Pipedrive CRM - Efficient business management and increased uptime
Pipedrive is a popular CRM system in the Czech Republic that enables efficient business management and increases uptime. With Pipedrive, you can easily manage contacts, business cases and daily activities, making it ideal for companies in the B2B sector, financial services, real estate, wholesale, logistics and manufacturing.
Easy implementation and optimization increase your team’s efficiency.
Get a free consultation and start reaping the benefits of Pipedrive CRM.
Optimise your business process to the maximum
Easily manage leads and deals
One place for all your sales activities
Simplify your sales processes and use AI
Who is the solution suitable for?
B2B Services
Financial Services
Real Estate
Wholesale
Logistics
Manufacturing
Pipedrive - flexible, targeted and easy to use
Selected references of implementations
Take a look at selected project examples.
Automated generation of offers, orders and electronic signatures
We implemented a fully automated system using the Make integration platform that generates PDF quotes from data in the client’s CRM system, Pipedrive. This solution automatically generates quotes from templates in Google Slides, saves them to an archive on Google Drive and back to Pipedrive. and significantly reduces the time it takes to create documents by tens of hours per month. We have also implemented the generation of orders from Pipedrive also into PDF format, as well as the automatic signing process.
What we implemented:
Automation of data update and contact generation
We have implemented an automated system that updates company data in the Pipedrive CRM system and generates contacts via the Make integration platform. The system can efficiently fill in missing data, such as email addresses and phone numbers, and process large volumes of data while minimizing manual work. Automation also ensures that the resulting data is stored in the CRM and managed afterwards.
Thanks to this solution, it was possible to start working with large volumes of data at all and to add to them gradually.
What we implemented:
Why Plexima?
We are the exclusive partner for hundreds of applications and systems worldwide.
Turnkey and worry-free
We will guide you through a proven process from the initial analysis, through system implementation to administration and optimization.
We have implemented dozens of projects
We have experience in the field of application and CRM system implementations since 2000. Over these years, we have spent more than 70,000 working hours in systems, which makes us familiar with all the possibilities and pitfalls.
We provide long-term service
One of our principles is long-term partnership and customer satisfaction. That's why we provide a long-term service, where we are always available for any improvements.
Pipedrive implementation procedure
See the best practice of Pipedrive implementation
Demo version, demonstration or initial contact
As a first step, we'll introduce you to Pipedrive: give you demo access or show you what the system looks like.
Audit your requirements and qualification needs
We will then audit your requirements and qualify your needs, based on which we will suggest a way to implement Pipedrive.
We will present the design of Pipedrive implementation
During the presentation, we will show you how Pipedrive will be implemented in your company and guide you through the entire implementation process.
Pipedrive implementation
As part of the implementation, we will customize Pipedrive for you and make all connections of external services to the system. We will also set up all automation processes.
Optimisation and customer care
After handing over your new system, we will arrange a follow-up evaluation of its use and possible optimization. In case you need any adjustments or modifications to the system, we are always at your disposal.
Are you interested in Pipedrive?
Great! Let’s take a closer look. You can explore it using the demo approach, or we’ll show you the capabilities and features during a demonstration. This is all free.
