Selected CRM projects

Pipedrive systems built for real sales operations.

A closer look at selected projects across CRM rebuilds, pipeline architecture, automation, reporting, operating manuals, and executive visibility.

Case studies
with context.

Each project had a different operational problem. The pattern is the same: clarify the sales process, clean the CRM structure, reduce manual work, and make reporting more usable.

Whip Media logo
Enterprise SaaSExecutive reportingPipeline visibility

Whip Media: executive dashboard and reporting scope.

Company contextWhip Media is an enterprise software company with a more complex sales operation, where leadership visibility, pipeline accuracy, and reporting structure matter for commercial decisions.

Whip Media needed stronger Pipedrive visibility after losing internal sales operations support. The work centered on executive reporting, pipeline visibility, dashboard structure, and turning complex SaaS sales requirements into a cleaner operating environment.

What they needed

Clearer reporting architecture, stronger pipeline visibility, and a more scalable sales operations setup.

What was built

Reporting scope, dashboard logic, CRM recommendations, and a practical roadmap for Pipedrive improvements.

What improved

Cleaner leadership visibility and a more actionable Pipedrive environment for decision-making.

  • Mapped reporting needs for executive-level pipeline visibility.
  • Reviewed dashboard reliability, relevance, and actionability.
  • Defined a roadmap for cleaner Pipedrive reporting structure.
  • Translated sales operations requirements into practical CRM fixes.
IMI Publishing logo
CRM rebuildStage definitionsSales process

IMI Publishing: Pipedrive rebuild and sales system optimization.

Company contextIMI Publishing needed a clearer commercial operating system around Pipedrive, with better stage discipline and a structure that could support day-to-day sales execution.

The project focused on rebuilding Pipedrive around clearer stages, definitions, deal movement logic, and a more usable commercial workflow. Instead of a generic CRM setup, the work translated the sales process into structure the team could actually follow.

What they needed

A clearer pipeline, better stage definitions, and a system that reflected the real sales motion.

What was built

Pipeline rebuild, stage definitions, fields, process documentation, and implementation guidance.

What improved

Less ambiguity around stages and a CRM structure easier to manage, report on, and scale.

  • Defined pipeline stages and the criteria for moving deals forward.
  • Clarified required fields, activity expectations, and ownership logic.
  • Created documentation so the setup could be maintained after delivery.
  • Reduced ambiguity between sales process and CRM structure.
The Pharma Data Lab logo
Pipedrive setupSwitzerlandClient feedback

The Pharma Data Lab: Pipedrive setup requirements.

Company contextThe Pharma Data Lab is a Switzerland-based business that needed reliable Pipedrive support while requirements evolved during the implementation process.

The Pharma Data Lab needed support with Pipedrive setup requirements and evolving CRM needs. The project required steady follow-up, adaptation as requirements changed, and a solution-oriented approach whenever operational questions came up.

What they needed

Reliable Pipedrive setup support, flexible adjustments, and clear progress through changing requirements.

What was built

CRM configuration support, process adjustments, and solution-oriented guidance across setup needs.

What improved

A dependable implementation experience with professional communication and consistent execution.

  • Supported the Pipedrive setup across changing requirements.
  • Adjusted configuration details based on evolving operational needs.
  • Kept implementation moving through follow-up and clear communication.
  • Helped translate setup requests into practical CRM decisions.
In-Pulse CPR logo
SOPsAutomationsFollow-up

In-Pulse CPR: SOPs and automation operating logic.

Company contextIn-Pulse CPR needed more consistency in how leads, follow-up, activities, and CRM-driven reminders were handled inside the sales process.

The project centered on operationalizing CRM activity: follow-up, activity creation, automation logic, and documented SOPs so the team could maintain consistency after implementation.

What they needed

More consistent sales activity, documented workflows, and less reliance on manual reminders.

What was built

SOPs, Pipedrive activity logic, automation structure, and follow-up process documentation.

What improved

Clearer nurture steps, stronger CRM discipline, and repeatable follow-up inside the system.

  • Documented follow-up SOPs and activity expectations.
  • Structured automation logic around reminders and next steps.
  • Created a more repeatable nurture process inside Pipedrive.
  • Reduced dependence on memory and manual task creation.
Medford Made Insurance logo
Operating manualInsurance CRMPipeline process

Medford Made Insurance: CRM operating manual.

Company contextMedford Made Insurance needed Pipedrive to reflect an insurance sales workflow, with a practical operating structure the team could understand and reuse.

Medford Made Insurance needed a Pipedrive setup and operating structure aligned with its insurance sales workflow. The work included CRM process documentation so the system could be used consistently after setup.

What they needed

A Pipedrive setup tailored to an insurance business and its specific process requirements.

What was built

CRM operating manual, pipeline guidance, fields, activities, and documentation for ongoing use.

What improved

Clearer CRM adoption and a documented structure for managing deals and follow-up.

  • Created a Pipedrive operating manual for ongoing CRM usage.
  • Aligned pipeline structure with the insurance sales process.
  • Documented fields, deal handling, and follow-up expectations.
  • Made the CRM easier to understand after setup, not just during build.
RealRevenue logo
Pipeline specificationRevenue visibilityCRM architecture

RealRevenue: Pipedrive pipeline final specification.

Company contextRealRevenue needed a more deliberate Pipedrive blueprint: pipeline logic, fields, sales process structure, and reporting readiness before execution.

RealRevenue needed a structured Pipedrive pipeline specification: the kind of work that defines how opportunities should be tracked, what fields matter, and how the CRM should support revenue visibility.

What they needed

A clear pipeline design and specification before implementation or cleanup.

What was built

Pipeline architecture, field logic, stage recommendations, and final CRM specification.

What improved

A cleaner blueprint for implementation, reporting, and scalable sales operations.

  • Specified pipeline stages and how opportunities should be tracked.
  • Outlined field logic for cleaner data and reporting inputs.
  • Created a build-ready CRM specification before implementation.
  • Improved alignment between CRM structure and revenue visibility.

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