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Pipedrive Configuration to Drive Your Business Growth

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 Configuration Plans

Choose Your Path to CRM Success

Tailor Your CRM to Perfection with Pipedrive Configuration
Jumpstart your CRM journey with our Pipedrive configuration plans. Choose from Starter, Comprehensive, or Bespoke to fit your business size and needs, ensuring your CRM aligns perfectly with your sales process and growth ambitions.

Starter

£1,150

 
What's included:
  • Business/ Process Scoping
  • Account Setup
  • Initial User Activation
  • Admin User Configuration/ Training
  • Pipeline Configuration

  • Internal Automation

  • Email Template Setup

  • Project Managed

Comprehensive

£3,250

What's included:
  • All of Starter Plan +
  • Additional Automations
  • Additional Email Templates
  • Additional Pipeline Configuration
  • User Permissions/ Visibility Groups

  • Custom Pipedrive Reports

  • Shared Analytics Dashboard
  • Advanced Custom Field Setup
  • Pipedrive Scheduler
  • Comprehensive Training Sessions

  • Project Managed

Bespoke

Get a Quote

What's included:
  • All of Comprehensive +
  • Third-party Integrations
  • Bespoke Reporting/ Analytics
  • Custom Solution Building

Enhance Your Pipedrive Experience with Add-On Packs

Supercharge your Pipedrive CRM with specialised Add-On Packs. Whether it's Forms, Live Chat, ChatBot, Prospector, Campaigns, or Smart Docs, each pack includes an intro session, custom configurations, and a follow-up to maximise your CRM's potential.

Forms

£300 exc VAT

What's Included:
  • Seamlessly integrate your website forms with Pipedrive to produce more leads.

Live Chat

£270 exc VAT

What's included:
  • Convert more of your web visitors by engaging them whilst they’re on your website.

Chat Bot

£270 exc VAT

What's included:
  • Engage web-vistors hands-free with your very own website chat bot. 

Prospector

£50 exc VAT

What's included:
  • Target key accounts with Pipedrive Prospector and find more leads.

Campaigns

£400 exc VAT

What's included:
  • Create stunning email campaigns that resonate with your target audience.

SmartDocs

£450 exc VAT

What's included:
  • Increase operational efficiency and appear more professional.

Custom Configuration Bundles for Focused Enhancements

Need specific enhancements? Our Configuration Bundles offer targeted improvements. From Automation setups to Email Templates and Reports, choose the exact configurations you need to streamline and elevate your CRM capabilities.

Automation

£630 exc VAT

What's included:
  • Get automating with this bumper automations pack. Includes a consultation session and bespoke automations. 

Email Templates

£360 exc VAT

What's included:
  • Save time with this email template pack. We’ll configure your email templates and install them on Pipedrive.  

Campaigns

£540 exc VAT

What's included:
  • Get marketing with these bespoke campaign templates. Customised with your own brand identity. 

Scheduler

£270 exc VAT

What's included:
  • Give your team a boost with fully configured meeting scheduling. Say goodbye to endless emails.

Reports & Analytics

£600 exc VAT

What's included:
  • All of the data you need is at your fingertips. Monitor your teams' performance and set goals.

Missing Something?

Want a customised service?

Looking for a personalised configuration?
  • Had something else in mind? Get in touch as we’d love to discuss it with you...

Empower Your Team with Pipedrive Training Courses

Equip your team with the knowledge to succeed. Our training courses, ranging from Basic to Advanced Pipedrive usage, cover everything from Campaigns to SmartDocs, ensuring your team can leverage Pipedrive to its fullest potential, entirely on their own.

Basic

£200 exc VAT

What's included:
  • An introduction to Pipedrive. Designed for those who haven’t used this CRM before. 

Advanced

£200 exc VAT

What's included:
  • An introduction to the advanced features available in Pipedrive.

Campaigns

£200 exc VAT

What's included:
  • Learn how to produce stunning email campaigns and masterfully segment your audience. 

SmartDocs

£200 exc VAT

What's included:
  • Learn how to produce professional smart documents for efficient signing and collection.

Email Templates

£200 exc VAT

What's included:
  • Learn how to produce effective email templates which save time and increase response rates.

Chat Bot

£200 exc VAT

What's included:
  • Discover how to configure your own Pipedrive Chat Bot for your website. Engage away!

Live Chat

£200 exc VAT

What's included:
  • Learn how to design your own live chat and engage with your clients whilst they’re on your site.

Prospector

£50 exc VAT

What's included:
  • A quick course on building client profiles and targeting key accounts using Prospector. Let’s find some leads.

Automation

£200 exc VAT

What's included:
  • Everything you need to know about creating automations inside Pipedrive. Start saving time now!