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Pipedrive
Pipedrive is a deal-driven CRM solution for small businesses. It helps businesses track and organize the sales process from start to finish.
- Activities
- Deals
- Leads
- Pipelines
- Stages
- Users
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
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Minimum/Maximum Stock Threshold
Define reorder points and prevent overstocking or stockouts.
ModuleInventory Management
EntityInventory Rule / Reorder Settings
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Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
ModuleSales
EntitySales Order Request
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Promotion / Role Change Request
Initiate internal promotion, role updates, or department transfers.
ModuleHuman Resources
EntityEmployee Change Request
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Newsletter Signup
Collect emails and consent for marketing communication via newsletters and announcements.
ModuleMarketing
EntityContact Subscription
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