Build a working sales system in one day.
Sales process, automation & AI workshop with Pipedrive.
Not theory. Not a motivational talk. A hands-on day where you leave with a real system built for your business.
FREE WORKSHOP
Want to use AI but the foundation isn't there yet?
There’s nothing to automate or build AI on top of.
First you need:
- a working process
- a clean contact database
- a task management system
- a transparent sales and project pipeline
Once you have the foundation, you can add automations and AI features using Pipedrive’s native tools, plus integrations via Make.com and n8n.
Many companies still:
- work from Excel files
- have no task system
- have no pipeline
- have no shared process
A day built around your business.
AGENDA
9:00 – 9:30
Arrival, coffee, introductions, settling in
9:30 – 10:45
Personal Pipedrive setup and system walkthrough
11:00 – 12:15
Building your system and sales pipeline
12:15 – 13:15
Lunch break (nearby, on your own)
13:15 – 14:30
Task and time management training
14:45 – 16:00
Lead generation, AI features, reporting and automations
Most training gives you inspiration. This gives you a working system.
No trend talk. No AI hype. We build a real system, together. We show you how a modern sales process works, how to automate your operations, how to make your pipeline transparent, and how to build an AI-ready foundation for your business.
What you'll learn
It’s not only about AI and automations. We also cover:
- how to integrate task management into your daily flow
- how to manage your clients in a single system
- how to set up a working sales pipeline
- how to track your deals and proposals
- how to automate your follow-ups
Pipedrive provides its own AI features and automation module, and connects directly with Make.com and n8n integrations.
Is it for you?
WHO IT'S FOR
Business owners, sales managers, real estate agents, insurance advisors, consultants… If you’ve outgrown spreadsheets, want to introduce AI and automation into your workflow, or simply want to run your sales process in a more structured way, this workshop is built for you.
Lead generation
Every lead lands in one system. No more lost emails, no more spreadsheets. Leads from your website, social media, and Google come in automatically, so you always have a full picture of your pipeline. Your existing customers are your easiest source of new revenue, so you can see who’s been neglected and plan your outreach accordingly.
Conversion and execution
You move every deal through a structured process, so the next step is always clear. Tasks and to-dos stay in the system, not in your head. Automation handles the routine admin work, so you spend more time selling and less time chasing.
Visibility and control
Review your analytics and use AI features to spot new sales opportunities. Get automatic notifications and reminders so deals and projects keep moving. Sales forecasts update automatically as your pipeline progresses.
AI features and scalability
Once the foundation is solid, AI gives you a real edge. Automate your operations, reduce manual work, and move faster. With Pipedrive’s native AI features, automation module, and Make.com and n8n integrations, you get a system that works from day one and scales with your business.
Why we use Pipedrive as an AI-first CRM
30-day free trial, then available in monthly and annual plans from €14/user/month (excl. VAT)
Pipedrive is a CRM built for salespeople. It’s visual, easy to use, and scales with your business. With built-in AI features, automation, and Make.com and n8n integrations, it gives you everything you need to build a working sales system. Used by more than 100,000 companies worldwide.
Who runs the workshop?
Adrian Tomoiagă
- Official Pipedrive Premier Partner in the PartnerScaleHub network
- 10+ years in sales and sales management
- Works with businesses across multiple industries
- Specialises in CRM implementation and sales process design
This workshop is built on real experience, not slides.
Really free? Yes. The full day.
Please read the conditions below:
- Free for our clients, subject to seat availability. Maximum 2 participants per company.
- At the event we will open a Pipedrive account — which you can also do in advance via the link below. Free 30-day trial, no obligations. This is the account we will work with on workshop day.
- If your Pipedrive account is not registered through us or you did not start your trial with us, the participation fee is EUR 249 / person. Not sure whether you registered through us? Write to us at sales@dealflow.ro and we will check for you.
Used by over 100,000 companies in 179 countries
Ready to get started?
Still thinking it over?
Not sure it’s right for you? Let’s talk in a short online meeting.
Start building your own sales system with us. Participation is free, subject to available spots.
Book a meeting
Pick a slot that works for you. You will get a confirmation by email.