Pipelook
avtor: Clément Corbin
Interact with Pipedrive CRM without leaving your inbox.
No more endless back-and-forth switching between your CRM and your inbox!
If your're a Pipedrive CRM user, our tool will save you dozens of hours. Pipelook lets you easily manage your Pipedrive contacts, deals and activities, right from your Outlook mailbox!
Interact with Pipedrive CRM from an Outlook sidepanel! The sender of an email is automatically looked up when opening the sidepanel to find a matching person in your CRM contacts. If nobody can be found, then you can create a new contact without leaving your mailbox.
Associated information such as notes, deals and activities are shown with the sender's details.
- View and create notes
- View and create deals
- Set deals in the right pipeline stage.
- View past & upcoming activities
- Schedule new activities
- Set activity types and linked deals
Requirements:
- An active Pipedrive account is necessary to use this add-in
- A recent version of Outlook. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported.
Pricing:
- $15/month OR $150/year
- unlimited accounts for one company
Zmogljivosti aplikacije
- Pošilja podatke prek interneta
- Ta aplikacija ima dovoljenje za dostop do osebnih podatkov in za spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Te podatke lahko pošlje storitvi drugega izdelovalca. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti.