Pipedrive is the CRM your sales team will actually love. We make it twice as powerful by connecting it to customer service.
Pipedrive is fast, flexible, and built for sales teams that want to close more deals without fighting their CRM. The piece most companies miss? Connecting it to customer service. We configure Pipedrive for the full customer lifecycle, pipeline management, post-sale delivery through Projects, and tight integrations with your help desk, so your sales, success, and support teams finally work from the same playbook.
Sound familiar?
Most companies treat their CRM as a sales tool that ends at "deal won."
We build Pipedrive into the system that carries the customer from first conversation through delivery and into long-term support.
What We Do
What We Do With Pipedrive
Pipedrive is simple, visual, and built around activities instead of data entry. That's why sales teams adopt it so quickly. But for most companies, the CRM stops working the moment a deal closes. The handoff to operations is a Slack message. The customer service team has no context. Reporting lives in spreadsheets.
We configure Pipedrive to work across your entire operation: sales pipeline, post-sale delivery, and the integrations that give your support and success teams visibility into what happened before the customer became a customer.
Implementation and Setup
Full Pipedrive configuration from scratch. Pipeline design, deal stages, custom fields, activity types, user permissions, email sync, and team structure. We build it around your sales process so your team is productive from the first day, not the first month.
Pipeline Design and Optimization
Your pipeline stages should mirror how your team actually sells, not how a template assumes you sell. We design pipelines for B2B sales, wholesale, ecommerce partnerships, consulting engagements, and service businesses. Multiple pipelines for different revenue streams. Custom fields that capture what matters. Deal rotting alerts that flag stale opportunities before they die.
Post-Sale with Pipedrive Projects
This is where Pipedrive gets interesting for companies that care about what happens after the deal closes. Pipedrive Projects lets you transition directly from a won deal into a project: onboarding, fulfillment, implementation, delivery. No more losing context between sales and operations. We configure Projects with task templates, automations, Kanban boards, and connections back to the original deal and contact records.
Integrations
Pipedrive is a sales tool. But sales doesn't exist in a vacuum. We connect Pipedrive to your help desk (Gorgias, Zendesk, Intercom), your communication tools (Slack, Aircall), your marketing stack (Klaviyo, Mailchimp), your document tools (PandaDoc), and your ecommerce platform (Shopify). Native integrations, Zapier (we're a Platinum Partner), and the Pipedrive API.
Automation and Workflows
Pipedrive's automation engine handles deal routing, follow-up scheduling, stage transitions, email sequences, task creation, and notifications. Most companies set up one or two automations and stop. We build complete workflow systems that eliminate manual data entry and make sure nothing falls through the cracks.
Data Migration and Cleanup
Moving from another CRM? Or inheriting a Pipedrive account that's been mismanaged for years? We handle data migration from Salesforce, HubSpot, spreadsheets, and other systems. We also clean up messy Pipedrive accounts: duplicate contacts, abandoned deals, inconsistent fields, and broken automations.
Training and Ongoing Support
Your team gets hands-on training built around your specific Pipedrive setup. Not a generic tutorial. We create documentation, run training sessions, and stay on retainer for ongoing changes, new pipeline builds, and quarterly reviews of how the CRM is performing.
Who This Is For
Sales Teams
Your team needs a CRM that helps them sell, not one that makes them do data entry. Pipedrive's visual pipeline and activity-based approach fits teams that run on calls, emails, and follow-ups. We set it up so your reps spend time in conversations, not in the CRM.
What that looks like:
Custom pipeline stages mapped to your sales process. Multiple pipelines for different revenue streams (new business, wholesale, partnerships, renewals). AI Sales Assistant predicting deal win probability. Workflow automations for follow-up scheduling and deal routing. Call logging from Aircall. Weekly pipeline reports delivered automatically.
Delivery and Operations
The deal closed. Now what? For companies where the real work begins after the sale (onboarding, implementation, fulfillment, account setup), Pipedrive Projects bridges the gap between closing and delivering. No more losing context between your sales team and your ops team.
What that looks like:
Won deal automatically creates a project with task templates for your delivery process. Onboarding checklists assigned to the right team members. Automations trigger when tasks are completed or overdue. Project status visible alongside the original deal. Your sales team stays informed. Your operations team has everything they need. No Slack messages asking 'what did we promise this client?'
Customer Service and Success
This is where Ridgeline's expertise makes the difference. Your support team shouldn't be blind to what happened before the customer became a customer. We integrate Pipedrive with your help desk (Gorgias, Zendesk, Intercom) so your CS team sees deal context, account history, and relationship details when a ticket comes in.
What that looks like:
Pipedrive contact and deal data visible to your support team. New customer onboarding triggers in your help desk when a deal is won. Account health tracked across both sales and support touchpoints. Expansion and upsell signals from support conversations flow back to the sales pipeline. Quarterly business reviews informed by both sales and service data.
Inside Pipedrive
Pipedrive's Key Features (and How We Configure Them)
We work across Pipedrive's full feature set. Here's what we build for clients.
Sales Pipeline
- Visual Kanban boards with custom deal stages
- Multiple pipelines for different revenue streams (new business, renewals, wholesale, partnerships)
- Deal rotting indicators that flag stale opportunities
- Win probability scoring powered by AI Sales Assistant
- Custom fields, filters, and views
Pipedrive Projects
- Post-sale project creation directly from won deals
- Task templates for repeatable processes (onboarding, fulfillment, implementation)
- Task-level automations: triggers on creation, completion, assignment, and overdue status
- Kanban boards and list views for project tracking
- Bulk import/export for managing projects at scale
Automation and AI
- Workflow automations for deal routing, follow-ups, email sequences, and task creation
- AI Sales Assistant with deal predictions and next-action recommendations
- AI Email Writer for personalized outreach
- AI-powered reporting from natural language prompts
- Pulse lead scoring for prioritizing prospects (Premium and higher)
Communication
- Two-way email sync with tracking and templates
- Aircall integration for call logging and click-to-dial
- Slack notifications for deal activity
- Meeting scheduling via Calendly integration
- Smart Docs with PandaDoc for proposals and contracts
Our Process
How We Work
Discovery and Audit
We start by understanding your sales process, team structure, current tools, and goals. If you're already on Pipedrive, we audit your existing setup: pipeline stages, fields, automations, integrations, and data quality. If you're starting fresh or migrating, we map requirements.
Design
Based on discovery, we design your Pipedrive configuration. Pipeline structure, custom fields, automation workflows, integration architecture, and a Projects setup if post-sale matters for your business. A plan built around how your team actually works.
Build
We do the technical work. Account configuration, pipeline setup, automation rules, integration connections, Projects templates, data migration, and testing. We work inside your Pipedrive account, not alongside it.
Train and Launch
Hands-on training for your sales team, your managers, and your ops team (if using Projects). Documentation specific to your setup. Not a generic Pipedrive walkthrough. We monitor for the first few weeks to catch anything that needs adjustment.
What Our Clients Say
Ridgeline Delivered Beyond Expectations!
Ridgeline flawlessly automated our entire onboarding flow, connecting webforms, Pipedrive, Gmail, Typeform, Google Drive, Circle, Docusign, and Flodesk into a seamless system. They were able to troubleshoot areas that required additional due diligence to optimize every step, and delivered with speed and precision. Smart, strategic, and deeply reliable.
Why I'll Be Recommending Ridgeline to Everyone
Ridgeline was fantastic to work with! They were super accommodating and made the whole process smooth and easy. The team worked quickly without cutting corners, delivering high-quality results that really stood out.
PIPEDRIVE SET-UP and TRAINING
The team at Ridgeline were great partners with setting up our workflow for Pipedrive. They took time to learn about our business, establish the proper workflow that our sales team asked for. They created training material for us as well.
Working out some issues with MailChimp integration
There were issues with our MailChimp integration meaning contacts imported into Pipedrive were not integrating with MailChimp. The Ridgeline Agency folks were able to create a workaround to resolve the issue. They bring peace of mind and results.
The Stack We Connect Pipedrive To
We specialize in connecting Pipedrive to the tools your sales, operations, and support teams already use.
Help Desks
Communication
Ecommerce
Documents and Proposals
Marketing
Automation
Scheduling
And 500+ more through Pipedrive's Marketplace and Zapier.
Frequently Asked Questions
Ready to connect sales, delivery, and support in one system?
Whether you're launching Pipedrive, extending it past the sales pipeline into delivery and support, or connecting it to your help desk and ecommerce stack, our team is here.