Pipedrive

CRMUD Voice Phone System

Enhance communications and improve pipeline performance with Pipedrive.

Pipedrive is a CRM platform built for sales teams to track deals, manage pipelines, and measure performance. Integrating Pipedrive with UD Voice links communications directly with CRM activity: automatic call logging and screen pops show real-time call details inside Pipedrive, reducing manual data entry and ensuring every interaction is tracked.

Key Features

• Automatic Call Logging Inbound and outbound calls are automatically logged in Pipedrive, capturing caller, callee, time, duration, and direction.
• Screen Pops When a call comes in, Pipedrive automatically displays the matching contact record.
• Hands-Free Workflow Once enabled, calls are logged automatically with no extra steps from users.

Benefits

• Save Time Eliminate manual call entry and reduce administrative work for sales teams.
• Improve Accuracy Every call is captured consistently for reliable reporting and pipeline visibility.
• Enhance Customer Interactions Instant access to caller details, past interactions, and deal status as soon as the phone rings.
• Strengthen Sales Reporting A complete view of call activity in Pipedrive to measure performance and optimize outreach.

• What businesses can do with UD Voice + Pipedrive:
• View and log all external call activity in real time within Pipedrive.
• Instantly identify callers and access account details the moment the phone rings.
• Improve follow-up speed and accuracy with automatic call records tied to deals.
• Streamline reporting and team performance reviews using complete communication data.
• Note: highlighted features are derived from a data review and may not reflect the precise, real-time functionality of the application.

Our on-shore team handles setup and supports it long after go-live.

How it works