For Existing Pipedrive Customers

You Already Have Pipedrive. Is It Actually Working For You?

Most Pipedrive accounts run on default settings, half-built automations, and routing logic that lives in someone’s head.

PrairieSync™ Pipedrive Services optimizes and automates the Pipedrive you already run — pipeline structure, routing rules, follow-up, and reporting — without asking you to move to a new CRM.

See How We Optimize Pipedrive Book a 15-Minute Conversation →

Common Pipedrive gaps

→ Deals sit in a stage with no next action or owner

→ Routing rules exist, but Pipedrive doesn’t enforce them

→ Automations were built once, then never revisited

→ Forms and other tools feed in leads with no structure

→ No one can see where deals are actually getting stuck

If any of this sounds familiar, the CRM isn’t the problem — how it’s configured is.

The real problem

Pipedrive captures the deal. It doesn’t guarantee anyone acts on it.

The Prairie Group is a revenue operations company — we work inside the Pipedrive instance you already have, rather than pitching a new system on top of it.

Unowned deals

A deal lands in the pipeline with no assigned owner and no next step, so it just sits there until someone happens to notice.

Manual routing

Assignment depends on whoever’s paying attention that day, not a rule the system actually enforces.

Stale automations

Workflows were set up once, early on, and never adjusted as the team, territories, or process changed.

Disconnected tools

Forms, calling tools, and other systems feed data into Pipedrive inconsistently, or not at all.

No visibility

There’s no clear view of where deals are getting stuck or how long they’re sitting untouched.

Follow-up depends on memory

Without a system prompting it, follow-up happens when someone remembers — not on a consistent schedule.

How we help

Optimization and automation, built around how your team actually works.

Every engagement starts with your existing Pipedrive account — not a blank slate. We work with what you have and fix what’s not working.

Pipeline & stage design

Pipelines and deal stages rebuilt to match how deals actually move through your business, not a generic template.

Routing & assignment rules

Rules that Pipedrive actually enforces — by territory, deal type, or rep availability — instead of relying on someone to apply them manually.

Workflow automation

Automations for tasks, notifications, and follow-up sequences, so consistent process doesn’t depend on any one person remembering.

Integrations

Connecting Pipedrive to the other tools in your stack — forms, calling platforms, marketing tools — so data moves in structured, not manually re-entered.

Reporting & visibility

Clear reporting on where deals are getting stuck and how consistently follow-up is actually happening.

Ongoing tuning

Configuration isn’t a one-time project — we revisit it as your team, process, or volume changes.

What the engagement looks like

A focused engagement, not an open-ended project.

Week 1

Audit of your current Pipedrive setup — pipelines, automations, integrations, and where deals get stuck

Week 2

Pipeline structure, routing rules, and automations rebuilt or reconfigured based on the audit

Week 3

Integrations connected, reporting set up, full test with live deals

Ongoing

Tuning as your team, process, or volume changes

Who it’s for

Built for teams already running Pipedrive, in any industry.

Existing Pipedrive Customers Revenue Operations Sales Operations Founders & Owners Operations Leadership

Probably not for you if: You’re not currently using Pipedrive, you’re evaluating CRMs and haven’t chosen one yet, or your team is a single person handling every deal personally.

This is right for you if:

You’re running Pipedrive today as your primary CRM
Automations and routing rules exist, but aren’t consistently followed
Your team has grown past what your original Pipedrive setup was built for
You don’t have clear visibility into where deals stall
You want more out of the CRM you’re already paying for, not a new one

Not a CRM replacement

You keep Pipedrive. We make the account you already have work harder.

Not a one-time setup and gone

We stay involved as your team and process change, not just for the initial build.

Not a generic template

Every engagement starts with how your business actually operates, not a one-size-fits-all Pipedrive template.

Why it matters

The CRM isn’t usually the problem. The configuration is.

Most teams don’t need a new CRM — they need the one they already have to actually enforce the process they think it’s enforcing. Every unowned deal, every automation that quietly stopped working, and every lead that depended on someone remembering to follow up is revenue that was already in the pipeline. PrairieSync™ Pipedrive Services closes that gap inside the system you already run.