No need to hire in-house, get a full CRM operations team at a fraction of the cost.
– User & data management
– Workflows & automations
– Dashboards & reporting
– Integrations & training
– Troubleshooting & account health
– Liaison with Pipedrive support
– Discovery call & process mapping
– Data cleanup & import
– Pipeline & field setup
– Company-wide settings (activities, currencies, permissions)
– Filters, dashboards & reports
– Automations & integrations
– Testing & rollout
– Team training
– Advanced permissions & user roles
– Custom fields optimization
– Complex workflows & automations
– Advanced dashboards & BI reporting
– Email/calendar integrations
– Third-party connections (Zapier, Make, native)
– Ongoing integration monitoring
3 hours of customization service
$450
10 hours of customization service
$1250