Pipedrive CRM Software Setup


The more you add,

the more you save

We can help you choose the

right products & services

Product Description

Our Pipedrive CRM Software Setup is designed to streamline your sales process and improve your overall productivity. With our setup, we will customise the CRM to fit your specific business needs, enabling you to manage your sales pipeline more efficiently. We will guide you through the entire setup process, including integration with your website and other tools, to ensure a smooth transition.

By setting up Pipedrive CRM, you’ll have access to data-driven insights that will help you make better business decisions and close more deals. (Setup 2 x KANBAN, 8 x emails & 8 x automations)

Bundle into a rollout & save!

Add 3+ products to save 10%.
Add 6+ products to save 20%.
Add 12+ products to save 30%.

The more you bundle together, the more you save on your Incub8 business growth rollout. Excludes Acceler8 services.

Benefits for Your Business

  • Streamlined sales process tailored to your specific business needs.
  • Enhanced productivity through efficient management of your sales pipeline.
  • Smoother transition with comprehensive setup guidance, including website and tool integrations.
  • Access to data-driven insights for improved business decision-making and increased deal closure.
  • Customized CRM setup enabling better tracking and automation of sales activities.
  • Improved team coordination and performance with clear visualization of sales stages through KANBAN boards.

What's Included?

  • Custom configuration of Pipedrive CRM to align with your business requirements.
  • Setup of 2 KANBAN boards for a visual overview of your sales process.
  • Creation of 8 custom email templates for efficient communication with leads and customers.
  • Implementation of 8 automation workflows to streamline repetitive tasks and processes.
  • Integration of Pipedrive CRM with your existing website and other essential tools.
  • Initial training session for your team on how to use Pipedrive CRM effectively.

The Process

  1. Select & Save: Add your desired digital marketing products to your cart. The more you add, the more you save.
  2. Checkout Online: Navigate to your cart, select your preferred payment method, and complete your purchase with ease.
  3. Personalised Setup: We’ll invite you to our Client Studio app and book a video chat so we can understand your needs.
  4. Express Delivery: We’ll complete your project and deliver it in our Client Studio app. A free round of changes and training is included.

Discover more about this CRM software with our comprehensive Pipedrive guide.

Setup your own account by signing up for a FREE trial of Pipedrive today.

Book a FREE Strategy Chat

Get 30 minutes, one-on-one with a Growth Strategist. We can help you navigate our products and services or recommend a custom plan.