CRM
Collecting past-due balances tied to Pipedrive deals
Pipedrive lets your sales team manage organizations, people and deals stage by stage through the pipeline. When you reach out, we review with you which of those records could serve as the basis for recovering past-due invoices.
Markets: Germany · Europe · USA
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with Pipedrive
On request, and following review and individual activation, Fortis could take over organizations and people with past-due balances from Pipedrive, including a reference to the related won deal. We would then handle payment reminders and collections and report each case's status back to you as agreed.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from Pipedrive
- Organizations and addresses
- People and contact details
- Won deals and deal values
- Notes and activities
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Pipedrive is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.