Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Manage my projects

Manage my accounts

Support my customers

Operating.app

**Postcall requires you to have an Aircall, RingCentral Office, or Zendesk Talk account that you can also connect to Postcall.**

Postcall sends customer satisfaction surveys via SMS or email after your Aircall, RingCentral or Zendesk Talk calls.

You can create and customize your surveys and their delivery.

Adding the Pipedrive integration to Postcall unlocks two extra features:

1. Postcall can sync your contacts from Pipedrive, so other contact information (such as an email address) can be used to send the surveys.
2. When surveys are sent or completed, an activity will be logged for the corresponding Pipedrive contact.

Communicate with leads

Other use cases

Postcall

PSOhub’s integration with Pipedrive allows you to seamlessly connect CRM functionalities with your project management capabilities in PSOhub. 

**Bidirectional Data Sync**: Ensure data consistency between your project management and CRM systems with synchronization of deals, contacts, companies, projects and activities.

**Create PSOhub Projects from Pipedrive Deals**: Instantly generate PSOhub projects based on existing deals in Pipedrive, eliminating the need for manual data entry and accelerating project initiation. 

**Sync activities to Pipedrive**: Log activities on PSOhub such as emails, calls and meetings and automatically sync them to corresponding deals in Pipedrive. 

**Enhanced Collaboration**: Foster collaboration across sales and project management teams by sharing project updates, activity feeds, and CRM insights.

**How It Works**

**Connect**: Users can rconnect their Pipedrive account to an existing PSOhub account. 

**Sync Data**: Once connected, data synchronization between PSOhub and Pipedrive begins automatically, ensuring seamless integration of project and CRM data.

**Create Projects from Deals**: Utilize the integration to create PSOhub projects directly from existing deals in Pipedrive. 

**Disconnect Anytime**: Users have the flexibility to disconnect their PSOhub and Pipedrive accounts at any time, ensuring full control over their data and integration settings

PSOhub

REVE Chat is an AI-enabled live chat and customer engagement platform providing real-time interactions via websites, mobile and messaging channels. 

We set you up with a  complete suite of tools to convert more sales, automate lead generation and provide online support for your customers.

Key Benefits of REVE Chat:

1. Talk to your customers while they are on your website, on Facebook or while they use your apps. With this real-time support, you will increase your close rate. Use video chat, co-browsing and live chat tools to lead personalized conversations with your customers. Improve their satisfaction and your conversion rate at the same time.
2. Engage with prospects via AI chatbots and automate your leads. “24x7.” is REVE Chat’s enterprise chatbot solution that helps capture leads, qualify them and book meetings.

REVE Chat's powerful features include:

- Video Chat: Have face-to-face conversations with your customers on your website or in your app
- Co-browsing: Assist your customers in real-time to close more deals
- Website Live Chat: Talk to your website visitors  with a live chat application while they browse your website
- Chatbots: Automate lead qualification and sales conversation with bots
- Meetings: Increase sales conversions by allowing your website visitors to book meetings right from your website’s chat widget
- Lead routing: Create routing rules to assign your chat conversations to the right sales team to improve your sales cycle

Nurture my leads

REVE Chat - Live Chat Software & Chatbots

💼 **What is ScriptCaller?**

**ScriptCaller** is a powerful visual script builder integrated into your **Pipedrive CRM**. Data from CRM cards is instantly available while working through the script — no distractions or screen-switching.

🔥 **Why ScriptCaller is perfect for Pipedrive?**

- **Create powerful scripts effortlessly:** Use our intuitive visual editor to build scripts of any complexity. Import necessary Pipedrive fields directly into your script for maximum flexibility.

- **Work seamlessly with Pipedrive during calls:**

1. All info at your fingertips: Automatically pull in person, deal, and organization data into the script.
2. Edit on the fly: Update card fields, change deal stages, and create tasks/comments right during the conversation.
3. Create new records instantly: No client in the database? Create new cards directly from the script.
4. Adjust CRM fields dynamically depending on the client’s responses, making communication scenarios as adaptive and convenient as possible.

- **Ensure stability and control:**

1. Reliable versioning: Test and refine scripts in drafts, and roll back to one of 10 previous versions if needed.
2. Flexible access management: Manage permissions clearly, with user groups for easy access control.

- **Simplified administration:** Employees are automatically added upon first login — no manual registration. Centrally manage access rights and team structure.

🚀 ScriptCaller — automation that works with you in Pipedrive CRM!

ScriptCaller - Build & Call Scripts

**Disclaimer:** ***This app is intended for users in Armenia, and only users with a +374 phone number can sign up for this integration.***


Effortlessly connect your telephony system with Pipedrive to supercharge your sales and support workflows. Our application is designed to bridge the gap between customer communication and CRM management, making it easier for your team to stay organized and efficient.

**Key Features**

 1. Automatic Lead and Contact Creation:
Never miss an opportunity! The app checks whether a caller exists in your Pipedrive CRM. If not, it automatically creates a new lead or contact, ensuring every interaction is accounted for.

2. Caller Identification in Real-Time:
When a call comes in, the app instantly pulls relevant information from Pipedrive, such as the contact's name, company, and history, allowing your team to provide a personalized experience.

3. Call Logging and Activity Tracking:
Every call—both incoming and outgoing—is automatically logged as an activity in Pipedrive. Call details, such as timestamps, durations, and notes, are saved, giving you a complete record of customer interactions.

4. Seamless Integration:
The app works behind the scenes to connect your telephony system with Pipedrive, requiring minimal configuration while offering maximum functionality.

Attract new leads

V-office

Integrating with Worktual, Pipedrive allows direct communication with the customers which offers the ability to click to call, send SMS, email and chat to the customers from the Worktual. 
 
With Worktual Contact Centre you can:
1. User can chat / call with the customers directly using Worktual application from Pipedrive.
2. User can handle the overall customer journey based on conversations from omnichannel such as Call, Email, SMS, Facebook, Instagram, Whatsapp and chatbot.
3. User can use a "click to call" features from Pipedrive.
4. Customer Conversation from any channel may transfer between the Agent, Supervisor (or) Admin.
5. User can create activity after ending the disposition status from Worktual and it creates a contact activity from Pipedrive.

Worktual Contact Centre

Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to BrokerIG now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive. 

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

BIQPipeDriveContacts

CallGear is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate CallGear with other analytic tools.

CallGear is ideal for 🎯

- Consulting and professional training
- Real estate
- Сar dealerships

With CallGear you can💡

1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
3. Save money by using CallGear Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine CallGear and Pipedrive? 🤜🤛

With CallGear your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

CallGear

Simplify your sales process by integrating CallHippo with Pipedrive, now enhanced with AI capabilities. CallHippo, a leading cloud-based business phone system, enables you to handle calls, 
track leads, and automate follow-ups seamlessly within your Pipedrive dashboard. Utilizing a cloud-based business phone system ensures that your communication is seamless and accessible from anywhere, bringing your sales data together in one place. you’ll boost productivity and close deals faster, with less hassle.

- **Centralized Communication:** Calls are automatically logged and organized in Pipedrive, ensuring no key interactions are missed.

- **Improved Lead Management:** Access call recordings and notes within Pipedrive for a comprehensive view of each lead, enhancing relationship nurturing.

- **AI-Powered Automation:** Trigger AI-driven workflows based on call outcomes, like follow-up emails or deal stage updates, keeping your sales pipeline efficient.

- **AI-Powered Insights:** Real-time AI analytics on call activities help you make data-driven decisions and refine your sales strategy.

***Note: New users get to explore CallHippo for free!***

Once you integrate CallHippo & Pipedrive, you will receive a coupon code to avail our exclusive benefits. Sign up and start exploring today!

- 1 phone number free
- 200 minutes of free calling
- Free for 10 users

CallHippo

**Channels is a calling app** that helps you close every sales call.

*How?*

**Channels integrates with your Pipedrive account** to pull crucial customer data from it.  When a prospect calls you, Channels presents you with all their information. You’ll never get caught off-guard or find yourself in a situation where you can’t recall previous touchpoints with customers.

Channels also provides you with a **Web Call** feature, so your customers can call you with one simple click right from your website. You can adjust the theme, colors and position of the widget to make it your own and adapt it to your brand.

Channels comes with a **Click-to-Call widget**. You have all phone numbers highlighted in your browser, so you can click on them and start a call straight away.

If that’s not enough, Channels is packed with useful features that will help your business thrive and keep your clients happy! 
**Some features are:**

- Mobile App
- IVR
- Live-listening
- Call recordings
- Toll-Free numbers
- International phone numbers from more than 60 countries
- eCommerce platforms integrations

Special offer: Get a **free 7-day trial** including all of the features for free!

Then, choose between the **Free** plan or one of the paid plans  **Plus** or **Advanced**.

Channels

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

Connect your favorite tools or easily find new ones

Support my customers

Can't find the app you need?