Set it up right.
A CRM that reflects the way you sell, with the structure, reporting and training to make it useful from the start.
- Pipeline and stage design
- Fields, permissions and views
- Activity rules and reporting
- Team training and documentation
AUTHORIZED PIPEDRIVE SOLUTION PROVIDER
A clearer view
of every deal.
We implement, migrate and improve Pipedrive around the way your business sells. From the first enquiry to the handoff after the deal is won.
01
A pipeline that makes sense.
Stages and fields that match how sales actually moves.
02
A next step for every deal.
Activities and automation that keep follow-up visible.
03
A forecast you can use.
Reporting that shows what’s happening without rebuilding it in a spreadsheet.
Implementation · Migration · Automation · Reporting · TrainingExplore the 30-day partner trial
01 / THE WORK
A better sales system,
from wherever you’re starting.
Make the move.
Bring the information that matters with you. Move from HubSpot, Salesforce, Zoho or spreadsheets with a clear plan and a careful cutover.
- Data mapping and cleanup
- Contacts, deals, activities and notes
- Migration validation
- Reporting continuity and launch
Get it back on track.
When the account has drifted, we work through what needs fixing and what can stay. Better reporting, dependable automations and a team that knows the system.
- Account and workflow review
- Reporting and automation repairs
- Integrations and handoffs
- Ongoing support and training
02 / THE WHOLE SALES PROCESS
The deal is won.
What happens next?
Pipedrive is one part of your business. We connect it to delivery, customer success, billing and support so a won deal becomes a well-run engagement.
Native integrations · APIs · n8n · Make · Zapier · Custom code
PIPEDRIVE Won
A deal.
With everything attached.
Agreed scopeBilling detailsCustomer context
THE HANDOFF, CONSIDERED.
Give the delivery team the agreed scope and a clear starting point, without asking the customer to explain it all again.
03Get started
Book the consultation now, or get guidance first.
Book a free CRM consultation if you already know you want to talk. Or take the quick assessment to see whether Pipedrive is the right move, then book with your result attached.
THE PARTNER TRIAL
Try Pipedrive.
With room to decide.
North Lantern Group is an Authorized Pipedrive Solution Provider. Start through our partner link for a 30-day free trial, compared with Pipedrive’s standard 14 days.
More time to try it with your team, follow real opportunities and find out how well it fits the way you sell.
Start your 30-day trial No credit card required.
THE SAME PLATFORM. MORE TIME.
Standard Pipedrive trial14 days
Through North Lantern30 days
16 more days. A little less guesswork.
PUT IT TO WORK
Your pipeline
Use your own stages, deals and next steps.
Your follow-up
See how activities and automation fit the team.
Your reporting
Check whether it answers the questions you ask.
We can help you work out what to test, what to connect and what a useful setup should look like.
Talk through your setupBEFORE WE START
A few useful
answers.
Does the trial include North Lantern’s services?
The trial covers Pipedrive. If you want help with setup, migration or integrations, we’ll agree the work with you separately.
How long does an implementation take?
It depends on your migration, reporting, automation and training needs. We agree the scope and timeline after understanding your current setup. Cleanup projects can be shorter when the existing account can be repaired.
Can you migrate us from another CRM?
Yes. We work through field mapping, record cleanup, activity and history decisions, migration validation and reporting continuity before planning the cutover.
Should we repair the account or start again?
We compare the effort and risks of each approach, including the data and workflows you need to keep. Then we recommend the route that makes the most sense for your team.
Do you only configure Pipedrive?
No. We also build automations, integrations, reports and the handoffs into delivery, billing and support, and help the people who will use the system.
Who does the work?
The senior team shaping the engagement stays close to the implementation and handover. You work with the people doing the work.
Can you support us after launch?
Yes. Support can include reporting reviews, automation maintenance, administration, training and further development as your business changes.