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.
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
£1,250
Starter Includes:
Business / Process Scoping
Account Setup
Initial User Activation
Admin User Configuration Training
Pipeline Configuration
Internal Automation
Email Template Setup
Project Manager
Custom Field Setup
Comprehensive
£3,450
Comprehensive Includes:
Everything in Starter
Strategic Consultation
Additional 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
Ongoing Support
Enhance Your Pipedrive Experience with our Add-Ons, Configuration Bundles and Training & Support Packs
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
£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
Chat Bot
£300 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
£500 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
£700 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
£400 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
£600 exc VAT
What's Included:
Custom Scoping Session: Outline specific needs for campaign templates
Campaign Templates: 5x bespoke campaign templates
Scheduler
£300 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.