Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Manage my projects

Automate my pipeline and data

Pipeboard

Ply lets you create native-like features inside Pipedrive without the need for code. Add custom buttons and interfaces to your Pipedrive and trigger powerful integrated workflows that connect data across your entire tech stack. Eliminate repetitive tasks, streamline processes, and transform your sales team's efficiency.
​
​Example features you can build
1. Launch smart sales playbooks that bring in data from other apps
2. Write powerful sales content with custom AI assistants using data from your deals
3. Create an upsell deal inside your Pipedrive directly from conversations in your customer support app.

Why use Ply?

• Turn complex processes into a click of a button

• Share your custom tools and scale your team’s productivity

• No coding skills required, just drag, drop, and publish the tools your team needs

Qualify my leads

Communicate with leads

Commercient SYNC offers you the ultimate ***time-saving solution, automating data entry and reducing duplication.*** It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads. 


Our app offers ***flexible data flow with one-way or bidirectional integration.*** Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to ***enhance efficiency and productivity.*** Benefit from a hassle-free, user-friendly experience that's fully managed. 


### With [Commercient SYNC](https://www.commercient.com/) you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.


**Quickbooks Desktop data into Pipedrive:**

- Sync Contacts from Quickbooks as Pipedrive People
- Sync Customers from Quickbooks as Pipedrive Organizations
- Sync Sales Invoices or Orders from Quickbooks as Pipedrive Deals
- Sync Quickbooks Products as Pipedrive Products 
- Attach Contacts and Organizations form Quickbooks into Pipedrive as Deals.


**Pipedrive data into Quickbooks Desktop:**

- Sync Pipedrive Organizations as Quickbooks Customers
- Sync Pipedrive Contacts as Quickbooks Contacts
- Sync Pipedrive Products as Quickbooks Products
- Pipedrive Deals in a defined stage as Quickbooks Sales Orders or Invoices

Enable payments and tracking

QuickBooks Desktop SYNC

**Meet your dream assistant.** Quin turns conversations into action—automatically. **Quin is your smart assistant** that captures notes, creates tasks, drafts follow-ups, and updates your CRM—so you don’t have to. Whether you’re texting, emailing, or messaging Quin in-app, it takes care of the busywork so you can stay focused on your clients.

Once you [connect Quin to Pipedrive](https://www.heyquin.io/app/account/integrations), Quin keeps your records up to date and your pipeline moving—**all without interrupting your flow.**

**With Quin, you can:**

- Capture meeting notes by sending a quick message
- Automatically create follow-up tasks and calendar invites
- Draft emails and update Pipedrive fields without logging in
- Summarize past meetings and prep for upcoming ones
- Ask questions like “What did I last say to this client?”
- Turn photos of handwritten notes or business cards into updates
- Send updates on the go via text or email

You can even **customize how Quin responds** by setting guidelines—add your preferences for tone, formatting, follow-up style, and more. Quin learns how you like things done and applies that every time.

Just message Quin with what you need—notes, updates, follow-ups, or questions. **Quin understands your intent**, formats everything properly, and syncs it back to Pipedrive.

Manage my accounts

Support my customers

Quin

**Send winning sales quotes in minutes using our proven quoting system!**

[Quoter ](https://www.scalepad.com/quoter/?utm_source=pipedrive&amp;utm_medium=referral)is a modern, cloud-based quoting platform that helps businesses save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, distributors and accounting tools.

**Integration features**

- When creating a Quote in Quoter, you can search for an existing Pipedrive contact and deal or create new ones automatically
- When a Quote is created or updated, the Pipedrive deal will be updated with the value of the Quote
- When a Quote is won or lost, Quoter will update the status of the Pipedrive deal according to the mapping you configure.

Learn more about this integration:
[www.scalepad.com/quoter/integrations/pipedrive](https://www.scalepad.com/quoter/integrations/pipedrive/?utm_source=pipedrive&amp;utm_medium=referral)

Request your demo today:
**[www.scalepad.com/quoter/demo](https://www.scalepad.com/quoter/demo/?utm_source=pipedrive.com&amp;utm_medium=referral)**

Manage contracts

Quoter

# Create Quotes, Proposals, Estimates, Invoices, Purchase Orders, Delivery Notes, Work Orders and custom documents in Pipedrive — Faster, Easier, and Error-Free with [ExtraflowDoc](https://www.extraflowdoc.com/)

## Replace messy Spreadsheet / Excel / Word files, manual work, and spreadsheet errors with a simple, intuitive quoting tool fully built inside your Pipedrive deals. Auto-fill from deal data, use templates, and generate professional documents in minutes.

- Auto-fill quotes, proposals, and estimates directly from Pipedrive deal data
- Build reusable templates for faster, standardized document creation
- Use multiple quotation settings and structured sections for complex deals
- Eliminate pricing errors in formulas, margins, discounts, and calculations
- Collect e-signatures and send documents via PDF or shareable link
- Replace local files and Word templates with a clean, in-CRM workflow
- Flexible pricing: per-user plans or company-wide document limits

### 🌍 **Available in 32 languages**

## All Features for Pipedrive: 

https://www.extraflowdoc.com/integrations/pipedrive

## 10 best examples of quotes, proposals, and estimates:  
[https://www.extraflowdoc.com/document-examples](https://www.extraflowdoc.com/document-examples)

Quoting software, proposal software, sales quote tool, quote automation, estimate software, proposal automation tool, sales document generator, CRM quoting tool, deal quote generator, quote to cash software

Other use cases

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

Connect your CRM to a live Red Flag Alert database containing over 6.5 million UK businesses. 

Save valuable time when researching your prospects and customers by automatically updating your CRM with key business and financial information. 

Our app can help you grow your business by making better informed decisions about your prospects, making sure they have the right credit profile to use your product or service. 

Having this data integrated into CRM can help you prepare for sales meetings more efficiently by examining information on your prospects and tailoring your project accordingly. 

Have access to the most up-to-date information at your fingertips; every month, over one million changes are recorded in Red Flag Alert—from new businesses to changes in financial circumstances and growth.

Attract new leads

Red Flag Alert Company Credit Check/B2B Leads

Round Robin by Dáváme makes deal assignment effortless. Whenever a deal enters a selected stage, the app automatically assigns it to the next eligible team member, handles vacations with one click, and keeps the rotation fair - no more messy automations or manual work.

---

⚡ Automatically assign deals to "next in line" user - Activate this assignment by moving deal to prespecified stage
🌴 Vacation mode - Someone out sick or on holiday? Pause them with one click - no need to remove them from the rotation.
🧩 Multiple teams supported - Different pipelines or stages can use different assignment rounds.
🔒 No deal "stealing"- When a deal enters an automated stage already owned by someone in the round, the assignment is skipped. Fair and predictable.

---

Subscriptions are managed through Stripe and can be canceled at any time. If you uninstall the app, **your subscription will not cancel automatically...** in that case, you can cancel it through your Stripe customer portal at https://www.davame.com/pipedrive/pipedrive-addons/round-robin-by-davame

Round Robin by Dáváme

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Nurture my leads

Sakari SMS

SalesGang provides sales directors and CEOs with a set of predefined metrics and reports to overview deal progress, pipeline health and deal changes in pipeline. 

It's also great for sales managers (deal owners) to see their deals progress and identify which deals to focus on.

**Benefits:**
- Save time with predefined reports 
- Have control over your pipeline -  you know what happened with deals
- See changes in pipeline - value changed, deleted deals, close date changes ...
- Check health of the deals - are they properly managed in Pipedrive? Any deals with close date in the past or with no activity?
- Extend your sales dashboard functionality to new level 
- Win more deals :-)

See the first reports in 2 minutes.
The app reads your deals data from Pipedrive and prepares easy-to-understand reports.

SalesGang - Sales Analytics & Reports

Salytix hosts sales dashboards that are easily integrated into your pipedrive CRM. It displays each user's sales in a list by:
- Day
- Week
- Month
- Year

The dashboard also helps you keep track of the overall sales goal of the company, but also daily, weekly and monthly sales goals.

Salytix

SCALANCY OS s’intègre à l’ensemble de vos outils existants (CRM, ERP, banque, marketing, finance, etc.) pour consolider toutes vos données au même endroit et présenter les indicateurs clés nécessaires au pilotage de votre société SaaS. Les dashboards suivent une méthodologie éprouvée qui met vos données en perspective avec vos objectifs stratégiques et les standards de marché, vous offrant une vision claire, structurée et immédiatement actionnable.

L’application intègre un agent IA capable d’analyser vos données et de générer en un clic des reportings exhaustifs, prêts à être utilisés pour vos réunions d’équipe, vos comités de direction ou vos échanges avec vos investisseurs. Vous préparez ainsi vos reportings internes en quelques secondes et gardez en permanence un regard 360° sur vos performances.

Avec SCALANCY OS, vous gagnez du temps, structurez vos process de pilotage et prenez vos décisions sur la base d’une vision fiable, consolidée et orientée objectifs de votre entreprise.

(The app is only in french for now - English version coming soon ! )

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Automate my pipeline and data

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