Top offer
Basic
from 800 EUR- User permissions for different groups
- Language settings
- Configuration of sales dashboards
- Custom field setup (required information for contacts)
Pipedrive Implementation
Setup by Dáváme
Proper setup is a key part of making the most of Pipedrive. We’ll help you with each step of the process.
Process Optimization
With over a decade of experience, we’ll help you set things up and suggest improvements to your current processes – so you can close more deals.
Time Saving
Setting up Pipedrive takes just a few days. You’ll have instant access to data about your salespeople and deals.
Fewer Errors
With the right setup, we eliminate mistakes and make sure your salespeople don’t miss any part of the sales process.
Setup Steps
What to expect when setting up Pipedrive with Dáváme?
Setup
We will configure Pipedrive according to the needs of your business and sales team.
Migration
We will help you transfer data from your current solution.
Onboarding
We will ensure that every Pipedrive user knows how to work with the CRM.
Setup
As part of the setup, we take your current processes into account. We will configure your sales dashboard, CRM fields, activity types, and reasons for lost deals. We can also assist with setting up a proposal, contract, and invoice generator. Basic automation can be included to speed up the handling of new leads.
Migration
We can upload data from your current system into Pipedrive CRM. The data will be cleansed of duplicates and imported into your sales system. We have experience migrating data from the most common CRM systems on the Czech market, such as Raynet, Salesforce, and HubSpot. We can also handle large datasets with hundreds of thousands or even millions of records.
Onboarding
As part of the Pipedrive implementation, we provide a full onboarding experience. Our experts will not only help you get started but also assist with ongoing optimization and improvements as you discover new possibilities.
Packages Pricing for Setup
Top offer
Advanced
from 2400 EUR- Includes everything in the Basic package, plus:
- Customization of fields and panels visible in deals
- Setup of reports, dashboards, goals, and overviews
- Configuration of basic workflow automation for efficiency
Who will you implement with?
Tomáš Wiesner
CEO & Founder
Lukáš Michalčin
Sales Manager
Ondřej Průcha
Consultant
Lukáš Novotný
Senior Analyst
References
Jana Ducháčková
Head of Customer Service, Nobilis Tilia
“Dáváme helped us implement CRM into our systems. They listened to all our requirements and executed them using external services. Before the full launch, they trained everyone working with the CRM, and they continue to be there for us whenever we need support.”
Jakub Salát
Marketing Manager, Prochazka & Partners
"Together with Dáváme, we migrated from Salesforce to Pipedrive and set up all processes and automations for our sales, business development, and marketing teams. Now, we have a robust system integrating a variety of third-party tools, giving us a clear overview in one place. This allows us to better understand our clients' needs."
Case Studies
View allPresales
Sales
Delivery
From Frustration to Scalability: How Enpal Accelerated Processes and Quadrupled Productivity
A fast-growing German company set up Pipedrive based on their experience with older CRM systems—and it nearly cost them. Dáváme helped them turn things around, quickly reconfiguring the system for greater satisfaction and, most importantly, better scalability for the future.
Presales
Sales
How REAS Transformed the Real Estate Market with Pipedrive
REAS connected property sellers with top real estate agents through an advanced CRM system and the REAS.cz platform. Read how we helped create a transparent and efficient real estate market.
Sales
Delivery
Hundreds of Clients with Installed Solar Panels in Just a Few Years
We can now handle hundreds of solar panel inquiries with just five people. By implementing Pipedrive CRM, we successfully complete three times more projects without unnecessary delays.
Try Pipedrive with Our Help
Leverage our expertise in setting up Pipedrive. No need to spend hours figuring it out—we’ll guide you, configure everything, provide training, and ensure you start closing deals as soon as possible.
FAQ
How long does it take to set up Pipedrive?
We typically complete the Pipedrive setup within a few weeks. First, we analyze your sales processes and workflows, then tailor the CRM to fit your needs.
How to set up reports correctly?
For Pipedrive reports to be truly useful, they need to be properly configured. We typically set up reports for our clients after about one to two months of usage, ensuring there’s enough data to build meaningful insights.
How much does Pipedrive setup cost?
The setup typically costs in the lower tens of thousands of CZK. We highly recommend making this investment—proper configuration ensures you get the most out of Pipedrive from day one.
Why is it better to set up Pipedrive with Dáváme instead of doing It yourself?
Dáváme has completed hundreds of Pipedrive setups. We know the system inside out and will configure it correctly for you. Doing it on your own can lead to dead ends, costing you valuable time. Plus, proper setup and usage help prevent future issues if adjustments or optimizations are needed later.
Other Pipedrive Services
Consultation
We help you get the most out of Pipedrive. We’ll review your setup and provide tips to boost your CRM performance.
Extensions & Integrations
We connect Pipedrive to your existing systems as well as new ones.
Pipedrive Training
Our experts will train you on the system, prepare materials for new users, and create videos to help you make the most of Pipedrive CRM.
More about Pipedrive on the Blog
Articles
Novinky v pipedrive podzim 2024
Tips & Tricks
Jak udržet pořádek díky "semaforu"?
Tips & Tricks
What to watch out for when synchronising emails?
Tips & Tricks
How much money do you have in the pipeline?
Video Tutorials
How to set up automatic appointments
Video Tutorials
How to make an automatic birthday card
Video Tutorials
Automatic name inflection for emails
Video Tutorials
How to add activities to organisations in bulk
Pipedrive
New in Pipedrive for Spring 2024
Articles
Key to successful Pipedrive CRM implementation: personal onboarding for all new companies for free
Pipedrive
Why choose Pipedrive CRM?
Presales
Získáním leadů vše teprve začíná
Interested in a custom solution?
We’ll connect with you, analyze your processes, and share insights from successful companies. If it interests you, we’ll guide you through the steps and support you throughout your digital transformation.
Tomáš Wiesner
CEO | Dáváme s.r.o.