Pipeline & stage configuration
One pipeline with up to eight stages, stage probabilities, rotting rules and required fields per stage. Designed with you in a 60-minute working session before being built.
Pipedrive Setup
Fixed-scope Pipedrive setup for growing teams.
Clean Pipedrive configuration done in two to three weeks. Defined deliverables, defined price, no surprises.
Who Pipedrive setup is for
You know your process. We will build it.
Pipedrive setup is the right service when you have a clear picture of how your team sells and you just want Pipedrive configured against it — properly, without months of project management overhead. Most setup clients are founders, sales managers, or operations leads at small but growing companies who do not want to learn Pipedrive admin themselves.
If your sales process is still in flux, if you need to migrate from another CRM, or if multiple teams need their own pipelines, you want our broader Pipedrive implementation service instead — setup will be too narrow.
What is in the box
The setup package, by deliverable.
Custom field design
Up to fifteen custom fields across deals, persons and organisations. Field types chosen for reporting (dropdowns over free text where it matters), with field groups for the deal sidebar.
User roles & permissions
Roles for rep, manager and admin — with visibility rules that scale as the team grows. We avoid the trap of "everyone is an admin" that breaks reporting later.
Two workflow automations
Two automation workflows built natively in Pipedrive — for example, deal stage entry triggers, follow-up activity creation, lost-deal handling, or stale-deal alerts.
One integration
One integration via Zapier, Make or native Pipedrive marketplace app — typically email, calendar, lead form, or accounting. Additional integrations available as an upgrade.
Training & handover
A 60-minute role-based training session plus a written cheat-sheet specific to your Pipedrive instance — so new hires can be onboarded by your team, not by us.
After setup
You own it. We are here if you need us.
At handover you have a working Pipedrive instance, documentation, and a team who knows how to use it. From that point you own the system. Most clients run it themselves for six to twelve months before coming back for an optimisation pass or a new automation — exactly how it should work.
When you do need more, we are here. Ad-hoc Pipedrive help for small fixes, training for new hires, and automation work as your process matures. For senior strategic input on the whole stack, our Pipedrive Consultant service is the right starting point.
Setup-style work we have shipped
Case study
Case study
A sample of our work.
Case studyOffline to Pipedrive
Moved a US non-profit off spreadsheets and into Pipedrive with a clean pipeline, automations and dashboards in three weeks.
Case studyOutbound outreach in Pipedrive
Configured Pipedrive plus tooling around it to give a small sales team a repeatable outbound process.
FAQ
Pipedrive setup — common questions.
How much does a Pipedrive setup cost?
Our fixed-scope Pipedrive setup is a defined package — pipeline configuration, custom fields, user roles, two automation workflows, one integration and a 60-minute training session. We share pricing on the discovery call once we have confirmed it fits your scope.
How long does the setup take?
Two to three weeks from kickoff to handover. The first week is design and configuration, the second is automation and integration, and the third covers data import, training and a short hypercare window.
What if my requirements grow during setup?
We flag scope creep as soon as we see it and give you a transparent change-request quote before doing extra work. You will never be surprised on the invoice. If the project genuinely needs more, we upgrade you to a full implementation engagement.
Do you import our existing data?
A standard contact and deal import is included. Multi-source migrations, complex deduplication and historical activity migration are an upgrade — we will tell you up front which side of the line your data sits on.
Specialised Pipedrive services
Other ways we can help with Pipedrive.
Pipedrive Implementation
Phased Pipedrive rollouts — process design, data migration, training and go-live support.
Pipedrive Training
Tailored Pipedrive training for sales teams, managers and admins — 1:1 or group.
Pipedrive Help
Ad-hoc Pipedrive support — fix a stuck workflow, unblock a sync, clean up a pipeline.
Pipedrive Integration
Connect Pipedrive to your stack via Zapier, Make or direct API integrations.
Ready when you are
Get a fixed-scope Pipedrive setup quote.
Tell us what your sales process looks like today. We will come back with a defined scope and price within 24 hours.