✅ Overview

This document outlines the recommended foundational setup for Pipedrive, designed to ensure your CRM is both scalable and immediately useful. Whether you're handling inbound leads from paid channels or manually adding opportunities, this guide serves as a reference point for both internal teams and clients.

You can use it as:

• A self-guided implementation checklist
• A visual reference for recorded demo content
• A shareable playbook for non-technical stakeholders

Each section below breaks down the core components of a high-functioning Pipedrive system.

Table of contents

📌 SECTION 1: BARE MINIMUM PIPEDRIVE BUILD

🧠 Why It Matters

A well-structured Pipedrive instance keeps your sales process consistent, improves reporting accuracy, and reduces friction for your team. This “bare minimum” setup is what we consider the non-negotiable foundation across all client builds, regardless of niche.

1. Plan Before You Build

Before setting up any automations or pipelines, it’s essential to map your sales process end to end. This includes:

• Lead entry points (e.g. Meta Ads, Google Ads, website forms)
• Pipeline stages from initial inquiry to close
• Key email and SMS touchpoints
• Criteria for qualifying or disqualifying leads
• Where handoffs and follow-ups occur