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Pipedrive · Scale-up

Your Pipedrive works. It just doesn’t scale.

You bought Pipedrive a year or two ago, it shipped, the team uses it (sort of), and now it’s holding you back. Scale-up is the engagement that audits what’s there, fixes the load-bearing problems, and ships the automation + integration work the original setup never got to.

Book a free call 10-question CRM health review Variable scope · 6–14 weeks typical

What’s included

Every Pipedrive Scale-up ships with this.

  • Full audit: pipelines, fields, automations, integrations, data hygiene, adoption metrics
  • Re-architecture proposal with what to keep, fix, and replace
  • Workflow automation overhaul — fix the broken ones, add the missing ones
  • New integrations: typically accounting, telephony, marketing, and reporting tools
  • Data hygiene pass: deduplication, field normalization, dead-pipeline cleanup
  • AI layer: MetaPipe MCP wired into the rebuilt configuration
  • Reporting + dashboard rebuild for the metrics leadership actually wants
  • Documentation: admin guide + per-team training material

How we work

Methodology

  1. 1 · Audit

    A read-only week. We get analyst access, document the current state, score it (pipeline health, automation reliability, data hygiene, adoption), and report back with a prioritized punch list.

  2. 2 · Proposal

    Written re-architecture with three lanes: must-fix (load-bearing breakage), should-fix (high-leverage), and nice-to-have. You pick the scope; we estimate weeks.

  3. 3 · Fix the load-bearing breaks

    Before adding anything new, we stabilize what’s there. Broken automations, orphaned deals, duplicate contacts, fields with 90% empty values that confuse reps. Quiet wins, no demo.

  4. 4 · Build the missing piece

    Whatever the audit flagged as the highest-leverage missing capability. Usually one of: real reporting, a missing integration, an outreach motion that lives in a spreadsheet, or an AI workflow.

  5. 5 · Documentation + handoff

    Admin guide updated, per-team training run, optional Care retainer to keep the new shape stable.

Deliverables

What you walk away with.

  • Written audit (scored, prioritized punch list)
  • Re-architecture proposal with scope options
  • Rebuilt automation library — fewer, better, documented
  • New + fixed integrations
  • Data hygiene migration report (records cleaned, dedup’d, archived)
  • Reporting + dashboards aligned to leadership’s actual questions
  • MetaPipe MCP wired into the rebuilt account
  • Updated admin guide + training material

Sample timeline

A typical 10-week Scale-up

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

  1. Weeks 1

    Audit

    Read-only access, current-state map, scored report.

  2. Week 2

    Proposal + scope

    Three-lane scope options, sign-off on what we tackle.

  3. Weeks 3–5

    Fix the breaks

    Stabilize automations, clean data, retire orphaned config.

  4. Weeks 6–8

    Build the missing piece

    Whatever the audit flagged as highest-leverage.

  5. Weeks 9–10

    Docs + handoff

    Admin guide updated, per-team training, Care handoff if wanted.

The AI layer

MetaPipe ships with this — and with everything we build.

Every Pipedrive Scale-up 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

Tim von Loh (TVL) · Pipedrive Setup

Automotive & Leasing · DE
8 months · 156 tasks
Duration
8 months
hours
384
tasks
156
meetings
1
PipedriveStripeJotFormCalendlyMake

This project brings vehicle enquiries, subscriptions and billing together in Pipedrive. Forms create sales records automatically, while Stripe handles recurring payments and invoices as the sale progresses.

Read project: Tim von Loh (TVL) - Pipedrive Setup
02

Stromeus · Energy Tariff Calculator

Energy & Utilities · DE
8 months · 203 tasks
Duration
8 months
hours
303
tasks
203
meetings
2
PipedriveGrist – Spreadsheet-Database PlatformPandaDocMakeCloudflare

Customers compare electricity and gas plans by location and usage, while enquiries and supporting documents reach the sales team in Pipedrive.

Read project: Stromeus - Energy Tariff Calculator
03

Neuwagen Online GmbH · Vehicle Enquiry Automation

Automotive & Leasing · DE
18 months · 165 tasks
Duration
18 months
hours
228
tasks
165
PipedriveMakeJotForm

This project saves incoming vehicle enquiries and prepares brokerage documents for the sales team. Documents can be generated when an enquiry arrives, reducing the details staff have to copy by hand.

Read project: Neuwagen Online GmbH - Vehicle Enquiry Automation
All Pipedrive projects

Fit check

Who this is for.

Strong fit

  • You’ve had Pipedrive for 9+ months
  • Two or more reps describe the current setup as "messy" or "we just work around it"
  • You’ve outgrown the original config (team grew, motions added, M&A)
  • A specific high-leverage capability is missing — reporting, integration, outreach, AI

Not for you if…

  • You actually need a fresh build — Launchpad is faster and cleaner than rebuilding a tangled account
  • You want hourly tweaks — Scale-up is a defined scope; Care is the right home for ongoing tweaks
  • The real problem is that nobody owns CRM internally — fix that first, otherwise the new config decays too

FAQ

Pipedrive Scale-up — questions we get.

How is this different from Launchpad?

Launchpad ships a new CRM. Scale-up fixes an existing one. Different work, different sequencing — Scale-up always starts with an audit, Launchpad always starts with a process workshop.

What does the audit cost?

It’s a fixed-fee Week-1 deliverable, credited toward the engagement if you proceed. If the audit concludes you don’t need us, you keep the audit and walk.

Can we do this in pieces?

After the audit, yes. The proposal is structured as must-fix / should-fix / nice-to-have so you can take one lane at a time.

What about data we don’t want touched?

Out of scope explicitly. Anything you mark as off-limits in the audit gets a wide berth. We don’t bulk-delete without a written go-ahead, ever.

Do you fix M&A consolidation?

Yes — multi-CRM unification is one of our specialities. Our flagship Scale-up is Centric Software: two acquired entities, three CRM stacks consolidated into one Salesforce. Read the case study for the architecture decisions, what’s running, and what’s deliberately out of scope.

Do you offer the audit alone?

Yes, as a standalone deliverable. Many teams take the audit, run it themselves for a quarter, then come back if they need execution help.

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 Scale-up?

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

Book a free call