using Pipedrive, you know it’s a great CRM for managing your sales pipeline and keeping your sales process clear. But when you want to add automation, add a specific marketing workflow, or just make the whole system run smoothly without manual hassles, hiring a Pipedrive consultant can make a huge difference.
Whether you’re just getting started, migrating from another CRM, or trying to scale up, the right consultant can help you configure pipelines, automate workflows, extend the functionality with Pipedrive integrations, and train your team. While this is not free, you’ll probably save time and reduce errors.
Below are some of the best Pipedrive consultants (or agencies) to consider if you want to get more out of your CRM setup.
Why hire a Pipedrive consultant?
You might want a consultant if:
- Your team spends too much time manually updating deals or contacts.
- You’re moving from a different CRM and need help migrating data and re‑thinking your pipeline.
- You want to set up automations (e.g. syncing with marketing tools like Mailchimp or WordPress, scheduling follow-ups, reminders) but don’t have in‑house know-how.
- You want to get clean data, dashboards, and reports — and actually leverage the numbers to improve sales.
- You want to onboard new salespeople efficiently with a usable, consistent CRM structure.
That said — you don’t always need a consultant. Pipedrive is an easy-to-use piece of software. For simpler needs, you might get everything working by yourself. But if your process is complex or you care about scaling properly, a consultant is often worth it.
Recommended Pipedrive Consultants & Agencies
Here are eight trusted options that stand out for different reasons — from solo freelancers to full-service consulting firms.
Automated Sales / Dan Strutt
- Specialty: Pipedrive consultancy, sales‑ops, sales process design, CRM implementation and automation.
- What they do: Dan helps companies of all sizes design logical sales processes, build pipelines, implement CRM workflows in Pipedrive and integrate Pipedrive with tools like Mailchimp, Calendly and ActiveCampaign. They thrive on developing sales systems that improve efficiency and drive profit.
- Best for: Businesses that want to outsource the heavy lifting of CRM design and process building — from basic setup to fully optimized pipelines.
Axis Consulting
- Specialty: Certified Pipedrive experts focused on full CRM setup, lead and pipeline management, automation, integrations, and team training.
- What they do: Axis Consulting helps you launch or optimize Pipedrive for your business — from initial setup and customization to lead tracking, workflow automation, reporting, and even bespoke add‑ons.
- Best for: Small to mid‑sized B2B companies that want a robust, fully configured Pipedrive system with automation and integrations.
CRM Craft
- Specialty: Pipedrive implementation, CRM administration, automation, reporting, ongoing maintenance and support. The people behind CRM Craft are ex-Pipedrivers, so they know the product and it’s capabilities inside out.
- What they do: CRM Craft will “take care of the CRM chores” — setting up pipelines, custom fields, automations and integrations — and also offer ongoing support (e.g. admin help, cleaning up data, monitoring automations). They also provide training and help teams adopt the system properly.
- Best for: Teams that want a “set and forget” CRM — especially businesses without a dedicated CRM manager, or those that want to offload ongoing CRM maintenance.
Paul Minors / MinorCo
- Specialty: Pipedrive consulting, productivity workflows, CRM setup and automation (with tools like Zapier), training and coaching. Paul is also an Asana pro.
- What they do: Paul offers a structured, course‑based Pipedrive training and consulting service. He helps businesses set up Pipedrive from scratch (or migrate from another CRM), organize pipelines, import data, define workflows, and automate tasks. He and his team also offer one-on-one coaching.
- Best for: Smaller teams or solo entrepreneurs who want a guided, step-by-step onboarding — especially if you’re new to Pipedrive or CRM tools in general.
Process Culture
- Specialty: Pipedrive consultancy with a focus on process mapping, automation, and use of AI to streamline sales workflows.
- What they do: As an authorized Pipedrive Partner, Process Culture helps businesses visually map out their sales processes, automate routine tasks, and set up CRM infrastructure that scales.
- Best for: Companies that want to take a process-first approach — ideal if you value clarity, scalable workflows, and want CRM to support structured sales processes from the ground up. Great for companies in Australia.
Amit Sarda
- Specialty: Independent Pipedrive consultant focusing on CRM setup, workflow automation, data‑driven sales systems, and custom integrations. Amit also works with HubSpot and Attio.
- What they do: Amit works directly with founders and small teams to set up or optimize Pipedrive — including custom pipelines, data structuring, automation (via Zapier, Make, etc.), reporting, and training.
- Best for: Small to mid-sized businesses or startups that want personalized consulting, streamlined workflows, and a consultant who acts more like a partner than a vendor.
Etienne van de Boel (for Dutch‑speakers)
- Specialty: Freelance Pipedrive & marketing automation specialist, offering CRM implementation and sales strategy guidance for Dutch‑speaking markets.
- What they do: With 8+ years of experience in email marketing and automation, Etienne helps businesses set up Pipedrive, align sales and marketing efforts, and build scalable online sales strategies — all in Dutch.
- Best for: Dutch‑speaking small or mid‑size businesses that want to implement Pipedrive and marketing automation with local-language support and relevant market context.
Imanta – global and Spanish-speaking
- Specialty: Pipedrive‑focused data management, CRM consulting, database migration, cleansing, enrichment, and integrations — with a strong emphasis on data quality and process first.
- What they do: Imanta offers end-to-end services: from initial data import/migration, deduplication and cleansing, to ongoing data maintenance and enhancements, integrations (even extending beyond Pipedrive via tools like Google Cloud), and Pipedrive adoption training. Their motto: invest 90% in process & people, 10% in technology.
- Best for: Businesses with messy data, legacy CRMs, or complex data workflows — or those who want to ensure clean, scalable, and reliable CRM data from day one.
Final Thoughts
Choosing the right Pipedrive consultant depends on your business needs. If all you need is a simple CRM, you might be able to DIY or use automation tools. But if you’re serious about building scalable sales processes, automations, and clean data workflows — the consultants above could save you time, headaches, and help you get the most out of Pipedrive.
Finally, tools like Outfunnel or other integration/automation platforms can help bridge the gap for many teams, making it possible to connect your CRM to email marketing, sync contacts, or automate follow‑ups without hiring a full-time consultant.
