/ Pipedrive implementation

Pipedrive implementation
for sales teams

Pipedrive keeps every manager focused on the next action for each deal. We set up pipelines and automation for your process, connect email, website and telephony, and migrate your data.

View cases

The first call and demo are free.

  • from $1,500price
  • 2-4 weeksgo-live
  • in stageshow we work
/ When you need this

Typical situations

  • Deals sit without a next step and the manager finds out too late
  • Managers track clients in spreadsheets and personal notes
  • No sales forecast and no clear picture per manager
/ What is included

What you get

  1. Pipelines and stages

    Stages, probabilities, required fields and loss reasons for your process.

  2. Activities and reminders

    Every deal has a next step and overdue tasks are visible at once.

  3. Automation

    Auto-tasks, emails, owner and stage changes by rules.

  4. Email and calendar

    Email and meeting sync, templates and open tracking.

  5. Integrations

    Website forms, telephony, messengers, accounting, and any system with an API via n8n.

  6. Reports and forecast

    Conversion, deal velocity, plan versus actual per manager.

/ How the project runs

Approach

Four steps from the first call to launch. You accept each one separately.

  1. Intro call

    We go through your sales process and show a demo of a configured Pipedrive.

  2. Pipeline design

    We agree on stages, fields, activities and integrations in 2-3 days.

  3. Setup

    We build the system, connect the channels and migrate data. Usually 2-4 weeks.

  4. Launch and support

    We train the team and stay until every deal has a next step.

/ Pricing

Price

from $1,500

That covers implementation with a pipeline, automation, 2-3 integrations and training. The Pipedrive subscription is paid separately and the account is registered to your company.

We work in stages: each one has a clear scope and a visible result.

What affects the price

  1. Number of pipelines and managers
  2. Integrations with telephony, website and accounting
  3. Volume of data to migrate
/ Similar projects, with numbers

Cases

All cases →
AI Sales Bot SaaS / Sales

AI Sales Bot for Lead Qualification in SaaS

A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.

+55% demo rate increase
x2.4 qualified leads
Intercom GPT-4o HubSpot Calendly
Email Inbox Agent B2B / Logistics

AI Email Inbox Agent for Logistics Company

A logistics company received 200+ emails daily: inquiries, confirmations, complaints. We built an agent that reads, classifies, and replies to 80% of emails automatically.

80% auto-replied
-3 hr manager work / day
n8n Gmail API GPT-4o Airtable
SEO + Email B2B / IT Outsource

SEO-Driven Email System for IT Outsourcing Company

An outsourcing company wanted to generate leads via email without spamming. We built a system with automatic lead collection, personalized emails by industry and team size.

+62% open rate
18 leads in first month
Smartlead Clay GPT-4o Airtable
AI Support Agent E-commerce · Micromobility

AI Support Agent for an E-commerce Platform

A micromobility rental platform was drowning in thousands of repetitive tickets. We deployed an AI agent that processes tickets, resolves standard questions, and escalates complex cases to operators.

41.5% closed by bot
11 644 tickets processed
GPT-4o n8n Zendesk PostgreSQL
Email Automation B2B / Medical

AI Email Agent for Medical Equipment Manufacturer (DE)

A German medical equipment manufacturer could not scale their sales team. We built a personalized email sequence system with AI-generated copy tailored to each customer segment.

3x reply rate increase
2 wk to first result
Instantly GPT-4o Apollo n8n
Voice Agent B2C / Clinic

AI Voice Agent for Private Clinic Bookings

The clinic was losing up to 30% of patients due to busy phone lines during peak hours. We deployed a voice AI agent that answers calls 24/7, books appointments, and sends SMS confirmations.

-30% missed calls
94% successful bookings
ElevenLabs Bland.ai n8n Google Cal
Order Processing E-commerce / Fashion

AI Order Processing Agent for Fashion E-commerce

An online fashion store processed 400+ orders per day manually. We built an agent that automatically confirms orders, checks stock availability, updates statuses, and notifies customers.

-4 hr manual work / day
99.2% processing accuracy
n8n Shopify API GPT-4o Slack
/ FAQ

Questions

Who is Pipedrive best for?

Sales teams in B2B and services where the next step on each deal matters most. If you sell mostly through messengers, we compare it with Kommo.

Pipedrive or HubSpot?

Pipedrive is simpler and catches on faster in a small team. HubSpot is stronger in marketing and reporting. On the call we compare both against your process.

Can you connect an AI agent?

Yes, via the API: the agent qualifies leads, creates deals and logs the conversation summary in the record.

How long does implementation take?

Usually 2-4 weeks from pipeline design to launch. The first deals appear in Pipedrive within the first week.

/ Let’s start

The first call and demo are free

Tell us about your process and we will get back to you within a few hours to set up a call and demo.