Pipedrive
Customer Relationship Guide
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
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.
Keeping the CRM application safe and up to date
On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.
Why is it more efficient or sustainable?
With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.
Backup your customer data easily
Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.
Is it easy to work as a team with a CRM cloud solution?
Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.
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Sign InAvailable Pipedrive Integrations
Pipedrive + Shopify
Follow your Pipedrive leads and contacts by integrating with Shopify to track your sales more easily.
Pipedrive + WooCommerce
Follow your Pipedrive leads and contacts by integrating WooCommerce to track your sales more easily.
Pipedrive + Prestashop
Follow your Pipedrive leads and contacts by integrating it with Prestashop to track your sales more easily.
Pipedrive + Wix
Follow your Pipedrive leads and contacts by integrating it with Wix to track your sales more easily.
Pipedrive + Squarespace
Follow your Pipedrive leads and contacts by integrating Squarespace to track your sales.
Pipedrive + BigCommerce
Follow your Pipedrive leads and contacts by integrating BigCommerce to track your sales more easily.
Pipedrive + Magento
Follow your Pipedrive leads and contacts by integrating it with Magento to track your sales more easily.
Pipedrive + Shopify Plus
Follow your Pipedrive leads and contacts by integrating with Shopify Plus to track your sales more easily.
Pipedrive + Mirakl
Follow your Pipedrive leads and contacts by integrating Mirakl to enhance the productivity of your marketplaces.
Pipedrive + Amazon
Follow your Pipedrive leads and contacts by integrating Amazon to track your sales with ease.
Pipedrive + eBay
Follow your Pipedrive leads and contacts by integrating Ebay to track your sales with ease.
Pipedrive + Sellsy
Follow your Pipedrive leads and contacts by integrating it with Sellsy to manage your sales and accounting more easily.
Pipedrive + Teamleader
Follow your Pipedrive leads and contacts by integrating it with Teamleader to better manage your company sales.
Pipedrive + Sinao
Follow your Pipedrive leads and contacts by connecting it with Sinao to manage your business more easily.
Pipedrive + QuickBooks
Follow your Pipedrive leads and contacts by integrating it with QuickBooks to manage your accounting more simply.
Pipedrive + Xero
Follow your Pipedrive leads and contacts by integrating with Xero to manage accounting more easily.
Pipedrive + Stripe
Follow your Pipedrive leads and contacts by integrating with Stripe to better manage your payments.
Pipedrive + Google Sheets
Follow your Pipedrive leads and contacts by integrating it with Google Sheets to synthesise your data.
Pipedrive + CSV Files
Follow your Pipedrive leads and contacts by automating the export of your data to a CSV file.
Pipedrive + AirTable
Follow your Pipedrive leads and contacts by integrating it with AirTable to synthesise your data.
Synchronise Pipedrive
Start your Pipedrive integration in no time.
No technical knowledge is required.
| Application | Reference | Transfer | Updated |
|---|---|---|---|
|
Shopify New Order |
#7546872 | Pending |
27/05/2022 09:00 11 seconds ago |
|
Shopify New Order |
#7546871 | Successful |
27/05/2022 08:59 2 minutes ago |
|
Pipedrive New Customer |
#USR77413 | Successful |
27/05/2022 08:57 4 minutes ago |
|
Shopify New Order |
#7546870 | Successful |
27/05/2022 08:47 14 minutes ago |
|
Pipedrive Stock Update |
#ZBD-30XL | Successful |
26/05/2022 04:22 1 day ago |