Services

Pipedrive Consultation

We help you make the right decisions before changing anything. Get expert guidance on pipelines, automations, and structure.

Pipedrive Training

Hands-on training for founders and sales teams. We ensure everyone understands how to use Pipedrive correctly, consistently.

Tools Implementation

See what’s really happening in your pipeline. Improve visibility, consistency, and conversion by aligning your CRM with how deals move in reality.

Sales Optimisation

See what’s really happening in your pipeline. Get accurate forecasting, deal visibility, and insights you can trust when making growth decisions.

Analysis & Audit

A clear diagnosis of your current CRM and sales process. We identify gaps, inefficiencies, and quick wins - before you invest time into changes.

What you get

CRM Review

Review your current setup, data quality, and gaps before making changes.

Pipeline Design

Custom stages and deal logic that match your real sales process.

Sales Automation

Automated tasks, follow-ups, and workflows that reduce manual work.

Integrations

Connect Pipedrive with Meta, LinkedIn, WhatsApp, ERP, FSM, VoIP, and your other internal tools.

Reporting

Clear dashboards and forecasts for confident decision-making.

Data Migration

Clean, structured imports from spreadsheets or legacy CRMs.

Team Training

Hands-on enablement so your team uses Pipedrive correctly.

Optimisation

Continuous improvements as your business and team scale.

Testimonial

What they say

From training entire teams to proactively following up, we take the time to understand each business and tailor solutions that unlock growth.

eXpanby at a glance

Real CRM clarity. Measurable sales impact.

We help growing teams turn Pipedrive into a system they actually trust. Every setup, optimisation, and workflow is designed to support real sales decisions.

CRM projects
51 +
Industries served
12 +
Hands-on delivery
100 %
Years experience
8 +
Need Help?

Don't hesitate to contact us for more help.

Whether you’re exploring Pipedrive for the first time or you’re looking to optimise your existing setup, eXpanby’s experts are here to guide you.

Email us

Email is one of the quickest way to get answers to your questions.

Call us

Prefer a direct conversation? Give us a ring, and let's start from there.

Reach via LinkedIn

Connect with us on LinkedIn to learn more about our background.

Sales & CRM Questions

Frequently Ask Questions.

Your questions, explained – we’ve gathered the queries we hear most often and given straightforward responses to help you decide if we’re the right partner.

eXpanby is a team of CRM professionals specialising in Pipedrive implementation, onboarding, and sales process automation. We design CRM systems not just for management visibility but for sales teams to actually use in their daily work. Our goal is to help businesses unlock new revenue opportunities, automate repetitive administrative tasks, improve collaboration, and focus on building stronger customer relationships. We integrate tools such as Meta, LinkedIn, WhatsApp, ERP systems, Field Service Management platforms, VoIP solutions, Business Intelligence tools and more, creating one connected ecosystem around Pipedrive.

We primarily work with small and medium-sized businesses across industries including Technology and IT, Energy and Utilities, Agriculture, Manufacturing, Business Services, Healthcare, Automotive, Finance, Construction, Professional Services, and Media and Entertainment. We serve clients across Europe and beyond. Our multilingual team supports Latvian, Lithuanian, Estonian, Ukrainian, English, Russian, German, and Polish, ensuring smooth CRM adoption and communication across international teams.

Our quick-start onboarding approach allows your Pipedrive CRM to go live quickly and efficiently. We set up the system structure, pipelines, user roles, permissions, data migration, essential automations, reporting dashboards, and key integrations. After the setup, we train administrators, managers, and sales users so everyone understands how to use the system confidently. In just a few focused sessions, your team can begin working in a fully functional CRM environment and start closing deals, with optional follow-up sessions to refine and optimise the setup.

We build custom integrations that connect Pipedrive with a wide range of business tools including Meta advertising platforms, LinkedIn and Surfe, WhatsApp, VoIP systems such as CloudTalk, Field Service Management solutions like Frontu, ERP and accounting systems, Business Intelligence dashboards, websites and lead forms, and mobile productivity environments such as Samsung DeX. If your system has an API, we can integrate it. Our goal is to eliminate double data entry and create a single, reliable source of truth across marketing, sales, finance, and operations.

CloudTalk integrates your calling system directly into Pipedrive, allowing sales teams to make and receive calls within the CRM. All call activities are automatically logged under contacts and deals, recordings can be stored, and workflows can be triggered based on call outcomes. This improves visibility into communication history, ensures consistent follow-ups, and enhances team performance tracking.

The Frontu integration connects sales and service operations by automatically creating service jobs when a deal is marked as won in Pipedrive. Customer and asset data synchronise between systems, technicians update job progress in Frontu, and completion notes sync back to Pipedrive so sales teams stay informed in real time. Samsung DeX enhances mobility by allowing sales professionals to use Pipedrive in a desktop-like environment directly from their mobile device, which is especially useful for field sales, on-site presentations, and immediate deal updates.

Surfe connects LinkedIn directly with Pipedrive, enabling users to add LinkedIn contacts to the CRM with a single click and synchronise conversation history. It enriches contact data and allows deals to be created directly from LinkedIn interactions. This significantly streamlines outbound prospecting and reduces manual data entry for sales teams relying on LinkedIn for lead generation.

Yes. Our role does not end after implementation. We provide both on-site and online training for administrators, managers, and sales representatives, along with continuous support and process optimisation guidance. As your business evolves, we help refine workflows, integrations, and automation to ensure your CRM continues to support your growth. We position ourselves as a long-term partner focused on sustainable sales success rather than a one-time implementation provider.

Grow your business with eXpanby

Don’t let a bad sales process cost you 10% of revenue

Only 14% of companies have a clear, consistently followed sales process, meaning most businesses are winging it and wasting precious time. This lack of structure has a real price: 44% of companies lose more than 10% of their annual revenue because of inaccurate CRM data and disjointed workflows.