Pipedrive backup for agencies and consultants

The agency problem with Pipedrive data

Agencies touch client data constantly: imports, deduplication, workflow rebuilds, pipeline redesigns. Every one of those is a mass-edit operation on someone else's revenue data. When something breaks, the client doesn't call Pipedrive — they call you.

One dashboard, every client

The Team and Business plans are built for this: connect each client's Pipedrive account with read-only OAuth (their login, their consent, revocable by them at any time), and every client gets a daily snapshot with its own dated history. Team covers up to 5 company accounts; Business is unlimited.

Sell it as part of your retainer

• Before any migration or import — a same-day snapshot is your rollback plan.
• For client compliance — a dated, independent backup history is the answer when a customer's auditor asks "how do you recover CRM data?"
• At offboarding — hand the client a complete, readable archive of their account. It's a professional goodbye that protects everyone.

What it costs per client

On the Business plan (€99/month, unlimited accounts), an agency with ten clients pays under €10 per client per month — easy to fold into a retainer, and cheaper than one hour of emergency data reconstruction.