Pipedrive is a sales tracking tool. Once connected, you ask in the conversation thread, and Roona fetches what is needed, writes what you approve, and hands you the finished work.
Today, between Pipedrive and the rest of your day, you are the one carrying things across: an address into a document, a figure into an email, a decision into a task. Each round trip takes two minutes and shows up nowhere. Connecting Pipedrive removes the trip. Here are three ordinary moments, and what they become.
Roona finds their deal, rereads the notes from the last exchange, writes the proposal with your prices, creates the follow-up activity and prepares the email. You read it over, you send. Pipedrive is up to date without your having opened it.
Roona lists the activities that have come due, finds each person and each deal, and prepares one message per follow-up, in your tone. In five minutes you approve what used to take the morning.
You dictate three sentences in the car. Roona adds the note to the deal, changes the amount if you said one, creates the organisation if it is new, and sets the next step.
Twelve actions, no more and no less. Six for reading: read a deal, read a person record, list the activities, search deals, search organisations and search people. Six for writing: add a note, create an activity, create a deal, create an organisation, create a person and update a deal. None of them can delete anything.
Roona announces what is about to be written before doing it, and never acts unprompted in Pipedrive: every action starts from a request of yours, in a conversation, unless you have set up a routine yourself and fixed its time. You can remove access in one step from your account, and whatever you leave disconnected is never passed on.
No. Every write is announced before it happens. You see what is about to be created or changed, and you can stop it.
No. Roona queries Pipedrive at the moment of the task, uses the answer, and files it nowhere outside your conversation. What travels is encrypted and hosted in Europe.
From your account, in one step, without telling us. Access is removed immediately.
No. Each person connects what they want, and what one person has connected does not become visible to the others. Sharing rules stay those of Pipedrive.
Roona uses the official Pipedrive interfaces. If your plan opens them, the connection works. If it does not, no tool can get around that limit, ours no more than any other.