Switching systems shouldn’t mean spending the next three weekends importing spreadsheets, rebuilding quote templates and working out what every setting does. Send us your processes, spreadsheets and templates - we’ll turn them into a ready-to-use Pipeline account.
Most business software gives you a login and leaves you to figure out the rest. That’s fine if you enjoy spending evenings configuring CRM stages. Most people don’t.
For businesses that want to move to Pipeline without taking on another internal project.
Pipeline doesn’t force every business into the same sales process. Neither do we. We set your lead stages up to match the way enquiries really move through your business.
From the first discovery call to your team’s first real job in Pipeline.
We start by understanding how your business currently works, then configure Pipeline around it. We look at:
Still running parts of the business from spreadsheets? Fairly normal. Send us your data and we help move it in:
We agree what can realistically be migrated before the project starts.
Reusable quote templates, so your team isn’t rebuilding the same quote every Tuesday:
Once a quote becomes work, we configure what happens next:
The parts of Pipeline you need for getting paid:
Less repetitive typing. Fewer emails starting “Sorry, I thought Dave had sent that.”
Website enquiries straight into Pipeline, plus forms for:
Where appropriate, we help you embed them in your existing website.
So everyone sees what they need without seeing everything they don’t:
Where relevant, we connect and configure supported integrations:
We agree which integrations are part of your setup before work starts.
Once your account is ready, we run a remote training session with your team. We walk through the setup we’ve built for you, and your team can ask questions based on the jobs they actually do.
Your setup includes an agreed launch-support period, so you can start using Pipeline properly and pick up any small adjustments once real work starts flowing through it. After that, ongoing Pipeline support is available as normal.
Book a short call and show us how you currently manage leads, customers, quotes, jobs and invoicing. Spreadsheets, existing software and slightly questionable processes are all welcome.
We define what needs importing and configuring and confirm it fits within the Done For You package. You know exactly what we’re setting up before work begins.
We configure your account, import agreed data, build templates and connect the relevant parts of your workflow.
We run through the finished system with you and your team - your setup, your jobs, your questions.
Start running the business through Pipeline, with launch support while everyone gets settled in.
Done For You works best where several parts of the operation need to work together - leads, quotes, jobs and invoices.
Particularly useful if you have multiple staff, a steady flow of enquiries, or a collection of spreadsheets that has quietly become mission-critical infrastructure.
Fixed setup fee, plus your normal Pipeline subscription.
The exact scope is agreed before work starts. If your systems or data need substantial bespoke migration or development, we’ll flag it before we begin.
Done For You is a setup and implementation service. It doesn’t include unlimited bespoke software development. If you need something genuinely custom - a new integration, bespoke workflow or extra functionality - we’ll identify it separately and, where appropriate, handle it through a Nimble Development Sprint.
No mysterious invoice containing 37 hours of “configuration”.
That’s fine. If you signed up but never quite got everything configured, we’ll take your existing account and finish the job properly - or tidy up an account that has grown organically.
A fixed £2,000 setup fee, plus your normal Pipeline subscription. The exact scope is agreed before work starts, so both sides know what's included.
Yes. Done For You isn't only for brand-new customers. If you signed up but never quite got everything configured, we can take your existing account and finish the job properly. We also help established customers reorganise an account that has grown organically and could do with a tidy-up.
Done For You is a setup and implementation service. It doesn't include unlimited bespoke software development. If you need something genuinely custom - a new integration, a bespoke workflow or additional functionality - we'll identify it separately and, where appropriate, handle it through a Nimble Development Sprint.
We agree what can realistically be migrated before the project starts. If your existing systems or data need substantial bespoke migration or development, we'll flag that before we begin - never after.
We don't disappear. Your setup includes an agreed launch-support period so you can start using Pipeline properly and pick up any small adjustments once real work starts flowing through it. After that, ongoing Pipeline support is available as normal.
Specific. We walk your team through the setup we've built for you rather than giving a generic tour of every button, and your team can ask questions based on the jobs they actually do.
You don’t need another system sitting half-configured alongside the spreadsheets it was supposed to replace. Give us the way your business currently works - we’ll turn it into a Pipeline setup your team can actually use.
Join the Pipeline mailing list and we’ll send you a discount code for 50% off your first three months.
That’s three months of fewer spreadsheets, fewer missed leads and considerably less shouting, “Who booked that job?”
We’ll also send occasional Pipeline news and useful updates. No spam, no daily motivational quotes. Unsubscribe whenever you like.
Offer available to new Pipeline customers only.
