ScaleXP fully integrates your Pipedrive CRM, and accounting data to help you better manage your sales processes and financial operations. With ScaleXP, you can:

— Understand when deals have closed and are ready to be invoiced
— Review booked versus billed data
— Track the sales pipeline, close, and conversion rates
— Consolidate financials across countries, currencies, and geographies
— Track multiple budgets and forecasts across entities and systems
— Integrate tracking codes to understand costs by department
— Benefit from a suite of automated metrics, such as ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells
— Present data beautifully in graphs and charts that are ready to share with the business

By integrating ScaleXP with Pipedrive, you can streamline your financial operations, gain better insights into your sales data, and make informed decisions to help drive business growth and success. 

ScaleXP combines data from other software such as Xero, Quickbooks, Stripe and HubSpot to fully automate calculations for 40+ SaaS metrics.

ScaleXP offers an easy-to-use, comprehensive financial management platform that saves up to 5 days a month, takes only an hour to set up and start receiving value, and is completely customisable to each business's requirements. 

With ScaleXP, you can save time, reduce costs, and focus on strategic planning to drive long-term growth and success for your business. Visit [scalexp.com](https://scalexp.com) to learn more.

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Other use cases

ScaleXP

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.

Qualify my leads

Manage contracts

Manage my projects

Manage my accounts

Support my customers

Scoop Analytics

**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).

Automate my pipeline and data

sevdesk Schnittstelle von PD Experts

Connect your Pipedrive data with our easy-to-use chart builder to create automatically updating dashboards.

Share these dashboards with your team to make sure everyone has the information they need. 

Slemma’s goal is to make your company more data-driven and, in turn, get that extra edge over the competition.

Slemma

Pipedrive is a great productivity tool. Let SubOps monitor your team’s Pipedrive use, so you don’t have to. Every Monday, you will receive a Slack-Message with an accurate overview of the actual usage of your subscriptions.
 
Your SubOps report details: 

- A summary of the details regarding all your paid Pipedrive accounts 
- The number of days that passed since the last activity of each user.

Use this report to go straight to your Pipedrive account and optimized your paid plans based on actual and anticipated usage.

SubOps

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

### **Effortless PDF Generation Inside Pipedrive 🚀**
Say goodbye to manual document creation! With PDF Maker, you can generate polished PDFs directly from your Pipedrive deals and contacts using fully customizable templates. Whether you're working with default or custom fields, your data is automatically populated—no copy-pasting needed.

**✨ Key Features:**

[- Create and manage templates in minutes
- Auto-fill PDFs with Pipedrive field data
- Works with both default and custom fields
- View and access generated documents right from deals or contacts
- Flexible plans for individuals or teams
- Unlimited templates on all plans
- From uploading a blank PDF to generating a final document—PDF Maker keeps it simple, fast, and scalable. ](url)

Start your free 7-day trial today—no credit card required. Cancel anytime.
Need support? We’ve got your back: support@thepdfmaker.com

The PDF Maker

**Trustmary** helps you collect high-quality reviews and testimonials and improve lead generation on your website automatically based on your Pipedrive activity.

Send automated customer feedback surveys after you finish meetings and win deals, combine feedback surveys with gathering text and video reviews and supercharge your website's lead generation with social proof from your customers.

With **Trustmary** -**Pipedrive** integration you can automatically:
    • Collect feedback from your customers and get NPS and open feedback straight to your customer organization or person
    • Gather reviews and testimonials from your customers based on your activities, deals, or persons in Pipedrive
    • Fully customize the automated flows and surveys to your needs
    • Measure NPS (Net Promoter Score), CSAT (Customer satisfaction score) and CES (Customer effort score) per sales rep, team or company
    • Create automatic dynamic reports

Trustmary

**Empower your Pipedrive data with Geo-Visualization.** 

WeMapSales, a geospatial intelligence tool, combines four powerful data analytics applications, including geo-mapping, automated territory optimization, territory management, and analytics reporting capability, into one cloud-based solution.

We offer a multi-weighted, multi-metrics, multi-constraints optimization system that allows sales managers to assign accounts to their sales reps, analyze reports, track sales activities, and create optimized sales territories to increase productivity and support better decision-making.

WeMapSales offers a seamless plug and play app without any complicated setup and installation requirements. Enjoy single sign-on with your Pipedrive credentials. Your Pipedrive data will be seamlessly integrated and automatically updated. In addition to updating zip codes, other supporting census data will be automatically updated on an ongoing basis.

**Key Benefits**
* Leverage Multi Weighted, Multi Metric, Multi Constraint Territory Optimization System.
* Create Contiguous, Balanced & Compact Territories and Regions.
* Bind Optimization Metrics With Rules and Geographies.
* Manipulate Territories With Lasso and Radius Tools.
* Unearth Key Insights With Data Analytics.
* Visualize Data With Interactive Map or Chart Reports.
* Keep Track of Critical KPIs On The Go.
* Drill Down Models & Reports To Analyze Trends and Risks.
* Save & Retrieve Snapshot or Dynamic Reports, As & When Required.

WeMapSales

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.

Attract new leads

YaviaSync

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

Nurture my leads

ZBrain AI Copilot for Sales

**Principais características**

• Ao aprovar um template de Whatsapp, você pode enviar mensagens via Whatsapp para fazer follow-ups com seus leads, agendar reuniões, fazer submissão de contratos pós-negociação e muitos outros usos;

• O aplicativo integra-se ao ZenAPI para envio de notificações e mensagens pelo canal Whatsapp (https://zenapi.zenvia.com/);

• Para utilizar as funções do app via canal WhatsApp, será necessário configurar a integração dos dados ** Token ** e ** SenderID **, obtidos diretamente com a equipe do Zenvia Business.
Se você ainda não é cliente, preencha o formulário contido neste link para receber um contato de nossa equipe: https://www.zenvia.com/checkout/partner/pipedrive.

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