CRM
Recovering unpaid invoices from Pipedrive customers
Pipedrive is a sales CRM where organisations, persons and deals are managed along your pipeline. Once you get in touch, we look together at which of these records are suitable for recovering outstanding 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
After review and individual activation, Fortis Inkasso could take over organisations and persons with overdue payments from Pipedrive, including the reference to the related deal. We then handle payment reminders and debt collection and report the processing 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
- Organisations and addresses
- Persons 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.