WBudget is a complete system for vendors and service providers to automate their business proposal generation processes.
With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

Manage contracts

Manage my projects

WBudget

Weekly Update collects short status updates from your team each week.

HOW IT WORKS:

1. Every week, your team receives an email with a link to a form
2. Each person shares their plans, progress and problems
3. The team automatically receives updates via email

TESTIMONIALS:

"Our sales team is more efficient at pipeline review meetings now that we share plans, progress and problems with Weekly Update."
- Eric Buckner, CEO of 10 Fitness

"Weekly Update is my #1 management tool. Our meetings are more efficient and everyone understands our goals.” 
- Gordon Jones, Dean of Boise State University

BENEFITS:

- Shorter, more productive meetings
- Identify problems early on
- Hold everyone accountable for their goals
- Great for sales, customer success and leadership teams


FEATURES:

- Customizable questions
- Automatic reminders to submit updates
- Lightweight dashboard
- Customizable reminders and due dates
- Receive updates as PDFs or email text
- Use it free, or upgrade for additional features and team members

INTEGRATION:

Use the free Pipedrive integration to import your team members into Weekly Update effortlessly. When you connect your Pipedrive account, you can choose which users you'd like included in your weekly update form.

Weekly Update

Beeline connects to your activities using Pipedrive’s API and creates routes for you using our proprietary algorithms.  You can make manual changes to your activities or let Beeline do all the work.

Updates can be synchronized back to Pipedrive, so no exporting or copying and pasting needed.  Routes can also be exported from Beeline and emailed to your drivers.

Beeline adjusts the time of the activity as well as the assigned user. This allows your traveling employees to know the order of the activities for each day. No more staring at google maps for hours.

Beeline will use the address associated with the activity, if none is set we will default to the address of the organization associated with the activity.

Beeline is targeted to work within North America. If you're interested in another region in the world, please reach out.

Automate my pipeline and data

Beeline Routes

Cadence is a multi-channel sales prospecting tool. It allows you to simplify, automate and measure all the tasks related to sales prospecting.

Qualify my leads

Cadence by Ringover

Use CallTrackingMetrics automation to sync call, text, form and chat data with Pipedrive.

CallTrackingMetrics

Crafter is an easy-to-use software platform that allows you to digitize your field service. The software consists of an online program for the office with which you can create jobs, schedules, invoices and proposals. In addition, our mobile app has been specially made for field service employees so that they can fill in work orders, register hours, take photos and have jobs signed with customer signatures.

Just as Pipedrive has focused on the salesman in the creation of their software, at Crafter we have focused on the craftsman. The result is a solution that is truly built from a practical point of view.

Crafter offers you the following benefits:
- manage won deals and deliver these projects within an agreed timeline
- create clear employee planning
- let your employees fill in work reports and register hours
- avoid manual administrative work and save time
- design a professional appearance for your customers

Visit our website to sign up free for 30 days.

At the moment this marketplace app is only available in the Netherlands and Belgium.

Support my customers

Crafter Workorders & Scheduling

With the online appointment booking software from eTermin, you can book your appointments completely automatically around the clock and independent of the opening hours via your website, Google search and social media. Thanks to the extensive settings and customization options, you can control capacity utilization in a targeted manner, eliminate double bookings and significantly increase adherence to deadlines through automatic appointment reminders via SMS and email.

Functionality details:

ONLINE APPOINTMENT BOOKING
Convenient online appointment booking via your website, email or social media.

ONLINE CALENDAR
Clear and efficient management of your appointments

APPOINTMENT CONFIRMATION/REMINDER
Automated reminders and confirmations via SMS and email

CALENDAR SYNCHRONIZATION
Synchronization of appointments with your online calendars such as Google, iCloud, Outlook, Exchange, etc.

ONLINE PAYMENT OR PAYMENT WHEN BOOKING AN APPOINTMENT
Accelerated processes thanks to the online payment option

RESOURCE MANAGEMENT FOR ROOMS and DEVICES Automated resource management for perfectly organized appointments

CUSTOMER MANAGEMENT
Automatic management of valuable customer data

LOCATION and BRANCH MANAGEMENT
Multi-location and branch support

eTermin digitizes appointment scheduling processes, saves an enormous amount of time, reduces overall costs, increases productivity and increases sales. With eTermin, you can fully concentrate on your business again.

Other use cases

eTermin

Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Expiration Reminder

Connect Pipedrive and Forecast to bring your sales and project delivery teams closer together. Pipedrive deals may now be converted into Forecast Projects, giving you a better view of your project pipeline and allowing you to better organize your available resources. You may now have a single source of truth for your client records thanks to the Pipedrive client import, without any need to update client information in separate systems.

Once you set up the integration, Forecast will create project custom fields in Pipedrive. As you plan out your Forecast Project in more detail, the custom fields (e.g., cost and revenue) will be updated in Pipedrive.

The integration also gives you the option to automatically create Forecast tasks from your Pipedrive activities. Every time an activity is created in Pipedrive and associated with a deal, a Forecast task will be created on the respective Forecast project. Users can choose which types of activities should be created as tasks in Forecast.

Forecast - Project & Resource Management

FunnelFLARE helps you save time and sell faster by providing tools that allow you to automate many of your day-to-day tasks.

FunnelFLARE provides a powerful set of tools that replace many applications you may be using at the moment:

- Appointment scheduler
- Sales power dialer (Phone prospects: burn through a list quickly)
- Email and Pipedrive task automation sequences
- Live prospect and account website insights
- Email tracking

FunnelFLARE saves time:

- Ensure prospects show up to meetings they book
- Automated voicemail drop and email templates 
- Assign drip sequences to prospects from within Pipedrive 
- Real-time alerts when prospects engage with your website and emails

Add some premium fuel to your sales process with FunnelFLARE!

Communicate with leads

Manage my accounts

FunnelFLARE

Are you having trouble motivating and engaging your sales team? Wish you could make boring routine tasks more enjoyable?
Gamifier is a gamification platform that turns your corporation’s tasks and targets into fun activities.

Using game elements and data analytics, Gamifier supports the work of managers by creating a culture of productivity.

Using Gamifier, you will be able to:

- Increase motivation among team members
- Engage salespeople to keep Pipedrive updated
- Align gamification with your company goals
- Create challenges and promote healthy competition 
- Create quests and help your team to direct efforts towards relevant goals
- Get real-time feedback
- Discover new sales champions when recognizing daily actions
- Gain insights into your team’s sales performance based on the speed, quality and dependability of the sales process
- Encourage interaction and collaboration among team members
- Enhance general productivity, leading to higher income for your company

Try it free now!

Gamifier

**Glances is your go-to hub for customer insights and personal tasks**

Searching for information across web apps wastes time and drains your productivity daily. Glances was built to securely connect all of your apps and provide a **simplified view of the data you need in real time**, no coding necessary. Glances works on any webpage you visit and within any app or platform you use, so you and your team can accomplish more every day.

**Finally, get a clear view of your clients and contacts: **
- Search all of your apps at once
- Get fresh, real-time results
- Prevent tab switching between apps
- Eliminate clicks - save time on each interaction

**One powerful tool that unifies multiple apps: **

Not just for Pipedrive, Glances empowers your productivity no matter the platform you are using. View Pipedrive CRM details per contact while working in platforms like Mailchimp, or check in on all your personal tasks using My Daily Glances. From app to app, Glances is always there and ready to help. Below are just a few compatible apps: 
- Pipedrive
- Monday.com
- QuickBooks
- Shopify
- Zendesk
- Stripe
- Mailchimp
- Intercom
- Gmail
- And many more!

**Perform multi-tasking actions in other apps:**

With Glances, you can quickly perform actions related to one app while working in another, such as creating invoices, sending applications, and more! Simply click the Actions menu in Glances to see the available options and start crushing your to-dos, saving up to 20 minutes per task.

Connect your favorite tools or easily find new ones

Manage my projects

Can't find the app you need?