Pipedrive work we ship for fast-moving sales teams
Pipeline architecture
Stages, exit criteria, deal types, pipeline templates by motion (new biz, expansion, renewal). The same MEDDPICC-style discipline we apply on HubSpot.
Sequences and automation
Smart Docs, automations, workflow templates, email sequences. Activity reminders that fire on the right signals.
Reporting
Custom dashboards, conversion reports, forecast views. Plug-and-play templates by role.
Integrations
Native integrations with calling, calendars, Slack. Custom integrations via webhooks where native doesn't reach.
Pipedrive-to-HubSpot migration
When the team grows past 5-10 reps and Pipedrive starts feeling thin: clean migration to HubSpot Sales Hub with deal history, activities, and pipelines preserved.
Managed admin
Ongoing admin work, pipeline tuning, automation maintenance, monthly performance review.
What Pipedrive engagements deliver early
Up to ~10 reps. Mostly inside-sales motion. Limited need for marketing automation, customer support, or complex lifecycle workflows. If that's you, Pipedrive is fine. Past that, HubSpot Sales Hub is meaningfully stronger.
Pipedrive questions founders ask us
Are you a Pipedrive partner?
Yes. We've implemented Pipedrive for hundreds of small B2B teams.
Should I use Pipedrive or HubSpot?
Pipedrive if you're under 10 reps and want fast setup with low cost. HubSpot if you want sequencing, lifecycle, scoring, marketing tied to sales, and you have or plan to add a marketer.
How long does Pipedrive setup take?
Typically 2-3 weeks for full setup, automation, and team training. Faster if scope is narrow.
Can you migrate us from Pipedrive to HubSpot?
Yes, see /migration/pipedrive-to-hubspot for the methodology.
How do we get started?
30-minute strategy call. We give you an honest read on which platform fits.
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