How Lowlander Beer used Pipedrive to streamline operations and reduce time to close by three-quarters

The challenge Lowlander Beer faced

Before implementing Pipedrive, Lowlander Beer managed sales across multiple disconnected Excel sheets. There was no central source of truth, and it was difficult to track performance, manage reps or follow up efficiently.

How Pipedrive provides a solution

Pipedrive enabled Lowlander Beer to centralize all sales activity, eliminate fragmented tracking systems and automate repetitive tasks. Using Smart Docs, the team replaced their DocuSign subscription and now manage contracts natively within the CRM. The Insights dashboard provides clarity, enabling weekly and quarterly reporting. Automations ensure that leads are followed up with automatically, minimizing the risk of missed opportunities.

Lowlander Beer’s unique use of Pipedrive

Lowlander’s workflows have been customized to support its industry-specific needs. Website inquiries are automatically captured in Pipedrive as deals, eliminating manual entry. Sales reps categorize accounts into bronze, silver and gold tiers, which enables the team to focus 80% of their time on high-potential leads.

Lowlander Beer also uses the CRM to track POS (point of sale) material deployment (e.g., fridges, coasters and glassware) per account.

Much of this customization was developed in collaboration with CRM Squirrel, helping Lowlander extend Pipedrive beyond standard CRM use to fit its sales strategy more precisely.

Lowlander Beer’s plans for the future

Looking ahead, Lowlander Beer plans to expand its onboarding automation by building structured post-sale steps such as account checks, training and menu updates. The team also intends to clean out outdated records and explore additional Pipedrive add-ons as operations grow.