Looking for something more than just sales process management? Pipedrive may help you manage your sales processes through their CRM platform. However, you are about to be presented to a more robust platform, that can handle any process, from the simplest to the hardest.
Pipefy is a complete platform, that assists you in organizing your sales processes, but also support you in a bunch of other processes and needs. From task management to managing the most complex processes, Pipefy can do it all.
Pipefy offers a secure database system, where you can safely store your client’s information on a 360-degree view. We take security seriously so you can assure someone’s identity with Two-Factor Authentication.
Many sales management and customer success management departments are migrating from Pipedrive to Pipefy. This is happening because of Pipefy’s powerful automation rules and database synced with sales pipeline.
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Pipedrive can only manage your sales pipeline, Pipefy can perfectly do the same and also perform ANY commercial process. Pipedrive activities area (used to log calls, meetings, and emails) can be easily used in Pipefy, and it can also be linked to the database to keep track of all the activities related to a single customer.
Many native integrations allow you to get your historical data with a few clicks – it is even possible to integrate data directly from Pipedrive to Pipefy via Zapier, without any IT support. Yes, it’s that’s simple!
Pipefy offers an execution pattern in a 100% customizable platform, that can run parallel processes besides your sales funnel.
To fit your processes to Pipedrive, your company will first need to adequate one’s processes to their platform. Pipefy cares about your processes, so we adequate everything for your company, as it should be!
Check the main benefits only Pipefy offers:
- 100% customizable platform: we know that every sales process is unique so we give you the freedom to add or delete any of our preset templates fields. You can also build a process template just for you, from scratch. It’s possible to customize everything, including the form’s fields and actions on each of the phases.
- Automation: with Pipefy, you can easily automate and have guaranteed patterns of execution for your processes. We also offer a very robust platform for sending out automated email flows.
- Public form: cards (opportunities) can be created by people that aren’t in your organization such as with leads.
- Detailed reports: choose what’s essential for you and in seconds have a fully customized report.
- Multi-use software: we manage much more than just sales/customer success processes; with Pipefy you can manage ANY process in your company and have them working integratedly. For example, connecting the sales pipeline with lead qualification or even with customer success (onboarding of new clients).
- Automated customer handoff: Possibility to create a seamless integration between sales and customer success.
- Public API + Zapier integration: use our open API or connect through Zapier with Zendesk, Google accounts, Github, Slack, Pipedrive, Intercom, HubSpot…
- Easy to use: enjoy our simple Kanban-view, where you can easily understand all the next and past phases of your process in just one screen. At Pipefy you can define separately each phase, with specific tasks.
Why manage only sales or customer success processes, if you can achieve it all in a single place? Choose Pipefy, everything you need for process management in just one platform and at a lower cost.
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