Who a full implementation is for
This service is for a sales team that is about to run its pipeline in Pipedrive for the first time, is moving in from another CRM or a pile of spreadsheets, or has an account that grew without a plan and now needs a proper foundation. It assumes you want one accountable team to carry the work from process to handover, not a list of tasks to coordinate.
It is the right shape when at least one of these is true: more than one team sells, finance or leadership must trust the reports, data has to move out of another system, or Pipedrive must exchange data with a billing or accounting tool. If none is true and your process fits on a page, the lighter setup service is usually enough.
Who it is not for
We would rather be clear about this up front. A full implementation is a poor fit when nobody on your side can spend about two hours a week as the owner, when the sales process is still being argued about, or when you only need a few hours of someone's time. In the first case the project stalls. In the second it builds the argument into the system. In the third a consultant engagement costs less and does the job.
What you receive, phase by phase
The phases below are the ones in our way of working. This section adds what most pages leave out: the named deliverable of each phase and the check you can run to confirm it is done. Prices attach to four groups of phases, which the cost section explains.
Phase 1. Discovery
Deliverable: a written process description in your team's words, and a list of decisions that are still open, each with an owner.
Acceptance check: a person who sells reads the description and recognizes their own Tuesday in it. If they do not, we have written the process you wish you had.
Phase 2. Design
Deliverable: one pipeline with stages named after buyer events, an exit criterion per stage, the field list with an owner and a purpose per field, and a reporting definition for each question leadership asks of the numbers. Territory, ownership and visibility are decided here, because they are cheap on an empty account.
Acceptance check: a new hire can place a deal in a stage without asking, and every field appears in at least one report.
Phase 3. Build
Deliverable: the configured account, with roles and permissions, email and calendar sync, and the automations that are safe in week one: follow-up activities, idle deal reminders and sensible defaults on creation. Every automation is written down in a sentence.
Acceptance check: we create a test deal and walk it through every stage with you watching. What fires, fires once.
Phase 4. Migration
Deliverable: a mapping document, a test import, a reconciliation report and the final import, in dependency order: organizations, people, deals, then activities and notes. The old system stays read only.
Acceptance check: record counts match the source, orphan checks come back empty, and you open ten records you know well and recognize them. How this goes in detail is in data migration services and the migration manual.
Phase 5. Training
Deliverable: a session for administrators and a session per user role, delivered on your own configured account, plus a short written guide per role.
Acceptance check: each rep logs a call, moves a deal and finds yesterday's work without help. The role-based format is described on the training and adoption page.
Phase 6. Handover
Deliverable: documentation of every automation and field, an administrator session, the adoption signals a manager reviews weekly for the first month, and an aftercare period with a named response time.
Acceptance check: your administrator changes a field and a stage while we watch, and nothing breaks.
What we need from your team
| Who | What | When |
|---|---|---|
| Project owner | Decisions, and the authority to make them stick | About two hours a week for the first three months |
| Two or three people who sell | Interviews, and a review of the design before it is built | Phases 1 and 2 |
| Whoever knows the data | A full export, a decision on owners who left, and an agreed freeze window | Phase 4 |
| Whoever owns your systems | Access to integrations, and an answer on who sees what | Phase 3 |
| The whole team | Present for the sessions that matter | Phase 5 |
| A future administrator | Present from phase 3, so the handover is a continuation | Phases 3 to 6 |
Plan for twenty hours of your own time at minimum on a small team, and considerably more when data is moving. That time is the reason a project with a decisive owner finishes weeks before one with a committee.
How the price is built
We price in four groups: blueprint (discovery and design), build, data migration, and adoption (training and handover). Each group is scoped, priced in US dollars and agreed in writing before it starts. The sum of the four lands inside one of these published bands.
| Your situation | One-off cost | Typical duration |
|---|---|---|
| Team of 2 to 5, no migration, one pipeline | $3,300 to $5,500 | 2 to 3 weeks |
| Team of 5 to 20, migration from a sheet or a light CRM | $6,600 to $13,200 | 4 to 8 weeks |
| Team of 20 to 80, migration from HubSpot or Salesforce | $13,200 to $27,500 | 8 to 14 weeks |
| Above 80 users, which sits outside the bands we publish | Quoted separately | Set per project |
Four things move a project up a band: the state of your data, the number of integrations, the number of people who must agree on the process, and the reporting you want on day one. Software configuration is rarely the expensive part. Licenses are separate and paid to Pipedrive per user, per month. Sales tax depends on your state and appears as its own line where it applies.
For orientation, a consultant's hour on the market costs $100 to $165. A fixed price per phase is better than an hourly meter on build work, because a meter pays for slow discovery and unclear decisions. The cost page shows the hours inside each band, and the quote review compares a proposal you already hold against them.
Proof, and what it does not prove
PipeDriven is powered by Sales Surge. Sales-Surge B.V. holds the Pipedrive Platinum Partner tier and has delivered more than 150 CRM implementations. Pipedrive recognized it as a "Top 8 Pipedrive partner worldwide, July 2026", and with the "2026 Top New ARR Partner Award". Its Marketplace listing shows 5.0 from 11 reviews. Two of them are from implementation projects.
Sander and the Sales Surge team delivered an exceptional Pipedrive implementation for Medres. On a compressed timeline, they communicated clearly, stayed highly organized, and executed with precision. The project was completed on time and exceeded expectations.
Amazing implementation work. The expertise on Revops and complex workflows has been outstanding. Because of this the handovers between the teams are spectacular. More to come!
The full story of the first one is in the Medres case, which includes what we deliberately left out. Two more projects are written up in the Vita Brevis Fine Art case and the INCGPT case, the second of which says plainly what it does not prove. A tier and a rating show that people are trained and clients are satisfied. They do not show that we fit your situation, which is what the first call is for. The Platinum badge page explains the difference.
When a full implementation is the wrong choice
- Your data is clean and your team is tiny. A fixed scope setup costs less and is faster.
- The account exists and mostly works. A Pipedrive audit and a ranked list of repairs beats a rebuild. The test in rebuild versus repair tells you where the line is.
- You need a product, not a configuration. If the thing you need does not exist in Pipedrive, the work is a build, and we say so in the scope.
- You want someone to run your sales team. We build the system your team works in. We do not replace the team.
- You require a partner physically in your office. We work remotely, in English, with sessions in the US morning.
Choosing between this and the other services
The nine services on the services page are pieces of the same trajectory, and an implementation can contain several of them. If the build is the whole question, start here. If you are unsure whether to buy a project at all, the DIY versus partner test takes ten minutes. If you are still comparing suppliers, how to choose a partner gives you the questions, and they work on us too.
Last reviewed: October 2026. Amounts are in US dollars and rounded.