Pipedrive CRM Setup
Simple and Stress-Free
Tired of spending too much time and efforts on CRM setup?
Our team makes Pipedrive implementation fast and easy, so you can focus on what matters most — growing your business.
Whether you don’t have the time or the technical knowledge, we’ll handle everything for you with care and precision. Improve your workflow, boost efficiency, and see results quickly, without the hassle.
Contact us today and start seeing immediate results.
//Benefits
What We Deliver for Your Organization
Pipedrive implementation
Let our team handle the entire setup, ensuring your team is connected, permissions are configured, and data is migrated correctly. Everything will be tailored to fit your business, so you can focus on growth.
Pipedrive automation
We create automation workflows that reduce the manual tasks in your business, like adding leads, scheduling meetings, and sending follow-ups. This helps you get more done with less effort.
Integration services
Pipedrive will be seamlessly connected to the tools you already use—email platforms, calendars, invoicing, and more—so your business runs smoothly without extra effort on your part.
Workflow automation
From generating leads to automating documents and invoices, we streamline your processes so you can save time and be more productive. Automation can help you work smarter, not harder.
// Integration
Smart Integrations for Maximum Efficiency
- Lead Generation
- Appointment System
- Automated Communication
- Calling System
- Document Automation
- Invoice Automation
02. Appointment System
Track and manage upcoming events automatically with this integration. Generate a personal invitation link, handle meetings with Zoom, Google Meet and other apps. Get recordings saved, create data for prospects and create activities for upcoming events. Automatically book time in calendar, generate meeting room link and cancel meetings from CRM or calendar. Trigger email/SMS sequences, generate documents and notify specific people.
03. Automated Communication
We can help you automate your business communication so that important information is always sent to your prospects and customers. We can add customer-specific data like meeting times, client details, and payment amounts to messages. We can also combine email campaigns with SMS and synchronize all data with prospects and clients in your CRM.
04. Calling System
Modern technology can make your sales team’s job easier. Our automated and integrated call center system allows you to call leads directly from your CRM, save call history and recordings, and send/receive SMS with immediate saving into your system. We have our trusted applications, but we can also connect almost any existing system.
05. Document Automation
Our automated solutions can save you time by generating and filling documents with CRM data, sending these documents, getting them e-signed, sending follow-up sequences when clients forget and updating your data in the CRM. We also provide client portal solutions to collect documents, update your system, and send follow-up sequences.
Would you like to discuss your project?
//Process
How It Works
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1. Initial meeting
Submit a form and book a meeting with a consultant to see if we’re a good fit for your business processes and project requirements (no obligation).
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2. Action plan
Once we have all the requirements, we’ll create an outline with a solution overview, project timeline, and budget. Once agreed, we’ll then send you a contract and discuss the payment schedule.
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3. Setup and configuration
We work diligently to set up the system. At every major stage completion, you’ll receive an update and a few words about the upcoming work that will be done.
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4. Project finalization
Once the system is ready and tested, we provide training and answer questions to help you and your team maximize its use.
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5. Ongoing support
After completion, take a survey and share your opinion. Stay in touch to work together on issues and new functionalities.
//Results
Proven Results from Our Work
Streamlined Order Workflow
“Our business automated the majority of our order process, from creating invoices to recording payments and shipping out orders. This freed up time for us to focus on growth and other priorities.”
— Matthew Miller, CEO, Double M Defense
Fast MVP Development
“Kris helped us move from an idea to a fully functional MVP. His technical expertise and fast execution allowed us to do a soft launch quickly, and we’re now scaling our business confidently.”
— Arthur Kam, Project Manager, Elite Flyer
Exceptional Project Execution
“They truly understood our needs from the start, making the entire process smooth and efficient. The speed and quality of their work were impressive, meeting all our objectives without compromise. We highly recommend them and look forward to future projects together.”
— Frederic, Owner, Le Couvent Val-Morin
// REVIEWS
Satisfation in the First Place
// CONTACT
Have a Project in Mind?
support@seamless-automation.eu