Pano gives you a personalized snapshot of a customer in seconds.

Pano surfaces key customer data across your existing platforms and brings it together into a simple, personalized snapshot unique to you and your business.

By integrating with the tools you already use, Pano brings together key insight without the exhaustive weight of a heavier (and more expensive) platform. No more tab-switching and digging for data. With Pano, everyone can find what they’re looking for.

**🔍 Centralized Customer Snapshot:** Say goodbye to manual data gathering and tedious tab-switching. Pano consolidates key customer data into a unified and easy-to-navigate dashboard.

**🛠️ Seamless Integration:** Don't leave what you love. Pano seamlessly integrates with your existing customer data tools, saving you the hassle of switching to a new system.

**🎨 Personalized Snapshots:** No two businesses are the same and neither are their customers. Pano allows you to create a personalized view of a customer that aligns with your specific needs.

**🌐 Simple Browser Extension**
Take Pano wherever you roam on the internet. With our simple browser extension you can pop open a customer's profile and stay in the flow.

**🚀 Get going in minutes, not months:** You don’t need circus-level training to use Pano. We've designed it to be super accessible to everyone on your team (including your CEO who can’t be bothered to log into your CRM). With Pano, everyone can find what they’re looking for.

Automate my pipeline and data

Support my customers

Pano

With Parma, your post-sales relationships will rise to the next level:
- Remember everything about every customer.
- Encourage repeat purchases by keeping promises.
- Increase lifetime value through high-touch relationships.

Parma is a Pipedrive add-on for customer success and account management teams. It helps you establish a stay-in-touch cadence with existing customers, build trust, and make more money as a result.

Other use cases

Parma

PressOne is a telephone integration that allows you to manage your call-based customer interactions. With PressOne, you can make and receive calls directly from your Pipedrive CRM. It allows you to take notes, record calls and gives you access to your CDR (Call Detail Records).

Communicate with leads

Manage my accounts

PressOne Africa

Quickdialog is an AI powered messaging platform that allows brands to engage, support and market to their customers via messaging channels including WhatsApp, Messenger and Live Chat. 

**WhatsApp Campaign Manager**

Design, personalise and send rich media enabled WhatsApp Messages to your Pipedrive customers at scale or individually, and enjoy engagement rates of + 90%

**AI powered customer support**

Manage conversations from WhatsApp, Messenger, Live Chat and email from one platform, and leverage AI to support your agents.

The Quickdialog-Pipedrive integration allows you to manage conversations across all messaging channels through one shared inbox and update Pipedrive accordingly.

1. **Create Leads** in Pipedrive from messaging apps and email directly from Quickdialog (either automatically or manually)

2. **Update contacts and activities**  in Pipedrive automatically from Quickdialog

3. Gain **full context**  of every conversation without switching between tools

Nurture my leads

Quickdialog

Re:amaze Live gives your team unparalleled insights into your site and app activity. Allow everyone on your team to browse through a list of active customers, see what they're doing, where they're from and contact them with targeted one-on-one messages.

Build your self-help center with Re:amaze FAQ and host it on its own domain or embed it within the Re:amaze Chat or inside your site or app. Re:amaze FAQ is fully customizable to fit the needs of your brand.

Pipedrive integration features:

View Pipedrive contacts and deals from within Re:amaze conversations
Other Features:

- Customer satisfaction surveys
- Multi-brand management
- CRM and contact management
- Team collaboration and staff notes
- Event tracking
- Automated workflows
- Customizable email templates
- Automatic collision detection
- Notifications, tags and filters
- Response templates
- Conversation permalinks
- Autoresponders
- Roles and permissions
- Advanced reporting
- Plug-and-play embed builder
- iOS and Android apps

Re:amaze

REVE Chat is an AI-enabled live chat and customer engagement platform providing real-time interactions via websites, mobile and messaging channels. 

We set you up with a  complete suite of tools to convert more sales, automate lead generation and provide online support for your customers.

Key Benefits of REVE Chat:

1. Talk to your customers while they are on your website, on Facebook or while they use your apps. With this real-time support, you will increase your close rate. Use video chat, co-browsing and live chat tools to lead personalized conversations with your customers. Improve their satisfaction and your conversion rate at the same time.
2. Engage with prospects via AI chatbots and automate your leads. “24x7.” is REVE Chat’s enterprise chatbot solution that helps capture leads, qualify them and book meetings.

REVE Chat's powerful features include:

- Video Chat: Have face-to-face conversations with your customers on your website or in your app
- Co-browsing: Assist your customers in real-time to close more deals
- Website Live Chat: Talk to your website visitors  with a live chat application while they browse your website
- Chatbots: Automate lead qualification and sales conversation with bots
- Meetings: Increase sales conversions by allowing your website visitors to book meetings right from your website’s chat widget
- Lead routing: Create routing rules to assign your chat conversations to the right sales team to improve your sales cycle

REVE Chat - Live Chat Software & Chatbots

Discover the Supawiki - Pipedrive integration that builds knowledge bases for your customers.

Concentrate all the information about your deals in elegant, easy-to-use wikis.

- A single source of information all your team can contribute to;
- Share with your customers as the reference for all knowledge about your deal;
- Create as many wikis as you want.

Manage my projects

Supawiki

All of your customer conversations in one shared inbox

Key features:

Omnichannel: Streamline emails, social media and WhatsApp messages, calls, text messages and more.

The powerful team inbox allows you to see which messages you have already answered.

You can generate comprehensive statistics for each channel, team or colleague. 

Post notes and comments for colleagues during a conversation or to the customer profile.

Add colleagues to the inbox and answer all messages together with your team.

The Pipedrive integration allows you to create and manage the linked contact with ease as well as its engagements and deals.

Trengo (legacy)

**Unleash the potential of your customer support with the Freshdesk and Pipedrive integration powered by Make.** 

Streamline your workflows, improve customer interaction, and bolster your team’s productivity, all while maintaining seamless communication.

Key Features and Benefits:
- Ticket Management: Prioritize, categorize, and connect tickets to deals or organisations in Pipedrive using Freshdesk's comprehensive ticketing system. Ensure no ticket gets lost or double-handled with Freshdesk's agent collision detection feature​​.
- Connect critical issues raised in the community to deals or persons in Pipedrive to ensure they receive the required attention​.

[More templates](https://www.make.com/en/integrations/freshdesk/pipedrive)

Freshdesk Sync

Integrate HappyFox Chat and Pipedrive to keep your sales and support teams on the same page and close deals faster.

With the HappyFox Chat integration you can:

- Access all information stored in Pipedrive on customers and leads without leaving your chat dashboard
- Create new contacts in Pipedrive automatically for every person that has been in a live chat
- Record all chat conversations with prospects in Pipedrive’s activities
- Refer and analyze past conversations as detailed transcripts saved in the activities of the contact

Benefits:

1) Always keep your sales and support data in sync 
2) Leverage up-to-date customer data and resolve issues faster 
3) Never let any prospect fall through the cracks 
4) Everything your sales team needs to close the deal faster will be right at their fingertips 
5) Get the complete picture, foster productivity and gain actionable insights

Attract new leads

Qualify my leads

HappyFox Chat

Help Scout’s app supports your work in a couple of awesome ways. It will automatically sync data between your Pipedrive and Help Scout accounts, helping you to build and manage your business’ customer base. 

The app will also display up to three Pipedrive deals, taking key data points, deal value, pipeline stage and expected close date, and neatly shows them in your customer sidebar.

Help Scout

Why JivoChat live chat? Times are changing!
Clients prefer texting more than calling these days. Every month, millions of JivoChat messages begin with proactive invitations.
Just like being greeted at a physical store, this sort of friendly gesture goes a long way – and visitors are more likely to become your customers.

Connect your favorite tools or easily find new ones

Support my customers

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