We help you sell smarter with Pipedrive

We help companies set up, automate, and connect Pipedrive CRM with Microsoft 365 and other business tools to manage sales efficiently.
Sales teams need clarity — not more spreadsheets. We help businesses use Pipedrive CRM to organize leads, track deals, and automate daily follow-ups, so your team can focus on selling, not admin work.
Rocksoft integrates Pipedrive with Microsoft tools and business apps to make sure your sales data flows smoothly across your company.

What we do with Pipedrive

We tailor and connect Pipedrive to fit your sales process — from initial setup to automation and reporting.

  • CRM setup, customization, and user onboarding
  • Data import and migration from old systems
  • Automation of deal stages, emails, and reminders
  • Integration with Outlook, Teams, and SharePoint
  • Custom dashboards with Power BI for reporting
  • Connection with marketing and invoicing tools

We build systems that free your sales team from manual updates — and give management a clear view of the pipeline.

Why Pipedrive

We tailor and connect Pipedrive to fit your sales process — from initial setup to automation and reporting.

  • CRM setup, customization, and user onboarding
  • Data import and migration from old systems
  • Automation of deal stages, emails, and reminders
  • Integration with Outlook, Teams, and SharePoint
  • Custom dashboards with Power BI for reporting
  • Connection with marketing and invoicing tools

We build systems that free your sales team from manual updates — and give management a clear view of the pipeline.

Our experience with

Pipedrive

We’ve implemented Pipedrive for clients in services, manufacturing, and SaaS — connecting it with Microsoft 365, SharePoint, and Power BI.

Our focus is always practical: making sure the CRM fits your process, not the other way around.

From setup to long-term support, we ensure Pipedrive becomes a reliable part of your daily workflow.

Integrations we support

Pipedrive connects with a wide range of tools your team already uses. We help you get the most out of it.

  • Microsoft 365 (Outlook, Teams, SharePoint)
  • Power BI for visual sales analytics
  • Power Automate for custom workflows
  • Email and marketing tools like Mailchimp or HubSpot
  • Accounting and invoicing systems
  • API integrations with internal databases or apps

These connections make your CRM smarter — and your data consistent across all platforms.

Portfolio

Our FAQs

What is Pipedrive used for?
Can you migrate our current CRM data to Pipedrive?
Can you connect Pipedrive with Microsoft 365?
Do you offer training for sales teams?
Can we automate tasks in Pipedrive?

Let’s make Pipedrive work for your business

Your sales team deserves tools that make selling easier — not slower.

Let’s connect and customize Pipedrive so it fits your goals and saves time every day.