What your sales could do with Pipedrive,
if you want it to.
A tidy CRM is the start. On top of it you can automate and add AI, step by step, exactly as far as it's useful to you. Here are a few ideas of what's possible.
These aren't slides
We use these workflows in our own sales, every day. We won't show you anything we don't run ourselves.
- People stay in control: nothing is sent or changed on its own. You approve, the automation does the work.
- EU-sovereign: on request with an AI model in-house at your company. Your data stays where it belongs.
A few ideas of what's possible
Website visitors become leads
An enquiry via your website lands automatically as a qualified contact at the right sales step, enriched with what's already known about the company.
Follow-ups that never get forgotten
If a quote sits too long, the system speaks up. No good lead cools off because nobody stayed on it.
From deal to finished quote in minutes
The deal data turns into a branded quote, calculated and ready to send, instead of assembled by hand.
Sales emails that are compliant in the DACH region
First contact and follow-up, clean along GDPR and UWG, with personalization that doesn't sound like a mass mail.
Notes and tasks from every conversation, automatically
After the meeting, the summary, next steps and tasks are in the CRM. Your team no longer types it up.
Pipedrive connected to your ERP or accounting
What closes in sales flows on without double work into the systems you already have.
Your pace, your stages
Your goals
Every company wants to grow. But as leads, customers and sales activities increase, processes quickly become hard to track. Information is scattered across Excel lists, emails and various tools. Important follow-ups get lost, forecasts become inaccurate and valuable time is spent on manual tasks. Our customers usually pursue similar goals:
- Win more qualified leads
- Track sales opportunities systematically
- Increase the closing rate
- Create transparency across pipeline and revenue
- Automate recurring tasks
- Help teams collaborate more efficiently
- Make sales processes scalable
- Take informed decisions based on data
Whether you are a startup, an SME or a growing sales team, the goal is the same: less administrative effort and more time for successful customer conversations.
Three stages, one path
You choose how far you go. Each stage builds on the previous one:
Order
Pipedrive makes your sales visible: every deal, every task, the next step.
Automation
The routine runs by itself and Pipedrive talks to your other tools.
AI
The system thinks along, instead of just managing.
FAQ Training & Consulting
Pipedrive is particularly well suited for small and medium-sized companies that want to structure, scale and bring transparency to their sales processes. In a no-obligation conversation we check together whether Pipedrive fits your requirements.
That depends on the complexity of your processes and the number of users. First teams can often work productively within a few days. Larger implementations including migrations and integrations take correspondingly more time.
Yes. We support the migration of data from Excel lists, existing CRM systems or other data sources and ensure a smooth transition.
Yes. Pipedrive offers numerous integration options. Beyond that, we develop custom connections to ERP systems, accounting software, marketing platforms, support systems and other applications.
Typical examples are automatic lead capture, lead distribution, follow-up reminders, quoting processes, notifications and the synchronization of data between different systems.
No. Pipedrive is built for ease of use. We take care of the technical setup and train your team so that all features can be used effectively.
We look at the entire sales process, not just the CRM. Beyond implementing Pipedrive, we support process optimization, automation and custom integrations. The result is a solution that fits your company perfectly.
In a free demo we show you the relevant Pipedrive features based on your requirements and jointly identify potential for automation and process improvements.
The costs depend on the scope of the project. After an initial conversation we prepare a transparent quote tailored to your requirements.
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 countless hours of self-study.
