1 Kickoff & account setup
We agree the focus of your trial, create your account and add your users so you can explore with confidence..
Pipedrive CRM trial
Start your Pipedrive trial with Flowbird
Spin up a Pipedrive trial the right way — with configuration, guidance and clean data habits from day one.
Definition
What is a guided Pipedrive trial?
A guided trial gives you full access to Pipedrive with Flowbird setting the basics: a clean pipeline, sensible fields, and must-have integrations. You get hands-on time with the CRM, minus the chaos.
We’ll tailor your trial to your sales motion so you can evaluate Pipedrive against real deals, not demos.
Why a guided trial matters
- Proves fit fast Run live deals through a pipeline configured to match your process — not a generic template.
- Reduces setup rework Name fields properly, keep data tidy and connect key tools from day one to avoid migrations later.
- Gives you partner support Ask questions, get best practice and make decisions with confidence.
Implementation
How we help you implement a trial
Simple steps, fast decisions. We focus on a usable pipeline, clean data and a few automations to prove value quickly.
2
Pipeline & essentials
We help you shape a simple pipeline and import a small, safe sample of your data so you can see deals moving through.
3
Light automation & review
We show a few examples of time-saving automations and review progress with you before you decide on next steps.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Confident pipeline & habits
- Trial account created, users added, permissions set.
- Pipeline stages and fields aligned to your sales motion.
- Email/calendar connected; sample data imported safely.
60
Automation & reporting basics
- Activity workflows live for hand-offs and follow-ups.
- Dashboards created for pipeline health and velocity.
- Feedback loop on friction and quick wins.
90
Scale or switch decision
- Clear go/no-go with costs, benefits and next steps.
- If green-lit: rollout plan, training and data guardrails.
- If not: export assets and close down cleanly.
Principles
Remember
- Outcome first — configure only what helps deals move.
- Data hygiene — tidy fields, simple stages, clear ownership.
- No lock-ins — prove value before you commit.
Trusted tooling
We work with your stack
Certified across the platforms you already use.
HubSpot 
Pipedrive 
Make 
HALO 
ActiveCampaign FAQ
Common questions
What do I need to start a trial?
Just a work email and 20–30 minutes. We’ll handle the account spin-up and basic configuration with you.
Can I bring my existing data?
Yes — we’ll import a small, safe sample to validate fields, stages and reports without risking data quality.
What happens after the trial?
If Pipedrive fits, we move to a light-touch rollout plan. If not, we close the trial cleanly and export what you need.
Ready to try Pipedrive the right way?
Start your trial with a partner who sets you up for success — not rework.