Business growth

Get your sales out of your inbox.

We work with Pipedrive to bring enquiries, conversations, quotes and sales into one quality CRM. See who needs a call, automate quick email responses and follow-ups, and track each opportunity from first enquiry to won sale.

Get my free audit See Pipedrive setup pricing

What is included

What we do.

Pipedrive sales pipeline and contact history

Quick automated email acknowledgements

Follow-up reminders and assigned next actions

Website and ad lead connections

Quote follow-up and sales stage tracking

Lead sources, won sales and pipeline reporting

How it works

Three simple steps.

STEP 1

Map your enquiries and sales process

STEP 2

Set up Pipedrive, quick replies and follow-ups

STEP 3

Test the complete journey and train your team

Website growth review

Find out what is stopping your site from bringing in leads.

Discuss my website See Pipedrive setup pricing

Pipedrive CRM setup

A clear sales process. Set up for you.

Stop searching email threads to find the next step. We organise your leads in Pipedrive, connect your enquiry sources and build practical follow-ups around how your team sells.

FULL SMALL-BUSINESS SETUP

Pipedrive sales & follow-up

A$2,500one-off, including GST

For one business with a straightforward sales process and up to five team members.

Sales-process discovery, one tailored pipeline, stages and up to 15 custom fields
Up to two standard lead-source connections, such as a website form and Meta lead form, with source labels
One email and calendar connection, plus guidance for your other team members
Up to five straightforward workflows: enquiry acknowledgement, owner alert, call task, quote follow-up and overdue reminder
Import up to 1,000 clean contacts from one supplied spreadsheet
One dashboard and up to five reports for enquiries, pipeline value, won deals and conversion progress
One 60-minute team training session, handover notes and 30 days of fixes to the agreed setup

Enquire about Pipedrive setup

MORE COMPLEX REQUIREMENTS

Custom CRM & automation

Custom quotescope agreed before work starts

For multiple pipelines, larger teams, existing CRM migrations or connections that need custom work.

Multiple brands, pipelines or sales teams
Data cleanup or migration from another CRM
SMS or WhatsApp through an agreed messaging provider
Custom API, quoting, accounting or job-management connections
Additional training, reporting or ongoing support quoted to suit

Discuss a custom setup

Software costs are separate.

Pipedrive subscriptions, paid form tools, integration tools and SMS or WhatsApp usage are paid separately. Automated email workflows require Pipedrive Growth or higher and a connected email account. We confirm the required tools and recurring costs before you commit. Custom development, ongoing CRM administration and ad campaign management are outside the full setup package.

Know what happens after the lead arrives.

Track new enquiry, contacted, quote sent, follow-up, won and lost stages. Your team records the outcome so you can see which lead sources become sales. Email stays connected to the CRM, with the next task and conversation history beside each deal.

Plan my CRM setup See business growth services

From enquiry to sale

Every lead needs an owner and a next step.

A new enquiry arrives. Someone replies. A quote goes out. Then the conversation gets buried. We set up Pipedrive so your team can see the history, the current stage and the next action together.

Capture it

Bring enquiries from agreed website forms or ad lead forms into the right place. Save the customer's details, enquiry and source so your team can follow up with context.

Follow it up

Assign the lead, create a call task, send an agreed acknowledgement and remind your team when a quote needs attention. Automations support the conversation; your team handles the sales decisions.

Record the outcome

Keep deals moving through contacted, quote sent, follow-up, won or lost. Record the value and outcome so you can learn which lead sources turn into sales.

Practical automation, built around your process.

We agree the message, timing, owner and stop conditions before switching on a workflow. For example, a quote reminder should stop when the deal is won or lost.

When this happens	What we can set up	Your team stays in control
A new enquiry arrives	Acknowledgement email, owner notification and follow-up task.	A person calls, checks the details and discusses the customer's needs.
A quote is sent	A scheduled reminder and an agreed follow-up email.	Your team handles price questions, scope changes and negotiations.
A deal is completed	Update the pipeline and create the next agreed handover task.	Your team records the correct value, outcome and delivery details.

See where your sales come from

Review enquiries, open pipeline, won deals and recorded sales value by available source. The reports depend on accurate lead-source capture and your team updating the outcomes. This helps connect marketing activity to real sales.

Start with a simple handover

Tell us how enquiries arrive, who follows up, your sales stages and the tools you use. We agree the setup, test it using sample enquiries and show your team how to run it. Your business owns the CRM account.

Pipedrive questions

Make the move with a clear plan.

Do we have to stop using email?

No. Your email can stay connected to Pipedrive. The change is that deals, notes, tasks and conversation history are organised around the customer, so the inbox is no longer your only sales tracking system.

Will every enquiry receive a quick response?

We can configure acknowledgement emails for the connected sources in your agreed setup. Delivery depends on the source connection, CRM plan and email account working correctly. We test those paths and explain how to check them.

Can you connect our current forms and ad leads?

We review the tools first. The full setup includes up to two standard lead-source connections. Custom forms, API work, paid integration tools and more complex connections are scoped separately.

Can you add SMS or WhatsApp?

Yes, subject to a suitable provider and the agreed scope. Messaging setup and usage costs are separate. We confirm the provider, permissions and recurring costs before enabling it.

What if we already use Pipedrive?

We can review the existing pipeline, data, automations and reporting before proposing improvements. A larger rebuild or migration needs its own scope, so you know what is included.

See the full setup package Talk through my follow-up process

Get started

Tell us what you want to grow.

We will reply within 2 business days with a plan and a quote.

Your cart is empty