Reportei is an advanced digital marketing reporting and dashboard tool designed to empower marketing professionals with accurate and actionable insights. With a focus on optimizing paid traffic and exploiting the power of social media, Reportei simplifies the process of data collection, analysis, and presentation, streamlining workflows that were once manual and time-consuming.

Generate professional reports in just 3 seconds! Stop wasting time with manual tasks, increase your customer base, and improve the quality of your service. Our multi-channel integration helps you to have an efficient data collection aggregating data in real-time, so you can stay up-to-date with your metrics.

Easy to use and with customizable Reports and Dashboards, enhancing your analysis and with a streamlined collaboration your marketing teams and decision-makers will get along and participate to have understandable information.

This way you'll stay ahead of your competitors having fast data-driven strategies and well informed decisions.

Other use cases

Reportei

SalesGang provides sales directors and CEOs with a set of predefined metrics and reports to overview deal progress, pipeline health and deal changes in pipeline. 

It's also great for sales managers (deal owners) to see their deals progress and identify which deals to focus on.

**Benefits:**
- Save time with predefined reports 
- Have control over your pipeline -  you know what happened with deals
- See changes in pipeline - value changed, deleted deals, close date changes ...
- Check health of the deals - are they properly managed in Pipedrive? Any deals with close date in the past or with no activity?
- Extend your sales dashboard functionality to new level 
- Win more deals :-)

See the first reports in 2 minutes.
The app reads your deals data from Pipedrive and prepares easy-to-understand reports.

Automate my pipeline and data

SalesGang - Sales Analytics & Reports

Salespanel is a first-party buyer intent data and behavior tracking solution that helps you to connect behavioral intelligence to your CRM and delivers qualified leads to your sales team.

**Pipedrive website tracking**

Page visits, visit duration, source, channels, campaign ids, and referrer data are tracked in real-time. Set up custom events like video views or button clicks, app events, and get the data sent to your CRM as lead activities. 

**Automatic lead capture**

Track leads on webforms, live chat, and meeting scheduling tools (eg: Calendly) 

**Segment and score leads**

Qualify leads using account and behavioral data points. The lead scores are synced to your Pipedrive contacts. Engage your qualified leads using our frontend API.

**GDPR and data regulation friendly tracking**

Salespanel doesn’t use the data at rest for any other purposes and also helps you get due consent before tracking starts.

**Two-way data sync**

Deal data pulled in Salespanel can be intelligently used for marketing functions, deal stage focused personalization, and analytics.

**Email tracking and push notifications**

Track emails with our Chrome extension. Send push notifications to your reps based on email and web activities.

**Resources:**
Lead scoring and tracking: 
[https://salespanel.io/pipedrive-lead-tracking/](https://salespanel.io/pipedrive-lead-tracking/)

Attract new leads

Qualify my leads

Salespanel

Salytix hosts sales dashboards that are easily integrated into your pipedrive CRM. It displays each user's sales in a list by:
- Day
- Week
- Month
- Year

The dashboard also helps you keep track of the overall sales goal of the company, but also daily, weekly and monthly sales goals.

Salytix

**sevdesk is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) 

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Manage contracts

Enable payments and tracking

sevdesk Schnittstelle von PD Experts

Sponsy’s Pipedrive integration brings a one-way sync from your CRM to Sponsy: companies and contacts become customers in Sponsy, and deals can be synced when they reach chosen pipeline stages. You can map Pipedrive products to Sponsy placements and, when deal products have dates.

Sponsy

SyncHub supercharges your Pipedrive account by syncing your data into a secure data warehouse in real-time. From there, simply connect your favorite reporting tool (such as PowerBI, Tableau, or even Microsoft Excel) and build the dashboards and analytics that you need to drive your growing business.

SyncHub is tool-agnostic and does not transform your data. We transfer your data as clean as possible from Pipedrive, giving you complete flexibility.

But the real power of SyncHub manifests when you integrate other platforms. Imagine being able to cross-reference your Pipedrive data with your employee timesheeting system? What about your accounting and invoicing platform? Your customer CRM? SyncHub frees your data so you can report on the questions that are truly vital for your business. 

SyncHub also works brilliantly with multiple Pipedrive accounts. Simply connect your various Pipedrive accounts to the same data warehouse in SyncHub and unleash the power of aggregate reporting across your entire business.

SyncHub offers a free trial and excellent customer support. Have a look and see if it's the right fit for your business.

SyncHub

Most Pipedrive texting apps require moving your number onto their platform and charge per seat or per message for it. PipeDeck keeps you on the Twilio account and number you already have, and charges one flat fee per company instead.

**What it does**
- Two-way SMS and MMS directly from Deal, Person, and Organization records
- Replies log back to the record automatically
- Bulk send from any filtered list or view
- Message templates and personalization using Pipedrive fields
- Trigger texts from Pipedrive automations
- Built-in opt-out management and quiet hours for compliance

**Why your own Twilio account**
- No per-seat or per-message markup — you pay Twilio's rates directly
- Keep the number and sender reputation you already have
- One flat platform fee (from $19/mo) instead of pricing that scales with your usage

**Requirements**
A Twilio account and phone number. US texting requires A2P 10DLC registration, completed directly with Twilio before you can send — this happens on Twilio's side, not ours.

Try it free for 10 days, no card required.

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

Twilio SMS/MMS by PipeDeck

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

WhatsApp Automation Pipedrive & AI by Whatsable

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 Yavia 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.

YaviaSync

### Improve call outcomes with actionable insights
Avoma is a revenue intelligence platform for revenue teams. It's AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. Shorten sales cycles and delight more customers. With Avoma, you can automatically record all your meetings, and get full transcripts, summarized notes, and actionable insights synced directly to your CRM. 

Hundreds of fast-growing companies like Athelas, BuildZoom, Orum, BoomCloud, OnFleet, Moengage, and LeanData, trust Avoma to power their customer-facing teams. Avoma is headquartered in the San Francisco Bay Area. For more information visit www.avoma.com

### Benefits you can get with Pipedrive + Avoma integration:

- Focus on actively listening to calls not get distracted in taking notes
- Save time in note-taking with AI-generated notes and full transcription
- Improve call outcomes with actionable insights and trends across all calls

### Key functionalities of Avoma:

- AI-Generated Notes & Transcription
- Topic & Speaker Identification
- Filler Words & Custom Keywords Tracking
- Talk time, Monologue, Engagement, etc. Insights across all calls
- Smart Playlists and more collaboration workflows
- CRM Sync, Email insights, Deal Risk Signals, CRM field updates, Forecasting, and advanced Revenue intelligence.

Avoma - Recording and Conversation Intelligence

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

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Other use cases

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