
Smart Docs
The Pipedrive Smart Docs suite of tools allows you to centralize all your documents, track them, know their open status and request electronic signatures from your clients from one place, no hassle, no extra work, no delays.
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The Pipedrive Smart Docs suite of tools allows you to centralize all your documents, track them, know their open status and request electronic signatures from your clients from one place, no hassle, no extra work, no delays.
With Pipedrive, besides being possible, it is much more efficient to manage all your calls with your customers from the same place while maintaining precise knowledge of each call and every word.
Any of the actions you perform in Pipedrive to close deals with your customers can be scheduled so that you always know which task is coming next and can optimally follow up with your customer.
Data mapping when importing into Pipedrive can sometimes be complex, so here we explain a bit about how it works and how to map different data in Pipedrive.
The Products function allows you to generate your stock of products with relevant data such as code, category, price and even taxes. Find out how to configure it in your account here.
This tool gives you the ability to create customized forms so that your website captures all the information from your visitors and converts it into deals or leads.
Pipedrive’s AI-powered Sales Assistant offers you personalized advice as well as the features and integrations that will help you see a substantial improvement in your sales process.
With Pipedrive you can rest assured that your information, data, contacts and deals that are 100% confidential will always be safe.
We want to show you the main differences between Pipedrive and SugarCRM, from an in-depth knowledge of both.
Pipedrive does it again! It has launched integrations for Zoom and Google Workspace among others. This will help you make your sales process much more efficient.