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Pipedrive · Care

A CRM that stays sharp.

A managed retainer for teams whose Pipedrive is the system of record and can’t be allowed to drift. Monthly cadence on automation health, quarterly architecture review, priority support inside business hours, and a senior implementer who knows your account by name.

Book a free call Annual commitment · 5–25h/mo

What’s included

Every Pipedrive Care ships with this.

  • Named senior implementer who knows your config
  • Priority support within business hours (DACH + UK)
  • Monthly automation health check — broken triggers, slow automations, drift flagged before users notice
  • Quarterly architecture review — what changed in your business, what should change in the CRM
  • Annual data hygiene pass — dedup, archive, retire dead fields
  • Vendor change tracking — Pipedrive ships new features, we flag what matters for your setup
  • MetaPipe MCP keep-current — new tools added each quarter, all included
  • Up-to-quota implementation hours for change requests

How we work

Methodology

  1. Monthly cadence

    A 45-minute working session with your CRM owner. Automation health, ticket backlog, anything that surfaced in the month. Recurring on the calendar so it doesn’t become "we should schedule something".

  2. Quarterly architecture review

    Half-day session with your sales/ops leads. What changed in the business this quarter, what’s about to change next quarter, what does that mean for pipeline shape, fields, automations, integrations.

  3. Annual data hygiene

    A scheduled cleanup pass: deduplication, archived deals, retired fields, deleted-user reassignment. Done once a year so the account doesn’t calcify.

  4. Ad-hoc change requests

    Inside the monthly hour quota, you ask, we ship. Beyond quota, we estimate before starting. No surprise invoices.

  5. Priority support

    Tickets logged in writing, acknowledged inside one business hour during DACH + UK working hours. Same-day fixes for anything blocking sales.

Deliverables

What you walk away with.

  • Quarterly written architecture review
  • Monthly health-check report
  • Annual data hygiene migration report
  • Vendor-change brief whenever Pipedrive ships something that affects you
  • MetaPipe MCP kept up-to-date with each quarter’s tool additions
  • Tracked change-request log + delivery audit trail

Sample timeline

A full year of Care

Indicative — actual cadence flexes to your team’s availability. Sign-off gates between phases are non-negotiable.

  1. Onboarding (week 1)

    Account audit + ownership map

    Read-only audit, named-owner map, calendar of recurring sessions.

  2. Months 1–3

    Quarter 1

    Monthly health checks. End-of-quarter architecture review.

  3. Months 4–6

    Quarter 2

    Same cadence. Annual hygiene pass scheduled inside this quarter or Q4 based on volume.

  4. Months 7–9

    Quarter 3

    Same cadence. Vendor-change briefs as they land.

  5. Months 10–12

    Quarter 4 + renewal

    Year-end architecture review, hygiene pass if not done, renewal conversation.

The AI layer

MetaPipe ships with this — and with everything we build.

Every Pipedrive Care includes a MetaPipe MCP connector per user. Your team’s AI gets the full tool surface of your Pipedrive from day one. The same MCP we use inside the studio to QA and maintain your account.

How MetaPipe works

Our work

Pipedrive projects we have shipped

Real client work, tracked hour by hour. Open one and look.

01

Bloombar Watches · Watch Shop and Sales Support

Luxury Retail · GB
54 months · 812 tasks
Duration
54 months
hours
2,082
tasks
812
meetings
4
PipedriveWooCommerceMakeJotFormSuperchat

The team gets ongoing help with the watch shop, seller forms and customer follow ups. Offer acceptance updates Pipedrive and sends customer confirmations automatically.

Read project: Bloombar Watches - Watch Shop and Sales Support
02

Record Express · Shipping and Payment Support

Logistics & Courier · BE
49 months · 78 tasks
Duration
49 months
hours
399
tasks
78
meetings
13
PipedriveStripeWebflowMake

This project maintains the customer forms, payments and shipping steps used by the delivery team. It improves the ordering experience and repairs interrupted work so staff can follow each order in Pipedrive.

Read project: Record Express - Shipping and Payment Support
03

Neuwagen Online GmbH · Ongoing Support

Automotive & Leasing · DE
25 months · 235 tasks
Duration
25 months
hours
137
tasks
235
meetings
26
PipedriveMake

This project maintains vehicle enquiry handling across Pipedrive, AutoCRM and dealer tools. The sales team gets usable customer and vehicle details, with repairs when incoming enquiries stop arriving.

Read project: Neuwagen Online GmbH - Ongoing Support
All Pipedrive projects

Fit check

Who this is for.

Strong fit

  • Pipedrive is your system of record — sales depends on it daily
  • You have an internal CRM owner who can route tickets, but not the bandwidth to be the architect
  • You bought a Launchpad or a Scale-up from us; Care is the right next gear
  • You want one senior implementer on speed-dial, not a ticket-shop

Not for you if…

  • You’re still figuring out what your CRM should do — Care comes after that’s settled
  • You want unlimited hours — Care is quota-based with transparent overage estimates
  • You’d rather an in-house hire — sometimes that’s right; we’ll say so during scoping

FAQ

Pipedrive Care — questions we get.

How many hours are included?

5 hours per month at the entry tier, up to 25 hours per month at the high end. Sized at signing based on your audit. Unused hours roll forward one quarter; beyond that they reset.

What’s "priority support"?

Tickets acknowledged inside one business hour during DACH + UK working hours. Anything blocking sales gets a same-day fix or a written workaround.

Can we cancel mid-year?

Care is annual. We don’t hold you to it — if you cancel, we honor the remaining quarter and hand you a clean exit packet. We just don’t pro-rate refunds; the work is front-loaded.

Do you cover non-Pipedrive tools?

Inside the same retainer, we cover the integration layer (Make, Zapier, custom) and anything that talks to Pipedrive. Standalone tooling outside that fence is a separate scope.

What about emergency work?

Inside business hours, priority support covers it. Outside business hours, we do not run a 24/7 NOC — anything truly out-of-hours-critical needs a different vendor.

Will my Pipedrive get worse without Care?

Probably yes, on a 12–18 month timeline. Automations break silently, fields proliferate, adoption drifts. Care isn’t magic — it’s discipline. You could do it in-house if you have the right hire.

Not the right shape?

Other Pipedrive offerings.

Official Pipedrive Premier Partner Perk

Starting fresh on Pipedrive? Get 30 days free instead of 14.

Register your Pipedrive account through our partner link to unlock an extended 30-day free trial — double the standard 14-day trial, with full feature access and zero lock-in whether you set it up solo or build with us.

Start 30-day free Pipedrive trial

Ready to scope a Pipedrive Care?

Book a 30-minute call with our team. We walk through your current setup, sketch the Pipedrive Care scope for your account, and tell you straight whether we’re the right fit.

Book a free call