Services
Pipedrive Implementation Services for US Sales Teams
Nine Pipedrive services on one path: audit, setup, implementation, migration, automation, training, onboarding and support, priced in US dollars.
PipeDriven's nine services form one trajectory: audit what you have, build it, move the data, automate, train people, onboard the team and keep improving. You buy the stage you are at, not the whole sequence, and each page below says who it is for and what it costs.
Most teams meet us at one of three points. An account that exists and does not work starts with a Pipedrive audit. A team with nothing yet chooses between a quick setup for two to five people and a full implementation with phases, deliverables and a handover. A team that needs judgment on one decision can hire a consultant for a scoped block.
Once the structure stands, the other services attach to it. Data migration moves history from another system. Automation and integration connects leads, quotes and billing. Training and adoption teaches each role its daily path, and onboarding brings a new team into the account during its first 30 days. After go-live, managed support keeps the system following the business instead of drifting away from it.
Where to start
| If this is your situation | Start with |
|---|---|
| An account exists and the numbers cannot be trusted | The audit |
| A small team and no CRM yet | The setup |
| Moving from HubSpot, Salesforce or another system | The implementation |
| One decision you do not want to get wrong | A consultant |
Prices are in US dollars and come from the bands on the cost page. How a project runs is on how we work. Not sure where you are? Book an implementation call and we will place you in one of these.
All guides in this series
- Pipedrive Consultant: Scope, Cost and How to Vet OneHire a Pipedrive consultant for a scoped result, not open hours: what they do, four engagement shapes, the market hourly band in dollars and when not to.
- Pipedrive Implementation Services: Scope and DeliverablesSix phases from discovery to handover, each with a named deliverable and an acceptance check, priced per phase in US dollars before work starts.
- Pipedrive Onboarding Services: The First 30 DaysGet a new team working in a configured Pipedrive account within 30 days: roles, starting views, role-based sessions and weekly adoption checks.
- Pipedrive Setup Services for Small Sales TeamsA fixed scope Pipedrive setup for teams of 2 to 5: one pipeline, a short field list, email sync and a first dashboard in 2 to 3 weeks, in US dollars.
- Pipedrive Automation Services: Mapped, Built, TestedPipedrive automations and integrations with an owner, a test record and a fallback each: lead routing, follow-up and handoffs. Fixed scope, priced in dollars.
- Pipedrive Data Migration Services: Map, Test, Cut OverMove to Pipedrive from HubSpot, Salesforce, Zoho or spreadsheets with a written mapping, a rehearsal import and a reconciled cutover that keeps your history.
- Pipedrive Training and Adoption for Sales TeamsRole based Pipedrive training on your own records, plus a 30 day adoption check that measures behavior, not logins, so your team uses it as designed.
- Pipedrive CRM Audit: 36 Point Checklist and Fix ListRun our 36 point Pipedrive audit checklist yourself: pipelines, fields, automations, data, reporting and permissions, or have us deliver a prioritized fix list.
- Pipedrive Managed Support and Ongoing ImprovementMonthly Pipedrive support for changes, automation upkeep, reporting and hygiene, with agreed response times, a delivery note and a quarterly review.
Want a budget range before you call anyone?
Six questions about your team, your data and your systems. The range appears on screen, and the written breakdown lands in your inbox.
Six questions, a range on screen, no sales call.