Pipedrive implementation​,​ setup and third-party integrations

Project description

- Setting- up Pipedrive account (6 users) - pipelines​,​ lead segmentation​,​ custom fields - Uploading data from Frontapp - Integration with lead sources - web form​,​ incoming calls​,​ SMS - Integration with e-mail (Outlook) - Integration with electronic signature tool - Integration with cloud based call center software (looking for recommendations) - Setting-up Pipedrive Documents (to automate proposal generation) - Setting-up and integrating Livechat​/​Chat bot - Setting up customized dashboards (Pipedrive Insights) - Setting-up visibility groups - Team training (1-2h)