Pennylane Guide
Pennylane
Pennylane + Pipedrive
Manage your Pennylane accounting by integrating Pipedrive to better track your leads and customers.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Export your Invoices
Replicate your invoices and save your important data.
Track your Payments
Keep control of your accounting by exporting your transactions.
What can I do with Pipedrive CRM?
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Can I connect Pipedrive to other applications not listed on Synchron?
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Can we pay invoices online with Pennylane?
Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Can I connect Pennylane directly to other accounting applications?
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Pennylane offers user support and integration with a larger variety of systems.
Connect Pennylane and Pipedrive
No technical knowledge required, start integrating in 5 minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics new
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Pennylane and Pipedrive easily
Pennylane is a chartered accountant service that puts you in touch with a dedicated accountant to keep your accounts up to date and take care of making your tax returns for you.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Questions about the integration?
Request more info on Pennylane + Pipedrive integration
