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Generate more leads with the Pipedrive + Pareto Platform integration
Pipedrive / Pareto Platform
Integrations

Generate more leads with the Pipedrive + Pareto Platform integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Pipedrive and Pareto Platform

Quick summary of Pipedrive

Pipedrive is a sales management tool that helps you make more sales and organize your entire sales team, in order to boost your business’ productivity without effort. Pipedrive, in fact, is a type of CRM that everyone can use, thanks to its easy interface.

With Pipedrive, you can: Manage your sales process Sometimes manage all your clients is hard, especially if you work with a busy sales team. Pipedrive helps you manage and track your sales activities. By using Pipedrive, you can record all your offers, deals, and the conversations with clients involved in the deal. With the sales process management tool, you can discover which activity needs your attention and prioritize the tasks.

Pipedrive is easy to use and is made to be used by your entire team, so it’s very easy to use and it requires no technical skill. All businesses can customize their Pipedrive’s interface and integrate it with other tools, in order to meet their specific needs and desires.

Quick summary of Pareto Platform

Pareto Platform CRM is a Microsoft Dynamics cloud-based CRM solution designed exclusively for financial consultants.

Pareto offers a mobile app for consultants and their solution does not require installation since it is based on the Microsoft back-end system.

Pareto has customized Microsoft Dynamics for the specific needs of financial consultants with integrated best practices based on the Pareto System Consulting Program.


What you can do with Pipedrive and Pareto Platform

Create new Pareto Platform leads with Pipedrive

Update Pareto Platform leads with Pipedrive


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