I need a better way to record sale meeting notes, divide the notes by the manufacturers we represent, and then prepare a monthly call report.
can you share more details about what you want to achieve?
Are there other tools than pipedrive involved?
What kind of data do you want to see in the report and in what do you want to receive the report (email/pdf attachment, a note in pipedrive, etc…)?
Something about me and my team:
We build an app that connects the call-provider 3cx, mailchimp and the accounting tool bexio to Pipedrive.
This is my website: https://pretzels.dev
I represent ligeia.eu, we are long term pipedrive specialists and we have developed many pipedrive integration so far.
We’d be happy to help. Kindly drop an email to paolo.schiattarella @ ligeia.eu or visit our website at ligeia.eu.
Hope you are doing well
would love to help you with your requirement ,can you please share the requirement in detail.
Let’s connect and discuss
Looking forward to hear back from you soon
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