Maximize ROI from your Pipedrive subscription

Get a state-of-the-art Pipedrive implementation, complete with training and a real-time dashboard, all included in your standard subscription.

Introducing the Pipedrive Booster 2.0

Implementing a modern CRM can deliver up to $9 ROI for every $1 spent and boost lead conversions by 300%. However, many companies take up to 18 months to realize these benefits due to slow implementation and onboarding. As an official Pipedrive Premier Partner, we can reduce this timeline to just weeks with our Pipedrive Booster 2.0 implementation service. Let us handle your Pipedrive setup, and you’ll enjoy perks like an extended trial, free real-time Pipedrive dashboards, and private training—all included with your standard Pipedrive subscription. Plus, if you’re ready to take Pipedrive to a truly advanced level, our premium implementation packages are here for you.

9 components of Pipedrive Booster 2.0.

A step-by-step plan for building a scalable growth engine based on Pipedrive, designed to keep the total cost of ownership (TCO) as low as possible, with no need for third-party tools or integrators.

30-Day Free Trial Instead of 14 Days and a Private Training 🆓

Experience Pipedrive with an extended 30-day free trial, giving you more time to explore its features. Plus, receive a personalized training session to help you get started quickly.

Account Setup, Configuration, Onboarding 🆓

We provide a comprehensive setup of your account structure and configuration for seamless onboarding. This ensures an optimized use of the system from day one.

Full Security with Permission Groups and Visibility 🆓

Benefit from robust security settings with permission groups and configurations that follow best practices. Our setup ensures that your data is protected and accessible only to authorized users.

Robust Custom-Built Account Structure and Data Schema

We deliver a tailored data schema and account structure with custom fields, pipelines, stages, labels, activities, and more.

Real-Time Automations, Valuations, and Enrichments

We automate deal and lead management, valuation, and assignment using custom logic and formulas you define that utilize any or all custom fields in your schema.

Secure Data Migration from Legacy CRM to Pipedrive 🆓

We seamlessly transfer, filter, and enrich data from any previous CRM to Pipedrive, formatted to fit the new custom data model.

Qualified Lead Generation Engine

We connect all inbound lead sources to Pipedrive, allowing only high-quality contacts based on agreed criteria.

Real-Time and Aggregate Reporting 🆓

We provide aggregated historical reports and custom real-time dashboards with monitoring and alerting capabilities.

Complete Sales and Marketing Unification

We unify sales and marketing by helping you target active deals in Pipedrive for ad campaigns, leveraging Google and Facebook offline conversion tracking.

Pipedrive Implementation Packages

We offer a generous €550 implementation discount when you purchase any Pipedrive plan through us. Premium implementation packages include custom solutions to tackle even the toughest automation and analytical challenges (backed by case studies). All packages include 1 hour of private training. New Pipedrive accounts receive a 30-day free trial instead of the standard 14 days. No data integrators, reporting platforms, or other third-party tools are required in any of the packages.

Omni Mini

Implementation in just 7 days

Entry-level

€550New Pipedrivers: €550 Off! Limited Spots Available

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  • 30-Day Free Trial Instead of 14 Days and a 1-Hour Private Training
  • Account Structure, Configuration, Onboarding
  • Full Security with Permission Groups and Visibility
  • 5 Pipedrive Workflow Automations (choose from 40 examples)
  • 5 Pipedrive Insights Reports (choose from 50 examples)
  • 1 Real-Time Omni Pipedrive Dashboard with 6 Metrics (See template)
  • 12 Deep Data Automations Launch and Maintenance
  • 3 Two-Way Data Syncs Launch and Maintenance
  • Secure Data Migration from Legacy CRM to Pipedrive

Omni

Implementation in 14 days

Ideal For Emerging Brands

€1550New Pipedrivers: €550 Off! Limited Spots Available

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Everything included in the Omni Mini Plan, plus:
  • Robust Custom-Built Account Structure and Data Schema
  • Complete Custom-Built Real-Time Automation and Valuation System
  • 5 Custom-Built Pipedrive Workflow Automations
  • 5 Custom-Built Pipedrive Insights Reports
  • 2 Custom-Built Real-Time and Aggregate Dashboards
  • 1 Custom-Built Deep Data Automation
  • Free Entry to Our Half-Day Live Pipedrive Workshop ($250 value)

Omni+

Implementation in 21 days

Ideal for Scale-ups

€1850New Pipedrivers: €550 Off! Limited Spots Available

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Everything included in the Omni Plan, plus:
  • Custom-Built Quality Lead Generation Engine
  • Complete Sales and Marketing Unification

12 Deep Data Automations Included in All Packages

After interviewing dozens of business owners who use Pipedrive daily, we discovered 12 automations that significantly boost efficiency. We then built them all. Currently, we add them to every Pipedrive account set up with us within 7 days, regardless of the implementation scope or Pipedrive plan. This is our secret sauce.

Bulk delete of all activities upon winning or losing a deal

Get a behind-the-scenes tutorial

Add notes to deals and contacts based on email and phone interactions

Automatically calculate any numerical value in any number of currencies

Sync all contact and deal emails from Pipedrive to a dedicated Google Doc or Excel sheet

Distribute deals based on the automatically detected timezone

Get a behind-the-scenes tutorial

Enrich organization profiles with VAT-UE, Polish VAT Whitelist, or DUNS numbers

Record lead activities from any channel as Pipedrive notes

Derive deal commission value automatically

Reformat manually entered deal values into predefined formats/variants

Assign lead labels (warm, cold, hot) automatically based on relative lead performance

Score and value leads/deals custom complex formulas across all channels

Dynamically calculate travel time and costs to deal locations using provided addresses

3 Two-Way Data Syncs Included in All Packages

With all of our packages, you get 3 seamless two-way data sync integrations: Pipedrive with ActiveCampaign, Xero, and Profitwell. This ensures that your data flows effortlessly between platforms, enabling better collaboration, streamlined workflows, and more accurate, real-time insights across your tools.

2-Way Data Sync between Pipedrive & ProfitWell

2-Way Data Sync between Pipedrive & ActiveCampaign

2-Way Data Sync between Pipedrive & Xero

Case studies and Testimonials

"Datomni team has helped us draw important insights from the marketing data. Thanks to their effective execution, we have seen a satisfactory improvement in results."

Wojciech Dołkowski

Founder & CEO, MEDtube

"Thanks to the top-notch analytics and continuous strategic support, cooperation with Datomni allowed us to see those aspects of online marketing that we had not noticed before, which, thanks to good execution, translated into the improvement of our results."

Marketing manager

A company with 20 year history and over 10,000 real estate transactions

"Asking the right questions and choosing the correct strategy and path to the goal - this is what I liked about the Datomni team from the beginning. After the first introductory meeting, my chaotically presented needs and expectations were neatly arranged and translated into a set of strategic activities that would lead me to a specific, measurable and satisfying goal. ."

Hanna Dzielińska

Founder, CEO

"The things I value the most at Datomni are honesty, pragmatism and a business approach. They are a partner, not an "advisor - persuader", which allows us to discuss optimal solutions together. The team is a great combination of knowledge, ingenuity, and technical skills."

Piotr Kulikowski

Partner, Equitin

"Datomni has greatly supported us in integrating marketing data from various sources and using them in marketing campaigns. Recommended!"

Agnieszka Jas

Kids&Co

"As a result of Datomni multi-channel campaign, I received about 44 leads, several of which had significant sales potential."

Izabela Sadowska-Trzcińska

IT Solutions and Services Sales Leader & Senior Sales Manager

"It's a real pleasure for me to work every day with experts from Datomni. They're very responsible, have a lot of knowledge and know what 'the deadline' means. I highly, highly recommend!"

Joanna Czerniawska

Marketing Manager, Time for Wax

"The results look fabulous."

Tobias Rothatcher

Co-founder, Enerkeep

"Helped us improve our marketing."

Paweł Przytuła

Co-founder, Appsilon Data Science

"More sales-ready leads and pre-sales. This should be our best month ever."

Kai Wu

Founder & CEO, Enerkeep

"They deliver."

Karolina Dolaś

Founder & CEO, Grafik Optymalny

Unveiling Selected Implementation Modules

Let's take a detailed look at the modules in Pipedrive Booster 2.0, a self-contained implementation package optimized for speed of onboarding, minimal total cost of ownership, and maximum data quality. No third-party tools, such as task integrators or data platforms, are needed.

Robust Custom-Built Account Structure and Data Schema

To fully leverage your Pipedrive, we start by setting up a strong account structure. This structure organizes your data and forms a crucial foundation, encompassing elements like deals, leads, contacts, organizations, and products. It also involves custom fields, pipelines, stages, filters, and permission levels.

We ensure that your pipelines, stages, and activity types are aligned with your sales process, reflecting its key steps and tactics. Your custom fields are tailored to capture essential deal or contact attributes, such as those influencing deal valuation or rep distribution. We organize custom fields logically and establish data quality rules to uphold data integrity, defining which fields are necessary, optional, or significant.

We make sure only authorized users can access sensitive information by setting up proper visibility settings. Following these basic principles helps us create a Pipedrive account structure that works well and keeps your data safe.

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Complete Custom-Built Real-Time Automation and Valuation

Once your data model is solid, capturing all the crucial deal details and sales processes, you're ready to dive into automation with us—both the everyday operational automations and the more advanced ones.

Operational automations handle the repetitive tasks like deal follow-ups, scheduling, moving deals between pipelines, and assigning them to reps. Pipedrive's built-in automation suite excels here, keeping your pipelines organized, engaging leads that meet specific criteria, and simplifying your workflow. Plus, it seamlessly integrates with tools like Asana, Teams, and Slack, allowing you to manage these tools directly from Pipedrive.

While Pipedrive’s built-in automations cover the basics well, they may fall short with complex deal calculations or external data sources. For example, creating custom formulas to calculate deal values using multiple custom fields isn't possible within Pipedrive's capabilities. That's where our backend analytics suite comes in. It provides real-time updates in your deal detail view and enriches your data from any third-party source, without requiring additional tools. This ensures your deal values accurately reflect all the unique details, crucial for precise pipeline and account valuations. By using solid formulas and custom fields, we ensure your deals are comparable and your reports are accurate.

With Pipedrive Booster 2.0, we equip you with everyday automations, limited only by your Pipedrive subscription plan, and real-time automations for deal assignment, custom deal value, and weighted/probabilistic deal value using various custom and standard data fields that shape your custom data model. It’s all about ensuring smooth and accurate operations.

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Secure Data Migration from Legacy CRM to Pipedrive 🆓

When implementing a new CRM system, before your team can be fully onboarded, the first step is to import your existing database of leads and deals into the new system. However, since each CRM tool exports data in different formats, it's essential to tailor your data model to fit the specifics of your legacy CRM system. This ensures a smooth transfer of all valuable deals, contacts, and data points to your new CRM. Despite having a well-designed data schema, some data wrangling is inevitable to prepare the datasets for merging.

Our Pipedrive Booster 2.0 offering streamlines the entire migration process. We handle everything from exporting data from your legacy CRM, reformatting it to align with the new data model, to finally importing it into Pipedrive. Our goal is to ensure accurate and efficient migration of all your data, regardless of the size of your CRM database.

Custom-Built Real-Time and Aggregate Reporting

We focus on setting up Pipedrive’s built-in reports (within your pricing plan limits) to ensure you have the most crucial insights right from the start. First, we configure deal reports, honing in on deal performance metrics like open, won, and lost counts per pipeline, conversion rates, average sales cycle, and deal progression through stages. Then, we tackle lead reports, tracking lead performance and conversion rates across different statuses. Next up, revenue and forecast reports give you a clear picture of actual revenue from closed deals and future projections based on deal value and closing probability. Real-time auto deal valuation ensures accuracy here. If your plan allows, we also delve into contact reports, breaking down contact counts by dimensions like location and birthday. Finally, activity reports keep tabs on the progress of tasks completed by you and your team.

While Pipedrive offers robust BI capabilities, its report customization options are limited. That’s where our package steps in. We include three extra customizable dashboards for real-time deal, lead, and activity performance. These dashboards offer around 20 detailed reports covering specific metrics for various deal types, with no restrictions on dimensions or metrics. They come equipped with monitoring and alerting tools to keep you informed and alert you to any issues. Rooted in our own analytical backend system, these dashboards don’t require extra tools or subscriptions. Plus, being outside the Pipedrive ecosystem, they’re easily shareable via links or embedding in your company wiki.

Our approach ensures you squeeze every drop of potential from Pipedrive, providing efficiency, accuracy, and tailored insights. With this comprehensive setup, you’ll be well-equipped to make informed decisions, streamline processes, and drive sales success.

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Custom-Built Quality Lead Generation Engine

A key aspect of a strong Pipedrive setup is ensuring it captures leads from all channels and provides enough data for the sales team to assess and process them efficiently. Relying on subjective assessments or manual entries slows things down, especially when dealing with leads from various sources. Luckily, Pipedrive offers excellent lead capture options, although many are paid add-ons. In our Pipedrive Booster 2.0 package, we tailor these options to your needs. If inbound leads aren't your main focus or if you prefer an alternative, we offer a server-side solution to ingest leads from any source directly into Pipedrive.

Pipedrive’s LeadBooster add-on, priced at $39 per month per company on a monthly plan or $32.50 per month per company on an annual plan, is packed with features. It’s perfect for managing strong inbound channels and streamlining lead qualification. The package includes Web Forms, Chatbot, Live Chat, and Prospector. Web Forms let you create conversion forms for your website, while Chatbot allows customers to self-qualify. Live Chat facilitates real-time conversations with prospects, and Prospector helps generate outbound leads from a vast database. All tools are GDPR compliant. Keep in mind, the LeadBooster subscription includes a set number of Prospector credits and a Scheduler license for call scheduling and availability sharing with prospects.

In addition to these built-in tools, our Pipedrive Booster Package also offers a universal solution independent of LeadBooster. This solution allows you to feed new contacts directly into your Pipedrive account via a dedicated signup endpoint configured to work with the Pipedrive API. It seamlessly adds new contacts to your account, serving as a signup callback in your systems.

Complete Sales and Marketing Unification

As an omnichannel marketing company, we make sure your valuable behavioral data in Pipedrive isn't just sitting there—it's actively boosting your marketing efforts. The final touch of our Pipedrive Booster 2.0 focuses on bridging the gap between sales and marketing in two key ways.

Firstly, we establish offline conversion tracking. This involves monitoring critical lifecycle events of your Pipedrive leads, such as the transition from leads to deals, deal wins, and progression through deal stages. This tracking can be customized to specific pipelines and stages as needed. Utilizing server-side pipelines, we feed this data into platforms like Facebook Conversion API, Google Offline Conversions, and LinkedIn Conversion API (without relying on any external tools). By tracking these conversions, your team can automate ad optimizations for the final stages of the funnel, boosting recovery or brand campaigns to enhance awareness. Additionally, we pass conversion value as a fraction of normalized deal values, ensuring ad optimization based on acceptable acquisition costs. This conversion data is linked back to the original online session using first-party cookies and attribution data.

Secondly, we facilitate audience sync with deal data. Every person associated with a deal and a valid email address is synchronized to dedicated custom audiences in Facebook Ads. This includes audiences for all open deals (representing converted leads) and separate audiences for won and lost deals to exclude them from targeting. With these audiences in your ad account, you can execute targeted ad campaigns and create lookalike audiences for lead ads, targeting prospects who resemble those who have already converted.

This approach ensures full utilization of your Pipedrive data, driving success for both sales and marketing teams.

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Why Pipedrive?

50% of the salespeople's time is spent on paperwork and reporting, leaving very little time for actual sales activities. Capturing data is another struggle and often an afterthought, which causes chaos. Pipedrive helps you get sales under control. Their sales pipeline and calendar will help salespeople visualize and organize information in one place. With the mobile app, can do the tasks and update information on the go. Activities are Pipedrive’s first focus and clear priority. Mundane tasks are no longer a problem with workflow automation. Native, 2-way e-mail sync helps you have the right data — exactly where you need it. Pipedrive is an end-to-end platform for all things sales and the leader in sales technology. It's used by over 90 000 companies.

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Explore our Pipedrive knowledge base

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We build growth engines

Start a conversation on chat or schedule a call over Calendly. We want to hear from you and help you take your Pipedrive to the next level!

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Client Testimonials