Supercharging your Pipeline

Just purchased Pipeline.so? Now the work begins. Our CRM experts guide you through the onboarding process, helping you tailor the solution to your specific goals and team dynamic.

Three steps to sales lift off.

We’ve distilled all our experience into three easy steps, during which we’ll empower you to take full control of your Pipeline.so CRM platform.

Step 1: Getting the ball rolling.

When it comes to generating and nurturing leads, there’s no time to waste. We begin by helping you get set up, with your data migrated and automations in place to hit the ground running.

Setting up
your account

It all begins with a project. But there are two ways we can begin. We can either use one of our specific industry snapshots—complete with templates and automations—or we can create one from scratch.

Making it

Our Dashboard makes it easy to always understand what’s going on. We’ll show you how it works, including how to add new contacts and automate workflows for streamlined productivity.

Connecting to
your site

Give your leads the best experience possible, with less work on your end. At this stage, we connect all your lead forms to the automations, creating appropriate tags and segmenting contacts into relevant pipelines.

Step 2: Preparing for your team.

Your platform, your rules. Before you invite your whole team to join, we’ll help you personalize the platform by adding your own logo and importing your data. Now you’re ready for everyone to join.

Welcoming to your team

The branding’s implemented. The automations are in place. Next we’ll begin inviting your team members and talking them through the tasks they need to complete. Depending on their seniority level, you can give them two different access levels.


Restricted access to changing configurations and permissions but all that’s needed to operate within the CRM.


Full, unlimited access to the CRM without any limitations.

Step 3: Paving the way toward success

Even with the team on board and the automation and pipelines set up, it takes time to ensure everything goes to plan.

That’s why we continue working alongside you to ensure you’re hitting common key performance indicators and making adjustments where necessary. While doing this, we’ll also identify new features that can maximize your results.

Keeping the team onboard

Teams often take a while to warm to new software. This is normal and to be expected. The key is to listen to their feedback and help guide them during the process.

Pipeline.so Onboarding Solutions.

If you need added assistance onboarding your team, we provide a number of additional packages to help set your entire team up for success. Through our expert-led consultations, we’ll help streamline and optimize your processes while making sure all stakeholders are able to effectively leverage the configuration, workflows and automations.
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