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Pipedrive Implementation

Are you struggling with a Pipedrive CRM that feels like a maze?

At Flowbird, we turn these pitfalls into pathways for success. Our Pipedrive services bring order to chaos, tracking leads, smoothing deals, and maximising customer interactions.

Let us transform your approach to CRM, and help drive business growth.

Our Pipedrive Implementation Plans

We aim to help you get your Pipedrive fully set up and operational.

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Starter

Ideal for individuals or small teams needing fast setup

£
1,250

Starter Includes

  • CRM Strategy Session
  • Business/Process Scoping Session
  • Process Mapping Session
  • Account Set Up
  • Initial User Invitations
  • Pipeline Configuration
  • Custom Field Configuration
  • Internal Automation
  • Bespoke Email Templates
  • Admin User Training Session
  • Project Managed Implementation
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Recommended

Comprehensive

A more intricate configuration of Pipedrive and it's features

£
3,450

Comprehensive Includes

  • Everything in Starter
  • Strategic Implementation Setting
  • Additional Automation
  • Additional Bespoke Email Templates
  • User Permissions / Visibility Groups
  • Advanced Custom Field Setup
  • Pipedrive Scheduler
  • Comprehensive Training Sessions
  • Custom Dashboards & Reports
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Bespoke

Tailored configuration specifically for your business needs

On Request

Bespoke Includes

  • Everything in Comprehensive
  • Third-party Integrations
  • Bespoke Reporting / Analytics
  • Multiple Dashboards Custom Solution Building
  • Advanced Training
  • CRM Data Migration
  • Add-ons available at additional cost
  • Ongoing Support
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Let Us Help Enhance Your Pipedrive Experience

Explore our add-ons, configuration bundles, and our training & support packs

 

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Add-ons

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Configuration 

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Training & Support

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Add-Ons:

Forms

£
300 exc VAT

What's Included:

  • Custom Scoping Session Set your form objectives
  • Tailored Form Creation Receive 2x custom forms
  • Practical Training Learn to manage and deploy your new forms effectively
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Live Chat

£
300 exc VAT

What's Included:

  • Custom Scoping Session Define goals and strategy
  • Live Chat Playbook Receive 1x custom playbook
  • Practical Training Master live chat deployment and management
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ChatBot

£
300 exc VAT

What's Included:

  • Custom Scoping Session Define goals and framework
  • ChatBot Playbook Receive 1x chatbot playbook
  • Practical Training Learn to effectively operate and utilise your chatbot
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Prospector

£
50 exc VAT

What's Included:

  • Introduction Session Understand how Prospector can boost lead generation
  • Optimise Prospector Learn best practices for effective prospecting
  • Practical Training Master the use of Prospector to maximise results
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Campaigns

£
400 exc VAT

What's Included:

  • Custom Scoping Session Define campaign objectives
  • Campaign Templates Receive 3x bespoke campaign templates
  • Practical Training Acquire the expertise to initiate and oversee successful campaigns
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Smart Docs

£
500 exc VAT

What's Included:

  • Custom Scoping Session Define your documents' goals and aims
  • SmartDoc Templates Get 2 x customised, tailor-made templates
  • Practical Training We'll help you learn to manage and use your smart documents
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Configuration Bundles:

Automations

£
700 exc VAT

What's Included:

  • Custom Scoping Session Define your automation needs and goals
  • Automation Configuration 10 x custom automations built and tested in Pipedrive
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Email Templates

£
400 exc VAT

What's Included:

  • Custom Scoping Session Discuss and define desired standard email templates
  • Email Templates 10 x fully configured email templates with merge fields
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Campaigns

£
600 exc VAT

What's Included:

  • Custom Scoping Session Outline specific needs for campaign templates
  • Campaign Templates 5 x bespoke campaign templates to get you started
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Scheduler

£
300 exc VAT

What's Included:

  • Custom Scoping Session Define scheduling needs for individuals or teams
  • Scheduler Configuration We'll create 10 x custom schedules configured in Pipedrive for you
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Reports & Dashboards

£
600 exc VAT

What's Included:

  • Custom Scoping Session Determine your reporting needs and objectives
  • Report Setup 10x custom reports and up to 3x dashboards configured in Pipedrive
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Missing Something?

£
On Request

Want a customised service?

  • Looking for a more personalised configuration tailor-made for your business?
  • Get in touch We'd love to discuss your Pipedrive needs with you.
Get In Touch

 

Training & Support Packs:

Core

Once you've used 80% of your current pack, we'll send an invoice for your next one.
£
440 exc VAT

What's Included:

  • 4 Hours Added to your Flowbird Training & Support Budget
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Pro

Once you've used 80% of your current pack, we'll send an invoice for your next one.
£
600 exc VAT

What's Included:

  • 6 Hours Added to your Flowbird Training & Support Budget
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Teams

Once you've used 80% of your current pack, we'll send an invoice for your next one.
£
760 exc VAT

What's Included:

  • 8 Hours Added to your Flowbird Training & Support Budget
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Business

Once you've used 80% of your current pack, we'll send an invoice for your next one.
£
900 exc VAT

What's Included:

  • 10 Hours Added to your Flowbird Training & Support Budget
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Get in touch today

Need help with your CRM systems? Whether you're new to the world of CRM, or already using one for your business, we help companies at every stage in their journey!

Book a discovery call or send us an email, we're here to help

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