01≡
Pipelines and fields
Sales stages, required information, products, sources, loss reasons and ownership tailored to the business.
CRM & Pipedrive consulting
A CRM your team actually uses — and your sales process understands.
Opening a Pipedrive account is quick. The value begins when pipelines, fields, roles, tasks and reporting reflect your real sales process. We set up the complete system, migrate data and connect the required integrations.
✓ Complete setup✓ Data and integrations✓ Training in plain language
nextfirma.CRM SETUP
NEXT STEP
Every lead has a clear next step.
Lead → Close
- 1Pipeline and ownersAKTIV
- 2Tasks and automation→
- 3Reporting and improvement→
✓Structured and readyPersonally supported
1central sales process
Clearpipelines and ownership
Automatictasks and handovers
Measurablecalls, activities and closes
Consulting plus implementation
Not just advice. A complete setup.
We consider sales, back office and management together. This turns an empty CRM into a reliable working process.
02↯
Automation and templates
Tasks, emails, follow-ups, handovers and document workflows are automated where useful.
03⇄
Data and integrations
Import existing contacts and connect the website, telephony, accounting, forms and other systems.
A clear process
Analysis, setup, adoption and continuous improvement.
You can always see what has already been completed, what happens next and which decision is required from you.
- 01
Map the sales process
We clarify sources, stages, roles, offers, follow-up tasks and required reporting.
- 02
Configure the CRM completely
Pipelines, fields, permissions, templates, automation and integrations are implemented.
- 03
Migrate data and test
Existing contacts and deals are cleaned, imported and checked using real cases.
- 04
Train and support the team
Employees learn only the steps they genuinely need every day. Open points are refined after launch.
The Nextfirma difference
Good sales does not need complicated software.
The interface should show the next step, not create questions. We remove unnecessary fields and configure only what supports decisions, speed and conversion.
- ✓New setup or optimisation of existing accounts
- ✓Roles, permissions and team structures
- ✓Pipedrive integrations and custom interfaces
- ✓Ongoing support on request
Frequently asked questions
What you should know before getting started.
Clear answers without fine print. We clarify the details of your specific project personally.
How much does a complete Pipedrive setup cost?+
The price depends on user count, data migration, automation and integrations. After a short process review, you receive a clear fixed price for the agreed scope.
Can existing data be migrated?+
Yes. Contacts, organisations, deals and selected history can be cleaned and imported after review.
Does Nextfirma configure other CRM systems?+
Our focus is Pipedrive and connected Nextfirma solutions. We assess other systems based on their interfaces and your requirements.
Can employees manage leads without their own Pipedrive licence?+
Nextfirma Connect can be used for this. Which users still need a Pipedrive licence depends on their responsibilities and access requirements.
Ready for the next step?
Your CRM should earn money every day — not just store data.
Show us your current pipeline or describe your sales process. We tell you which setup is actually necessary.