**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Qualify my leads

Manage contracts

Manage my projects

Automate my pipeline and data

Support my customers

Mobileforce CPQ

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Communicate with leads

Spruce

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.

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.

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.

Cadence by Ringover

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

CallTrackingMetrics

CompanyCam is a photo-based communication solution created for contractors, by contractors. Users can document their jobs with unlimited photos and videos—which are location and time-stamped and stored securely in the cloud. Every photo is organized by project and instantly available to your team, allowing everyone to see what’s going on anytime, anywhere.

The CompanyCam x Pipedrive integration makes it seamless to capture details on every job site and keep both your crew and your customers informed along the way. When a deal is created in Pipedrive, a project will automatically be created in CompanyCam and a link to the CompanyCam project will be auto-populated to the deal in Pipedrive.

CompanyCam

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

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!

Manage my accounts

FunnelFLARE

**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

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