We configure Pipedrive around how you actually sell — not around a generic template. You get a trained team, clean data, and automations running from day one.
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Most companies that sign up for Pipedrive never get it properly configured. The result is a CRM that no one trusts — and a pipeline that lives in someone's head instead.
Deals tracked in spreadsheets, inboxes, or sticky notes. Nothing is visible to the whole team.
No reminders, no follow-up structure, no clear ownership. Opportunities disappear quietly.
You signed up, added some contacts, and moved on. The real setup never happened.
The process
We start with a discovery call to understand your sales process. Then we build Pipedrive around it — not around what a template suggests.
We learn how you sell, who your customers are, what tools you use, and where the current process breaks down.
We build your pipelines, stages, custom fields, and user permissions based on your process — not a default template.
Email, calendar, automations, and connected tools are set up and tested. Repetitive manual work gets eliminated.
Your existing contacts, companies, and deals are migrated cleanly. Nothing gets left behind or duplicated.
We walk your team through the system live. Everyone knows what to do from day one — no guesswork.
You receive a written setup guide and monthly support hours so the system keeps working as your process evolves.
Pricing
Fixed price, fixed scope. You know exactly what you're getting before we start.
Automation library
Every package includes automations from our library. A few examples below — the full list covers deal management, lead routing, email sequences, reporting, and data sync.
What you leave with
Every engagement ends with a complete handover. Not just a configured tool — a working sales system your team understands.
Pipelines, stages, fields, and permissions built around how you sell — not a default template.
Repetitive tasks your team currently handles manually are eliminated. Leads, follow-ups, notifications — automated.
Your existing contacts, companies, and deals are imported cleanly. No duplicates, no missing records.
Your team learns the system live, with your real data. Everyone knows what to do from day one.
A documented guide to your Pipedrive setup. Nothing depends on institutional memory.
Every package includes monthly support hours. As your process evolves, so does the system.
Sales processes change. Teams grow. New integrations get added. Every package includes a monthly allocation to handle those adjustments — without extra invoices for small things.
Choose a package| Package | Monthly hours | Typical use |
|---|---|---|
| Base Camp from €1,800 | 1 hr | 1 small change or check-in per month |
| Ascent from €3,200 | 2 hrs | Automation update, user changes, minor tweaks |
| Summit from €5,500 | 4 hrs | Ongoing optimisation, new automations, quarterly call |
Hours do not roll over. Additional hours available at standard rates.
We'll start with a short call to understand your sales process. No commitment required.
Book a discovery call