CRM Squirrel

CRM Squirrel specializes in crafting bespoke automation solutions for Pipedrive users, significantly enhancing their sales and operational efficiency. We understand that off-the-shelf CRM features often fall short of addressing the unique needs of individual businesses. Therefore, we focus on building custom integrations and automations that seamlessly connect Pipedrive with other essential business tools.

Our core offering revolves around eliminating manual, repetitive tasks that hinder productivity. We achieve this by integrating Pipedrive with a variety of platforms, including:

Form Builders: Automating lead capture from website forms directly into Pipedrive, ensuring no lead slips through the cracks.

Scheduling Platforms: Syncing appointments and meetings with Pipedrive, keeping sales teams organized and informed.

Payment Gateways: Automating payment tracking and syncing transaction data, streamlining financial management.

Proposal and Document Tools: Automating the creation and delivery of proposals, contracts, and other essential documents, speeding up the sales cycle.

Marketing Automation Tools: Connecting marketing campaigns to Pipedrive, ensuring a smooth flow of leads and customer data.

What sets CRM Squirrel apart is our commitment to delivering tailored solutions. We don't rely on generic templates or pre-built integrations. Instead, we work closely with clients to understand their specific workflows and challenges, crafting custom automations that address their unique requirements.

Our approach involves:

In-depth Consultation: We begin by thoroughly understanding our clients' business processes and identifying areas where automation can provide the greatest impact.

Custom Development: Our team of experienced developers builds custom integrations and automations that seamlessly connect Pipedrive with other business tools.

Rigorous Testing: We conduct thorough testing to ensure that our solutions function flawlessly and meet our clients' expectations.

Ongoing Support: We provide ongoing support and maintenance to ensure that our clients' automations continue to perform optimally.

By streamlining workflows and eliminating manual tasks, CRM Squirrel empowers businesses to:

Increase sales productivity.

Improve lead conversion rates.

Enhance customer satisfaction.

Reduce operational costs.

Allow employees to focus on high value tasks.