buildquo
Get Your CRM Working For You
Pipedrive setup, customization, and ongoing support for busy teams. Expert CRM consulting to streamline your sales process and boost productivity.
Book a Free CRM Audit
Our CRM Consulting Services
Buildquo offers expert Pipedrive consulting with a focus on clarity, speed, and personalized service. We help you get the most out of your CRM investment.
CRM Setup & Configuration
Custom Pipedrive setup tailored to your specific business needs. We configure your CRM to match your unique sales process and workflow.
Data Migration & Integration
Seamless transfer of your existing customer data into Pipedrive. We integrate your CRM with other tools you use daily for maximum efficiency.
Team Training & Adoption
Comprehensive training sessions for your team to ensure everyone knows how to use Pipedrive effectively. We focus on practical, hands-on learning.
Custom Reporting & Analytics
Setup of dashboards and reports that give you clear visibility into your sales pipeline. Make data-driven decisions with confidence.
Ongoing Support & Maintenance
Regular check-ins and support to ensure your CRM continues to work optimally. We're here to help whenever you need assistance or have questions.
Workflow Automation
Implementation of time-saving automations that reduce manual work. Let your CRM handle repetitive tasks while you focus on closing deals.
Who We Help
Buildquo specializes in helping small-to-mid sized businesses get the most out of their CRM. Our expertise is particularly valuable for these industries:
Real Estate Agencies
Track property listings, manage client relationships, and streamline your sales process. Never miss a follow-up with potential buyers or sellers again.
Creative Agencies
Manage client projects, track billable hours, and maintain clear communication channels. Keep your creative team organized and focused on deliverables.
SaaS Sales Teams
Optimize your sales funnel, track leads through each stage, and increase conversion rates. Get insights into what's working and what needs improvement.
How It Works
Our streamlined process ensures a smooth transition to an optimized Pipedrive CRM setup
Free CRM Audit
We start with a thorough review of your current CRM setup or sales process to identify opportunities for improvement.
Custom Setup
Based on the audit, we create a tailored Pipedrive configuration that aligns with your specific business needs and goals.
Data Import
We carefully migrate your existing customer data into Pipedrive, ensuring nothing gets lost in the transition.
Automation & Training
We set up time-saving automations and provide comprehensive training to ensure your team can use the CRM effectively.
Ongoing Support
Our relationship doesn't end at implementation. We provide continuous support to help you maximize your CRM investment.
What Our Clients Say
Tobias M.
Sales Director, TechFlow Solutions
"Buildquo transformed our Pipedrive setup completely. We now have a clear view of our sales pipeline and our team actually enjoys using the CRM. The custom automations have saved us hours of manual work each week."
Arlene J.
Operations Manager, Creative Agency Pro
"The team training provided by Buildquo was exceptional. Everyone on our sales team now understands how to use Pipedrive effectively. The ongoing support has been invaluable as we continue to refine our CRM processes."
Let's Get Started
Ready to optimize your Pipedrive CRM?
Contact us today to schedule your free CRM audit and discover how we can help streamline your sales process.
Need help with Pipedrive implementation?
Our expert team is here to guide you through every step of the setup and customization process.
Looking for ongoing CRM support?
We offer flexible support packages to ensure your CRM continues to work optimally for your business.
Email us directly:
consult@buildquo.com