Pipedrive

Is a market-leader in CRM for SaaS companies around the world. It comes pre-set up with standard object types as well as use of custom objects and fields, opening up utility of apps in Pipedrive marketplace

Allows you to get up and running in just a few minutes. Name your pipeline stages according to your sales process, fill it up with deals, and start drag and dropping towards “won”

Helps you focus on the actions that get you there. Schedule calls, emails and lunches, and let Pipedrive show you what to prioritise

Includes powerful scheduling features to seamlessly meet your most difficult sales workflows

The journy.io cases

How journy.io boosts

Pipedrive

in SaaS environments

Start onboarding cases when trial accounts get stuck

Get task-by-task onboarding cases in your inbox, tailored to ICP fit and product behaviour.

Run churn prevention playbooks on declining accounts

Pro-actively reach out to those accounts that drop usage and are struggling with essential features.

Run conversion playbooks on most promising accounts and users

Discover the best PQAs/PQLs and automate outreach at the best possible time.

Get triggers for accounts with expansion potential

Take actions on those accounts that have utilised most of its acquired licenses.

Sync platform data, with PLG scores, signals and other intelligence

Push platform data, including Stages, Health, Scores, Segments and other PLG intelligence right into your apps.

Supported

Pipedrive

actions in journy.io

Engage with your customer when your platform requires it.

Add activity to Pipedrive

Adds an activity to a person/organization in Pipedrive, optionally assigned to a specific user.

The things you get done with

Pipedrive

Most CRMs force you to use it the way they think is best. But not all sales teams are alike. Pipedrive works well for us because we can customize it to work exactly how we need it. Customizing is easy and does not require coding. Pipedrive integrates nicely with services like Zapier and various forms of plugins. This allows us to connect our CRM with all of our software applications.

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Pipedrive

x journy.io

Instead of uploading your lists or relying on lead forms as your only way of capturing contacts, journy.io keeps all of the customer data in your Pipedrive instance up to date automatically. You can even include lifecycle stage as a user trait and journy.io will move contacts through lifecycle stages automatically. Using Pipedrive with journy.io saves you time integrating different sources of truth into the system (since you can just turn on Pipedrive from your journy.io dashboard with no code necessary) and keeps all customer data records synced and up-to-date across systems in real time.

Moreover, journy.io allows to automatically launch various engagement actions towards Pipedrive, upon Product-led Growth signals being triggered.