Package

Pipedrive CRM Starter Package

Get started with your first CRM - simple, quick, and affordable

This package is designed for businesses setting up a CRM for the first time – transitioning from spreadsheets, docs, and inboxes to a structured way of managing opportunities.

With our proven CRM Implementation Framework, we free up time to focus on strategy—the real driver of success.

You’ll get a customised Pipedrive setup, integration with your core conversion funnel, and clear processes and documentation to keep everything running smoothly. The engagement concludes with hand over and training.

Eligiblity

Greenfield implementation
Max 3 seats
Two-week turnaround

Order for $1,500

What the Starter Package includes

Stage

Objective

Deliverables

Prep

Lay the groundwork to ensure the implementation runs smoothly.

Set up a Pipedrive free trial
Set up a project management board to track the implementation
Provide instructions for creating the lead capture form

Discovery

Understand your business, sales process, and goals to shape the CRM setup.

Review current lead & sales process
Map out data you need to capture
Define success metrics

Funnel Integration

Connect your lead generation form to Pipedrive and ensure all marketing data flows in.

Form integration with Pipedrive
Capture UTM values automatically
Test and validate lead flow into Pipedrive

Pipedrive Setup

Configure Pipedrive to match your sales process and ensure smooth adoption.

Custom fields for contacts, orgs, leads & deals
1 pipeline with stages tailored to your process
Workflow basics (assign leads, reminders)
Permissions & visibility settings

ROI Dashboard

Build a custom dashboard to measure ROI from marketing and sales activities.

Deal stage & pipeline reporting
Conversion metrics overview
ROI by channel/lead source

Training

Hands-on training to get your team confident and productive in Pipedrive.

Walkthrough of core features
How to manage leads & deals
Using dashboards & reports
Q&A session with your team

Go Live Support

Ensure a smooth transition and build momentum in the first month after launch.

Dedicated Slack channel for questions and feedback
Troubleshooting & quick fixes
Guidance on best practices
Light optimisation based on early usage

Pricing