Advice and custom work
Everything discussed, easy for everyone to find.
Consultancies and agencies where one deal takes several conversations. Your knowledge lives in people's heads, and that is a risk as soon as someone is away.
Sound familiar?
What these companies run into
One deal takes five conversations. Only the person who was there knows what was said.
After a meeting the next step ends up in a note, an email or nowhere.
A colleague has to take over and starts from scratch.
Advice and custom work
Pipedrive for your situation
Complete client view
Everything per contact and deal in one place: conversations, emails, meetings and the next step.
A fixed structure after every meeting
A short, fixed way of recording that takes no one any time.
Email and calendar connected
Emails and meetings automatically end up with the right deal.
From order to project
A won order becomes a project with phases and tasks. Whoever does the work sees right away what was discussed with the client.
With several conversations per deal, information gets lost in between.
Contact
Book a 30-minute call
We look at what Pipedrive can do for your team. If it is not a fit, we will tell you honestly.
Pick a time