INTEGRATION OF PIPEDRIVE & PHONET PBX
Simple and clear CRM for sales funnel management
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We will answer your questions about business telephony, promotions or create a solution for you
We will answer your questions about business telephony, promotions or create a solution for you
Simple and clear CRM for sales funnel management
Get a consultationSimple and clear CRM for sales funnel management
Pipedrive is an easy-to-understand, feature-rich CRM made by sales professionals for sales professionals.
Combine Pipedrive with Phonet and your managers will work really efficiently, surely handling every customer call!
With an incoming call from a new contact, a new lead is automatically created (if you work with leads), in which the phone number will be already specified.
If you work in Pipedrive only with Deals (without Leads), then when you receive a call from a new contact, a new Deal will be automatically created, with a fixed phone number.
Listen to phone conversations with clients right in Pipedrive Contact card or Deal card to find out information and check the quality of employee communication.
During incoming calls the manager will see a message on the computer screen with information about the client who is calling. When clicking the message you will open the Contact card in Pipedrive.
If the manager in charge have missed a call from the client, Phonet will immediately create a Call Task in Pipedrive to ensure call back.
To call a client just click on its phone number in the Contact, Lead or Deal card in Pipedrive. It's fast and convenient.
For fast connection incoming client calls can be immediately routed to their assigned managers, bypassing secretaries and other staff.
See exactly from which advertisement (words, banner, link) you received a call from the client in order to improve advertisement efficiency. Phonet Call-Tracking and CallCatcher will help you with this.
Setup process takes from 5 to 10 minutes and can be done with a few clicks in Phonet Personal Account by indicating emails of the employees and API key in Pipedrive, and can easily be done on your own by following the instructions. In case of any difficulties, please contact Phonet Support Service.
We would rate this integration 5 out of 5 for its features and usability. But there is no limit to perfection, you can always send your wishes and propositions to our email.
