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CRM Setup

Pipedrive CRM Setup & Integration

Pipedrive is a sales-first CRM built to help teams close more deals. We configure it to match your sales process so your team spends less time on admin and more time selling.

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What we offer

  • Pipedrive account setup and user configuration
  • Custom pipeline and deal stage creation
  • Contact, organisation and deal field setup
  • Activity and task automation
  • Email sync and tracking configuration
  • Lead inbox and web form integration
  • Website integration and lead capture
  • Reporting dashboards and forecasting
  • Third-party tool integrations
  • Team training and onboarding

Why Pipedrive?

Pipedrive is one of the most intuitive CRMs available, its visual pipeline makes it easy for sales teams to track deals at a glance. It is ideal for businesses that live and breathe their sales process and want a CRM that gets out of the way and lets them focus on closing.

Ready to get started with Pipedrive?

Get in touch and we will configure Pipedrive to match your sales process.

Get a free quote