Migrate from Pipedrive?

Kaw

Good morning

I would like to streamline two aspects of my business.

Customer leads and contacting. I currently use pipedrive and I feel I would be better to use a spreadsheet to keep organized.
I would like to track monthly sales with a moving average and treand line with future projection according to the past growth.

Can you help me if this with your products?

Support from Sheetgo

Kaw Sheetgo is a good place for a spreadsheet-based workflow! Potentially, you could be using Sheetgo to centralise sales tracked in several spreadsheets in one consolidated dashboard.

We even have a template that may fit your needs: https://blog.sheetgo.com/sales-templates/sales-lead-tracker-template/

This template can be customised to accomplish (2) if you are familiar with Google Sheets formulas.

If not, let me know here and I am happy to help!

Josh

I have a related request.

Can you guys directly integrate with Pipedrive?

I don't want to entirely migrate. :)

Support from Sheetgo

Josh I don't think we need to directly integrate with Pipedrive.

Pipedrive itself has an integration with Google Drive that we can make use of:

https://support.pipedrive.com/en/article/syncing-with-google-drive

So, once your files are on Google Drive, Sheetgo can directly connect to it!