ClicData is a fully cloud-based Business Intelligence and data warehousing platform. From data connection, transformation and visualization, everything’s automated.

ClicData is the perfect fit for SMBs looking for a simple yet powerful Business Intelligence solution to drive their business. You can monitor your sales rep’s individual activities as well as your sales per region, product or segment. Combine your sales, marketing and financial data. With ClicData, you have full control of your data. We also empower end-users (technical or not) and enable them to finally rely on a single version of the truth and make smarter decisions.

How does it work? 

1. Easy data connection: Connect all your business data (from over 250 data sources and databases) in our data warehouse using our native connectors. Utilize our ETL features to merge, transform or cleanse the data as you want.
2. Automated data refresh: Customize your data refreshes daily, hourly or even on the spot!
3. Build stunning dashboards: Create custom and fully interactive dashboards with our drag and drop designer and our 50+ data visualizations.
4. Easy and secure dashboard publication: Use our LiveLinks to make your dashboard available on every browser and device.

Need a hand to get started? Our Business Analysts are available to help you get started or train your team to make your BI project successful.

Other use cases

ClicData

Transform your Pipedrive CRM into a powerhouse of AI capabilities with Conduit AI. By integrating GPT-powered AI tools, you can seamlessly connect, analyze, and visualize your data, unlocking a new level of efficiency and productivity.

Consolidate data from Pipedrive with the data from other applications, enabling you to create comprehensive reports that span across multiple SaaS applications.

Experience unparalleled speed in obtaining insights from your data. Let Conduit AI handle the heavy lifting, leaving you with more time to focus on in-depth data analysis and strategic decision-making.

Conduit AI: Copilot for Pipedrive

Dataiku DSS is widely used for sales analytics to increase win rates and shorten the sales cycle. By going beyond basic dashboarding, you'll be able to accurately predict your sales performance, identify the highest quality touchpoints and so much more.

The Pipedrive plugin for Dataiku DSS lets you start analyzing your sales performance in a few minutes, without having to worry about complex exports. It automatically retrieves deals, organizations and contacts from Pipedrive.

Dataiku

If they want to crush quotas, sales teams need more than data. They need insights to help them enhance their pipeline and drive future revenue. Domo easily connects to Pipedrive and brings all your data together, combining it with over 500 other data sources.

Domo

Pipedrive’s email integration allows users to work with their emails right inside Pipedrive.
Pipedrive has two different solutions for email integration: Smart Email BCC and the Sales Inbox. Smart Email BCC is available on all plans, while the Sales Inbox is available on Advanced and Professional.

With Pipedrive’s Sales Inbox, you can manage your email account without leaving Pipedrive. You also get powerful tools like email tracking, merge fields, custom templates and signatures. Enjoy the convenience of writing and sending emails directly from your Pipedrive inbox and deal and contact detail views. 

Emails you’ve sent and received are also connected and displayed in deal and contact detail views, so all communication with your customers is neatly organized and easily accessible. Save yourself typing and re-typing by creating email templates or use Pipedrive’s pre-made templates. A true time-safer. The Sales Inbox is compatible with all major email providers, including Gmail, Outlook (Hotmail), Microsoft Exchange and Yahoo.

Smart Email BCC allows you to manually add specific email conversations to a deal or contact, giving you the freedom to select individual emails to be sent to Pipedrive. To do that, simply add your name@pipedrivemail.com email address to the BCC field of the emails you wish to see in Pipedrive.

Email integration

Maximize productivity by having all of your Google Drive files available in Pipedrive.  Enable Google Drive sync to edit and create files from inside Pipedrive. No need to edit, download and re-upload them.

All files can be linked to multiple deals or contacts and shared from your Pipedrive account. You can also convert files uploaded to Pipedrive into Google Drive files. To reduce mix-ups, you can create separate folders for files that have been uploaded or edited through Pipedrive. 

Note that email attachments are stored in Pipedrive’s own storage system rather than in Google Drive by default, limiting clutter and letting you control the content.

You can read more about Google Drive sync here: https://support.pipedrive.com/hc/en-us/articles/207290995-Syncing-with-Google-Drive

Automate my pipeline and data

Google Drive integration

Every Pipedrive account comes with Google Maps. You can use it to plan the best routes to get to meetings without ever leaving Pipedrive.

All custom fields that are address-types are geo-coded by Pipedrive. This creates a compact map view showing all location information at a glance.

Filter map results according to your needs, e.g., displaying customers by city, state or country.

All you need to do is add an address-type custom field to your contacts, and you can see them on a Google Maps view.

Whenever you click on the address, you’ll see the location on the map. If you want to see all organizations, simply click on the three-dot menu in the top right corner of “List View” and choose “Show on map.” 

When you’re on the go, you can check which contacts are nearby, using the Nearby feature in Pipedrive’s mobile app. You’ll find it under “More.” If you want to see the Google Maps feature in action, check out this video:

: https://pipedrive.wistia.com/medias/l7be3zkd2s

Google Maps

The Pipedrive-grow integration helps you manage and improve your sales pipeline, so you’ll always be on top of things.

Visualize what is happening in your sales team and combine it with data from other sources. With this knowledge, you will never drive blind again. 

Grow is a custom business intelligence software that helps companies accelerate their growth by aligning and engaging everyone with real-time data. Grow aggregates scattered data from spreadsheets, databases and SaaS applications and creates customized KPI dashboards that automatically cross-analyze data from multiple sources, creating insights unique to each business.

The Grow-Pipedrive integration is entirely customizable for all Pipedrive users. Take any of your Pipedrive data and display it any way you like in Grow’s data dashboards. Simply sign in to Grow, go to the integration library, select Pipedrive, enter your Pipedrive credentials, and you are ready to go!

More about the benefits of the integration here: https://www.grow.com/integrations/pipedrive-reporting-tool/?utm_source=partner&utm_medium=site+referral&utm_partner=Pipedrive

Grow

Insights into sales and knowing what drives your growth are essential for a better understanding of your business. With Holistics, you can seamlessly connect to Pipedrive. You will get a complete view of sales and can blend it with all other data sources to enable rapid growth.

Holistics

Intellibook is a simple but powerful tool for travel agents that need to manage online tours and events.
With Intellibook, you can:

- Track suppliers and inventory (flights, hotels, etc.) 
- Manage bookings and related information
- Generate confirmations etc. 
- Create an online portal for your customers to see details about their booking and upload/download additional details and documentation
- Create an online website and registration form or integrate it with your own website. 
- Facilitate wholesale (3rd party agency) sales, including a designated portal for agents 
- Automatically generate booking invoices and receive online payments

Intellibook integrates seamlessly with Pipedrive to synchronize bookings, products and contacts from Intellibook. The integration will automatically create Deals in Pipedrive, which represent quotes and bookings in Intellibook. Other details will automatically flow from Intellibook to Pipedrive to keep the two systems in sync.

Intellibook

Rexpense is the simplest way to control expenses, repayments and down payments, ensuring agility and efficiency in your team's daily lives. With the application, you can register expenses in real-time, send messages and ask questions instantly, without losing time or money.

The Pipedrive-Rexpense integration automates the reimbursement and control of expenses related to meeting potential customers and leads for your company. When integrated with Pipedrive, Rexpense can automatically generate pre-expenses every time a user adds an important activity to their pipeline. You can even determine which Pipedrive activities generate new automatic expenses, such as lunch or meetings, to have a clear overview of your finances.

Enable payments and tracking

Rexpense

Automatically push new form inquiries and phone calls to Pipedrive. You can also record the marketing source and keywords with new or existing leads.

Attribute for multiple visit marketing sources, e.g., first click and last click.
All marketing variables can be mapped to the appropriate fields. 
Easy to set up. No developer time required!

Connect your favorite tools or easily find new ones

Other use cases

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