A few years ago I used another CRM with Xero API and it showed the clients outstanding balance, broken down into due and overdue. Its a basic thing, but very helpful to see within the CRM. Is this possible in Pipedrive?
Right now, the app seems very basic and only makes quotes? Kind of pointless if I then have to go to Xero and make the invoice anyway.
Anyway, main thing is the balance. Anybody know if I can pull this data?