Pipedrive CRM Implementation
Simple, Effective Sales Pipeline Management
Stop fighting a CRM you're not using right. As certified Pipedrive Partner, we deploy Deals, Leads Inbox, Contacts and Workflow Automations for your business. We build your Pipedrive data model, pipelines, triggers and dashboards so you capture every lead, close more deals and grow without the chaos.
🎉 As official Pipedrive partner, we offer an exclusive 30-day free trial instead of the standard 14 days.
What We Do
- 1Implement & Migrate Your CRMWe deploy Pipedrive's visual pipelines, Deals, Leads Inbox, and Smart Contact Data. We migrate spreadsheets or legacy CRMs so every contact, deal, and activity lands in one source of truth.
- 2License Selection & ValidationWe audit your growth plans. We pick the right Pipedrive plan and add-ons to match your deal volume and automation needs.
- 3Process Mapping & AutomationWe document your current sales and lead flow. We fix broken handoffs and automate sequences in Pipedrive's workflow builder.
- 4Team Training & EnablementWe run hands-on workshops. We deliver simple playbooks so your reps own Pipedrive from day one.
- 5Reporting SetupWe build custom dashboards for pipeline velocity, win rates, goal tracking and revenue forecasts so you know exactly where to focus.
- 6System IntegrationsWe connect Pipedrive to 300+ apps like Zoom, Google Meet, Slack, Asana, QuickBooks or Apollo. We can also use the Pipedrive API to build custom integrations tailored to your stack.
Your Toughest CRM Challenges
No CRM or Misconfigured System
You're stuck in spreadsheets or a half-built CRM. Data lives everywhere and nowhere. We Fix It: We clean, model and import your records into Pipedrive so you start with reliable data.
Leads Falling Through the Cracks
You can't track sources or follow-ups. Unqualified leads waste reps' time. We Fix It: We set up Leads Inbox, LeadBooster forms, and chatbots, plus automated scoring and routing so every lead gets actioned.
Undefined Sales Process
Deals stall in limbo. Roles, stages and handoffs are unclear. We Fix It: We design precise SDR→AE handoffs, build custom pipelines and enforce playbooks to eliminate every gap.
Blind Spots in Performance
Your dashboards don't match reality. No one trusts the numbers. You can't optimize what you can't measure. We Fix It: We deliver one source of truth with live metrics on deal age, forecast accuracy and rep activity so you know exactly where to focus.
Why Pipedrive
- 100,000+ Companies Trust PipedriveFrom startups to Enterprises, Pipedrive powers over 100,000 sales teams worldwide.
- Sell more with PipedriveWith Pipedrive processing roughly 100 million deals every year, you have a proven engine to handle your deal flow and close more at scale.
- Built-in Lead InboxPrequalify and route new leads in one place. No more lost opportunities.
- Workflow Automations Day OneAutomate task creation, follow-ups and field updates without code.
- Intuitive InterfaceYour team will adopt Pipedrive in hours, not weeks.
- Scales With YouFrom 1 rep to 200+, Pipedrive grows as you grow.
- Real-Time ReportingCustom dashboards for pipeline velocity, revenue forecasts and conversion metrics.
Why Choose Heveli
- Practitioner-LedWe implemented Pipedrive in a $80M ARR and $15M ARR B2B SaaS companies and automated hundreds of workflows, so we know exactly what works.
- Certified PartnersAs an official Pipedrive Partner, we follow Pipedrive's best practices, optimizing your pipelines, automations, and integrations for maximum ROI and zero blind spots.
- Adoption-First RolloutWe embed change management into the project. We train your whole team so you hit 100% usage fast.
Our Approach & What to Expect
- 1Discovery AuditWe dive into your current state to pinpoint exactly what's broken, and what's working. Map your workflows to uncover gaps in lead management, funnel stages and data integration. Audit your CRM setup or lack thereof, identify missing pipelines, misaligned stages or poor data hygiene.
- 2Build & ConfigureWe architect and deploy your Pipedrive instance to match your market and how you sell. Design the right pipelines, deal stages and properties so every lead flows predictably through your funnel. Set up automated sequences, lead routing, task reminders, nurture workflows, and connect third-party tools to eliminate manual handoffs.
- 3Train & EmbedWe equip your team to own Pipedrive and sustain growth long-term. Hands-on workshops and bite-size guides that show your team exactly how to qualify leads, log activity and move deals, no theory, just daily routines. Ongoing support to answer questions, adjust workflows and lock in 100% adoption.
What Happens Next
- 1Audit CallWe dig into what's broken, missing or slowing you down in your sales, marketing, customer success and customer support areas and align on the plan of action.
- 2KickoffWe draft your project roadmap, set milestones and assign owners.
- 3WorkshopWe map your processes, pipelines, handoffs and automations.
- 4ImplementationWe configure Pipedrive, train your team, and flip the switch on automations.
