Pipeline Design
Stages modelled on your real sales motion, with exit criteria that make forecasting meaningful.
- Multi-pipeline setup by product or region
- Stage probability and rotting rules
- Required fields at each stage
📈 CRM Platform
Pipedrive Set Up the Way Your Sales Team Actually Sells
Pipedrive is fast to adopt and easy to outgrow. RASPSYS configures pipelines, automation, and integrations so it keeps working as your deal volume and team size increase.
What We Deliver
What We Deliver With Pipedrive
Most Pipedrive problems trace back to a pipeline built around the tool rather than around how deals actually progress. We start with your sales process.
Workflow Automation
Automate the follow-ups, handoffs, and admin that eat selling time.
- Activity and task automation
- Deal routing and assignment
- Email sequences and templates
Integrations
Connect Pipedrive to the finance, marketing, and support tools you already run.
- Email, calendar, and VoIP sync
- Accounting and invoicing links
- Custom API integrations
Data Migration
Move contacts, deals, and history from spreadsheets or another CRM without losing context.
- Deduplication and cleansing
- Full activity history preserved
- Test migration before cutover
Reporting & Forecasting
Dashboards that answer the questions your sales leaders actually ask.
- Pipeline and velocity reporting
- Rep and team performance
- Revenue forecasting views
Onboarding & Training
Adoption work so the CRM survives contact with the sales floor.
- Role-based training sessions
- Admin handover documentation
- Post-launch support
How We Work
Our Pipedrive Delivery Approach
A structured engagement model that de-risks delivery and gets working functionality into your team's hands early.
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Review
We map your sales process and where the current setup fights it.
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Configure
Pipelines, fields, and automation built to that process.
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Migrate
Data moved and validated against source records.
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Enable
Training for reps and managers, plus admin handover.
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Refine
Ongoing tuning as the team and product mix change.
Not Sure Pipedrive Is the Right Fit?
Most Pipedrive engagements start with a short discovery call rather than a full proposal. RASPSYS LLP will review your current systems, tell you what is realistically achievable, and give you an honest view of scope and cost - with no obligation.
Why RASPSYS
Why Clients Choose RASPSYS LLP for Pipedrive
We are a Salesforce and CRM consultancy serving clients across the UK, US, UAE, Canada, and Australia - with delivery teams that work in your time zone.
Fast to Value
Pipedrive projects are measured in weeks, not quarters. We keep them that way.
Global Delivery
Teams supporting clients across the UK, US, UAE, Canada, and Australia.
Migration-Ready
If you outgrow Pipedrive, we are also a Salesforce and HubSpot partner - no vendor lock-in advice.
FAQs
Frequently Asked Questions
The questions we are asked most often about Pipedrive.
A standard setup with pipeline design, automation, and data migration typically runs 3-5 weeks. Adding custom integrations or multiple pipelines extends that to 6-8 weeks. Pipedrive is deliberately lightweight, so if a quote runs to several months you should ask what is actually being built.
Yes, and it is one of the more common starting points. The work is mostly in the data rather than the tool: deduplicating contacts, deciding what counts as an open deal, and preserving activity history. We profile the source first and agree the mapping before anything is imported.
Pipedrive suits sales-led teams that want speed and simplicity, typically under about 50 users with a straightforward sales motion. Salesforce is the better fit once you need complex approvals, deep service management, or heavy customisation. We implement both and will tell you plainly which one your requirements point to.
Yes. Most clients move to a light monthly retainer after go-live covering admin changes, new automation, reporting, and user support. Pipedrive needs far less ongoing administration than an enterprise CRM, so these retainers are correspondingly small.
Explore More
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Connect Salesforce to the ERP, finance, and operational systems you already run.
All Services
Browse the full range of CRM, integration, and development services RASPSYS LLP delivers.
Ready to Make Pipedrive Work Properly?
Book a free 30-minute call with a RASPSYS consultant.
We will review your pipeline setup and tell you what is worth changing.