Pipedrive Customer Portal
so nobody emails to chase a quote.
Their deals and the stage each is at, plus the quotes still waiting on a decision, on a login in your branding. It reads live from Pipedrive, so your salespeople stop being the status report.
Pipedrive is built around deals rather than accounts, so what a portal login maps to is the first thing we settle. Fixed-price scope, an Australian team, and support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost Pipedrive seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a Pipedrive portal
Every screen reads live from Pipedrive, so the figures match because they come from Pipedrive rather than from a copy somebody refreshes.
- Their deals and the stage each is at
- Quotes and proposals awaiting a decision
- Documents and files attached to the deal
- A simple way to accept or query a quote
- Their own contact details
Who logs in
What people ask us for
Start with the job your Pipedrive portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
Pipedrive holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Pipedrive hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, where invoices and payments live
- Your delivery or job system, for what happens after the deal is won
- Payment gateways, so paying in the portal reconciles correctly
- Document storage, for proposals and signed agreements
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from Pipedrive and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from Pipedrive
- Available any time, straight from Pipedrive
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a Pipedrive portal
Is this the Pipedrive login?
No. The Pipedrive login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your Pipedrive data. Your customers never get access to Pipedrive itself.
What can customers actually see?
Typically their deals and the stage each is at, quotes and proposals awaiting a decision, documents and files attached to the deal. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of Pipedrive portal work?
Pipedrive is deal-centric rather than account-centric, so the first question is what a portal login maps to. One organisation with several contacts and several open deals is the normal case, and deciding who sees which deals has to happen before anything is built.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay Pipedrive. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow Pipedrive down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over Pipedrive is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which Pipedrive edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
