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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, driving business growth.

Pipedrive Elite Partner

Our Pipedrive Implementation Plans

Our goal is to assist you in getting Pipedrive fully set up and operational.

Starter

Ideal for individuals or small teams needing fast setup

£1,150

Starter Includes:

 Business / Process Scoping

Account Setup

 Initial User Activation

 Admin User Configuration Training

 Pipeline Configuration

 Internal Automation

 Email Template Setup

 Project Manager

Comprehensive

A more intricate configuration of Pipedrive and it's features

£3,250

Comprehensive Includes:

 Everything in Starter 

More Complex Automations 

Additional Email Templates

 User Permissions / Visibility Groups

 Custom Dashboard / Reports

 Advanced Custom Field Setup

 Pipedrive Scheduler

 Comprehensive Training

Bespoke

Tailored configuration specifically for your business needs

Upon 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

Enhance Your Pipedrive Experience with our Add-Ons, Configuration Bundles and Training & Support Packs

Add-ons

Configuration 

Training & Support

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

Live Chat

£270 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

Chat Bot

£270 exc VAT

What's Included:

Custom Scoping Session: Define goals and framework

Chat Bot Playbook: Receive 1x chat bot playbook

Practical Training:  Learn to effectively operate and utilise your chat bot

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

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

SmartDocs

£450 exc VAT

What's Included:

Custom Scoping Session: Define your document's goals

SmartDoc Templates: Get 2x customised templates

Practical Training: Learn to manage and use your smart documents

Configuration Bundles:

Automations

£630 exc VAT

What's Included:

Custom Scoping Session: Define your automation needs and goals

Automation Configuration: 10x custom automation built and tested in Pipedrive

Email Templates

£360 exc VAT

What's Included:

Custom Scoping Session: Discuss and define desired standard email templates

Email Templates: 10x fully configured email templates with merge fields

Campaigns

£450 exc VAT

What's Included:

Custom Scoping Session: Outline specific needs for campaign templates

Campaign Templates: 5x bespoke campaign templates 

Scheduler

£270 exc VAT

What's Included:

Custom Scoping Session: Define scheduling needs for individuals or teams

Scheduler Configuration: 10x schedules configured in Pipedrive

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

Missing Something?

Upon Request

Want a customised service?

Looking for a more personalised configuration? 

Get in touch: We'd love to discuss your Pipedrive needs with you

Training & Support Packs:

Core

£220 exc VAT

What's Included:

2 Hours: Added to your Flowbird Support Budget

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

Pro

£400 exc VAT

What's Included:

4 Hours: Added to your Flowbird Support Budget

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

Teams

£570 exc VAT

What's Included:

6 Hours: Added to your Flowbird Support Budget

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

Business

£720 exc VAT

What's Included:

8 Hours: Added to your Flowbird Support Budget

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