Services
Don't want to set it up alone?
We'll do it with you.
Most teams are running in 5 minutes. If you'd rather hand it over — migration, pipeline design, campaigns, automations, integrations — you work directly with the people who build Teamopipe.
✓ Used by 300+ users✓ 14-day full trial · no credit card✓ Customer reviews on the Chrome Web Store
🎯
Quick-start call — Free
30 minutes with the founder. We map your sales process to a pipeline and tell you honestly what you can do yourself.
Pipeline stages and fields drafted on the call
Which plan fits, with no upsell
A written summary afterwards
🚚
Data migration
From Streak, NetHunt, Copper, HubSpot, Pipedrive or spreadsheets — contacts, organizations, deals, notes and owners, with the links between them kept.
Field mapping and de-duplication first
A sample import you check before the full move
Large moves through the API, not only CSV
🛠️
Done-for-you setup
Pipelines, fields, tags, saved views, templates and automations configured around how you sell.
Your first pipelines and stages
Required fields and lost reasons
Saved views for each owner and the weekly review
🎓
Team onboarding
A live session for your team in Gmail and the web app, recorded for future hires.
Your own pipelines, not a demo account
One-page team rules: owners, stages, next steps
Recording for new hires
📧
Campaign setup
Templates, sequences, merge fields and a deliverability check before your first send.
SPF, DKIM and DMARC check on your domain
First templates and a follow-up sequence written with you
Recipient list cleaned and segmented
🔌
Integration wiring
Zapier flows, API connections and ChatGPT or Claude through Teamopipe MCP — built to your stack.
Forms, Calendly and ad leads into contacts and deals
Won deals to Slack, Sheets and your project tools
MCP connected with starter prompts for your weekly review
How it works
1
Audit call
We walk through your process, data and tools. You leave with a written plan and a quote — or a note that you don't need us.
2
Setup in days
We migrate a sample first, you check it, then we import everything and configure pipelines, automations and integrations.
3
Handover & support
A live walkthrough with your team, a recording for future hires, and direct support from the people who build the product.
"Works perfectly for my use cases. Other CRMs on the market are complex and have too many features I do not need."
CG
★★★★★ Constantin Ginga · Chrome Web StoreCommon questions
What does setup cost?
The quick-start call is free. Migration and setup are quoted per scope after the call — you see the price before anything starts.
How long does migration take?
Simple CSV moves usually finish the same day. Moves with deals, notes and history typically take a few working days.
Who does the work?
The team that builds the product — not an outsourced implementation partner.
What if I only need advice?
Book the free call. If self-serve covers you, we will say so.
Book a free 30-minute call.
We will map your process and tell you honestly what setup you need — even if it is none.