Pipedrive Solutions Partner · Australia-wide
Pipedrive Setup, Training and AI for Australian Businesses
Start your free 30-day Pipedrive trial with us, and we'll set it up around how your business actually wins work
CloudKonnect is a Pipedrive Solutions Partner. When you start Pipedrive through our link, Pipedrive looks after your licence, billing and product support, and we become your partner for everything around it: setting it up, training your team, connecting your tools and adding AI that does real work in your pipeline.
We run CloudKonnect on Pipedrive ourselves. Rob Morgan uses Grok Bot every day to create deals, move stages and draft follow-ups in Pipedrive, so we're setting you up with what already works for us.
No credit card needed to start. The trial is run by Pipedrive, and signing up through our link makes CloudKonnect your Pipedrive partner.
Who this is for
This is for owners whose sales and client work lives in their inbox, a spreadsheet or their head. Leads come in by phone, email and the website, quotes go out, and follow-ups depend on someone remembering. It's also for teams already paying for a CRM that nobody really uses, or that costs more than it gives back.
If you're a sole trader with a handful of clients and no plans to grow, a CRM may be more than you need right now. We'll tell you that on the first call.
Why Pipedrive with CloudKonnect
Pipedrive is a CRM built around your sales pipeline: every lead and deal sits in a stage, and you always know what needs to happen next. It's simple enough that teams actually use it. The software is only half of it, though. A CRM pays off when it matches how your business works.
Pipedrive handles the licence
You sign up with Pipedrive directly through our link. Pipedrive bills you and provides product support, so there's no middleman on your subscription.
We set it up around your process
We map how a lead becomes a paying client in your business, then build your pipelines, stages, fields and automations to match.
We train your team
Short, practical sessions on your own data, so your team knows what to do in Pipedrive every day and keeps doing it after we step back.
We add AI on top
Once the pipeline is clean, we connect AI such as Grok Bot to your Pipedrive, email and calendar, so it can log enquiries, update deals and draft follow-ups for you to approve.
Systems first, then AI. We're systems consultants before we're software people. Rob Morgan is a Certified SYSTEMologist® Trainer, and every Pipedrive setup we do starts with your process, not the software's default settings.
Try Pipedrive free for 30 daysHow it works
Start your free trial through our link
Sign up at pipedrive.cloudkonnect.com. It takes a couple of minutes and Pipedrive gives you 30 days to try it. Your account is linked to CloudKonnect as your Solutions Partner from day one.
Book your setup session
We meet by video call to map how leads come in, how you quote and how work gets handed over. That becomes the design for your Pipedrive.
We build and train
We set up your pipelines, fields, email and calendar sync, web forms and automations, then train your team in working sessions using your real deals.
Add AI and automations
With good data in Pipedrive, we connect Grok Bot and other AI tools so the routine updates and reminders happen without anyone chasing them.
Keep improving with Systems & AI Consulting
When you're ready to systemise the rest of the business, our Systems & AI Consulting picks up from your pipeline and works through the processes behind it.
From the book
Where Pipedrive fits in the Freedom Business Flywheel
In Freedom Business Through AI, Systems and Subscriptions, Rob Morgan sets out five sectors that make a business run without the owner and pay them while it does: Systems, Subscriptions, AI, Offshore and Partners. Systems come first. Chapter 2 shows how to get the processes that run your business out of your head and onto the page using SYSTEMology.
The first system we document with clients is their Critical Client Flow: how a stranger becomes a paying client and gets what they paid for. A CRM is where the front half of that flow lives. When your pipeline is set up properly, every enquiry, quote and follow-up happens the same way no matter who's handling it, and you're no longer the person everyone checks with.
That's also why AI comes second. As the book puts it, AI is the intelligence layer that compounds your systems. In Pipedrive, it has clean, structured data to work with, which is when it starts doing useful work reliably.
What's in the setup package
Our Pipedrive Setup, Onboarding & Training package is a fixed-scope project that follows the same steps for every client.
01
Discovery and design
We map your lead sources, sales stages and handovers, and agree what Pipedrive needs to do for you.
02
Setup session
We build your pipelines, deal stages, custom fields, users and permissions, and connect your email and calendar.
03
Automations
We set up web forms, follow-up reminders, activity templates and the automations that move work along without manual chasing.
04
Training
Three 45-minute training sessions for you and your team, working on your own deals.
05
Go-live
We bring your existing contacts and open deals across, check everything works, and switch the team over.
06
Hypercare
We stay close in the weeks after go-live to answer questions and adjust anything that isn't working in practice.
Already using Pipedrive? We can review and tidy up your current setup, train your team and add AI without starting again.
Pricing
Your Pipedrive subscription is billed by Pipedrive at its normal plan pricing, and you choose your plan during or after the trial. Our setup package is a fixed-price project, agreed before we start. Every business is different, so we scope it on a short call rather than publishing a price list.
Who we're working with
Businesses we're currently setting up or supporting on Pipedrive include:
- AFA
- Agency Futures
- Arche Energy Pty Ltd
- Australian Outdoor Media
- Benson Design
- Better Sales Coach
- Brisk Australia
- Building Consultancy Group
- Caravan & Camping Western Australia
- CBT Tyres
- Clean Feeling
- Cyber Matters
- Driven Training
- DX1
- Evasight
- First in Finance
- Full House
- Greater Glass
- H2H Digital
- Kenex Stencils
- Litter Lock
- Lux Bathroom Renovations
- M & R Distributors
- Marshall Group
- Miroma Project Factory
- Mixquip
- Monitor
- Mulchtech
- Newnham Dental and Cosmetics
- Newnham Scaffolding Pty Ltd
- Nuworxs Pty Ltd
- Off Market Property Services
- Omega Investments
- Omneo
- Parratech Group Pty Ltd
- Perfect Group
- Policrete Structural
- Prime Dental Solutions
- Proline Equipment
- QuoteEaze
- Racing and Sports Pty Ltd
- Rainware Industries
- Refine Carpentry Group
- Smart Solar
- Sydney Piling
- The Sauna Hub
- TUNRA
- Unmand
- VAPAR Innovation Pty. Ltd.
- Welding Solutions
- Wymap Group
- XtreamCompute
- Yappy Mortgages
And CloudKonnect itself. We've been using Pipedrive for over 10 years, with the same pipelines, project templates and AI routines we set up for clients.
Frequently asked questions
How long is the free trial?
Signing up through our partner link gives you a 30-day free trial with no credit card needed. Pipedrive's standard trial from its own website is 14 days.
Do I pay CloudKonnect for Pipedrive?
No. Pipedrive bills you directly for your subscription. You only pay us for the setup, training and consulting work you choose.
What does being a Pipedrive Solutions Partner mean for me?
Pipedrive's Solutions Partners are businesses Pipedrive works with to set up, train and support its customers. When you sign up through our link, CloudKonnect is linked to your account as your partner, so you have a local team to help you get Pipedrive working, alongside Pipedrive's own support.
Who do I contact for help?
Pipedrive's support team helps with the software itself. We help with how it's set up for your business, your automations and AI, and training your team.
Can you move us from HubSpot or a spreadsheet?
Yes. We bring your contacts, companies and open deals across as part of go-live. We've been using Pipedrive for over 10 years.
Do I need AI to get value from Pipedrive?
No. A well set up pipeline pays off on its own. AI comes in once your process is in Pipedrive, because that's when it can do useful work reliably.
What can Grok Bot do with Pipedrive?
Connected to your Pipedrive, email and calendar, Grok Bot can turn a new enquiry into a person, organisation and deal, update stages, set follow-up activities and draft replies. Anything a client will see stays with a person to approve. See Grok Bot Consulting for more.
Do you work outside the Illawarra?
Yes. Setup sessions and training are delivered by video call to businesses anywhere in Australia.
Start with Pipedrive, and have it set up properly
Start your free 30-day trial through our link, then book a call. We'll map how your business wins work and show you what your Pipedrive should look like.
Talk to us: 1800 605 468 · info@cloudkonnect.com
Pipedrive is a trademark of Pipedrive OÜ. CloudKonnect is an independent Pipedrive Solutions Partner.