Pipedrive CRM implementation

Pipedrive, set up around how you actually sell

We configure Pipedrive around your sales process – not a generic template. You get a trained team, clean data and automations running from day one.

30-day Pipedrive trial – double the standard period. No credit card required.

Got a question? Send us a message

Pipedrive Authorized Partner
Official Pipedrive Partner – start with a 30-day free trial, double the standard period.
Pipedrive deals pipeline view
A Pipedrive pipeline, configured around your sales process

The problem

A CRM nobody trusts is worse than no CRM

Most companies that sign up for Pipedrive never get it properly configured. The result is a pipeline that lives in someone's head instead of the system.

Pipeline in Excel

Deals tracked in spreadsheets, inboxes or sticky notes. Nothing is visible to the whole team.

Deals fall through the cracks

No reminders, no follow-up structure, no clear ownership. Opportunities disappear quietly.

Pipedrive never fully set up

You signed up, added some contacts and moved on. The real setup never happened.
Benjamin Schøll, Nordic Boats AS

Client story

From barely used to a real pipeline

Nordic Boats AS, Norway

I’d been on Pipedrive for three years and barely used it properly. One session with the team and we had a real pipeline in place: leads from our configurator coming in automatically, email tracking that shows me when a customer reads a quote, and a follow-up system for lost deals.

Should have done this years ago.

Benjamin Schøll, Nordic Boats ASnordicboats.no

The process

How the setup works

We start with a discovery call to understand your sales process. Then we build Pipedrive around it – not around what a template suggests.

Pricing

Choose your package

BASE CAMP

Base Camp

For small teams getting a proper foundation in place. Typical delivery: 1–2 weeks.

from

1 800 €

Get started
  • 1 pipeline configured

  • Standard fields and deal stages

  • Up to 5 user accounts

  • Email and calendar integration

  • Up to 3 automations from our library

  • Data migration from your current CRM or spreadsheets

  • 1 remote training session (1 hr)

  • Written setup guide

  • 14 days post-handover support

  • 1 hr/month ongoing support

Most popular

ASCENT

Ascent

For growing sales teams that need more structure and fewer manual steps. Typical delivery: 2–3 weeks.

from

3 200 €

Get started
  • Up to 2 pipelines

  • Extended custom fields and deal stages

  • Up to 15 user accounts

  • Email and calendar integration

  • Up to 2 native integrations

  • Up to 8 automations

  • Dashboards and reports

  • Data migration from your current CRM or spreadsheets

  • 2 remote training sessions (1 hr each)

  • 30 days post-handover support

  • 2 hrs/month ongoing support

SUMMIT

Summit

For B2B operations that need a complete, scalable sales infrastructure. Typical delivery: 3–5 weeks.

from

5 500 €

Get started
  • Up to 4 pipelines

  • Full custom fields, stages, permissions

  • Unlimited users

  • Email and calendar integration

  • Up to 5 native integrations

  • Up to 20 automations

  • LeadBooster / Campaigns setup

  • Dashboards and reports

  • Data migration from your current CRM or spreadsheets

  • 3 remote training sessions (1 hr each)

  • 60 days post-handover support

  • 4 hrs/month ongoing support

Automation library

30+ automations, ready to deploy

Every package includes automations from our library. A few examples below – the full list covers deal management, lead routing, email sequences, reporting and data sync.

  • New deal – assign owner by source
  • Deal won – create onboarding task
  • Meeting completed – create next step
  • Web form submission – create contact and deal
  • Proposal opened – notify rep immediately
  • Weekly pipeline summary – send to manager
  • Deal won – create invoice in accounting tool
  • Deal missing required fields – remind owner
  • Deal stuck in stage – notify owner
Download the full automation list (PDF)

What you leave with

Everything you need to sell with confidence

Every engagement ends with a complete handover. Not just a configured tool – a working sales system your team understands.

Pipedrive configured for your process

Pipelines, stages, fields and permissions built around how you sell – not a default template.

Automations running from day one

Repetitive tasks your team handles manually are eliminated. Leads, follow-ups, notifications – automated.

Clean, migrated data

Your existing contacts, companies and deals are imported cleanly. No duplicates, no missing records.

A trained team

Your team learns the system live, with your real data. Everyone knows what to do from day one.

Written setup guide

A documented guide to your Pipedrive setup. Nothing depends on institutional memory.

Ongoing monthly support

Every package includes monthly support hours. As your process evolves, so does the system.
After go-live

Monthly support included in every package

Sales processes change, teams grow, new integrations get added. Every package includes a monthly allocation to handle those adjustments – 1 hr in Base Camp, 2 hrs in Ascent and 4 hrs in Summit – without extra invoices for small things. Hours do not roll over; additional hours are available at standard rates.

Talk to the team
The Diligently team

FAQ

Common questions

Ready when you are

Your sales team will love this CRM

Book a short call and see what a properly set-up Pipedrive can do for your team. Prefer to start on your own? Sign up with our partner link and get a special bonus as a Diligently client.