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.
We tailor and connect Pipedrive to fit your sales process — from initial setup to automation and reporting.
We build systems that free your sales team from manual updates — and give management a clear view of the pipeline.
Pipedrive is built for companies that want a simple, visual, and efficient way to manage sales.
It’s easy to use, scales with your team, and connects well with Microsoft tools.
With the right setup, Pipedrive becomes the single source of truth for your sales process.
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.
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.
It’s a CRM system for managing leads, deals, and communication across your sales process.
Yes — we handle full migration from tools like HubSpot, Zoho, or Excel.
Absolutely. We integrate it with Outlook, Teams, SharePoint, and Power BI.
Yes, we provide onboarding sessions so your team feels confident using the new system.
Yes. We create automations for follow-ups, task creation, and deal management using Power Automate or Pipedrive’s built-in workflows.
