Pipedrive Gold Partner

Your Pipedrive Advisor and Automation Expert

Whether you're evaluating if Pipedrive is the right CRM for your business, fine-tuning an existing setup, or preparing to scale, we'll work with you to ensure you're spending money where it counts. Any Pipedrive consultant can build what you ask for. At Ops Designed, we'll help you design the optimal solution for your business.

Our Services

Pipedrive Working Session

Illustration of a Pipedrive pipeline with a closed deal shown as a handshake

Whether you're brand new to Pipedrive or have been using it for years, in this session we'll:

  • (Re)Structure your Pipedrive data to ensure you can measure key performance metrics
  • Enable (and disable) features so your sales team can focus on what's most important
  • Cover foundational ways of working in Pipedrive and automations to consider
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Sales Process Mapping

A sales process map laid out in columns of colour-coded steps, with a legend showing entry, automation, manual, decision, end-won and end-lost shapes

In this project we'll clearly define your sales process and identify where automation can have the biggest impact, aligning on:

  • Key processes, messaging, data capture, and sales outcomes
  • The highest impact features and integrations to enable and automations to build
  • A ready-to-implement Sales Process Map
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Implementing your Sales Process Map

Illustration of Pipedrive automating tasks along a sales pipeline

This is where the magic happens. Here we turn your Sales Process Map into reality by:

  • Setting up your pipelines, stages, custom field groups, Lost Reasons, and more in Pipedrive
  • Building all mapped automations and creating your Sales Playbook
  • Hosting Sales and Management training sessions to ensure all stakeholders have the tools they need for CRM success
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Liz Peterson, founder of Ops Designed and a Pipedrive Gold Partner Pipedrive Gold Partner

Hi, I'm Liz

I help growing businesses take control of their sales operations. As a Pipedrive Gold Partner, I've spent years designing CRM systems, sales processes, and automations that teams actually use — so you can focus on selling, not fighting your tools.

What clients say:

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