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.
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
-
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".
-
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.
-
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.
-
Ad-hoc change requests
Inside the monthly hour quota, you ask, we ship. Beyond quota, we estimate before starting. No surprise invoices.
-
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.
- Onboarding (week 1)
Account audit + ownership map
Read-only audit, named-owner map, calendar of recurring sessions.
- Months 1–3
Quarter 1
Monthly health checks. End-of-quarter architecture review.
- Months 4–6
Quarter 2
Same cadence. Annual hygiene pass scheduled inside this quarter or Q4 based on volume.
- Months 7–9
Quarter 3
Same cadence. Vendor-change briefs as they land.
- 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 worksFit 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.
Ready to scope a Pipedrive Care?
Book a discovery call. We'll walk through your current state, sketch the Pipedrive Care scope for your account, and tell you straight whether we\'re the right fit.
Book a discovery call