Key to successful Pipedrive CRM implementation: personal onboarding for all new companies for free

One-time personal onboarding

For customers paying for a Pipedrive license up to 10.000 CZK or 400 € per month

Meet in person with a Pipedrive expert. He will help you with the first steps and setup.

• Learn the best tricks and tweaks for your business
• Connect Pipedrive with email, calendar, contact sync and automation basics
• Sample data import

Advanced onboarding

For customers paying up to £25,000 or €1,000 per month for a Pipedrive license

Get access to multiple in-person sessions with a Giving to Pipedrive expert in the first 45 days of use.

• Discover the potential of CRM during up to 4 onboarding sessions
• Learn how to build professional reports and dashboards
• Set the right permissions and visibility for users for even greater business success
• Be invited to events hosted by Giving - meet other Pipedrive users at regular events in the Czech Republic

Personal onboarding with long-term strategic planning

For customers paying more than 25.000 CZK or 1.000 € per month for Pipedrive licenses

You get a personal guide through the entire onboarding process - who will work with you to create an onboarding plan and help you execute it.

• Let's define CRM goals and a timeline for completion
• Gain access to tips, tricks and best ways to use Pipedrive for your line of business
• Learn by personally training you and your team
• Receive training materials in the form of pdf manuals and videos
• Take advantage of ongoing support
• Receive updates through newsletters and regular quarterly meetings
• Be invited to Giving events - meet other Pipedrive users at regular events in the Czech Republic

Go straight to trying out Pipedrive. Our expert will teach you how to use Pipedrive in record time. You'll be successful from day one using this world-class CRM for small and medium-sized businesses.