Pipedrive

Centralized Communication and CRM access

Phonely handles all sales communications and funnels them right to your Pipedrive account as opposed to having salespeople use multiple systems and tools. Customer contact details, calls, and other related data are available to salespeople on one screen. This single access approach to multiple services boosts productivity as phone calls, messages, email, and CRM systems are integrated, making it one sales engagement platform.

Call Note Taking and Logging Done, Automated

As the outbound calls are being dialed, they are logged and synced with Pipedrive. Customers’ details, along with the notes in the conversation and other integrated files to the deal records, automatically assign themselves as the users accurately refill the details. This purpose-built calling application saves sales teams from inaccurate duplications and heavy manual data entry by ensuring they all access the most up to date customer information.

Streamlined Telephony and Dialing with Smart Call Routing

Intermediate Sales Agents can achieve maximized Sales Engagement with access to features such as single-click dial from contact records stored in Pipedrive and AI-driven routing to the appropriate Sales personnel. The telephony system employs advanced features in managing scalable calls along with analytics and performance tracking in cross-channel communications.

More Flexible Remote Capabilities with the App

With the App, sales personnel in the field can make calls and serve customers on the go within normal working hours. The system integration used for managing Small to medium enterprises, or for larger Call center Facilities, relieves the personnel working from home so that opportunities with deals are not lost.

Enhanced Reporting along with Main Benefits

You can link the performance metrics of contact centers directly to Pipedrive dashboards and access real-time data on funneling sales metrics. Phonely’s analytics highlight the sales process pain points resulting in lowered customer satisfaction, as well as tracking call volume and overall sales effectiveness, improving the chances of the sales team winning more deals.

Structured Workflow Automations

Automated follow-up and lead assignments in the sales pipeline triggered by missed calls and voicemails are directly controllable measures through Pipedrive integration alongside Phonely. Work transactions with deals to be progressed through Phonely are customizable. Every call in the pipeline can be set to a framework that leads to maintenance of support teams assigned follow-up and lead assignments through routing without click-based processes.

How can Phonely help you?

With Phonely, you can increase customer engagement while maximizing the productivity of your sales personnel. The Phonely AI system responds to customer inquiries, books appointments, and performs lead qualification through natural dialogue that fills your business's conversational needs.

Lifelike Voices

Phonely's voice technology allows for automating customer conversations while using realistic voices in an engaging manner to build trust and confidence as they lead sales prospects down the sales funnel.

Product-Specific Queries

Phonely answers questions concerning your company's products and services in a way that supports your sales strategy and draws from your business's specialized knowledge.

Ai Powered business insights

Identify market gaps to work on with the customer and sales activity conversation analytics to garner actionable insights for growth by Phonely's derived real-time analysis.

Split-Test Performance

Phonely improves business performance by optimizing customer interactions through tested sales scripts, call strategies, and sales methods to find top sales touchpoints in the sales pipeline.

Sales Insight

Drive value optimization by reviewing Phonely voice data, which contains revelations on customer buying decisions, preferences, and behaviors within a sales funnel.

CRM Integration

Connect Phonely with Pipedrive and other CRM systems to allow automated logging of customer interactions and sales activities for easy access by your entire organization.

Do you want to start working?

Take advantage of Phonely’s AI Calling service along with Pipedrive to streamline sales processes, increase team efficiency, and speed up closing time on deals with the intuitive phone system app on Pipedrive.

FAQs

What is the best phone integration with Pipedrive?

Phonely provides cutting-edge, AI powered phone integration with Pipedrive. Automated call logging that functions, click-to-dial that saves you minutes with each call, SMS that frees your leads, and other advanced call handling features. Phonely provides next-level customer conversations paired with Pipedrive. How much time do you think your team will save?

Can Pipedrive call with its mobile app?

Yes, and this is where it gets really exciting. The Pipedrive mobile app not only enables calling, but it also integrates perfectly with Phonely to change how your team works while mobile. Imagine this: talking on your phone while automatically logging every call and pulling customer information, regardless of whether you are on iOS or Android, do you follow? And check this out, you can start your mobile conversations from the web Pipedrive, and it allows you to flow seamlessly to your phone. Now, that is the kind of integration Pipedrive and Phonely deliver.

Can you make calls through Pipedrive?

Absolutely, with the integration from Phonely, each call made from Pipedrive is only 1 click away. Consider that every call, every recording, every SMS, and every customer conversation is automatically filed, without any effort, into the specific contact and deal records. Data entry is no longer required. No more lost details. Forget trying to remember what happened to that prospect. Automation works every time!

Does Pipedrive have an autodialer?

Pipedrive lacks an inbuilt autodialer, but that’s where Phonely changes the sales game! We have advanced autodialing features that include power dialing to keep your team on the go, predictive dialing to use time wisely, and AI call routing to automatically send calls to the correct sales team. It's the other way around -your technology can work for you!

Can Pipedrive send SMS and WhatsApp messages?

Yes, and this is where things get even more thrilling! Phonely is an integration that can send SMS and WhatsApp messages from Pipedrive easily. Automated workflows for follow-up, reminders, and nurturing leads are set up. You can run specific campaigns created from your contact database and track your sales funnel in real time. Messaging has a huge impact on obtaining results!

How much does Pipedrive cost per month?

Pipedrive has a staggered pricing model. Pipedrive cost ranges from a starting price meant for small businesses and climbs to high end solutions for dealing with large volumes. The good news is that Phonely's integration works with all levels of Pipedrive plans. The combined solution results in what matters most—an increased ROI. Sales team productivity increases, and the automated call center functionality completely changes how an organization operates. What a payoff!

What permissions do I need to integrate Phonely with Pipedrive?

To set things straight, Phonely and Pipedrive integration works best under Admin permissions on each of the systems. A user needs permissions to view and edit deals, contacts, activities, and communications. Phonely and Pipedrive systems integration is a brilliant infrastructure. The setup process makes productivity in an organization skyrocket

How do I set up Phonely with Pipedrive?

Setup is straightforward: connect both platforms through the integrations menu or automation tools, authorize the connection, and configure sync preferences for contacts, deals, and activities. Most sales teams are making calls and logging activities within minutes of setup—no technical expertise required.