Pipedrive set up to move deals, not to look tidy in a demo.
Pipedrive implementation, automation, and integration run by the same team that runs your growth and engineering. Built for sales teams that want a CRM their reps actually use, wired into the tools around it with no vendor hand-offs.
Pipedrive wins when the pipeline is simple and the reps live in it. It goes wrong the same way every CRM does: stages that describe the org chart instead of how deals really move, automations bolted on after the fact, and a stack of disconnected tools the data never flows between. Rule27 starts from the sales motion. We map how your pipeline actually advances, which stages carry real probability, and where deals stall, then configure Pipedrive around that, not around a template.
From there it is wiring. Pipedrive is only as useful as what it connects to: your website forms, your marketing automation, your billing, your support desk. Because the same team runs your growth programs and your engineering, the CRM and everything it touches get built together instead of thrown over a wall between vendors. Automations get written to remove rep busywork, not to add dashboards nobody reads.
The result is a Pipedrive a sales team keeps open all day: clean stages, trustworthy data, and the follow-ups that used to slip through handled automatically. Four studios, one roof, zero hand-offs between the CRM and the systems it has to live with.
Built to deliver.
Process-first setup that models your real deal stages, probabilities, and ownership before a single pipeline is built
Workflow automation that removes rep busywork: follow-up reminders, stage-change triggers, and activity logging that happens on its own
Integration with your website, marketing automation, billing, and support so data flows instead of getting re-keyed
Lead-routing and assignment rules that get the right deal to the right rep without a manager in the middle
Reporting built on stages that carry real probability, so the forecast means something
Data migration and cleanup from spreadsheets or a prior CRM, de-duplicated and mapped to the new model
Rep onboarding and adoption support, because a CRM nobody uses is worse than no CRM
See how Pipedrive Consulting would work for your business.
Book a consultationThe engagement.
Map the sales motion
We trace how deals actually move, where they stall, and what reps route around today.
Configure around the motion
Stages, fields, and automations built to match the pipeline, not a generic template.
Wire the stack
Website, marketing, billing, and support integrated so the CRM is the source of truth.
Migrate and clean
Historical data brought over, de-duplicated, and mapped to the new structure.
Onboard and tune
Reps trained on the real workflow; automations tuned against how the team actually sells.
Priced like a product.
Not sure which tier fits? We will scope it with you.
Start with Pipedrive ConsultingAsked often.
Is Pipedrive right for us, or should we be on something bigger?
Pipedrive is the right call when the sales motion is pipeline-driven and the team wants speed over heavy configuration. If your process needs deep custom objects, complex territory rules, or large-scale service workflows, we will tell you that honestly and point you to the platform that fits.
Can you connect Pipedrive to the rest of our tools?
Yes. Integration is most of the value. We wire Pipedrive into your website forms, marketing automation, billing, and support desk so data flows automatically instead of getting re-entered.
Do you handle the migration from our current CRM or spreadsheets?
Yes. We migrate your historical data, de-duplicate it, and map it to the new pipeline model so you start clean rather than importing the mess you were trying to leave.