Your new business, sorted.
From needs analysis to closing.
Your existing policies live in your management system, and that stays. But what happens before that – all the enquiries, quotes and follow-up dates, today lives in Excel and in your head. That's exactly what Pipedrive keeps clean and clear for you from now on.
All your leads, deals, appointments and emails at a glance in a simple and fast CRM
New tools, platforms and practices emerge faster than internal teams can evaluate, learn and operationalize them. The result: companies buy tools they never fully use. Licenses expire without delivering value. Teams stay stuck in old patterns – not because they lack ambition, but because they lack structured support at the right moment.
- Official Pipedrive partner
- Individual setup & consulting
- Tailored automations with n8n & APIs
Pipedrive with Infralovers – your benefits
Capture enquiries automatically
New enquiries from your website, forms or campaigns land directly in Pipedrive and are assigned automatically.
Central data capture
All lead, contact and sales data comes together in one place – structured, up to date and available at any time.
Calendar, emails, forms
Connect communication and appointments seamlessly with Outlook, Google Calendar and web forms.
Reports with forecasts
Real-time dashboards and forecasts give you clear insights into pipeline, revenue and team performance.
More leads and insights thanks to AI
AI supports you with lead qualification and prioritization and delivers additional sales opportunities through data analysis.
Follow-ups, sequences, offers
Automated email sequences, follow-ups and offer processes ensure fast response times and less manual work.
Our services
Pipedrive implementation
- Setup and configuration
- Data migration
- User management
- Dashboards and reports
- Training
Pipedrive optimization
- Analysis of existing processes
- Pipeline design
- Reporting concepts
- Sales automation
Custom development
- n8n workflows
- API integrations
- Custom applications
- AI solutions
You know the problem
Your new business, in Pipedrive
A pipeline in your language:
- Needs analysis
- Premium calculation
- Quote
- Follow-up
- Closing
Every open quote is visible, every task has a due date. As soon as a deal closes, you hand it over cleanly to your management system.
What automation takes off your plate
We don't replace your policy management system, we put the new-business layer in front of it and connect to it. You show us how your new business works today, we show you what maps cleanly into Pipedrive – without touching your management system. No strings attached.
Follow-up sequence
After "quote sent", so no timing gets lost.
Prioritization
You see which open quotes are worth pursuing first.
Bridge to your management system
On closing, the data moves into your existing system instead of being typed twice.
FAQ about Pipedrive for new business
No. Your portfolio, contracts and GDV connection stay in your management system. Pipedrive sits in front, for new business, and hands over on closing.
Pipedrive starts at €14 per user/month, plus a one-time setup depending on scope.
A lean setup is ready in about two weeks.
Covered. Your data is stored in European data centers, certified to ISO 27001 and SOC 2.
About Infralovers
Languages
English & German
Automation experts
Experience with automation, APIs and system integration
1500+ hours
Of training per year make us reliable knowledge partners
EU-based
Based in Graz, Austria, we operate across the EU
Pipedrive insiders
More than 5 years of hands-on Pipedrive experience, born from our own needs
2013
10+ years of automation and knowledge-transfer experience
We are Infranational
No matter where you are – we're there too. Whether remotely or in person on site at your company, we're happy to be exactly where you need us.
Compact, structured knowledge transfer saves you countless hours of self-study.
