Pipedrive setup
Pipelines, fields and users configured before your team starts.
- Pipelines and stages
- Custom fields within your plan’s limit
- Rotting periods per stage
- Users and permission sets
Pipedrive setup & management
setup · admin · automation
Pipedrive CRM Management
We set Pipedrive up around your sales process, keep the pipeline tidy month to month, and build the automations your team needs.
- Pipedrive setup — Pipelines, fields and users configured before your team starts.
- Ongoing admin — Weekly admin so the pipeline stays easy to work.
- Workflow automations — Repetitive steps automated, within your plan’s automation cap.
- Integrations — Pipedrive connected to calling, email and lead sources.
From $100 a month Month to month, no minimum term
Works with 
Custom fields: 30 / 100 / 300 / 500 by planActive automations: 50 / 150 / 250No automations on LiteRotting set per stage, in daysUp to 10 actions per automation pathWritten scope and price before you start
What we do on Pipedrive
Pipedrive setup, management and automation
Pick one of them or all of them.
Ongoing admin
Weekly admin so the pipeline stays easy to work.
- User changes
- Field, filter and report requests
- Duplicate merges and data clean-up
- A weekly stale-deal list for owners
Workflow automations
Repetitive steps automated, within your plan’s automation cap.
- Deal and activity automations
- Follow-up tasks and reminders
- Overlapping automations combined
- Tested before they are switched on
Integrations
Pipedrive connected to calling, email and lead sources.
- Call logging from your dialer
- Email and calendar sync
- Web forms and lead sources
- Imports and field mapping
Onboarding
How we start on Pipedrive
Including how access is granted in Pipedrive.
-
Tell us what you need
Setup, admin, automations or a clean-up.
-
A user with the right permission set
You add us under Company settings → Manage users, with admin rights only if the work needs them.
-
Build and test
Pipelines, fields and automations built and tested on test deals before your team sees them.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Pipedrive
The pipeline is full of dead deals
Deals sit untouched for months, so the pipeline looks healthy while real opportunities go cold.
What we doWe set rotting periods per stage, clear out old deals and make sure every open deal has a next activity.
Reps do the same follow-up by hand
After every call or demo, someone copies the same email and creates the same activities.
What we doWe build Workflow Automations for the repeated steps, sized to what your plan allows.
Website leads land in an inbox
Form fills arrive by email and someone has to type them into Pipedrive, usually a day late.
What we doWe connect your forms so new leads become people and deals straight away, with the right owner.
From Pipedrive’s own documentation
Cost
Priced for a small team, and it stays that way
One monthly fee for Pipedrive, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Pipedrive licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Pipedrive beyond configuration
Your price in writing within 2 working days.
Pipedrive limits
The Pipedrive limits that decide how it should be run
From Pipedrive’s own documentation, with sources.
Pipedrive — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Custom fields | 30 / 100 / 300 / 500 | Lite / Growth / Premium / Ultimate source ↗ |
| Active automations per company | 50 / 150 / 250 | Growth / Premium / Ultimate (none on Lite) source ↗ |
| Actions per automation path | 10 actions, 10 delays (3 on Growth) | 90-day total per automation source ↗ |
| Reports per user | 15 / 50 / 250 / 500 | Lite / Growth / Premium / Ultimate source ↗ |
| Visibility groups | 15 / 25 | Premium / Ultimate source ↗ |
Lite
Growth
Premium
Ultimate
Source: Pipedrive Knowledge Base — usage limits.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Pipedrive
Integrate Pipedrive with your dialer
Still typing call notes into Pipedrive? We connect Pipedrive to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Pipedrive CRM management — common questions
How does deal rotting work in Pipedrive?
Rotting is switched on per pipeline stage with a number of days. A deal turns red when it has not been updated for that long, and editing any of its details restores it to healthy.
How many automations can Pipedrive run?
Up to 50 active automations per company on Growth, 150 on Premium and 250 on Ultimate. The Lite plan does not include automations.
Is there a limit on steps inside one Pipedrive automation?
Each automation path can have up to 10 actions and 10 delay steps (3 on Growth), within a 90-day total time limit.
How many custom fields does Pipedrive allow?
30 on Lite, 100 on Growth, 300 on Premium and 500 on Ultimate, according to Pipedrive’s usage limits.
What does admin access give someone in Pipedrive?
A user with account settings access has administrator-level control over the account, including billing, security, company settings and user management. That is why we ask for the narrowest access the work needs.
How much does Pipedrive management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Pipedrive
Thirty minutes on what you need from Pipedrive, whether it is on this list or not.
- Pipedrive setup — Pipelines, fields and users configured before your team starts.
- Ongoing admin — Weekly admin so the pipeline stays easy to work.
- Workflow automations — Repetitive steps automated, within your plan’s automation cap.
PipedriveSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
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Get a custom integration plan for your exact CRM + Dialer stack.
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