Master Pipedrive With Customized Solutions That Work for You

Whether you're evaluating if Pipedrive is the right CRM for your business, fine-tuning your current setup, or ready to onboard your team, we make the process seamless from start to finish. With expert guidance and customized solutions, we ensure your system is perfectly aligned with your business needs, allowing you to save time and focus on growth.

100+
Projects Completed
5.0
Rating
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40 reviews
62,200+
Monthly Tasks Automated

Our Services

FREE Pipedrive Onboarding

Sales Process Mapping

Click below to get a 30-day FREE Pipedrive trial AND FREE 1-Hour Working Session with Ops Designed so that you can:

  • Receive expert advice on key customizations and features
  • Get your business-specific questions answered
  • Ensure you're getting the most of our Pipedrive from Day 1.

Pipedrive Strategy Session

Sales Process Mapping

Let us guide you through your Pipedrive setup discussing key features most relevant to YOUR business. Learn:

  • How to structure Pipedrive to measure your team’s and lead gen’s performance
  • Which features to use and how, customized for your goals
  • About the Pipedrive Marketplace, workflow automation, and Zapier

Pipedrive Onboarding

Sales Process Mapping

Get your team fully onboarded in just 2 weeks with our comprehensive Pipedrive training. This includes:

  • Customized Pipedrive setup for your business and industry
  • Full team training on how to manage deals and track progress
  • A seamless, scalable setup to support your growing business

Client testimonials

Liz and her team are total pros. I have worked with dozens of contractors over the years and Ops Designed is one of the absolute best! They are very smart, caring, and client solution focussed. Highly, highly recommend.

Craig from Jet Pet Resort
Craig @ Jet Pet Resort
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Free Pipedrive setup videos & an extended trial

Pipedrive limited time offer. 10 months of getting started videos and a 1 month extended Pipedrive trial.
Check your Email. Your Setup Instructions and Extended Trial details will be there within a few minutes.
Oops! Something went wrong while submitting the form.
Unless you want to chat, I’ll send you one email with a ton of “getting started” content and that’s it

Integrating With 30+ Services

Pipedrive logo
Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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Zapier

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

Calendly logo
Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

JotForm logo
Jotform

The newly redesigned JotForm lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline. Free for your first 5 forms!

Google Calendar logo
Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

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PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.