Pipedrive

Customer Relationship Guide

Pipedrive
Customer Relationship Integration

Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.

https://www.pipedrive.com


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.


Available Pipedrive Integrations

20 integrations with Pipedrive
Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.
Pipedrive

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Pricing Get Started
Application Reference Transfer Updated
Shopify

Shopify

New Order
#7546872 Pending 04/10/2022 19:41
11 seconds ago
Shopify

Shopify

New Order
#7546871 Successful 04/10/2022 19:39
2 minutes ago
Pipedrive

Pipedrive

New Customer
#USR77413 Successful 04/10/2022 19:37
4 minutes ago
Shopify

Shopify

New Order
#7546870 Successful 04/10/2022 19:27
14 minutes ago
Pipedrive

Pipedrive

Stock Update
#ZBD-30XL Successful 03/10/2022 15:02
1 day ago