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About Pipedrive

Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.

Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.

Join more than 100,000 sales teams around the world that use the CRM rated #1 by TrustRadius in 2021. Start your free 14-day trial and get full access – no credit card needed.

About Forecast

Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations.

Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software.

  • More predictable and accurate project proposals 
  • Better planning and analysis with Insights & Reporting
  • Stronger Business decisions supported by AI 
  • Flexible resource management with Project and Task Allocations
  • Efficient Task and Time Management
  • Actionable Insights into Project Profitability with cost, revenue and profit updated in real time

About CRM Creatio

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with maximin degree of freedom.

  • Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code
  • Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code
  • Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code​

Creatio CRM products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs, whether it’s complex B2B sales, e-commerce, partner relationship management, customer service, or all of the above. In addition to rich OOTB CRM features, Creatio CRM makes a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, flexible dashboards, and many more. Also, there are hundreds of composable apps, ready-to-go solutions, and add-ons that can be downloaded for Creatio CRM from Creatio Marketplace.

*About Creatio *
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.

Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.

Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Time Management
  • Resource Management
  • Collaboration Support

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.

  • Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.

  • Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

  • Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.

  • Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.

Summary

  • Project Portfolio Management with machine-learning capabilities

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

  • Cloud-based

  • Real-time reports & insights

  • Task Management

  • Scheduling & employee utilization

  • Budget

Summary

    No key features associated with this application.

Pricing

Pro

$49.00
per seat/month billed annually
Included in plan:
  • AI Work Automation
  • Project & Portfolio Management
  • Resource Management
  • Team collaboration
  • Time Management
  • Business Intelligence
  • Premium Integrations
  • Finance & Billing
  • Retainer Management

Lite

$29.00
per seat/month billed annually
Included in plan:
  • AI Work Automation
  • Project & Portfolio Management
  • Resource Management
  • Team collaboration
  • Time Management
  • Business Intelligence
  • Integrations

FAQs

    What are some applications this service is commonly used in tandem with?
  • Pipedrive is commonly used with Zapier, Microsoft Team, and Slack

  • Does this service integrate with any other apps?
  • Pipedrive integrates with over 300 third-party applications, including Dropbox, Zapier, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

  • What is this service generally used for?
  • Pipedrive is used as a CRM tool.

  • Who are the main user groups of this service?
  • Sales and marketing departments in small and mid-sized businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials, as well as a community forum.

  • What platforms does this service support?
  • This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

  • Does this service offer an API?
  • It offers REST API.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • The whole company is welcome in Forecast. Invite your team members and see the value of having everything connected in one platform.

  • Who are the main user groups of this service?
  • The biggest segment consists of Project--based companies that needs a resource an project management platform to optimize their utilization, profitability and drive business performance. The companies often work with agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • What are some applications this service is commonly used in tandem with?
  • Forecast can be used alone or together with the existing tools you already use. Have your developers work in Jira, and run the project in Forecast. Or run your projects and integrate Quickbooks for a better understanding of the profitability of your projects. Forecast is easy to integrate, just let us know if you are missing an integration, we might have it in the pipeline.

  • Does this service offer guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Does this service integrate with any other apps?
  • Yes, you can read more about all our Apps & Integrations on our website. If you are missing your favorite tool, then don't hesitate to reach out. It might already be in the pipeline.

FAQs

    What is this service generally used for?
  • CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*
    *Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.
    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

  • Does this service offer an API?
  • Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
12.8k

Vendor Information

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:
789

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, Portuguese, French, Estonian, Norwegian, Dutch, Korean, Japanese, Turkish, Finnish, German, Italian, Ukrainian, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses Forecast
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Spanish, French
Regional Restrictions:
No restrictions.

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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