I live & work in the Kansas City area, I sell long-term care insurance as a Dave Ramsey endorsed local provider by phone serving a 4 state area... Kansas, Missouri, Oklahoma, & Arkansas. Since I get around 70 leads per month Pipedrive (PD) is terrific tool for tracking my lead communication, sales tracking, and client servicing. 2 areas I'd love to see PD improve: Lead age calculation based birthday & post sale commission tracking. I've been using Pd for about 1 years. What is your line of business & how is PD working for you?
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Hey guys. How have you solved the situation to group clients - e.g. existing, leads, terminated etc.