A case study.
Their team helps companies maximize their CRM investment by managing pipeline setup, custom fields, reporting, data backups, and support so sales teams can stay focused on closing deals rather than troubleshooting CRM issues.
As they worked with more Pipedrive clients, a recurring issue around reporting and metrics began to emerge.
Many of CRM Craft’s clients needed better visibility into their sales data. While Pipedrive’s built-in reporting offered some functionality, it didn’t support the specific metrics or delivery formats clients wanted. The alternative, using a full BI tool, was often too complex and time-consuming for most companies to set up and maintain.
CRM Craft CEO, Maxim Wright, explained that this left teams in an awkward in-between space. The native tools didn’t cut it, but upgrading to a heavier platform wasn’t realistic either.
“Customers want this specific report or metric, but it’s not available in Pipedrive. The BI option is too much to set up and too much to spend. So they’re kind of stuck in no-man’s land.”
Without an efficient solution, reporting often went underused or outdated. Dashboards would be set up and then forgotten. Team members needed to log into Pipedrive to access them—something many didn’t do regularly. Executives and other non-CRM users often had no access to metrics at all.
When CRM Craft discovered Sales Brief, it offered a practical answer to their clients’ problem. Rather than relying on dashboards, Sales Brief delivers sales metrics in a daily email directly to each user, giving teams visibility without asking them to change their habits or learn new tools.
Setup was minimal, and because the tool was designed for individual users, it aligned naturally with how CRM Craft’s clients already worked.
“It’s so simple that it made it almost a no-brainer to set up. You just select metrics and that’s it.”
Sales Brief allowed CRM Craft to offer an additional value-add for clients without requiring extra configuration time or process changes. It was simple enough to fit into their workflow, but impactful enough to make a difference in client engagement.
While CRM Craft is still in the early stages of rolling out Sales Brief more broadly, the team is already seeing signs of impact. Clients are staying more aligned around sales numbers without needing to check dashboards or request updates.
Wright noted that the real benefit is in the delivery model, bringing the data to the user, rather than expecting them to go look for it.
“The key thing is that it comes to you. It creates transparency without the stress of reporting.”
Sales Brief has also helped encourage ongoing engagement with CRM data, which CRM Craft anticipates will increase client interest in optimizing their Pipedrive setups and re-engaging with their consulting services.
Sales Brief’s strength lies in its simplicity. It fills a crucial gap for teams that need light, reliable, and consistent access to metrics. With a starting price point of $100 per month, it’s also easy for clients to justify and easy for CRM Craft to recommend.
For CRM consultants considering a similar partnership, Wright advises starting with your own team first:
“Use it on a daily basis. When you use it for your own sales process, you’ll realize that even though it’s a very simple tool, it’s actually very powerful.”
Sales Brief is a lightweight reporting tool that delivers daily sales metrics straight to your inbox. It helps sales teams stay aligned without logging into dashboards or managing complex reports.
Hop on a quick call with our sales metrics expert.