Pipedrive

Pipedrive is a cloud-based CRM tool that helps businesses manage sales leads, deals, and communication with intuitive visual pipelines, activity reminders, and customisable reporting. A sales-focused CRM popular with SMBs for its simple, visual deal pipeline.

Pluspoint and Pipedrive integrate seamlessly to provide businesses with a more efficient and effective sales process. Through the integration, Pluspoint can automatically collect customer feedback based on specific events in Pipedrive. This enables businesses to gain valuable insights into their sales process and identify areas for improvement. Through Zapier or our open API, Pluspoint responds to deal changes so the right moment to ask for a review never slips by.

• When a deal is won in Pipedrive, it can trigger a survey to be sent to the customer using Pluspoint.
• When a deal is lost in Pipedrive, it can trigger a survey to be sent to the customer using Pluspoint.
• When a new product is added to Pipedrive, it can trigger a survey to be sent to existing customers who have purchased a similar product in the past using Pluspoint for potential upselling or cross-selling.