Pipedrive training

Pipedrive training for teams that need to actually use it

Evolve runs Pipedrive training for UK and international teams at three levels: Pipedrive 101 for new users, Advanced for sales teams and managers, and Admin for the people who run the account. Live on screen-share, tailored to your own set-up, with the Evolve Pipedrive Sidekick keeping the lessons inside Pipedrive afterwards.

Book a 30-minute call Ongoing support: AfterCare

Included in every Launchpad implementation; available on its own for teams already on Pipedrive.

Who it is for
Sales teams, managers and admins on Pipedrive, from a first login to running the account
Format
Live online sessions on your own Pipedrive account; in person by arrangement
What is included
Screen-share configuration help, chat and email support, development reviews and a dedicated account manager
How much
Quoted per team after a short call; included in Launchpad

Three levels

Level 1

Pipedrive 101

For new users and teams new to Pipedrive
  • Leads, deals, people and organisations, and how they fit together
  • Working the pipeline: stages, activities, follow-ups and the mobile app
  • Email and calendar sync, templates and notes
  • The habits that keep the data clean
Level 2

Advanced

For sales teams and managers who already use it
  • Automations and workflow: what to automate and what to leave alone
  • Filters, views and reports that answer real questions
  • Insights dashboards, forecasting and goals
  • Managing a team's pipeline without micro-managing it
Level 3

Admin

For the person who runs the account
  • Users, permissions and visibility groups
  • Fields, pipelines and templates: change without breaking things
  • Integrations, the marketplace and the API basics
  • Data hygiene: duplicates, imports, exports and clean-up

Why training is the step that decides adoption

In Validity's 2025 State of CRM Data Management report, 76% of CRM users and admins across the US, UK and Australia said less than half of their organisation's CRM data is accurate and complete. That is not a software problem; it is a habits problem. Training tailored to your set-up, reinforced by guides that live inside Pipedrive, is how the habits change.

Tailored, not generic

Sessions run on your own account, your pipelines and your fields, so what people learn on Tuesday is what they do on Wednesday.

Kept inside Pipedrive

The Evolve Pipedrive Sidekick puts the guides, SOPs and process rules where the team works, so training does not evaporate after a fortnight.

Backed up afterwards

Chat and email support, development reviews and a dedicated account manager through AfterCare, so questions get answered while the habit is forming.

Training questions, answered

Is the training tailored to our set-up?

Yes. Every session runs on your own Pipedrive account using your pipelines, fields and automations, not a demo account.

Is training included in a Launchpad implementation?

Yes. Up-skilling the team is step four of Launchpad, with sessions tailored to board level, managers and users.

Can we get training without an implementation?

Yes. Teams already on Pipedrive book training on its own, or take it as part of an AfterCare plan.

Do you offer Pipedrive admin training?

Yes. The Admin level covers users, permissions, fields, pipelines, integrations and data hygiene for the person who runs the account.

What about new starters who join later?

The Sidekick keeps the guides inside Pipedrive for them, and AfterCare clients can add onboarding sessions from their monthly hours.

Where does training take place?

Online by default, on screen-share, so remote and office-based teams get the same session. In person in the UK by arrangement.

Updated September 2026.

Get the team using Pipedrive properly

Tell us who needs training and what they struggle with. We will suggest the right levels and quote for the team.

Book a 30-minute call