Pipedrive Audit & Optimization
A Pipedrive account audit: stages that do not match how you sell, fields nobody fills in, duplicate data and reports managers do not trust.
Outcomes you can expect.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
- Step 0101
Access & interviews
Read access to the account and short calls with the people who use it.
- Step 0202
Review
Data, automation, access, reporting and integrations checked.
- Step 0303
Findings
A prioritized list of issues, with impact and effort for each.
- Step 0404
Walkthrough
We walk you through the findings and agree what to fix first.
Built on real engagements.
Inside our Pipedrive Audit & Optimization work.
Pipeline and stages
Stages and exit criteria checked against how deals really move.
Fields
Unused and duplicate fields listed, with what to keep and what to remove.
Automations
Which automations run, which conflict, and which are missing.
Data quality
Duplicates, missing owners and stale deals counted and ranked.
Reporting
Key reports checked for wrong filters and numbers that do not add up.
Permissions
Visibility and permission settings checked against who needs what.
A few of the brands we've delivered for.
Pipedrive Audit & Optimization, answered.
How long does this take?
It depends on the size of the account. We agree the timeline on the strategy call once we see what is in it.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
