CRM consulting and integration experts

We implement and integrate CRM solutions.

+

1,021

hours saved on CRM & manual tasks

certified Expert partners and distributors to:

Recent projects and customers

Recently completed projects and customer success stories.

Scalable & efficient sales process and technological system

Rhys Black
CEO at Trade Nations

With the help of pickSaaS we were able to create a structured CRM and outbound sales process that is scalable and can be managed by our team.

Quick and seamless CRM implementation

Edward MacDonald
Managing Partner at CAG

pickSaaS implemented CRM for us faster then any other IT company would do. They're constantly working with us on CRM improvement, configuration which helps us manage our customer relationship better and saves a lot of time.

+10,000

+2,000

+1,000

CRM records uploaded

CRM activities completed

hours saved on CRM

Services

CRM implementation, integration and consulting services to grow sales and save time.

Capture leads from sources
to grow your sales pipeline

Integrate CRM with your website, social media, emails or customer support. Automate lead identification, distribution and engagement in your CRM and see your sales grow by even 30%.

Identify the right customers
improving on conversion rates

Identify the most relevant leads during the sales process. Convert them into actual customers by connecting your CRM to the lead engagement technology.

Automate manual tasks to save time and go home early

Turn manual tasks like data input or mailing into automated activities to help you save time, go home early or focus on most important business goals.

Integrate CRM with your software stack

Connect your CRM to other technology you're using to make the most out of your CRM use and to have all the data analyzed in one place.

Guides on CRM technology

Blog posts and tutorials on using and integrating CRM technology.

How to Structure, Manage and Analyze Data in Your Pipedrive CRM

How to Connect Lead Sources to Your CRM

How Trade Nations Uses an Integrated CRM System to Handle Sales and Save Time

An Ultimate Guide to Integrating Your Pipedrive CRM to Grow Sales and Automate Work

Consulting approach

Our approach to CRM and technology consulting

1

Identifying the customer's needs

At the beginning of the process we identify the specific needs for CRM and other technological processes within your business.

2

Personalized technology implementation plan

After the discovery phase, we set up a detailed technology implementation plan, helping you grow your sales and automate manual tasks.

3

Consulting and implementation

After the launch of the project, you get a dedicated consultants' team, supported by communication and project management tools.

CRM consulting plans

Your pre-defined CRM hourly consulting/integration packages.

Support

Additional CRM Support to save time

24/7 CRM support to solve your CRM issues on-the-go

Remote screen support

Basic workflow automation setup

Support for Zapier automations

Recommendations for CRM account improvement

CRM audit and integrations' optimization

starts $999

20 hours

Get started

Consulting

CRM Consulting to grow sales & save time

Integrating CRM into your software stack

Data structuring and configuration

Workflow, calling & mailing integration

Lead identification, integration & automation

CRM data analytics

Project management integration

starts $1,999

50 hours

Get started

Training

Extended consulting with team training

Strategy for your business growth with CRM

Team training in using CRM technology

1-on-1 training & support sessions in using CRM

Sales process analysis and design

Advanced data analytics

1-on-1 consultant support and recommendations

starts $3,999

120 hours

Get started

Frequently asked questions

Common questions about CRM technology and our services.

3. Can I try out Pipedrive CRM for free?

Yes, you can try out Pipedrive for extended 30 days free (normally it's 14 days) using the below link or by entering af-picksaas code in the billing section to extend your Pipedrive trial to 30 days.

-> Link to Pipedrive's free extended 30-day trial

5. What effects can I expect when it comes to sales growth and time saving?

The effects differ case by case. Some of CRM users with the right technology setup observe as high as 30% growth in leads' volume, 2x increase in deals' conversion and hundreds of hours saved on doing manual tasks.

6. What's the pricing? Can I try your services for free?

We provide pricing and hourly estimate based on:
- Scope of services (support, consulting, training)
- Business size
- Industry and the number of technological integrations

Our CRM support plans start at $999.

To get a pricing/hourly estimate for your business/project, estimate the project with us. We provide project's scoping/estimation for free.

7. How do I know about hourly estimates or project's hourly status?

We provide you with the hourly tasks' estimation through a dedicated project board.

Within the project board you are also able to monitor the current hourly use and actual time spent on tasks.

Any hours which are not used during the project can be used for future support/consulting queries.

8. How do you communicate during the project?

After the start of the service, you'll receive a welcome email with all the details about the project and the communication.

You will also be provided with the access to the dedicated Slack channel and to the shared project board with the updates about the project's status/progress.

9. Do you work remotely or on-site?

We work remotely using communication tools like video conferencing software, Slack, project management tools and time tracking/reporting.

If you require our support on-site, we can send the team member on site or if required, find the right person in your location.

CRM experts

Our CRM experts from 4 continents you can contact through a dedicated experts' marketplace.

Matt Pliszka

Pipedrive Expert Partner & CRM Consultant

Certified Pipedrive Expert Partner. Helping grow sales and reduce time spent on manual tasks by providing support in CRM configuration and integration. Automating lead identification, distribution and CRM mailing automation processes. Executing data migration & data structuring.

Paul Minors

Pipedrive CRM, Asana & MailChimp consultant

Productivity blogger and consultant specializing in CRM, project management & mailing automation. Pipedrive CRM Certified Expert. Helping customers make the best out of their CRM technology with the right automations and integrations.

Mike Karaś

CRM Specialist, Certified Pipedrive Expert

A Certified Pipedrive Expert Partner working on executing CRM implementations for customers, including: mailing integration, meeting system setup, customer service connection, outbound systems' connection.

Cullen Brugman

Pipedrive Partner & Data Visualisation

Pipedrive Partner with extensive experience in data visualisation (especially of Pipedrive data), customised reporting showing businesses the gaps so they can continually drive results.

Sebastian Heye

Pipedrive and Zapier Partner

A CRM and automation consultant with 5 years experience working on using software and technology to automate business processes. Partner to Zapier and Pipedrive.

Jason Hay

Zoho Consultant

A certified Zoho specialist working on consulting, customization and automation of CRM processes. Working with customers on building a customized CRM experience to achieve goals and accelerate business growth.

Find a CRM expert

Consulting on CRM for: