What is a Pipedrive CRM system?!
Pipedrive CRM – this relative new CRM–system, was founded in 2010 and headquarters in Estonia. According to data Pipedrive, over 85 000 users of the world use this CRM–system. Many users are supporters of Pipedrive because this CRM system has great connections and functions. Pipedrive CRM is easy and comfortable in using. CRM–system recognized more than 15 languages. Pipedrive CRM provides a few functions, that helps many companies organize contacts, action, and correspondents.
This CRM, also, can support additional useful features, like Time Tracking. Currant CRM works in the sale’s fields based on different tasks. In the sphere of the sale, we cannot control results, but for helping Pipedrive CRM we can control action, which leads to the final agreements. Pipedrive CRM has added functions for tracking agreements.
You can choose a convenient platform
If you use program CRM Pipedrive platforms Android and IOS you can get access to your data even if you are in the way. Mobile applications for CRM Pipedrive easily and just in the navigation. On the platforms Android or IOS you can quickly tracking your agreements, actions, and contacts whether you can use search functions, in order to find important data. CRM Pipedrive has several functions, that improve mobile applications. They include tracking calls, notes, and further action. Pipedrive CRM is available in any place and at any time. This CRM–system, also, available for a different amount of clients, in particular, big companies. CRM Pipedrive has a low price for the simplest CRM–services. CRM–system quickly installing and allowed save your time in work and more pay attention to your work with an agreement about sales.
The best solutions for more opportunities Pipedrive CRM
Business Card Reader for Pipedrive CRM is a mobile app that allows you to send data from business cards into your CRM in two taps. Just take a picture of a business card and the application will scan all the necessary information, put it into the corresponding fields and send it to the CRM system.
With this app, you can save a business card in just 2 clicks and 10 seconds of your time!
- Snap a photo of a business card and the app recognizes it automatically
- Preview and save results
Creation custom fieldsThe maximum amount of info can be read from the business cards, but Pipedrive CRM does not provide necessary default fields and there is an opportunity to create custom fields. That’s why you need to create a “description” field and then write down the info you’d like to add. There are standard fields, which you can’t change, but there are also such fields as “position” or “street”, where you can tap necessary information.
Right from now you can create the same custom fields in the app!
You can create a few fields manually and make accordance between these fields and information, you’d like to see there, and save. Then the program will be managed by saved rules. If you won’t save this info, it will be continuously saved in the “description”. These custom fields are very useful. because you could add more necessary info and save it in your CRM. That’s a great benefit not to remember lots of unnecessary information. You could try these new functions from the 7-th of June and enjoy the results! Also, you can learn how to set up it correctly here:
- Call Tracker for Pipedrive CRM is a mobile app intended to transfer data from smartphone into Pipedrive.
What are the main features Call Tracker For Pipedrive?
- Easily tracks incoming and outgoing calls as Tasks in CRM;
- Ability to attach calls to the following records in CRM: Account, Contact or Lead;
- Add Voice Notes;
- Create rules to enable automatic call tracking for Contacts;
- Add calls later from your Call Log;
- Tracks call offline – pending activities will sync automatically when the Internet connection is restored.
How does a Call Tracker work?The App automatically saves call information into CRM (who called, date, call duration). At the end of the call, you can choose to save it into your CRM or not. You can set up rules for certain contact –to save always or never save into CRM. Your call is saved into your connected CRM. You can also add notes (or voice notes) to the saved call.
Try and enjoy!This service is very useful for every businessman to keep everything under control and all the information in one place! You won’t have a need to install a lot of applications to have your colleague’s personal data in hands because this one will do almost everything. Next time someone hands you a business card, give these apps a try. Your wallet will thank you — and you’ll never have to change it.