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
Does this sound familiar?
Quotes run in parallel, each at its own stage
Who has already received the premium calculation, who is still waiting, who is due a follow-up? Your management system shows contracts, not your open pipeline.
Follow-ups depend on remembering
Without a fixed rhythm, exactly the new business that only needed one more call slips away.
Documents sit in the inbox
Applications, quotes and queries spread across emails and folders instead of hanging off the case they belong to.
Pipedrive sorts your new business, from needs analysis through to closing.
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.
How can we support you?
Pipedrive implementation
- Setup
- Pipeline
- Data migration
- Dashboards
- User setup
- Team training
Pipedrive optimization
- Process analysis
- Pipeline redesign
- Automation
- Reporting
- AI
- Workflow optimization
Custom development
- n8n
- APIs
- ERP
- Marketing
- AI
- Custom integrations
Pipedrive is the best software for steering our sales, and it adapts incredibly easily to our growing requirements.
What others say
We particularly value the bidirectional synchronization with Google Apps. Pipedrive helps us organize our processes better and keep an eye on everything.
You know the problem
Many quotes run in parallel, each at its own stage. Who has already received the premium calculation, who is due for a follow-up, which lead is cooling off right now? In your management system you see your contracts, but not your open sales pipeline. That's where new business slips through – not because there was no interest, but because nobody stayed on it.
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.
More than 100,000 companies in 170+ countries trust Pipedrive and its integrations:
Pipedrive fits into your existing system landscape
Connect Pipedrive with the tools your team already uses and create a central, connected sales process without having to replace systems that work.
500+ direct integrations
Email, calendars, invoicing, e-signatures, support, LinkedIn, WhatsApp and many more tools.
4,000+ further possibilities
Through Make, Zapier and n8n you can connect ChatGPT, Facebook, Google and countless other applications.
Custom interfaces
For special requirements we build tailor-made integrations on top of the Pipedrive API.
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.
