Implementation

Pipedrive Implementation & Onboarding

Pipedrive empowers your sales team to document, measure and track all the leads and associated deals in a centralised place.

We are Elite partner with Pipedrive

Pipedrive Integration
Cloudify
28

%

%

%

More sales with Pipedrive

90

%

%

%

CRM implementation failure

+

+

+

95,000

Companies using Pipedrive

FEATURES

Why Pipedrive?

Easy to Use Interface

Compared to other CRMs, Pipedrive offers you with an interactive user-interface and feature-rich dashboard for your businesses.

Calendar Sync

When you create activities in Pipedrive, these are synced over to the linked and preferred calendar systems like that of Google, Outlook, Office, or Exchange.

Live Chat

Whether you are live on desktop or android devices, you can interact directly with your customers using the Pipedrive live chat feature and can generate qualified leads.

Powerful Custom Reports

Now you can create custom reports and dashboards on your Pipedrive leads and deals. You can create deals and update the same from reports.

Comprehensive Support

With powerful API in place, PIpedrive lets you connect with other software and let you automate your sales and marketing workflows.

Contact Sync

Just provide the external email address of the customer you want to sync to Pipedrive from Google, Microsoft, or iCloud. All the customer info remains at one place.

Our Pipedrive Implementation Process

01.

Discovery and Planning

We begin by understanding your unique needs and goals. Our expert team works with you to outline the project scope, set clear objectives, and create a tailored implementation strategy.

02.

Custom Configuration

03.

Data Migration

04.

Training & Adoption

05.

Launch & Support

06.

Digital Transformation
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral

01.

Discovery and Planning

We begin by understanding your unique needs and goals. Our expert team works with you to outline the project scope, set clear objectives, and create a tailored implementation strategy.

02.

Custom Configuration

03.

Data Migration

04.

Training & Adoption

05.

Launch & Support

06.

Digital Transformation

01.

Discovery and Planning

We begin by understanding your unique needs and goals. Our expert team works with you to outline the project scope, set clear objectives, and create a tailored implementation strategy.

02.

Custom Configuration

03.

Data Migration

04.

Training & Adoption

05.

Launch & Support

06.

Digital Transformation
Integration

PARTNER PROGRAM

Implement Pipedrive with Cloudify

At Cloudify, we do a digital analysis of your business. The analysis aims, to identify the knowledge and data, that is necessary for the implementation of Pipedrive. Digital analysis is foundational for our understanding of your business processes.


We at Cloudify specialise in identifying key processes in your business and translating those processes into workflows and functionalities inside Pipedrive.

We are seasoned professionals with experience in both business understanding and CRM implementation.

We ensure integration both up and downstream with other systems and processes.

Our goal is to make you experts in Pipedrive thus enabling you to maintain and develop your Pipedrive solution.

Pipedrive Monthly Pricing Tiers

Essential

Streamlined setup for agile businesses

Starting from

US$

4,000

Customized Pipedrive setup aligned with your unique sales process

Seamless email and calendar integration for enhanced productivity

Introduction to time-saving workflow automation techniques

Personalized online workshop ensuring your team hits the ground running

Post-implementation check-in to fine-tune your Pipedrive experience

Advanced

Comprehensive CRM integration for growing teams

Starting from

US$

6,600

All Essential features, elevated for growing teams

Smooth data migration from your legacy systems*

Comprehensive, tailored training resources for maximized adoption

Strategic activity and goal tracking setup to boost sales performance

Custom sales dashboard creation for at-a-glance insights

On-site workshop and hands-on team onboarding for immediate proficiency

Two in-depth post-implementation consultations to ensure optimal usage

Custom

Full-scale solution for complex organizations

Starting from

US$

8,800

Full Advanced package, amplified for complex organizations

Multi-team training workshops to align departments and streamline processes

Bespoke guidebooks for each department, ensuring company-wide best practices

Advanced reporting & analytics setup for data-driven decision making

Integration of cutting-edge tools: Chatbot, Web Forms, and Live Chat

Extensive on-site workshop and onboarding for seamless company-wide adoption

Ongoing strategic consultations throughout the implementation process

Connect Your Sales Pipeline with Cloudify's Pipedrive Integration

Pipedrive is a powerful CRM that helps businesses streamline their sales process and manage customer relationships more effectively. However, to truly maximise its potential, it's important to integrate it with other apps that you use in your day-to-day operations. That's where Cloudify comes in. Our team specialises in Pipedrive integrations with a wide range of applications, from marketing automation tools to project management platforms.

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Pipedrive elite partner
Hubspot Gold Partner
Hubspot Custom Integration

©2025 Cloudify. All rights reserved.

Terms & Conditions

Privacy Policy

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Pipedrive elite partner
Hubspot Gold Partner
Hubspot Custom Integration

©2025 Cloudify. All rights reserved.

Terms & Conditions

Privacy Policy

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Pipedrive elite partner
Hubspot Gold Partner
Hubspot Custom Integration

©2025 Cloudify. All rights reserved.

Terms & Conditions

Privacy Policy