New to Pipedrive, Questions in body

Brewer Member Posts: 2 VERIFIED MEMBER
First Comment

Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth.

  • Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time.
  • Phone/SMS apps - we have installed justcall, but looking at kixie. We would like to use something with AI capabilities to book appointments in the life insurance space for incoming lead traffic from one of our sites. What is the best app for this?
  • We are putting 3 sales staff on this to test. They work on leads together, in collaboration, I cannot find where everything can be live updated for all team members to see, including all contacts - is this in setting up a team?