Pipedrive for professional services
Close more deals without losing track of any client
In a consultancy, a firm, or an agency, every business opportunity is different: tailored proposals, long decision timelines, and multiple people involved in each negotiation. Without a CRM that matches that pace, opportunities get lost in spreadsheets, scattered emails, or in the memory of the account manager.
Pipedrive organizes your firm’s entire sales process in one place, from the first contact to the signed proposal.
FULL VISIBILITY OF EVERY OPPORTUNITY
Key benefit: nobody loses track of a client’s context even if they switch sales reps or account managers.
In professional services, a deal can take weeks or months to close, with multiple meetings, proposal reviews, and different contacts.
Pipedrive centralizes the entire history of each client: what’s been discussed, what proposal is on the table, and what stage it’s at. If someone on the team gets sick or changes projects, anyone else can pick up the conversation without starting from scratch.
PIPELINE ADAPTED TO YOUR ACTUAL SALES PROCESS
Key benefit: each stage of the funnel shows how your firm really sells, not how an online store sells.
We set up the pipeline stages according to your actual process: first meeting, diagnosis, proposal sent, negotiation, signing. That way, the team can see at a glance where each client is and what action is needed to move forward, without forcing your way of working into a funnel that doesn’t fit.
TRACKING PROPOSALS WITHOUT RELYING ON MANUAL REMINDERS
Key benefit: no proposal stays «up in the air» waiting for a response for weeks.
Pipedrive automatically notifies you when it’s time to follow up with a potential client, based on the activity defined for each stage. No more missed opportunities because of lack of follow-up.
FROM THE SIGNED PROPOSAL TO THE PROJECT IN MOTION
Key benefit: the jump from sales to execution is automatic, not a manual transfer of information.
When a proposal is closed, that information shouldn’t just stay in the CRM. We connect Pipedrive with Asana so that, when you win an opportunity, the corresponding project is automatically created with the client’s details already loaded. And with Holded, invoicing starts without having to manually re-enter the same data that’s already in the CRM.
CLEAR REPORTS
Key benefit: business focus decisions based on data, not intuition.
Pipedrive shows which type of service sells the most, which salesperson closes the best, and at what stage most opportunities are lost. For a professional services firm, that information is key to deciding where to focus: which proposals to prioritize, what client profile is most profitable, and where the bottleneck in the sales process is.
WHO IS THIS SOLUTION FOR?
- Consultancies and agencies that manage several active proposals at the same time, with long sales cycles.
- Professional offices (legal, tax, architecture, engineering) that need traceability for each potential client.
- Teams where several people are involved in the same negotiation and need shared visibility.
- If you already use Asana and Holded and want to connect the commercial side with execution and billing
PROFESSIONAL SERVICES FAQ
Is Pipedrive useful for long and complex negotiations, not just quick sales? Yes. The pipeline can be set up with as many stages as your process needs, including long phases of diagnosis, proposal, and negotiation, typical of professional services.
Can we see which salesperson or type of service generates the most revenue? Yes, Pipedrive reports can be segmented by salesperson, service type, client source, and pipeline stage.
Can Pipedrive be connected with Asana and Holded? Yes. It’s one of the integrations we use the most: when closing an opportunity in Pipedrive, the project is created in Asana and the invoicing is prepared in Holded, without duplicating data.