Pipedrive

The sales management and CRM software that helps companies close more deals.

Connect your Pipedrive account with Procys
following 3 easy steps.

Connect Pipedrive with Procys

From your Procys account access the "Apps" screen

Procys will send the documents to the Pipedrive integration

Procys' optimized software will take care of sending documents such as invoices, receipts or passports.

Procys will automatically synchronize the processed documents in a structured way

The data will appear in the Procys software and it will allow you to export it in API, download it in some structured format like XML, UBL, CSV or connect it to other applications.

Description

Pipedrive is a European company that uses AI technology in order to improve its platform. The software specializes in customer management with a CRM database. With Pipedrive, sales teams can organize and prioritize potential business, track customer-related communications and activities, and collaborate effectively across the team.

Introduction

The platform includes analytics and reporting tools, which allow users to get a complete picture of sales performance and make more informed decisions. The intuitive user interface and easy integration with other tools make Pipedrive a popular solution for many businesses, from startups to large corporations. Thanks to Procys, you will be able to intuitively manage your customer data, and manage the one that best suits your company.

Security

Procys has obtained ISO 27001 certification and complies with GDPR. We are committed to the security and integrity of data, guaranteeing our clients that their data is protected and secure at all times.