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.

Manage my projects

Automate my pipeline and data

Beeline Routes

**Connect all your calendars**
Book meetings without worrying about your work or personal commitments. 

**Brandable & Embeddable Calendar pages**
Put your own branding anywhere on your website or share a link!

**Team calendar & Owner assignment**
Create team events with round-robin or custom routing logic to book with the right person.

Communicate with leads

Manage my accounts

Supermeet

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

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

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

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

WBudget

**Boost your post-sales process**

Combine the benefits of two powerful management tools with the Pipedrive-Asana integration. Your sales team will be able to cooperate smoothly with Asana teams while benefiting from plenty of time-saving features.

**The Pipedrive-Asana integration lets you:**
 - Create Asana tasks when you make changes to Pipedrive deals
 - Create a project/task in Asana for every new deal/lead
- Create workflow automations for one or multiple pipelines*

**Create Asana projects/tasks automatically from Pipedrive**

Asana is one of the web’s most successful project management tools: It’s used by various teams ranging from logistics to customer support. With the Pipedrive-Asana integration, you can effortlessly connect the Asana teams in your organization to your Pipedrive sales team, as well as select default assignees and adjust the details included in the tasks.

Take this integration to the next level and get even more options to manage your projects by setting up Workflow Automations.

Pipedrive offers four pre-made workflow automation templates to be used with Asana:
- Every time a **deal is WON**, create a project in Asana.
- Every time a **deal is LOST**, create a project in Asana.
- Every time a **deal is moved to a specific stage**, create a task in Asana.
- Every time you **add a new lead**, create a task in Asana.

Asana

Deals+ is a feature-rich integration between Pipedrive and Slack that allows you to do more and switch context less. 

Here is a quick overview of features:
- Sync Slack channel to deal or organization
- Sync shared Slack channel to deal
- Get personal notifications about your deals, orgs, activities
- Get team notifications with granular channel settings.

Additionally, Deals+ enables you to receive notifications for deals, organizations, and contacts that you follow in real-time and enables you to respond to these notifications in Pipedrive – all without leaving your Slack environment.

Nurture my leads

Deals+ for Slack

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

CallTrackingMetrics

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

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

monday.com

Kara is a simple and powerful **Sales Team Management Platform** designed by salespeople, for salespeople. It was built to help sales professionals better manage and understand their workload, empowering them to become more aware and efficient. Information is money! Become a better sales manager by better understanding your team’s strengths and weaknesses.

**Automatic Pipedrive Integration**

Kara is a no-code automatic integration with a click of a button, that syncs with your Pipedrive in real time. Feed your Pipedrive through Kara, instantly.

**Team & Individual Goals**

Kara allows you to set goals for both teams and individuals, with a simple and easy goal building interface. It stays up-to-date in real time with your Pipedrive data.

**1:1 Interface**

Kara offers a ready to go 1:1 template. Perform 1:1 meetings with your team in a click of a button, track deals in real time and access meeting history.

**Easy & Simple Navigation**

You will absolutely love Kara’s design, as it was crafted with simplicity and utility in mind. Clean interfaces, functional buttons and colors that tell you all you need to know.

**Pipeline Health Check**

Kara will make use of your Pipedrive data to give you relevant information at a glance. Track conversion rate, average deal size, sales process length and more.

Connect your favorite tools or easily find new ones

Manage my projects

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