Assistants who work in Pipedrive

First the Leads Inbox: every new lead qualified, converted or archived with a reason. Then the rotten deals filter: each one gets a next activity or a lost reason. Rep updates from calls and meetings are logged as completed activities with notes. Follow-up emails go out from templates on the schedule you set. Duplicates are merged and imports are loaded once a week. Before your pipeline meeting the assistant refreshes the Insights dashboards and writes a short note. The end-of-day report lists deals created, moved and lost, plus anything waiting on a rep.

Our CRM assistants complete an internal Pipedrive training track covering the Leads Inbox, deals and stages, activities, email sync and templates, custom fields, merging, Insights and automations, then shadow a live account before they join yours. That is our training and not a Pipedrive credential. AssistBPO does not claim Pipedrive certification for staff and is not a Pipedrive partner, affiliate or reseller; the name identifies the software you use. We can show you what the proposed assistant has done in Pipedrive before you decide.

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated Pipedrive assistant is priced per person for a monthly block of hours in your time zone. Your Pipedrive plan and user seats stay on your account, billed by Pipedrive; we add nothing to the software cost. Because pipeline hygiene rarely fills a full day on its own, most clients pair it with appointment setting or lead research in the same hours.

Add a user with a permission set that allows creating and editing deals, people, organizations and activities, and viewing Insights, with no access to billing, company settings or bulk export unless you choose. Visibility groups keep them to the pipelines you want. They sign in from a managed device with two-factor authentication and never share a login. The changelog on each deal shows every edit under their name, and you can deactivate the user immediately.

Yes. Many clients run the assistant as an appointment setter inside Pipedrive: calling new leads, sending templated follow-ups, booking meetings on the rep's calendar and logging every touch as an activity. Outbound calls and texts always run with lawful consent and do-not-call scrubbing under TCPA, PECR, CASL and the Australian Do Not Call Register rules. Calls are scored monthly on the QA scorecard, and the assistant never claims to be the rep.

The assistant works the rotten deals filter every shift. Each deal gets one of three outcomes: a next activity scheduled with the rep, a templated check-in sent to the buyer, or a lost reason and archive. Reps get a short list of the deals that need their decision rather than a nagging notification. Within a few weeks the pipeline reflects reality, and the Insights conversion report finally becomes something you can plan against.