Discovery

Discover the right CRM strategy to align Pipedrive with your business goals.

Before implementing any system, it’s vital to understand your business objectives, sales processes, and growth challenges.

Through workshops and stakeholder interviews, we identify what success looks like for your team and translate that into a tailored Pipedrive roadmap.

This ensures the CRM doesn’t just get deployed – it becomes a catalyst for measurable business outcomes.

Needs assessment
We work with your team to uncover sales processes, challenges, and goals, ensuring Pipedrive is designed around your unique business needs.
Roadmap
A step-by-step plan that defines priorities, timelines, and outcomes—giving you a clear path from initial setup to long-term success.
Resource planning
An assessment of the budget, tools, and people required to deliver and sustain your CRM, ensuring the project is both feasible and scalable.

Costs can range from $200 to $1,500, depending on the scope and complexity.

We can provide a tailored quote after a free 30-minute consultation.

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