CRM SQUIRREL

CRM Squirrel made our Pipedrive setup effortless! They handled everything from data migration to building custom pipelines, and their automation work has saved our team hours each week. Their expertise and training helped us get the most out of Pipedrive — highly recommended for any small or mid-sized business looking to streamline sales and stay organized.

CRM Squirrel Redefined How We Use Pipedrive

Partnering with CRM Squirrel was the best decision we made for our sales operations. They didn’t just set up Pipedrive—they tailored it to our exact needs. From building custom pipelines to integrating platforms like Filevine and Asana, every element was thoughtfully implemented. Their smart automation workflows now handle our lead intake, follow-ups, task assignments, and email sequences automatically, saving our team hours every week. We went from missed follow-ups and scattered spreadsheets to a streamlined, centralized system that keeps us organized and proactive. The dashboards they built gave us crystal-clear visibility into deal progress, pipeline health, and marketing attribution, which allowed us to double down on what’s working. Even our non-technical staff picked up the system easily thanks to CRM Squirrel’s hands-on training and responsive support. Since implementation, we’ve seen a significant drop in lead response time, faster deal closures, and much better team collaboration. If you're serious about getting the most out of Pipedrive, CRM Squirrel delivers the kind of expertise and results that go far beyond expectations.

CRM Squirrel Redefined How We Use Pipedrive

Partnering with CRM Squirrel was the best decision we made for our sales operations. They didn’t just set up Pipedrive—they tailored it to our exact needs. From building custom pipelines to integrating platforms like Filevine and Asana, every element was thoughtfully implemented. Their smart automation workflows now handle our lead intake, follow-ups, task assignments, and email sequences automatically, saving our team hours every week. We went from missed follow-ups and scattered spreadsheets to a streamlined, centralized system that keeps us organized and proactive. The dashboards they built gave us crystal-clear visibility into deal progress, pipeline health, and marketing attribution, which allowed us to double down on what’s working. Even our non-technical staff picked up the system easily thanks to CRM Squirrel’s hands-on training and responsive support. Since implementation, we’ve seen a significant drop in lead response time, faster deal closures, and much better team collaboration. If you're serious about getting the most out of Pipedrive, CRM Squirrel delivers the kind of expertise and results that go far beyond expectations.

🌟 Customer Review for CRM Squirrel – Pipedrive Consultant & CRM Setup Services
Rating: ★★★★★ (5/5)

📌 "Expert Pipedrive Setup That Transformed Our Business"
Working with CRM Squirrel to set up our Pipedrive CRM has been one of the best strategic decisions we’ve made for streamlining our operations. As a growing professional services firm, we were struggling with disjointed sales processes, missed follow-ups, and scattered client communications. CRM Squirrel came highly recommended, and they absolutely lived up to their reputation.

💼 Tailored Implementation for Our Industry
From day one, CRM Squirrel demonstrated deep expertise—not just in Pipedrive, but in how CRM systems need to adapt to specific industries. For example, they provided:

Custom pipelines that reflected the real stages of our client lifecycle, not generic templates.

Seamless integration with tools like Asana for task tracking, Filevine for case management, and CallRail for lead attribution.

Automated follow-ups, email workflows, and task assignments that have significantly reduced the chances of leads going cold
.

They didn’t push a cookie-cutter setup—they listened, advised, and built our system around our actual processes.

⏱️ Time-Saving Automation That Just Works
The automation CRM Squirrel built has saved us dozens of hours per week. Here's an example of what they created:

A lead comes in through our website ➔ it’s instantly logged into Pipedrive.

A welcome email is triggered ➔ a task is assigned to a team member.

If the client doesn’t respond in 3 days, a reminder email goes out.

All of this happens without us lifting a finger. It’s like having an invisible assistant behind the scenes keeping everything moving
.

📊 Real-Time Insights and Reports
Another area where CRM Squirrel excels is data and reporting. They set up dashboards that let us:

Forecast revenue by deal stage.

Track which marketing channels (Facebook Ads, referrals, WhatsApp inquiries, etc.) are actually generating high-quality leads.

Review activity logs and see exactly where deals are getting stuck
.

These insights have helped us make smarter marketing and staffing decisions.

👨‍🏫 Training & Ongoing Support
The team didn’t disappear after setup. They offered hands-on training for our team and continue to provide support as we grow. Their responsiveness and clarity have made them feel like an extension of our in-house team.

Even team members who were not tech-savvy picked up the system quickly—thanks to CRM Squirrel’s clear guidance and the intuitive way they structured our setup
.

🔄 Result: Faster Sales, Happier Team, Better Clients
After going live with our new Pipedrive system from CRM Squirrel:

Our lead-to-close time has dropped by nearly 30%.

Our follow-up rate is close to 100%.

Internal team satisfaction has significantly improved—we’re spending less time managing tools and more time closing deals.

✅ Final Verdict
If you're considering Pipedrive and want a partner who will listen, customize, and deliver real business value, CRM Squirrel is the gold standard. Their mix of technical ability, business savvy, and white-glove support has made all the difference for us.

Highly recommended! 💼🚀