Ideal for existing Pipedrive users who want to improve efficiency and get more out of the platform.
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– CRM Admin Support: User setup, permissions, troubleshooting, updates.
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– Custom Reports: Dashboards, KPIs, and Databox integration.

– Zapier Automations: Build, monitor, and optimize key workflows.

– Pipedrive Automations: Email triggers, follow-ups, and task flows.

– Custom Fields: Setup, cleanup, and import mapping.

– Team Training: Live sessions, onboarding, and platform Q&A.

– Integrations: Connect with JustCall, Databox, Zapier, and more.

Best for teams new to Pipedrive, looking to get everything right from the start.

– 10 hours of our expert work.
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– Discovery: Gather business requirements to tailor your setup.

– Data Prep & Import: Clean and structure data, then import contacts, orgs, deals, etc.

– Setup Pipedrive: Pipelines (up to 5), custom fields (up to 20), activity types, lost deals reasons, currencies (up to 15).

– Access Management: Set up 3 role-based permission levels.

– Customization: Filters (4), dashboards (2), reports (4), automations (6).

– Integrations: Set up 2 Zapier/Make connections with your tools.

– Testing & Handoff: Full system testing + final review.

– Live Training: Final walkthrough to train your team.