Pipedrive for Financial Service

There are no 'one-size-fits-all' CRM systems. Each segment of financial services has a 'unique' set of CRM technology requirements including pipelines, workflows, reporting and sales stack integration. Two decades and hundreds of CRM installations have helped us understand your unique CRM technology needs so we have added a powerful custom reporting engine, an innovative customer portal for document collection and management, a data platform to integrate your entire revenue engine, customer 360, loan and mortgage trackers, and API connectors to hundreds of financial services systems and apps tailored to each segment of financial services. This venture is built on the partnership of Pipedrive and Performance Insights. Performance Insights has been partnering with financial institutions for 22 years and is the largest reseller and systems integrator of Pipedrive in the world. They have developed a number of different best practice Pipedrive configurations, along with additional features and functionality designed for wealth management, insurance, mortgage and banking. These configurations only scratch the surface regarding what's available to you when working with Pipedrive for Financial Services. Our mission is provide support and guidance so your company will save time, improve user experience and enhance sales effectiveness and productivity.