WBudget is a complete system for vendors and service providers to automate their business proposal generation processes.
With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

Manage contracts

Manage my projects

WBudget

Beeline connects to your activities using Pipedrive’s API and creates routes for you using our proprietary algorithms.  You can make manual changes to your activities or let Beeline do all the work.

Updates can be synchronized back to Pipedrive, so no exporting or copying and pasting needed.  Routes can also be exported from Beeline and emailed to your drivers.

Beeline adjusts the time of the activity as well as the assigned user. This allows your traveling employees to know the order of the activities for each day. No more staring at google maps for hours.

Beeline will use the address associated with the activity, if none is set we will default to the address of the organization associated with the activity.

Beeline is targeted to work within North America. If you're interested in another region in the world, please reach out.

Automate my pipeline and data

Beeline Routes

Cadence is a multi-channel sales prospecting tool. It allows you to simplify, automate and measure all the tasks related to sales prospecting.

Qualify my leads

Cadence by Ringover

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Communicate with leads

Support my customers

Clustdoc

Application provides an ability to distribute deals between sales managers via round-robin algorithm with an additional possibility to add weights in distribution. 
Every time the deal is added to the specified pipeline Deals Distributor will receive a notification, distribute the deal and assign it to the manager with a task.

No manual deals distribution anymore!

Deals Distributor

With the online appointment booking software from eTermin, you can book your appointments completely automatically around the clock and independent of the opening hours via your website, Google search and social media. Thanks to the extensive settings and customization options, you can control capacity utilization in a targeted manner, eliminate double bookings and significantly increase adherence to deadlines through automatic appointment reminders via SMS and email.

Functionality details:

ONLINE APPOINTMENT BOOKING
Convenient online appointment booking via your website, email or social media.

ONLINE CALENDAR
Clear and efficient management of your appointments

APPOINTMENT CONFIRMATION/REMINDER
Automated reminders and confirmations via SMS and email

CALENDAR SYNCHRONIZATION
Synchronization of appointments with your online calendars such as Google, iCloud, Outlook, Exchange, etc.

ONLINE PAYMENT OR PAYMENT WHEN BOOKING AN APPOINTMENT
Accelerated processes thanks to the online payment option

RESOURCE MANAGEMENT FOR ROOMS and DEVICES Automated resource management for perfectly organized appointments

CUSTOMER MANAGEMENT
Automatic management of valuable customer data

LOCATION and BRANCH MANAGEMENT
Multi-location and branch support

eTermin digitizes appointment scheduling processes, saves an enormous amount of time, reduces overall costs, increases productivity and increases sales. With eTermin, you can fully concentrate on your business again.

Other use cases

eTermin

Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Expiration Reminder

Connect Pipedrive and Forecast to bring your sales and project delivery teams closer together. Pipedrive deals may now be converted into Forecast Projects, giving you a better view of your project pipeline and allowing you to better organize your available resources. You may now have a single source of truth for your client records thanks to the Pipedrive client import, without any need to update client information in separate systems.

Once you set up the integration, Forecast will create project custom fields in Pipedrive. As you plan out your Forecast Project in more detail, the custom fields (e.g., cost and revenue) will be updated in Pipedrive.

The integration also gives you the option to automatically create Forecast tasks from your Pipedrive activities. Every time an activity is created in Pipedrive and associated with a deal, a Forecast task will be created on the respective Forecast project. Users can choose which types of activities should be created as tasks in Forecast.

Forecast - Project & Resource Management

Are you having trouble motivating and engaging your sales team? Wish you could make boring routine tasks more enjoyable?
Gamifier is a gamification platform that turns your corporation’s tasks and targets into fun activities.

Using game elements and data analytics, Gamifier supports the work of managers by creating a culture of productivity.

Using Gamifier, you will be able to:

- Increase motivation among team members
- Engage salespeople to keep Pipedrive updated
- Align gamification with your company goals
- Create challenges and promote healthy competition 
- Create quests and help your team to direct efforts towards relevant goals
- Get real-time feedback
- Discover new sales champions when recognizing daily actions
- Gain insights into your team’s sales performance based on the speed, quality and dependability of the sales process
- Encourage interaction and collaboration among team members
- Enhance general productivity, leading to higher income for your company

Try it free now!

Gamifier

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Mobileforce CPQ

Use CallTrackingMetrics automation to sync call, text, form and chat data with Pipedrive.

CallTrackingMetrics

Crafter is an easy-to-use software platform that allows you to digitize your field service. The software consists of an online program for the office with which you can create jobs, schedules, invoices and proposals. In addition, our mobile app has been specially made for field service employees so that they can fill in work orders, register hours, take photos and have jobs signed with customer signatures.

Just as Pipedrive has focused on the salesman in the creation of their software, at Crafter we have focused on the craftsman. The result is a solution that is truly built from a practical point of view.

Crafter offers you the following benefits:
- manage won deals and deliver these projects within an agreed timeline
- create clear employee planning
- let your employees fill in work reports and register hours
- avoid manual administrative work and save time
- design a professional appearance for your customers

Visit our website to sign up free for 30 days.

At the moment this marketplace app is only available in the Netherlands and Belgium.

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Manage my projects

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