Keep your inventory up to date by synchronising your stock levels.
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
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.
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.
Tips to integrate Sage and Pipedrive easily
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.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.