Calling built for Pipedrive
VXT's Pipedrive integration allows you to sync your contacts and save notes about each call automatically.
.avif)
Automated Notes
Be smarter with your time and automatically create notes from you calls.
Contact Syncing
Have personalized and informed conversations by accessing the caller's name and last note through contact syncing.
Record and transcribe your phone calls
Our call recording and transcription feature makes it easy to record important calls. VXT can automatically transcribe your call recordings, making it easy to review specific parts of the conversation at a later date. Recording your calls can be a great tool to mitigate risk and make resolving disputes easier.
Understand who's calling
We sync your contacts from Pipedrive and display names against caller IDs so you know who's calling when you answer the phone. With instant access to the caller's name and information, you never have to ask "John, who?" ever again. With contacts available in VXT you can search by name in the app when you want to make a call.
Click to call from Pipedrive from mobile or desktop
Call straight out of Pipedrive. Clicking on supported links will open the VXT app and initiate a call in seconds. You can take calls from anywhere using our mobile or desktop applications. Our Pipedrive integration works on both!
Pipedrive is a powerful, user-friendly Customer Relationship Management (CRM) platform primarily designed to help sales teams manage leads and deals, track communication, and automate sales processes. Its central goal is to drive focused sales activities and ensure that opportunities don’t fall through the cracks.
Elevate your business with VXT, the cloud-based VoIP phone system built for Pipedrive users. VXT automates note creation, and contact syncing, helping you save time, manage compliance and mitigate risk.
With VXT Phone System integration for Pipedrive you can:
- Record and transcribe your phone calls
- Understand who's calling with context
- Click to call from Pipedrive
- Use VXT Mmobile and desktop apps
Overview
Pipedrive is a powerful, user-friendly Customer Relationship Management (CRM) platform primarily designed to help sales teams manage leads and deals, track communication, and automate sales processes. Its central goal is to drive focused sales activities and ensure that opportunities don’t fall through the cracks.
Elevate your business with VXT, the cloud-based VoIP phone system built for Pipedrive users. VXT automates note creation, and contact syncing, helping you save time, manage compliance and mitigate risk.
With VXT Phone System integration for Pipedrive you can:
- Record and transcribe your phone calls
- Understand who's calling with context
- Click to call from Pipedrive
- Use VXT Mmobile and desktop apps
How Johnstone & Reimer used VXT to improve their call reliability across the firm
Johnstone and Reimer Lawyers significantly enhanced their call reliability and efficiency by adopting VXT. By integrating VXT seamlessly with their practice management system, Actionstep, they streamlined their operations and improved billing accuracy. With VXT's dependable performance and responsive support, the firm has boosted client satisfaction and is well-equipped for future growth.
%20(1).avif)
Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
