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Pipedrive, Monday, Hubspot CRM Agency in Swindon and South West England | Webcite Tech
Solutions — CRM Implementation, GTM Strategy and RevOps | Webcite.ai
Solutions · What We Do

Services built around your business, not a platform

Every engagement starts with understanding your situation — your sales process, your team, and where things are breaking down. We then build or fix the system around that. Pipedrive is our anchor platform but the thinking always comes before the tooling.

Pipedrive Authorised Partner. We know the platform inside out — which means faster implementation, fewer mistakes, and better results for your team.

Our methodology
FindGenerate pipelineWho are the people involved in finding your customers? What processes and systems do you use to collect leads and reach the right people?
WinClose dealsWho is involved in closing deals and winning new business? What are their processes and what systems help them convert opportunities?
KeepRetain clientsWho keeps a customer happy once they sign? What processes and systems support good client management and long-term retention?
Eight ways we work with you

Implementation, strategy,
and ongoing support

Pipedrive CRM ImplementationFind · Win · Keep
We set up Pipedrive around how your business actually sells — not a generic template. Clean pipelines, sensible stages, automations that work, and a team that knows how to use it.
Sales process mapping and pipeline design
Data migration and contact cleansing
Custom fields, views, and deal stages
Email and calendar integration
Post-launch support and handover
Pipedrive · Authorised Partner
Pipedrive Onboarding and TrainingWin · Keep
A CRM only works if the team uses it. We run structured onboarding and training so your team understands how Pipedrive works for their specific role — and actually adopts it.
Role-specific training sessions
Process walkthroughs and live Q&A
Admin and manager training
Adoption tracking and follow-up
Documentation and quick reference guides
Pipedrive · Authorised Partner
Sales AutomationFind · Win
Removing the repetitive work from your sales process so the team can focus on conversations that matter. We build automations in Pipedrive that handle follow-ups, reminders, and task creation reliably.
Email sequence and follow-up cadence build
Task and reminder automation
Lead routing and assignment rules
CRM-to-tool integrations
Testing, QA, and handover training
Pipedrive · Authorised Partner
GTM StrategyFind · Win
Getting to market with clarity. We help you define your audience, sharpen your positioning, and build the infrastructure to reach the right people — then connect it directly to Pipedrive.
Ideal customer profile definition
Market segmentation and targeting
Value proposition and messaging
Channel strategy and campaign planning
Pipedrive setup to support GTM motion
Pipedrive-connected
RevOpsFind · Win · Keep
Revenue Operations brings your sales, marketing, and customer success into alignment. We build the processes, reporting, and Pipedrive infrastructure that give leadership visibility and give teams a clear path.
Revenue process audit and redesign
Funnel and pipeline visibility in Pipedrive
Lead routing, scoring, and handoff
Forecasting and reporting dashboards
Cross-team alignment and KPI definition
Pipedrive · Authorised Partner
Digital TransformationFind · Win · Keep
Moving from spreadsheets, manual processes, or disconnected systems to a joined-up digital operation with Pipedrive at the centre. We plan the transition and make sure nothing falls through the gaps.
Current-state audit and gap analysis
Technology stack recommendations
Process mapping and redesign
System consolidation and rationalisation
Change management and team buy-in
Pipedrive-led
Website DesignFind
Websites that generate leads and connect directly to Pipedrive. Every enquiry lands in your pipeline automatically — no manual data entry, no lost leads, no delay between contact and follow-up.
Discovery, sitemap, and wireframing
Brand-aligned design and copy
Pipedrive-connected forms and landing pages
SEO foundations and on-page optimisation
Hosting, domain, and launch support
Pipedrive-connected
Ongoing CRM Management and SupportWin · Keep
Pipedrive support after the project ends. Many clients move to a retainer once the initial implementation is done — new automations, staff onboarding, quarterly reviews, and data hygiene.
Monthly or quarterly Pipedrive reviews
New automation and workflow builds
New staff onboarding and training
Data hygiene and pipeline health checks
Ad-hoc support hours available
Pipedrive · Authorised Partner
Common questions

Frequently asked questions
about Pipedrive and how we work

Is Pipedrive the right CRM for my business?▼
Pipedrive suits most growing sales teams well — particularly businesses between 5 and 100 people that need a clean, visual pipeline without the complexity of an enterprise platform. It works especially well for professional services, agencies, trades businesses, and smaller non-profits. If your business has very complex marketing automation needs or requires a full business suite, we will tell you honestly if something else fits better.
We already have a CRM. Can you migrate us to Pipedrive?▼
Yes. CRM migrations are something we do regularly. We audit your existing data, identify what is worth keeping, clean it up, and import it into Pipedrive with the right structure. Most migrations also involve rebuilding the pipeline and workflows from scratch because the original setup is usually the reason things were not working. We handle the whole process.
How long does a Pipedrive implementation take?▼
Most implementations take between three and six weeks from kick-off to go-live. Simple setups for small teams can be done in two weeks. More complex builds involving data migration, multiple integrations, and custom automation sequences take longer. We scope everything clearly upfront so there are no surprises on timeline or cost.
Our team tried Pipedrive before and stopped using it. Can you fix that?▼
Low adoption is almost always a setup problem, not a people problem. If Pipedrive was not configured around how your team actually sells, it creates more work than it saves and people stop using it. We audit what is there, simplify the pipeline, remove the noise, and rebuild around the real process. Then we run proper training so the team understands why the system works the way it does.
What does Pipedrive cost and do we get a discount through you?▼
Pipedrive has several pricing tiers depending on the features you need. As an Authorised Partner we can offer access to extended trials and competitive pricing. We will always recommend the right tier for your situation rather than the most expensive option. Get in touch and we will walk you through the options.
Can Pipedrive connect to our other tools?▼
Yes. Pipedrive has a strong integration marketplace and connects natively with most common business tools — email, calendar, accounting software, proposal tools, and more. For tools that do not have a native integration, we can connect them via Zapier or Make. We map your existing stack during the scoping process and make sure everything that needs to connect does.
We are currently in a contract with another CRM. Can you still help?▼
Yes. We work with whatever platform you are currently on and get it working as well as possible for your business. When your contract ends or you are ready to make a change, we are here for that conversation. The platform matters less than having a process built properly around how you work.
Do you offer support after the implementation is done?▼
Yes. Many clients move onto an ongoing support retainer once the initial project is complete. This covers adding new automations, onboarding new staff, quarterly pipeline reviews, and data hygiene checks. We also offer ad-hoc support hours if you would rather not commit to a retainer.

Want to see what this looks like for your sector?

We'll map your current setup, identify where things are breaking down, and show you what a proper system looks like.

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