**Optimize Your Pipedrive Experience with Our Outlook Add-in**
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Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Nurture my leads

Manage contracts

Manage my projects

Outlook Integration

MRPeasy is a simple yet powerful cloud-based ERP/MRP-system for small and medium companies. The software offers a complete solution for production planning and inventory management in an easy-to-use interface. MRPeasy is suitable for manufacturers and distributors across a wide range of industries.

Streamlined production management.

At the heart of MRPeasy lies a sophisticated production planning system that enables full control over production planning and scheduling. Convert customer orders into manufacturing orders and have the system automatically generate purchase orders for out-of-stock items. Advanced bill of materials (BOM) management, shop floor tools, and end-to-end traceability all enable efficient management of all levels of production from planning to execution. 

Efficient inventory and procurement

MRPeasy also provides effective inventory and procurement management tools to always keep stock levels optimized. Simplify supplier interactions and enable effective material requirements planning to help avoid stock issues while minimizing inventory costs. Also included are reorder points, a returns and RMA system, barcode scanning, and much more.

Seamless Integrations with Pipedrive and many other apps

MRPeasy's Pipedrive integration allows you to perfectly tie together the sales and production of your manufacturing or distribution operation. Also included are seamless integrations with many other accounting, eCommerce, and productivity apps.

MRPeasy

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

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

Qualify my leads

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

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

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Communicate with leads

Clustdoc

Application provides an ability to distribute deals between sales managers via round-robin algorithm with an additional possibility to add weights in distribution. 
Every time the deal is added to the specified pipeline Deals Distributor will receive a notification, distribute the deal and assign it to the manager with a task.

No manual deals distribution anymore!

Deals Distributor

INVOX Call Tracking for Pipedrive is a powerful integration designed to optimize your sales process by tracking and analyzing phone calls. This tool seamlessly captures call data, linking it directly to your Pipedrive CRM. Enhance your lead management with real-time call analytics, automatic call logging, and detailed performance reports. 

Stay informed with insights into call durations, sources, and outcomes, enabling your team to make data-driven decisions. With INVOX Call Tracking, boost your sales efficiency and ensure every call contributes to your business growth.

INVOX Call Tracking

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

Scoop for Pipedrive empowers sales teams by delivering powerful data snapshots and deep process analysis tailored for Pipedrive users. With Scoop, users gain invaluable insights into their sales processes, specifically focusing on deal conversion rates and cycle times across the entire sales cycle. The platform provides detailed visualizations of how leads progress through the pipeline, offering users the ability to identify exactly where deals are stalling or accelerating. 

Scoop’s process optimization tools help users break down the sales cycle into actionable data points, allowing them to explore conversion rates at each stage and understand the factors influencing deal success. By providing comprehensive insights into cycle times, Scoop highlights how long deals take to move from one stage to the next, helping teams uncover bottlenecks and opportunities for improvement. 

Seamlessly integrated with Pipedrive, Scoop’s advanced reporting and analytics tools allow users to visualize KPIs, conversion metrics, and process efficiencies in real-time. This level of detail enables sales teams to refine their approach, reduce deal closure times, and increase overall sales efficiency, making Scoop an invaluable asset for optimizing sales processes within Pipedrive.

Manage my accounts

Other use cases

Scoop Analytics

**Note: This software is focused on the Polish market**

SMSAPI INTEGRATOR to darmowa wtyczka, która umożliwia łatwe wysyłanie wiadomości SMS bezpośrednio z interfejsu Pipedrive. Dzięki tej aplikacji możesz efektywniej zarządzać komunikacją z klientami, wysyłając spersonalizowane lub szablonowe wiadomości do konkretnych osób, organizacji lub uczestników transakcji.

Zarówno w panelach "Kontakty", jak i "Transakcje" możesz wysyłać wiadomości SMS, tworzyć i zarządzać szablonami SMS oraz planować wysyłanie wiadomości na późniejszy czas. Ułatwia to utrzymywanie komunikacji bez potrzeby wielokrotnego pisania tych samych wiadomości.

Wystarczy wybrać osobę, organizację lub transakcję, wybrać szablon wiadomości lub napisać własną wiadomość i natychmiast wysłać ją przez SMS.

Możesz również wykorzystać ją do wysłania wiadomości w swoich automatyzacjach.

Connect your favorite tools or easily find new ones

Manage my projects

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