Good morning, Canadian Pipedrivers. Are you a financial planner using Pipedrive? Or perhaps involved in the retail-end of financial services?

If so, I invite you to please reach out to me. 

A newer Pipedrive user would appreciate speaking with you, and learning about how you have set up Pipedrive, what challenges you face and how it helps your business. 

I will contribute a no-charge consultation to both parties if required.