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Pipedrive - Deals and Contacts to CRM from Inbox

Pipedrive
Generate new sales contacts or add activities, deals and notes to CRM with the click of a button.

Are you using Outlook to manage contacts and communicate with potential customers? Pipedrive for Outlook will help you keep your sales opportunities organized. With Pipedrive for Outlook, you can organize notes, conversations and activities for every contact, helping you close more deals.

When you come across a great email signaling interest from a potential buyer, you can create new sales deals in one click. No more navigating away from your inbox or forgetting to add info at a later stage.

Pipedrive CRM helps you manage clients from prospect to closed through a sales pipeline, using the activity-based sales methodology. This means you’ll have high visibility into what drives your sales efforts, what blocks them and where they can be improved, and you’ll always know what actions to take next and when to take them.

You’ll have:

  • Complete and reliable sales records so you can learn from history
  • A dedicated and deep statistics page that helps you forecast with confidence
  • Real-time information that helps you course-correct before disaster strikes

By making client interactions consistent and measurable, Pipedrive facilitates the development of a finely controlled sales process.

Pipedrive also eases the recognition of knowledge gaps and process flaws and enables the correction of both, allowing for extreme accuracy in execution.

With close to 100 third-party software integrations, an open API and continuous additions to internal automation, Pipedrive is the perfect standalone sales tool.

Requires a Pipedrive account. Free trial available.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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