Solutions

What we do

We help businesses get started and succeed with Pipedrive

We place Pipedrive CRM at the heart of your business, setting the technical foundation to scale your marketing and operations.

  • CRM setup and customization
  • Advanced configuration
  • Sales, marketing, and service automation
  • Integration with existing tools (e.g. email, website, accounting)
  • Team training and onboarding
  • Ongoing support and system scaling

Our 4-step Pipedrive setup

Simple, structured, and enhancing your business processes

  • Discovery & Planning

Understand business goals, workflows, and pain points. Define project scope, key objectives, and success metrics.

  • Set up

Configure Pipedrive to match business processes – custom fields, user roles, sales stages, data migration and basic automations.

  • Testing, Train & Launch

We run User Acceptance Testing,  train your team, and smoothly go live—ensuring Pipedrive works as expected from day one.

  • Maintenance & Support

Provide ongoing support to optimise usage and ROI. Update configuration and develop functionality further as the business grows.

Pricing

A CRM project doesn't have to the earth

Implementing and running a CRM doesn’t have to cost tens of thousands of dollars.

Pipedrive’s pricing is SME-friendly, but the approach needs to be right too.

We start with the simplest and easiest implementation so you get a return on your investment sooner.

  • SME-friendly rates
  • Affordable retainers and hourly bundles
  • We use AI helps us deliver projects faster
  • Best practice communication and Project management
Free Consultation

Book at 30-minute consultation to learn what we can do for you.

Project Spotlight

Managing enquiries in a Sales Pipeline

CopyPipe offers content production and Marketing services to technology brands, and uses Pipedrive to manage their pipeline of inbound leads.