Pipedrive Managed Operations
Ongoing Pipedrive admin as a monthly retainer: pipeline tuning, automation upkeep, user changes and a monthly performance review.
Outcomes you can expect.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
- Step 0101
Learn your setup
We review your account, your requests backlog and your priorities.
- Step 0202
Plan the month
An agreed list of work for the month, in priority order.
- Step 0303
Ship the work
Changes built, tested and released, with requests handled as they come.
- Step 0404
Review & report
A written review each month of what changed and what to do next.
Built on real engagements.
Inside our Pipedrive Managed Operations work.
Pipeline tuning
Stages, fields and probabilities adjusted as your sales motion changes.
Automation upkeep
Automations checked, fixed and extended as the team grows.
User management
New reps, leavers, permissions and visibility settings handled.
Data hygiene
Duplicates merged and stale deals flagged every month.
Reports kept current
Insights dashboards updated so managers trust the numbers.
Monthly review
A written review of pipeline health and what to change next.
A few of the brands we've delivered for.
Pipedrive Managed Operations, answered.
How does the retainer work?
It is a monthly retainer with clear deliverables. Scope and hours are agreed up front and reviewed every month.
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
