Book a Free Strategy Call
Skip the read: talk to Walid in 30 min.
Free strategy call. We map your AI engineering team, you keep the notes.
A Pipedrive consultant is a specialist who sets up, migrates and automates Pipedrive for your sales team: pipeline stages, custom fields, automations, integrations and reporting. Pipedrive is easy to start, which is why so many accounts end up with ten pipelines, duplicate contacts and deals nobody updates. The right partner fixes the process first and the configuration second.
This guide compares 9 Pipedrive partners and consultants in 2026, using Pipedrive's Expert Marketplace, each firm's own site and its published pricing, all checked on 2026-10-21. You will find partner tiers, review counts, entry prices and a framework for choosing.
Disclosure: AY Automate wrote this guide and ranks itself first. Our case is scope: we set up Pipedrive and build the automation around it (enrichment, outbound, n8n jobs, AI agents) in one team. AY Automate is not a listed Pipedrive partner. If you want a Platinum-tier firm, fixed published pricing or a team that will train your reps to run Pipedrive themselves, another firm below will suit you better, and we name it.
Best Pipedrive consultants: a brief overview
- AY Automate: Best overall Pipedrive consultant for automation-first teams: Pipedrive setup plus the enrichment, outbound and n8n automation around it.
- Sales Surge: Best for EU teams that want published pricing from a Platinum partner, with its own Pipedrive add-ons.
- MinorCo: Best for learning to run Pipedrive yourself, through courses, coaching and done-for-you builds.
- Motii: Best for Australia and New Zealand, especially teams that also use monday.com.
- Automated Sales: Best for end-to-end sales process design in the UK, with 200+ Pipedrive projects claimed.
- Flow Digital: Best low-cost entry, with a single paid session and the most reviews in the marketplace.
- Axis Consulting: Best for migrations into Pipedrive from Salesforce, HubSpot, Zoho and others.
- Process Culture: Best for Australian SMBs that want process mapping before automation.
- CRM Craft: Best for outsourced Pipedrive admin on a monthly plan.
| Agency | Main strength | Pricing | Specialties |
|---|---|---|---|
| AY Automate | Pipedrive plus outbound, enrichment and n8n automation in one team | Custom quote after a discovery call | Automation, enrichment, outbound, AI agents |
| Sales Surge | Platinum partner with published packages | From €2,950; retainer from €1,000/month | EU B2B, own add-ons, Make, Clay |
| MinorCo | Training-led consulting, Platinum | Course $750; monthly $397 | Coaching, dashboards, Zapier |
| Motii | ANZ Platinum partner with managed service | Custom quote | Pipedrive and monday.com, BI |
| Automated Sales | Sales process plus Pipedrive builds, Platinum | Custom quote | Sales strategy, Zapier, Make |
| Flow Digital | Low entry price, most marketplace reviews | $297 session; retainers from $1,950 | Pipedrive, HubSpot, Airtable, Zapier |
| Axis Consulting | Fixed-price migrations into Pipedrive | Custom fixed quote | Migrations, CPQ, billing |
| Process Culture | Process mapping for Australian SMBs | Custom quote | Training, migration, reporting |
| CRM Craft | Outsourced in-house Pipedrive admin | $1,250 for 10 hours; $1,000/month | Admin, training, data hygiene |
Reviews on Pipedrive's Expert Marketplace
Source: pipedrive.com/en/marketplace/partners profile pages, checked 2026-10-21. All listed firms showed a 5.0 rating. AY Automate and CRM Craft are not listed in the marketplace.
Quick takeaways
- Pipedrive has three partner tiers: Authorized, Gold and Platinum, based on how many sales, support, marketing and customer success certifications a firm holds.
- Four firms on this list publish prices: Flow Digital ($297 session), MinorCo ($397 a month), CRM Craft ($1,250 for 10 hours) and Sales Surge (€2,950 implementation).
- Check the tier in the directory, not on the firm's site. Flow Digital's site says Gold, while Pipedrive's marketplace lists it as Authorized.
Free weekly brief
Steal our production automations
The exact n8n flows, Claude Code setups, and prompts we ship for clients, broken down step by step. No spam, unsubscribe anytime.
1. AY Automate, best overall Pipedrive consultant for automation-first teams
AY Automate is an AI automation agency that builds go-to-market systems, and our Pipedrive consulting service treats the CRM as the place where everything else lands. We set up the pipeline, stages, fields and permissions, migrate your data, then build the systems that keep Pipedrive accurate without reps doing data entry.
In practice that means enrichment that fills company and contact fields before a rep opens a deal, outbound in Instantly and HeyReach that logs replies to the right person, and n8n jobs that dedupe records, flag deals with no activity and route new leads. Our CRM hygiene automation workflow shows the weekly job we build for most clients.

Key features
- Pipeline, stage and field design scoped before any import
- Migration from HubSpot, spreadsheets or another CRM, with a test import first
- Enrichment and lead scoring written into Pipedrive with validation (AI lead scoring explained)
- Outbound replies from Instantly and HeyReach logged to the right deal
- n8n automation for dedupe, stalled-deal alerts and Slack digests (custom n8n automation)
- Option to embed a GTM engineer in your team through hire a GTM engineer
Best for
- B2B teams that want Pipedrive plus the outbound and enrichment around it
- Sales teams whose Pipedrive data is too messy to trust for forecasting
- Companies that need one team for the CRM and the automation layer
Pricing
- Custom quote after a discovery call
- Embedded GTM engineer placement from $60,000 a year, with a 90-day replacement guarantee
Pros
- CRM setup, outbound, enrichment and automation handled by one team
- We run Instantly, HeyReach, Unipile and n8n in our own pipeline, so the build is based on daily use
- Delivery in English, French and Arabic
Cons
- Not a listed Pipedrive partner and holds no Pipedrive tier
- No fixed published package, so small setups are easier to budget with Flow Digital or CRM Craft
You can see the scope and book a call on the Pipedrive agency page.
2. Sales Surge, best for EU teams that want published pricing
Sales Surge is a Platinum Pipedrive partner based in Amstelveen, the Netherlands, with 11 reviews in Pipedrive's marketplace. It implements Pipedrive, HubSpot and Zoho, and covers RevOps, automation, dashboards and AI agents. It also sells its own Pipedrive add-ons (Surge Adopt, Reports, Dedupe, Forms and Reach). Its site claims 150+ CRM implementations and a 2026 Top New ARR Partner Award from Pipedrive.

Key features
- Platinum tier in Pipedrive's directory
- Own add-ons for adoption, reporting and dedupe
- Works with Make, Instantly, Apollo, Clay, PandaDoc and CloudTalk
Best for
- European B2B teams of 10 to 500 people
Pricing
- Standard implementation €2,950 for up to 5 users
- €13,500 for 30 to 50 users; enterprise builds start there
- Retainer from €1,000 a month
Pros
- Clear published pricing
- Strong tool coverage for outbound teams
Cons
- Europe-focused, with a single office
3. MinorCo, best for learning to run Pipedrive yourself
MinorCo is a Platinum Pipedrive partner registered in Auckland with a remote team across the US, Canada, Mexico, Australia and New Zealand. It has 42 reviews in the marketplace and says it was established in 2016. It offers done-for-you builds and done-with-you courses and coaching, plus a sales dashboard pack and a Zapier workflow library.

Key features
- Courses and coaching for in-house admins
- Done-for-you builds for larger projects
- Dashboard pack and Zapier workflow library
Best for
- Teams that want an internal owner trained to run Pipedrive
Pricing
- Course $750; monthly support $397 a month
- Ultimate package $3,500
- Custom projects typically $5,000 to $25,000
Pros
- Published pricing at several levels
- Builds skills inside your team
Cons
- Hands-off buyers end up in the custom project range
4. Motii, best for Australia and New Zealand
Motii is a Platinum Pipedrive partner with offices in Melbourne and Sydney and 39 marketplace reviews. It calls itself Australia and New Zealand's leading Pipedrive and monday.com partner and claims Pipedrive ANZ Regional Partner of the Year in 2022, 2024 and 2025. Its services cover implementation, AI and automation, BI, migrations, training and a managed service called MotiiCare.

Key features
- Pipedrive and monday.com under one partner
- Managed service after go-live
- Integrations with Make, Zapier, Mailchimp, Intercom, CloudTalk and PandaDoc
Best for
- ANZ companies running both Pipedrive and monday.com
Pricing
- Custom quote
Pros
- Regional depth and a large review base
- Ongoing managed support
Cons
- No published pricing
- Attention split across two platforms
5. Automated Sales, best for sales process design
Automated Sales is a UK consultancy based in Cardiff and a Platinum Pipedrive partner. Its site says it is a Pipedrive Advisory Council member and claims 200+ Pipedrive projects delivered. Services cover pipeline builds, sales strategy, integrations, workflow automation, phased implementations and a fixed-scope setup package.

Key features
- Sales process design before the build
- Zapier, Make, ActiveCampaign, Mailchimp and Kixie integrations
- Regional pages for the UK, UAE and US
Best for
- UK teams that want the sales process redesigned along with Pipedrive
Pricing
- Custom quote
Pros
- Long Pipedrive track record
- Fixed-scope setup package available
Cons
- Only 2 reviews in the marketplace
- No public pricing
6. Flow Digital, best low-cost entry point
Flow Digital is a Brooklyn workflow and AI automation firm with 50 reviews in Pipedrive's marketplace, the most among the firms we checked. Its site describes it as a Certified Pipedrive Gold Partner, but the marketplace lists it at the Authorized tier. It offers Pipedrive, HubSpot, Airtable and Zapier work and a fractional Chief Automation Officer service.

Key features
- Single paid working session to start
- Pipedrive, HubSpot, Airtable and Zapier
- Fractional automation lead option
Best for
- Small teams with one or two specific Pipedrive problems
Pricing
- $297 for a 75-minute session
- Hourly retainers from $1,950
Pros
- Lowest entry price on this list
- Largest marketplace review count
Cons
- A generalist automation shop rather than a Pipedrive-only firm
7. Axis Consulting, best for migrations into Pipedrive
Axis Consulting is a Miami firm at the Authorized tier with 10 marketplace reviews. It covers Pipedrive implementation, RevOps, CPQ and billing integrations, SOPs and forecasting, and migrates from Salesforce, HubSpot, Zoho, monday.com and Dynamics. It works on fixed-price engagements with no hourly billing and focuses on financial, professional and field services.

Key features
- Migrations from five CRMs
- CPQ and billing integrations with Stripe and Chargebee
- Fixed-price engagements
Best for
- Teams switching to Pipedrive from a heavier CRM
Pricing
- Custom fixed quote
Pros
- No hourly billing surprises
- Clear vertical focus
Cons
- Lower partner tier and no published prices
8. Process Culture, best for Australian SMBs
Process Culture is an Authorized Pipedrive partner in Brighton, Victoria, founded by Peter Burgess, with 11 marketplace reviews. It offers training, consulting, migration, sales process automation and reporting, and connects Pipedrive to ActiveCampaign, MailerLite, Zapier, Make and Ignition.

Key features
- Process mapping before automation
- Training and reporting
- Marketing tool integrations
Best for
- Australian small businesses tightening their sales process
Pricing
- Custom quote
Pros
- Founder-led and process-first
Cons
- Small team focused on Australia
9. CRM Craft, best for outsourced Pipedrive admin
CRM Craft works as an outsourced in-house Pipedrive team: admin, implementation, training, data-hygiene reports and Slack support. Its site lists co-founder Mark Kofman as a Pipedrive partner since 2012; he also founded the Import2 data migration tool. We could not find CRM Craft in Pipedrive's current marketplace.

Key features
- Monthly Pipedrive admin with Slack support
- Data-hygiene reporting
- Zapier, Make, Mailchimp, QuickBooks and Databox integrations
Best for
- Teams that need an admin, not a project
Pricing
- Implementation $1,250 for 10 hours
- CRM assistant $1,000 a month
Pros
- Published, predictable monthly pricing
- Long history with Pipedrive data
Cons
- Two-person team
- No current marketplace listing confirmed
How we ranked these Pipedrive consultants
We started from Pipedrive's Expert Marketplace and each firm's own website, checked on 2026-10-21. A firm was included only if its site clearly offers Pipedrive services. We confirmed partner tiers in the marketplace rather than trusting site badges, and we looked at the scope of work, published pricing, review count and the buyer each firm fits best. AY Automate ranks first on scope (CRM plus automation in one team), not on tier or reviews, where it has neither.
How to choose the best Pipedrive consultant
Which Pipedrive partner fits your situation
AY Automate
Sales Surge or MinorCo
Axis Consulting
Flow Digital or CRM Craft
Motii or Process Culture
1) Do you need configuration or a system?
Configuration means stages, fields and a few automations. A system means data flows into Pipedrive from enrichment, outbound and your website without anyone copying it.
- Configuration and training: MinorCo, Process Culture or Flow Digital
- A system around Pipedrive: AY Automate or Sales Surge
2) Are you migrating?
Moving from Salesforce or HubSpot means mapping custom objects, deal history and activities. Ask every firm to run a test import before the cutover.
- Migration-led projects: Axis Consulting or Sales Surge
- Migration plus automation rebuild: AY Automate
3) Who will own Pipedrive after go-live?
If you have an internal admin, training is worth more than a big build. If nobody owns it, pay for ongoing admin or automation that keeps data clean.
- Internal owner: MinorCo
- No internal owner: CRM Craft, Motii's managed service or an AY Automate maintenance plan
4) How much does region and tier matter?
Platinum firms hold more Pipedrive certifications, and a partner in your time zone makes training easier. Neither replaces a reference call with a client like you.
- EU: Sales Surge; UK: Automated Sales; ANZ: Motii or Process Culture; US: Flow Digital or Axis Consulting
Still deciding between CRMs? Our CRM consultants comparison covers firms across HubSpot, Salesforce, Zoho, Pipedrive and Attio, and the Attio agencies guide helps if Attio is on your shortlist. When you want Pipedrive set up with the automation around it, book a call with AY Automate's Pipedrive team.
FAQ
What does a Pipedrive consultant do?
A Pipedrive consultant designs your pipeline and fields, migrates data, connects Pipedrive to your other tools, builds automations and trains your team. Good ones start by mapping your sales process, because Pipedrive only reflects the process you give it. Some also run ongoing admin after go-live.
How much does a Pipedrive consultant cost?
Published prices on this list range from a $297 working session (Flow Digital) to €2,950 for a standard implementation (Sales Surge) and $5,000 to $25,000 for MinorCo's custom projects. Monthly admin plans start around $397 to $1,000. Larger migrations and automation builds are quoted after a discovery call.
What are the Pipedrive partner tiers?
Pipedrive has three tiers: Authorized, Gold and Platinum. Authorized requires 1 sales and 1 support certification, Gold requires 2 sales, 2 support and 1 marketing, and Platinum requires 3 sales, 2 support, 1 marketing and 1 customer success certification, per Pipedrive's solution provider page.
How do I find a certified Pipedrive partner?
Use Pipedrive's Expert Marketplace at pipedrive.com/en/marketplace/partners, which lists each firm's tier, location and reviews. Check the tier there rather than on the firm's own site, since badges on websites are not always current.
Can a consultant migrate us from HubSpot or Salesforce to Pipedrive?
Yes. Axis Consulting, Sales Surge, Motii and AY Automate all run migrations. Ask how custom objects and activity history will map, and insist on a test import with a sample of real records.
Do I need a consultant, or can I set up Pipedrive myself?
A team of a few reps with a simple process can set up Pipedrive alone. Bring in a consultant when you migrate data, connect outbound or enrichment tools, or your reports no longer match reality. For automation-heavy builds, a custom workflow automation team saves you rebuilding later.
How long does a Pipedrive implementation take?
It depends on scope more than on Pipedrive. A small team with a simple process can be configured in days, while projects with migrations, integrations and automation run for several weeks. Ask each firm for a written timeline with milestones before you sign.
Book a Free Strategy Call
Building this in production?
Walid runs a 30-min call to map your AI engineering team. Free, no slides.
Free weekly brief
Steal our production automations
The exact n8n flows, Claude Code setups, and prompts we ship for clients, broken down step by step. No spam, unsubscribe anytime.

Taha builds and ships custom AI agents and workflow automations for AY Automate clients across SaaS, finance, and professional services.
