Pipedrive users can create and manage their invoice lifecycles in Pipedrive thanks to our improved QuickBooks and Xero integrations.
Pipedrive users can now set up Google Meet video calls directly from our CRM, as long as they have the integration. This means there are now three great video call integrations with Pipedrive: Zoom, Microsoft Teams and Google Meet.
In this month’s Pipedrive Updates article, we share our latest State of Sales report, based on what you told us at the end of last year. There’s also a couple of updates, including a bulk actions progress bar and the ability to put emojis in your pipeline stage names.
We’ve made some big improvements to Pipedrive over the last month. Smart Docs enables Advanced, Professional and Enterprise users to better manage their documentation processes, while our new Mentions and Comments feature keeps teams better informed.
Find out how to eSign on Google Drive or SharePoint. We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive.
Pipedrive’s new activities performance insights enable you to keep track of your team’s progress, spot when a colleague needs help and plan ahead for the activities that need to be completed. You can also create reports to see how your team is performing when it comes to activities and how you can improve your processes.
Send live, trackable quotes, proposals and contracts from your CRM with Pipedrive’s new Sales Docs. Create templates that automatically pull in Pipedrive fields data to cut down on manual work and know when your sales documents are opened so you can follow up and close deals faster.
In sales, the faster you respond to clients, the more likely you are to convert the lead. But an instant response is easier said than delivered. Automate and manage your entire lead generation process in one place with Pipedrive’s improved LeadBooster add-on, which now includes Live Chat as well as Chatbot.
Your lead and customer data are among your most valuable business assets. We know how important it is for Pipedrive admins to know how and when the data in their company’s Pipedrive account is accessed, not to mention who is accessing it. That’s why we’ve created the Security Center, which enables you to monitor and manage all your company’s Pipedrive security from one place.