From sign-up to your first result.
Choose confidently, configure the essentials, and finish one practical lead-follow-up setup without getting lost in every available feature.
UI screenshots and plan limits require hands-on verification before publication.
Pipedrive: first lead follow-up
This Draft demonstrates the approved Setup Guide experience. Final screenshots and exact plan guidance follow hands-on verification.
Go to the official product page
Confirm you are on the correct domain and review the current trial terms before creating an account.
Official landing page
Create the dedicated account
Use the business email and workspace name you want associated with the CRM. Confirm any email-verification step.
Account creation
Review the plan before continuing
Check seat pricing, automation availability, limits, billing frequency, and what happens after the trial.
Plan selection
Build the first pipeline
Create only the stages required for a first result: New Lead, Qualified, Follow-Up, and Booked Call.
Pipeline settings
Add one lead and schedule the next action
Enter one safe test lead, assign the correct stage, and create the first follow-up reminder.
Lead + next activity
Automation may not be available on every plan.
Before publication, we will verify the current plan limits, trial conditions, card requirements, and upgrade path directly in the product.
Continue only after checking the plan and disclosure.
The production CTA will open the verified official sign-up page. If it is an affiliate link, the relationship will be clearly disclosed beside the CTA.