Moneo

We primarily work with small and medium-sized businesses across industries including Technology and IT, Energy and Utilities, Agriculture, Manufacturing, Business Services, Healthcare, Automotive, Finance, Construction, Professional Services, and Media and Entertainment. We serve clients across Europe and beyond. Our multilingual team supports Latvian, Lithuanian, Estonian, Ukrainian, English, Russian, German, and Polish, ensuring smooth CRM adoption and communication across international teams.

Our quick-start onboarding approach allows your Pipedrive CRM to go live quickly and efficiently. We set up the system structure, pipelines, user roles, permissions, data migration, essential automations, reporting dashboards, and key integrations. After the setup, we train administrators, managers, and sales users so everyone understands how to use the system confidently. In just a few focused sessions, your team can begin working in a fully functional CRM environment and start closing deals, with optional follow-up sessions to refine and optimise the setup.

We build custom integrations that connect Pipedrive with a wide range of business tools including Meta advertising platforms, LinkedIn and Surfe, WhatsApp, VoIP systems such as CloudTalk, Field Service Management solutions like Frontu, ERP and accounting systems, Business Intelligence dashboards, websites and lead forms, and mobile productivity environments such as Samsung DeX. If your system has an API, we can integrate it. Our goal is to eliminate double data entry and create a single, reliable source of truth across marketing, sales, finance, and operations.

CloudTalk integrates your calling system directly into Pipedrive, allowing sales teams to make and receive calls within the CRM. All call activities are automatically logged under contacts and deals, recordings can be stored, and workflows can be triggered based on call outcomes. This improves visibility into communication history, ensures consistent follow-ups, and enhances team performance tracking.

The Frontu integration connects sales and service operations by automatically creating service jobs when a deal is marked as won in Pipedrive. Customer and asset data synchronise between systems, technicians update job progress in Frontu, and completion notes sync back to Pipedrive so sales teams stay informed in real time. Samsung DeX enhances mobility by allowing sales professionals to use Pipedrive in a desktop-like environment directly from their mobile device, which is especially useful for field sales, on-site presentations, and immediate deal updates.

Surfe connects LinkedIn directly with Pipedrive, enabling users to add LinkedIn contacts to the CRM with a single click and synchronise conversation history. It enriches contact data and allows deals to be created directly from LinkedIn interactions. This significantly streamlines outbound prospecting and reduces manual data entry for sales teams relying on LinkedIn for lead generation.

Yes. Our role does not end after implementation. We provide both on-site and online training for administrators, managers, and sales representatives, along with continuous support and process optimisation guidance. As your business evolves, we help refine workflows, integrations, and automation to ensure your CRM continues to support your growth. We position ourselves as a long-term partner focused on sustainable sales success rather than a one-time implementation provider.