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Pipedrive is an Estonian-American CRM system designed by sales professionals for sales professionals. The basic functionality allows you to visualize the sales funnel, set up automation and generate reports. It also integrates with over 350 other services, including shipping, banks, phone, messaging, and analytics.
We follow a typical 5-step process with our clients before starting a project:
Discuss the current situation and goals
Choose and demonstraterelevant tools
Create a personalized offer
Agree on a work plan
Sign a contract
Customized solutionП
An implementation project with an atypical scope of work on CRM setup.
Batch implementationп
Typical system setup where the list of actions, execution time, and cost are known in advance.
Where Do We Start?
We follow a typical 5-step process with our clients before starting a project:
Discuss the current situation and goals
Choose and demonstraterelevant tools
Create a personalized offer
Agree on a work plan
Sign a contract
Customized solutionП
An implementation project with an atypical scope of work on CRM setup.
Batch implementationп
Typical system setup where the list of actions, execution time, and cost are known in advance.
Certificates
The excellence of our employees' skills is confirmed by the following awards:
Pipedrive Solution Provider - SALES
Pipedrive Solution Provider – IMPLEMENTATION
Certificates
The excellence of our employees' skills is confirmed by the following awards:
Pipedrive Solution Provider - SALES
Pipedrive Solution Provider – IMPLEMENTATION
How is Pipedrive different from other CRM systems like HubSpot, Salesforce, or Zoho?
Can Pipedrive be used by small and medium businesses?
What integrations does Pipedrive support?
Pipedrive supports over 300 integrations with various services through the Pipedrive Marketplace, helping to automate customer-related tasks and improve business processes. Additionally, the Pipedrive Marketplace offers hundreds of pre-built solutions for business process automation that can be easily connected without deep technical knowledge. If a unique integration is needed, we can assist in setting it up and adapting it to your tasks.
MAIN INTEGRATION CATEGORIES INCLUDE:● Email & Communication: Gmail, Outlook, Slack.● Telephony & VoIP: Aircall, RingCentral, JustCall.● Marketing & Automation: Mailchimp, ActiveCampaign, Zapier.● Finance & Payments: QuickBooks, Xero, Stripe.● Project Management: Trello, Asana, Monday.com.● Chatbots & Support: Intercom, Zendesk, WhatsApp.
Can I customize the sales pipeline according to my needs?
YES, PIPEDRIVE ALLOWS FOR FLEXIBLE CUSTOMIZATION OF YOUR SALES PIPELINE:● Create your own deal stages.● Automate actions at each stage.● Use custom fields for additional information.● Analyze the performance of the pipeline via a custom reporting system.
How is the CRM Pipedrive implemented?
IMPLEMENTATION TAKES PLACE IN SEVERAL STAGES:● Needs analysis – identifying key tasks and processes.● Technical specification creation – documenting CRM structure, required integrations, automations, and workflows.● System setup – creating pipelines, integrating with other services.● Data migration – transferring contacts, deals, and communication history.● Testing & optimization – verifying functionality and making necessary adjustments.● Team training – familiarizing with features and best practices.
How long does it take to implement Pipedrive in a company?
How can I migrate data from another CRM system to Pipedrive?
Data can be migrated from any CRM system or Excel/Google Sheets, and more.
THERE ARE SEVERAL WAYS TO DO THIS:● CSV or XLS file – exporting data from the previous CRM and importing it into Pipedrive.● Automated transfer – using a specialized migration service like Import2.● API migration – used for complex cases when data needs to be transferred from custom software or when the data has a non-standard structure (e.g., transferring only part of the information, changing format, or merging multiple sources); standard solutions may not be suitable if they work on different principles.
If needed, we can handle the entire process: analyze your current data, prepare it for import, migrate it to Pipedrive, and test to ensure everything works correctly.
Is special preparation or team training required before starting work?
What technical support is provided to Pipedrive users?
Still have questions?
Olena Melnychuk
Chief Operating Officer
We work with you to find the best solution for the business challenges you face.
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