Connect Pipedrive and Sage
Synchronise Pipedrive with Sage
Pipedrive
Customer Relationship
Sage
Accounting
Synchronise your Orders
Import or export your orders from one application to another.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Track your Payments
Keep control of your accounting by exporting your transactions.
Optimise your Marketing
Use your customer data to improve your sales.
Follow your Pipedrive leads and contacts by integrating Sage to manage your accounting more easily.
Sage has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.
With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Sage accounting.
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.
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.
Connect Pipedrive and Sage
No-code platform, start integrating in a matter of minutes.
Integration Guides
Tips to integrate Pipedrive and Sage easily
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Sage Apps is an online software that helps you take control of your finances with an award-winning technology made for small businesses and sole traders.
