We’ve got some exciting news to share with you – Spark Interact has officially become a Pipedrive partner, and honestly, it’s been a game-changer for how we manage our sales and client relationships.

Read Pipedrive Article here.

Let me take you back to where it all started. Back in 2018, we were using WorkflowMax (you know, that cloud-based software that Xero developed), and whilst it helped with some operational tasks, we were missing something crucial – a proper view of our entire sales pipeline. As our Marketing Technology Specialist Mackey puts it, “enquiries were being handled rather than systematically nurtured.”

That’s when we knew we needed something better.

The Search for the Right Solution

We weren’t just looking for any CRM system. We needed an integrated platform that could help our sales team manage both inbound and outbound leads, automate those repetitive tasks that eat up so much time, and provide solid reporting for forecasting and coaching.

When we first saw Pipedrive, what struck us immediately was how refreshingly simple and intuitive the visual interface looked. No complex menus or confusing workflows – just clean, straightforward design that made sense from day one.

The migration was surprisingly effortless. All our data was live in the new system within hours, we were fully operational within days, and the team was celebrating early wins within weeks. No external integrators needed – it just worked.

Beyond Just a CRM

What really sets Pipedrive apart is how everything integrates seamlessly. Their Campaigns tool lets our sales team create, send, and track email campaigns all from one place. No more jumping between different platforms or losing track of conversations.

The AI-powered Sales Assistant has become like having an extra team member who never sleeps. It monitors user activity and delivers real-time insights, personalised recommendations, and timely notifications. The more we use it, the smarter it gets at prioritising the most relevant tasks and leads.

Mackey describes Pipedrive’s custom dashboards as a “game-changer”, and he’s spot on. We can track email volume, texts, and other core activities in real time, giving management a clear view of performance trends. The built-in workflows automate repetitive steps, keeping prospects engaged whilst our team focuses on higher-value conversations.

Customising for Our Consultative Approach

We’ve tailored Pipedrive to match how we actually work. We’ve added custom fields like Lead Source (to capture the originating channel or campaign), Type of Enquiry (to distinguish inbound from outbound), and Landing Page URL (noting the first page a visitor landed on before conversion).

On the sales side, we’ve customised the default pipeline to reflect our consultative approach with new stages like Discovery Call Booked, Proposal Sent, Verbal Yes, and Contract Signed. Every deal now moves through clearly defined checkpoints.

Why This Partnership Matters

“With marketing and sales data housed in one place, the team gains a clear view of which content truly moves prospects, allowing them to refine strategy in real time and convert interest into long-term client relationships,” says Mackey.

This partnership isn’t just about having better tools – it’s about having a system that grows with us. Pipedrive’s constant innovation, particularly their AI-driven automations, helps us stay ahead of the competition whilst maintaining that personal touch our clients value.

As Mackey puts it: “Thanks to Pipedrive, our pipeline has been transformed from a loose collection of opportunities into a data-driven revenue engine.”

What This Means for Our Clients

For our clients, this partnership means even better service delivery. With streamlined processes, better data insights, and automated workflows, we can focus more time on what matters most – creating exceptional digital experiences and driving real business growth.

The partnership also means we’re working with tools that match our philosophy: cutting-edge technology that improves efficiency whilst maintaining the human element that makes great client relationships.

Looking Forward

We’re excited about what this partnership means for the future. With Pipedrive’s intuitive pipeline, seamless integrations, and constant innovation, we’re better positioned than ever to help our clients achieve their digital goals.

If you’re curious about how we’re using technology to deliver better results for our clients, or if you’d like to learn more about our approach to digital marketing and web development, we’d love to have a chat. After all, with our new streamlined processes, we’ve got more time than ever to focus on what we do best – helping businesses grow online.

Want to see how we can help transform your digital presence? Get in touch with our team today.