The Right CRM for Your Business.

We help you implement or optimize your sales process. A CRM should be at the center of it.

I don't have a CRM yet I already use Pipedrive

Use Case 1

From Spreadsheets to a Structured Sales Process

For companies without a CRM or without a defined sales process.

The product is good, but sales still runs on a shared Google Sheet and a few email threads. At some point nobody knows the current status, leads get forgotten, and there's no data on what's actually working.

Analysis

We look at your current sales process: how do leads come in, how are they handled, where do they get lost? We do this through the Pre-Sales phase of our PISA Framework.

Set up Pipedrive

We configure pipelines, deal stages, fields and activity types to match your actual workflow.

Migrate your data

We move contacts, companies and deal history from your spreadsheets into Pipedrive. Cleaned up and deduplicated, so you start fresh.

Train your team

We show your team how Pipedrive fits into their daily work, and we stay on it until it sticks.

Connect your tools

Via LinkBridge we bring LinkedIn contacts into the CRM, via the Company Tool we enrich company data automatically. This way Pipedrive becomes the central system from day one.

Impact of CRM Implementation

8.71x return per euro invested Nucleus Research

300% increase in lead conversion Forrester

34% more sales productivity Salesforce

27% better customer retention Capterra

Use Case 2

Getting More from Pipedrive

For companies already using Pipedrive but not getting the full value.

Pipedrive is there, the team logs in, deals get moved around. But the data is patchy, hardly anyone uses automations, and the reports don't say much. Often people just configured things over months without a plan, and now the system is in the way.

Review your setup

We go through your Pipedrive configuration: pipelines, fields, automations, integrations, user permissions. What's actually needed, what's dead weight?

Restructure

Clean up pipelines, set up useful automations (follow-up sequences, reminders, deal rotting alerts) and build dashboards that actually tell you something.

AI integration

Via our API Browser and MCP, we connect Pipedrive to your documents, emails and other systems. An AI agent can then work across all data sources at once.

Data enrichment

The Company Tool automatically pulls company data from over 8 sources (websites, LinkedIn, Xing, Wikidata, email validation). Your CRM data stays current without anyone researching manually.

Training

We don't leave you alone with the new setup. Your team gets an introduction, and we document the processes so new employees can find their way too.

Our Software: Built to Extend Pipedrive

We develop our own tools that close concrete gaps in the sales process and work directly with Pipedrive.

Company Tool

Automatically pulls company data from over 8 sources: websites, LinkedIn, Xing, email validation. Saves the manual research.

LinkBridge

Brings LinkedIn contacts directly into the CRM. With deduplication and a review workflow so nothing ends up twice.

DocChat

Searches internal documents via AI. Contracts, proposals, specs. Your team finds answers without digging through folder structures.

MailChat

Indexes email accounts and makes conversations, contacts and attachments searchable. All linked to the CRM.

API Browser

Gives an AI agent simultaneous access to CRM, documents, emails and enrichment tools. Built on the Model Context Protocol (MCP).

Custom Integrations

When the standard tools aren't enough, we build custom integrations and add-ons for Pipedrive.

Why Pipedrive with Franke und Schwarz?

Pipedrive was built by salespeople, and you can tell. The interface is clear, onboarding is fast, and in day-to-day use the pipeline stays front and center.

We are a Pipedrive partner and know the platform in detail. Whether it's a first-time setup or optimizing an existing one: we know where the levers are.

Ready to get started?

We're also happy to take a look at your entire sales process and help where we can. Our PISA Assessment gives you a first overview:

Start free PISA Assessment Get in touch directly

Or write to us directly: info@frankeundschwarz.de