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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.

100+

Companies
Have used our services for Pipedrive implementation,
automation or integration.

//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

01. Lead Generation

Do you get leads from the Internet? We can automatically add them to the system, regardless of source (webform, chatbot, appointment scheduler, lead page). We ensure data is entered correctly from the start, avoiding any confusion that could slow down business growth.

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.

06. Invoice Automation

Integrate and automate your company’s invoicing process to save time. We can help you create customer data, generate invoices from CRM, fill invoices, send and track payments, record payments and revenue, update deal status, and get CRM reports with valuable invoicing data.

Would you like to discuss your project?

//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?

+12133753261
support@seamless-automation.eu