Pipedrive setup
We set up Pipedrive lean and clear, so your sales team keeps every deal in view and no follow-up slips through.
The problem
Your sales team works from spreadsheets, sticky notes and personal inboxes. Only the individual knows who spoke to which customer and when – and knowledge disappears whenever someone is on holiday or off sick.
What is included
- Pipelines and deal stages based on your sales process
- Custom fields and filters
- Email and calendar sync
- Web forms and lead intake
- Automations for tasks and reminders
- Import of existing contacts and deals
What you get
- Configured Pipedrive account
- Imported and cleaned data
- Pipeline logic documentation
- Training for the sales team
Process
How it works
- 01
Clarify the sales process
We discuss the steps a deal goes through and what needs to be recorded.
- 02
Set up
Pipelines, fields and automations are configured and email and calendar connected.
- 03
Migrate data
Existing contacts and open deals are imported and checked.
- 04
Training
Your team gets a hands-on session and a short reference guide.
FAQ
Questions about this service
Why Pipedrive rather than HubSpot?
Pipedrive is leaner and quicker to roll out – ideal for teams that mainly track deals. If you need a lot of marketing automation, HubSpot may fit better. We'll give you an honest recommendation.
Can Pipedrive connect to other tools?
Yes, through native integrations as well as Zapier or Make.com – for example with accounting, your newsletter tool or website forms.
How long does onboarding take?
Most teams understand the basics after a short training session. We also provide a quick-reference guide for daily use.
CRM & Leads
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Intro call
Pipedrive setup – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.