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 RocketBolt
RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.
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
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
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
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
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
Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.
24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.
Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.
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
Pricing
Starting from: $39.00/month
Credit card required: N/A
Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
Premium tiers start at $39 per seat/per month after a one month free trial.
Pricing increases as the number of tracked and monitored leads in the system increases.
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
No FAQs associated with this application.
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.
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