---
type: "Service"
title: "Pipedrive consulting"
description: "We set up a simple Pipedrive your sales team will open every day and connect it to your forms and outbound tools."
url: "https://www.roicool.com/en/services/pipedrive-consulting"
lang: "en"
dateModified: "2026-10-21"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/pipedrive-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/pipedrive-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-21T19:11:05.617Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
  - { title: "Bitrix24 consulting", resource: "https://www.roicool.com/en/services/bitrix24-consulting.md" }
  - { title: "Salesforce consulting", resource: "https://www.roicool.com/en/services/salesforce-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# Pipedrive consulting

Pipedrive consulting covers setting up Pipedrive, a CRM focused on sales pipeline management, around a company's sales process, supporting it with automation, and integrating it with web forms, ad leads and outbound tools. Roicool sets up Pipedrive with a clean data structure that is ready for growth and, if needed, a later migration.

- Sales tracking lives in spreadsheets and email.
- You use Pipedrive, but the data is inconsistent and the reports can't be trusted.
- Your outbound tools and Pipedrive don't know about each other.

### Pipeline design

Stages, probabilities, required fields.

### Automation

Stage changes, task creation, reminders.

### Integrations

Web forms, ad leads, email and calendar; [Apollo.io](https://www.roicool.com/en/services/apollo-consulting) sync.

### Reporting and training

Sales forecast and activity reports; team training.

1. **Discovery**
2. **Pipeline and data model design**
3. **Setup and integrations**
4. **Training and go-live**

- Pipeline and process document
- Configured Pipedrive
- Integrations and automations
- Reports and training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### Who is Pipedrive right for?

Small and mid-size sales teams that focus on pipeline management and want a simple tool. If you need extensive marketing automation, you will need another platform or an integration.

### Can you connect Pipedrive to our web forms?

Yes. Web forms, ad lead forms and email can be connected to Pipedrive, with the lead source recorded.

### Does Pipedrive have automation?

Yes. Workflow automations such as stage changes, task creation and emails can be set up; more complex flows use integration tools.

### Can Pipedrive and Apollo be used together?

Yes. For teams that use Apollo for outbound and Pipedrive for deal management, we set the two tools up to stay in sync.

### What happens when we outgrow Pipedrive?

As the team and process get more complex, you may need to move to a more comprehensive CRM. Setting Pipedrive up with clean data from the start makes that move easier later.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › Pipedrive consulting

Source: https://www.roicool.com/en/services/pipedrive-consulting · Last updated: 2026-10-21