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