Strategy and guidance
Joost Smaardijk
Makes sure the project adds up: strategy, sales, guidance and project management. Previously 15 years as a project lead on SAP programmes.
Connect on LinkedInPipedrive specialist for SMEs
All your clients, quotes and meetings in one place.
We set up Pipedrive for you. One system for your whole team:
- Client contact and meetings
- Quotes and follow-up
- Delivery after the sale
- Your foundation for AI
- Live fast, with a guarantee*
Sales pipeline
Lead
North Installations
Draft quote
East Studio
Call back
Quote
South Builders
Follow up tomorrow
West Advisory
Awaiting approval
Deal wonProject created
Pipedrive Authorized Partner
An official Pipedrive partner
FortCRM is an Authorized Partner of Pipedrive. We set it up the way your team works, from first lead to delivery, and make sure you use the features that make the difference.
What Pipedrive does for your team
Email sync
Your mailbox connected to Pipedrive. Every email lands with the right contact and deal.
Calendar sync
Meetings from Google or Outlook show up in Pipedrive, and the other way round.
Meeting scheduler
Clients pick a time through your booking link. No back-and-forth emails.
WhatsApp
Hold and log conversations with clients from within Pipedrive.
Nova: AI notes
Nova takes notes of your client meetings and prepares the next steps.
Automations
Tasks, emails and updates run by themselves, based on what happens in a deal.
Campaigns
Newsletters and email campaigns from Pipedrive, sent to the right group of customers. See who opens and clicks.
Projects
After the sale: planning, tasks and delivery in the same system. A won deal becomes a project in one click.
Reporting
Dashboards with your pipeline, expected revenue and results per rep.
Mobile app
Everything at hand on the road, including logging a meeting right after a visit.
AI and integrations
Pipedrive as the foundation for AI
AI is only as smart as the data underneath. When everything is right in Pipedrive, AI works for your whole team: in the system itself, in your own AI assistant and in your other software.
01
AI in Pipedrive
- Nova prepares meetings, takes notes and lines up next steps. It suggests updates to your deals and you approve them. Nova is included in every plan.
- Sales Assistant answers questions about your clients and deals in plain language.
- Email and reports. AI writes and summarises emails, and builds a report from a single question.
02
Your own AI on Pipedrive
- With the official Pipedrive connection (MCP), Claude or ChatGPT works directly with your Pipedrive data.
- Ask things like: "Which quotes have been open for more than two weeks?"
- Let AI update deals, schedule activities and convert leads. You stay in control.
03
Everything talks to each other
- Pipedrive is the hub. We connect it to your accounting, website, email, calendar, phone system and planning.
- That way, automations run across systems.
- Example: quote accepted, invoice ready in your accounting, project created and the team informed. No retyping.
Get the foundation right first, then add AI.
Sound familiar?
What we hear at almost every growing business
“Follow-up happens when there's time.”
“Only the person who was there knows.”
“What did we agree again?”
Our approach
From first call to a team that uses it
- 01
Introduction
A 30-minute call about how you work today and what you want to achieve.
An honest answer on whether Pipedrive fits.
Book your intro call - 02
Design
In your own words, we map how a request becomes a customer, and an order becomes a project.
A setup plan your team recognises.
- 03
Setup and automation
FortCRM sets up Pipedrive, migrates your data and builds the automation around it.
A working Pipedrive, ready to use.
- 04
Training and go-live
Your team learns to work in your real situation, not in a demo. You are live within 6 weeks of the start.
Your team works in Pipedrive.
- 05
Steering
After 60 days we check together whether your team is actively using Pipedrive. If not, you get an extra training session for free.
Usage that lasts.
After that: the ambition review
What works, what doesn't, and what the next step is. That way Pipedrive grows with your business. Part of every SLA.
Who we help
From first request to delivered work
01
Few orders, big jobs
Construction and installation, for example. You follow up every quote closely. Once you win the job, delivery runs as a project in the same system, with everything you agreed with the client.
See what we set up → 02
Advice and custom work
One client, many conversations. Every agreement and decision is recorded and easy to find, even when a colleague takes over. From first meeting to order and delivery.
See what we set up → 03
Many requests, many clients
Large volumes, one fixed route. Every request is handled the same way. After the sale, everyone knows what was promised.
See what we set up →Packages
Choose how much you do yourself
Three ways to work with us. All three are built with Pipedrive as the source of truth.
Self-directed from €4,950 We lay the foundation, you build on it Most chosen Shared from €7,950 We build together, you learn to manage it Fully managed from €12,950 We do everything, you use it
After that you choose a maintenance plan, from €595 per month.
60
day guarantee
Our guarantee
Live on time and in use. Otherwise we stand behind it.
- Not live within 6 weeks while your requirements were in order? Then you pay no licence fees for the overrun.
- After 60 days we check together whether your team is actively using Pipedrive.
- If not, you get an extra training session for free.
Both guarantees apply to Fully managed and Shared.
About us
Two people, over twenty years of system implementations combined
Implementation and technology
Joost Beers
Builds the setup, automations, integrations and workflows, and optimises processes. Delivered three full Pipedrive implementations in the past three years, including migration. Before that, seven years as an IT business consultant.
Connect on LinkedInFAQ
What people ask us up front
How long does an implementation take?
You are live within 6 weeks, provided your requirements are in order. Live means: delivered, tested against what we agreed and your team is trained. If we miss that, with Fully managed and Shared you pay no licence fees for the overrun.
Why Pipedrive?
Pipedrive is simple enough to use every day and powerful enough to grow with you. That second part is why teams keep using it.
Can Pipedrive manage projects too?
Yes, with Projects. A won deal becomes a project in one click, with phases, tasks and planning, and all client information carries over. Projects is included in the Premium plan and up; on lower plans it is an add-on. We set it up as part of your project.
What if my team doesn't use it?
That is what the usage guarantee is for. After 60 days we check together whether your team is actively using Pipedrive. If not, you get an extra training session for free. Applies to Fully managed and Shared.
What does it cost?
Self-directed costs from €4,950, Shared from €7,950 and Fully managed from €12,950. After go-live you choose an SLA: Basic €595, Plus €1,250 or Max €2,450 per month. All excluding VAT. After the first call you receive a proposal.
Contact
Book a 30-minute call
We look at what Pipedrive can do for your team. If it is not a fit, we will tell you honestly.
Pick a time