Pipedrive Support for Peace of Mind
If you're investing in Pipedrive, you understand the value that a quality CRM brings to your business. Pipedrive is easy to use and has all the must-have features to get your organization moving in the right direction. But, if something goes awry, where do you turn? That's where the team at Technology Advisors comes in. We act as your go-to support resource, ready to handle any issues that may crop up so you can maintain peace of mind and never miss a beat with your business.
Pipedrive Support Programs
TAI provides free technical support for any subscription customer who designates TAI as their business partner. We help you identify the problem and determine a solution quickly so your internal team doesn’t waste time.
BEST FOR: Teams that would like a partner to help them resolve Pipedrive-specific issues and support their system
If you are too small to have a CRM administrator or need a temporary systems administrator, this program is for you. We provide all the services you would expect from your system administrator such as adding/removing users, changing security, creating reports and dashboards, importing/exporting data, and making sure your system is running correctly.
BEST FOR: Teams who do not have a full or part-time CRM administrator but would like dependable Pipedrive support
Premier support is our no touch support model. It includes everything in Technical and Administrator support plus a bank of hours to add new features and keep your system current.
BEST FOR: Teams wishing for more immediate, full-service support options and seeking out additional customizations and improvements to their Pipedrive solution
Pre-paid support is for companies wishing to save support hours for a rainy day. Pre-paid support can be used for a CRM project, software support, or custom development. Pre-paid hours are purchased in one-hour increments, starting at a minimum of 5 hours. They are valid for one year from purchase and are discounted based on quantity.
BEST FOR: Teams looking to budget resources for next year’s projects or companies seeking Services discounts for larger projects
TAI provides a fractional support agent available to help you administer and customize your system. For companies without IT support or a dedicated administrator, Retainer-based support is an excellent alternative. Retainer-based support is especially useful for companies that wish to manage Marketing Automation, BI, or AI projects, where the collection of data is critical to project decisions and the project is usually performed in pieces over a longer period of time.
BEST FOR: Teams that need a part-time CRM resource or are doing a project over a longer time frame
Which Support Package is Right for Me?
How do you know which Support package is right for your needs? Here are a few questions to consider:
Do I have the resources to fully support CRM?
Do we anticipate future projects for which I'll need CRM budget?
Do I want to be a CRM expert?
Pipedrive Support Pricing
- Basic user support
- Support via email or portal only
- Vendor software assistance
- For teams with few customizations/integrations
- For teams with OOB implementations
- Phone, email & portal support
- User creation & management
- Limited data imports & basic workflows
- Help with Reports
- Covers bug fixes
- Picklist/dropdown menu customizations
- Covers performance & backup questions
- For teams needing designated CRM admin
- Administration Support PLUS
- Unlimited Web training
- FREE development hours
- Budget analysis for customizations
- Tuning for Web and database servers
- Upgraded support reply times
- For full-service CRM support
as low as $60
- Offshore vs. US resource pricing
- Used for CRM Support or Development
- Purchased in one-hour increments, min. 5
- Discounts based on volume
- For loosely scheduled/undefined projects
as low as $140
- Offshore vs. US resource pricing
- Dedicated part-time staff member
- Resource works on any CRM project
- For teams needing part-time CRM resource
Pipedrive Support FAQ's
With an Admin or Premier Support Contract or contracted support like Retainer-Based, we will contact you as quickly as possible. If necessary, we will schedule a hands-on screenshare to review the issue or question. Once diagnosed, we will work with you to resolve the issue, open a case with Pipedrive Support on your behalf, or request that you open a case directly with Pipedrive Support.
1. Screenshot(s) of the issue(s).
2. The steps that cause the issue to occur.
3. The URL to record(s) where the issue happened.
4. Are all users affected? If not, please provide the usernames of a few specific users who are having the issue.
5. Please describe the issue further. What are the exact steps to reproduce the issue, starting with the login screen?
6. What browser and version are being used?
7. When did the issue begin?
8. When is the last time the issue occurred?
9. Has anything recently changed with Pipedrive: Upgrades, Data Migrations, Configuration Changes, etc?
Emails with the Case Number in the Subject are automatically attached to the case in our system. Emails with no Case Number create a new Case. For this reason, please do not report new issues in the email chain of an existing case. Please send a new email for new issues to help us prevent missing a new issue.