Pipedrive implementation by Auspex
Auspex sets up Pipedrive for sales teams: pipeline stages that match your deal cycle, reminders and follow-ups, email and telephony integration, per-rep reports, migration from Excel or another CRM, and team training. Basic setup takes 2–4 weeks; the system suits teams of 3 or more sales reps.
Updated
Pipedrive is a CRM system that helps sales teams never lose deals. Visual pipeline, automatic reminders, email and telephony integration. Simple interface that managers actually use.
What can Pipedrive do?
Visual Sales Pipeline
Drag and drop deals between stages. See where every deal is and what needs to happen next.
Automatic Reminders
System reminds about calls, follow-ups, and meetings. No deal gets lost due to forgetfulness.
Email Integration
Client correspondence right from CRM. Email templates, open tracking, automatic card logging.
Sales Analytics
Reports on conversion, average deal cycle, manager performance. Real numbers instead of guesses.
What is included in a Pipedrive setup?
- 01
Process review: how leads and deals flow today and what moves into the system.
- 02
Pipeline: stages for your deal cycle, required fields, probabilities and roles.
- 03
Reminders, email templates, email and telephony integration, per-rep reports.
- 04
Data migration from Excel, Google Sheets or another CRM, with record counts checked after import.
- 05
Team training on real tasks and 30 days of support after launch.
How is the cost of a Pipedrive setup calculated?
The cost depends on the number of pipelines, automations and integrations and on the data to migrate; we quote it after a free discovery call. The Pipedrive licence is paid separately, at the vendor’s price.
Pipedrive vs the alternatives
For sales teams from 3 managers where pipeline and deal control matter
Implement PipedrivePipedrive questions
01 How long does a Pipedrive setup take?
Basic setup takes 2–4 weeks: structure, pipelines, automations and team training. Integrations with accounting systems add time, which we agree at the start.
02 Can you migrate our data to Pipedrive?
Yes. We migrate contacts, deals and history from Excel, Google Sheets or another CRM — usually in 1–2 days — and check record counts after the import.
03 Who is Pipedrive for?
Sales teams of 3 or more reps where the pipeline and deal control come first: B2B sales, services, distribution. If projects or internal communication have to live next to sales, look at monday.com instead.
04 Pipedrive or Zoho — which should we pick?
Pipedrive is a lean sales CRM that reps actually keep up to date. Zoho is a suite of 40+ apps where CRM sits next to marketing, support and analytics. Pick Pipedrive for a fast, focused sales process and Zoho when you want one vendor for several departments.
Ready to Get Your Sales Under Control?
Free process audit — 30 minutes, and you'll receive:
1,200+ companies since 2015 · 30-day median go-live