Ideas to put to work
A pipeline where every deal has a next step and won work starts on time.
Where deals stall
Sofia reads deals, stages and activities, writes a pipeline analysis to Google Sheets, and shows where deals stall and which services close.
A next step on every open deal
Sofia finds open deals with no next activity, reads their notes, and logs the right next step on each, with your approval.
Inbound enquiries captured
Sofia gets each Jotform enquiry and, with your approval, creates the person, organization and lead in Pipedrive.
Won deals handed to delivery
When a deal is won, Sofia creates the delivery project in Asana with tasks from your standard engagement plan, with your approval.
What Sofia can do with Pipedrive
Sofia reads and keeps current
- Deals
- Leads
- People
- Organizations
- Activities
- Notes
- Pipelines and stages
- Products
Sofia does, with your approval where you want it
- Create a deal
- Move or update a deal
- Create a lead
- Create a person or organization
- Log an activity
- Add a note
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google SheetsGoogle's online spreadsheets
- JotformOnline forms and data collection
- AsanaWork management for projects and tasks
SalesforceCRM for accounts, contacts and sales pipeline
HubSpotCRM and marketing platform for growing businesses
Zoho CRMCRM for leads, contacts and deals- AttioFlexible CRM for relationship-driven teams
AffinityRelationship intelligence CRM for dealmaking firms
Let Sofia keep your Pipedrive pipeline moving
Score your firm in three minutes, or talk to our team.