Visual pipeline, deals, activities, Smart Docs, automations, leads inbox, reports.
Before starting, we run a 1-minute tech check — microphone, ambient noise, connection. If your setup isn't good enough, the test is fully refunded.
Show in 15 minutes that you actually know Pipedrive — pipelines, automations, Smart Docs, and integrations — not just a checkbox on your LinkedIn profile.
The Plume Pipedrive badge certifies your hands-on mastery of the CRM most widely adopted by SMB and scale-up sales teams. Over 15 minutes, an AI examiner (OpenAI Realtime) asks you spoken questions about your real-world usage: how you design multi-stage pipelines, configure automations triggered by stage changes, use the Leads Inbox to qualify inbound prospects before promoting them to deals, and build Smart Docs with dynamic fields and e-signature. This is not a multiple-choice quiz — the AI follows up, digs into your examples, and spots vague answers.
What makes this badge credible is that it cannot be faked. Anyone can tick "Pipedrive" on LinkedIn. Here, you need to walk through real use cases, justify your configuration choices, compare native integrations to Zapier/Make connectors, explain when the Pipedrive REST API is the right call, and honestly say when you'd recommend HubSpot or Attio instead. The transcript is then scored by Claude Opus, which produces a 0-to-100 score and a level: Novice, Proficient, Advanced, or Expert.
This badge is built for sales reps, ops professionals, CRM consultants, and founders who use Pipedrive daily and want an objective signal to show for it — during a job search, a freelance pitch, a tender response, or an internal skills review. It's equally valuable for revenue ops who configure Pipedrive for entire teams and want to prove the depth of their setup and integration expertise.
Here are the concrete dimensions the AI examines during the 15-minute oral.
Defining meaningful pipeline stages, setting required fields per stage, managing multiple parallel pipelines, and migrating existing deals without losing activity history or deal data.
Building multi-step automations triggered by stage changes, deal creation, or completed activities, with conditions, delays, and chained actions like emails, field updates, or activity creation.
Using the Leads Inbox to centralise inbound prospects, applying qualification filters, and setting up a conversion workflow before promoting leads to deals with the right scoring criteria.
Creating proposal and contract templates with dynamic fields linked to deal or organisation data, enabling e-signature, and tracking document opens to prioritise follow-ups.
Connecting Pipedrive to Gmail/Outlook, marketing tools, billing software, and Slack — and choosing the right approach: native integration, Zapier/Make connector, or Pipedrive REST API.
Building custom dashboards in Pipedrive Insights, tracking stage-by-stage conversion rates, deal velocity, rep activity, and revenue forecasts to inform sales decisions.
Using the AI Sales Assistant for activity recommendations, assessing what Campaigns by Pipedrive actually delivers, and comparing Pipedrive's recent roadmap against what HubSpot, Salesforce, and Attio offer.
Knowing when Pipedrive is the right fit and when its constraints — limited enterprise customisation, basic account hierarchy, reporting depth — make a different CRM the better recommendation.
Final scoring is performed by Claude (Anthropic), which reads back the full transcript and applies this weighted criteria grid.
Depth of knowledge across pipelines, deals, activities, Leads Inbox, Smart Docs, and basic automations. The candidate cites specific settings, expected behaviours, and known limitations of each feature.
Ability to build multi-condition automations with delays and chained actions, and to avoid common pitfalls such as infinite loops, mis-ordered conditions, or duplicate deal creation.
Knowledge of native integrations and the reasoning behind architecture choices — native vs Zapier/Make vs API — based on data volume, flow direction, and transformation requirements.
Quality of recommendations: when to advocate for Pipedrive, when to suggest an alternative, how to justify pipeline design decisions, and how Insights data informs sales strategy.
Ability to narrate concrete use cases in a structured way — context, action, outcome — without vague claims or jargon. Fluency in the oral and precision of business examples are assessed.
A Plume session takes about 20 minutes, from tech check to badge delivery.
Before the exam starts, Plume checks that your mic is working and your connection is stable. The Pipedrive oral is entirely voice-based — no screen sharing, no slides, just you talking through your experience.
The AI invites you to introduce yourself briefly and describe your most recent or most complex Pipedrive use case: the type of business, the size of the pipeline, and your role in setting it up or administering it.
The AI examiner works through your real practices: pipeline restructuring, advanced automations, Leads Inbox workflows, Smart Docs usage, stack integrations, Insights dashboards, and Pipedrive's positioning versus competitors. It follows up on your examples to test the depth of your knowledge.
The AI asks a broader positioning question — in which context you'd advise against Pipedrive, or which recent product evolution (AI Sales Assistant, new Insights, Campaigns...) has genuinely changed how you work and why.
Claude Opus analyses the transcript and delivers your 0-to-100 score, your level (Novice to Expert), a detailed per-criterion report, and the shareable link to your Pipedrive badge.
Your score out of 100 translates into a level a recruiter can grasp at a glance.
You use Pipedrive to log deals and track activities on a default pipeline, but you rely on someone else for advanced settings. You haven't set up automations or Smart Docs yet, and you work mostly in the standard view without customising fields or stages.
You can create and customise pipelines with tailored stages and custom fields, you've built simple automations such as automatic follow-up tasks or email sends, and you use filters and list views to manage your pipeline effectively day-to-day.
You build multi-condition automations, use Smart Docs with dynamic fields for proposals and contracts, connect Pipedrive to your stack via native integrations or Zapier/Make, and produce custom Insights dashboards to track team performance and deal velocity.
You administer Pipedrive for complex teams, use the REST API for custom integrations, optimise deal velocity through Insights data, leverage the AI Sales Assistant, train other users, and know precisely when Pipedrive's limits call for recommending HubSpot, Salesforce, or Attio instead.
No degree or years of experience required to take the badge. Here are the profiles it makes the most sense for.
You manage your pipeline in Pipedrive every day and want to prove to your manager or a future employer that you go way beyond logging deals and updating stages.
You configure Pipedrive for entire sales teams — pipelines, permissions, automations, integrations — and need an objective signal that validates this architectural and operational work.
You sell Pipedrive deployment or redesign projects to clients and a certified badge strengthens your credibility during tender responses or early sales conversations.
You chose Pipedrive to structure your startup's sales process and want to show investors or future ops hires that you genuinely know how to get the most out of it.
You taught yourself Pipedrive or learned it through a training programme and you need a concrete, verifiable proof to stand out against candidates with no certified experience.
Where and how your Pipedrive badge will help you day to day.
You're applying for an Account Executive role at a scale-up that runs on Pipedrive. Your Advanced badge with a score of 78/100 gives the hiring manager confidence you'll be productive from day one, no internal training required.
A client asks you to redesign their Pipedrive pipeline and set up automated follow-up sequences. Your Expert badge backs up your quote and justifies your day rate to a non-technical stakeholder.
Your agency is pitching a Pipedrive deployment project for an SME client. The certified badges on your team's profiles strengthen your credentials and differentiate your proposal from competing agencies.
You're hiring a Revenue Ops for your team and use the Pipedrive badge as an objective screening step — candidates complete the oral before the HR interview, saving everyone time.
Your eight-person sales team uses Pipedrive inconsistently. You ask everyone to take the badge to identify gaps, align practices, and target training where it's actually needed.
You add your Pipedrive badge link to your Malt or LinkedIn profile. Prospects see your score and level before the first call, cutting down on back-and-forth qualification.
A few minutes to check you have everything you need.
At the end of your session you don't just get a score — here's everything that awaits you.
You get a precise score out of 100 and an official level (Novice to Expert) that reflects your real Pipedrive mastery across pipelines, automations, Smart Docs, and integrations.
Claude Opus delivers structured feedback on each of the 5 evaluation criteria so you know exactly where your Pipedrive skills shine and where to focus next.
The recording of your 15-minute oral is stored securely and accessible only by you. Replay it to prep for an interview or track your improvement over time.
A unique public link displays your score, level, and certification date. Add it to your LinkedIn, CV, or prospecting email in seconds.
Discover related skills you can validate with Plume.
A 15-min oral exam with an AI, a shareable badge for your recruiters.
Choose this badge · €19.99
