Your operating guide for how to use Pipedrive
Most CRM implementations start with software. This blueprint starts with operating rules, giving you a clear path from first login to a functioning sales system.
Get the blueprint for the Minimum Viable Pipedrive (MVP) Setup. The MVP Blueprint details the quickest and cleanest Pipedrive setup to give you:
Transparency on all your deals
Basic revenue forecasting
The foundation that allows you to scale without scaling your technical debt
Reserve a month-long trial of Pipedrive and activate it when you're ready.
Start your trial anytime
Free for the first month, with unlimited users
Free onboarding guidance to implement the MVP Blueprint
Hand the blueprint to a CRM administrator and launch a working Pipedrive system in as little as a week.
Need help? Contact us to implement the blueprint for you. $3,000 fixed fee.
You can still benefit from the MVP Setup blueprint - we know that means retrofitting it to your current setup. Contact us for a free pipeline audit to see how you can improve your pipeline, decrease technical debt, and get more transparency on your sales.
Request a Free Pipeline AuditTechnology doesn’t solve execution problems. Clear operating rules, consistent behavior, and accountability do.
The MVP (Minimum Viable Pipedrive) setup gives you several key capabilities:
A transparent view of all your open deals
Ability to email or schedule meetings directly from the deal
Emails, calls, and notes centralized by deal
Transparency and accountability for next steps on any deal

Before you start setting up Pipedrive, make sure you have three things ready:
A spreadsheet of all open opportunities, including the contacts and organizations associated with those opportunities
One dedicated work email address per salesperson
An overview of your sales process, including key activities like follow-ups, discovery meetings, demos, developing proposals and drafting agreements

This schematic represents the bare minimum build out that you need to implement in Pipedrive. It includes all of the required deal, contact and organization fields, as well as operational rules, that will drive your data migration and CRM setup, and give you a clear sales process.
Activate a trial of Pipedrive and start building
Start later: reserve your Pipedrive trial today, and activate when you're ready
Contact a certified Pipedrive partner to build your MVP pipeline

Every business is made up of different needs and capabilities. Contact us and we can create a blueprint for you - one that plugs Pipedrive into your existing tech stack and makes it play nice with the tools you already depend on.

Get Pipedrive and start building, or get help building out your pipeline.
Ready to build your own sales pipeline? Activate your free month trial:
Free for the first month, with unlimited users
Free onboarding guide
Dedicated technical support from a Pipedrive Partner
Not quite ready? Reserve your trial and activate when you're ready.
Start your trial anytime within 60 days
Free for the first month, with unlimited users
Free onboarding guide
Contact a Certified Pipedrive Partner to:
Get a new CRM in one week
Free for the first month, with unlimited users
Dedicated technical support from a Pipedrive Partner