CRM IMPLEMENTATION SERVICES
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AU + NZ
CRM Implementation Expertise
4.9 / 5
Star Client Rating
4x
Pipedrive Partner Award Winners
YOUR CRM IMPLEMENTATION PARTNER
Good CRM implementation starts with understanding how your team sells. We bring the CRM, integration and automation expertise to build Pipedrive around your process and make your technology work harder.
Book a 15-Minute Scoping CallLorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
CRM IMPLEMENTATION & PIPEDRIVE SETUP
Whether you're setting up a new CRM or improving an existing Pipedrive setup, we’ll help you get it working around your sales process, from clearer pipelines and reporting to less manual work.
Book a 15-Minute Scoping Call
WHAT BETTER CRM SETUP LOOKS LIKE
A properly implemented CRM should make everyday easier. With the right Pipedrive setup, your team gets better visibility across opportunities, less repetitive admin and systems that work together.
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Give your team a clearer pipeline, ownership and next steps.
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Automate the tasks and follow-ups that don't need to be done manually.
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Bring Pipedrive and your wider stack together so information doesn't get stuck between systems.
CRM IMPLEMENTATION IN ACTION
Stroud Homes had more than 40 Pipedrive accounts operating independently, making reporting, forecasting and visibility across the group difficult.
We worked with their team to bring those accounts into one global Pipedrive CRM, connect it with their custom portal, automate manual processes and create a more consistent way of working.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
WHY WORK WITH A PIPEDRIVE PARTNER?
Pipedrive is flexible. The key is setting it up around how your business actually works. As a Platnium Pipedrive Partner and four-time ANZ Partner of the Year, we bring the expertise to simplify your setup, automation and integrations.
You get Pipedrive expertise, backed by a technical partner who understands your wider stack.
Pipedrive
Platinum Partner
monday.com
Silver Partner
Mailchimp
Pro Partner
THE MOTII PLAYBOOK
What does CRM implementation actually involve?
Hear what to expect and what to get right before you start on the Motii Playbook podcast.
OUR CRM IMPLEMENTATION PROCESS
At Motii, we don't just set and forget your new CRM system, we're here ready to support your team with training and ongoing support.
Lorem ipsum — every Motii partner deployment follows a clear path. Not a login and a wave goodbye. Start or transfer [Partner], connect to Pipedrive, automate first use-case, train and hand over.
Four steps: start or transfer → connect to Pipedrive → automate first use-case → train & hand over.
01
Understand your sales process
Map how your team sells and what your CRM needs to support.
02
Build your Pipedrive setup
Configure Pipedrive around your pipelines, people and processes.
03
Connect and automate systems
Connect your systems and automate repetitive sales tasks.
04
Launch, train and keep improving
Train your team and get your new CRM ready for day-to-day use.
BEYOND IMPLEMENTATION
Your sales process, team and technology won't stand still. Neither should your CRM.After launch, Motii can continue as your technical partner, helping you optimise Pipedrive, connect new systems, improve automation and keep your CRM working as your business evolves.
Explore MotiiCareLorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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Case Study
“Time savings? There’s a lot. We’ve sent 511 automated emails and set hundreds of automated activities for home loan reviews - no stone unturned ”
Dylan Bertovic, Stryve Finance
Mailchimp’s intuitive interface makes it easy to build powerful automation flows. When we combine that with the right data, it becomes a scalable way to drive meaningful growth.
FAQ
CRM implementation is the process of setting up a CRM around how your business works. It can include mapping your sales process, configuring pipelines, migrating data, building automations, connecting other systems and training your team.
A Pipedrive Partner can help you go beyond the basic setup and build Pipedrive around your actual sales process. As an Elite Pipedrive Partner and four-time ANZ Partner of the Year, Motii can help with Pipedrive setup, integrations, automation, data and ongoing optimisation.
Start with your sales process, not the software. Understand how leads enter your business, how opportunities progress, what your team needs to know and where follow-up happens. From there, your CRM can be built around that process.
CRM implementation costs depend on your requirements, including the complexity of your sales process, data migration, users, integrations and automation. At Motii, we scope your CRM implementation upfront so you know what your business actually needs.
It depends on the complexity of your CRM setup. A straightforward Pipedrive setup may take less time than a project involving data migration, multiple integrations or complex automation. We scope the project with you before implementation begins.
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Yes. You don't always need to start again. We can review your existing Pipedrive setup, identify what's creating unnecessary work or poor visibility, and improve your pipelines, reporting, automation and integrations.
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Ready for a CRM that actually fits your business?
Book a free 15-minute scoping call with Motii. We’ll look at how your team sells today, what’s getting in the way and where better CRM setup, automation or integrations could help.
Prefer to talk? Call (03) 8595 5155
