Crafting a better work experience

Managing leads and deals from an Excel sheet might work for a short period of time, but it's mostly a hack. What your company needs, no matter the size, is a CRM.

A CRM is a Customer Relationship Management tool, usually in the form of an app that allows companies to properly manage interactions with potential and current customers. Companies of all sizes, including small ones, benefit from integrating a CRM into their tool stack.

Options abound online. But we believe Pipedrive is one of the best out there. It's not just a CRM, it helps you, among other things:

• Manage leads and deals
• Track communications
• Automate tasks
• Generate insights and reports

How to manage leads and deals from my inbox?

In one word: Missive.

Missive is a team inbox and chat app that helps businesses stay on top of all their communication channels and projects in a single app. All while enabling collaboration between coworkers. Missive offers a Pipedrive integration that helps you bridge the gap between emails and your sales funnel!

Missive offers a great integration with Pipedrive that lets you see your contacts, deals, activities and notes right in the context of your Inbox! You can also create and edit them directly from Missive.

The integration will also let you quickly send received emails to your Pipedrive account with the Forward to Pipedrive action available on each email.

Do you need to discuss a deal in real-time? No problem, you can do that too using the chat feature in Missive!

How do you set up Pipedrive in Missive?

Step 1

Create a free Pipedrive account.

They offer multiple sign up options, like Gmail or LinkedIn sign in for example, or you can do it with an email and password.

Step 2

Open Missive and go to Settings > Integrations > Add integration > Pipedrive

A pop-up will open that will ask for your Pipedrive account and permission to access it.

Share the integration with your team if needed.

Step 3

You're ready to start adding contacts, deals, activities and notes from Missive!

Will changes reflect in Pipedrive?

Absolutely! Everything you create or edit in Missive will be visible and available in pipedrive.com in real-time.

Project management from your email client? It's possible.

Asana is a project management tool that has exploded in popularity in the last few years. It can help people of all industries better manage projects using different visualizations, including Kanban-style boards, calendar view, Gant charts, etc.

Asana can also help your team reduce the number of meetings because it lets you clearly define task owners and allows a high-degree scoping. And although Asana can also reduce the number of emails you get, you simply can't get rid of them all. Email is by far the most used communications medium in the professional world. Customers, clients, prospects, employees, etc., they all use email.

Email is actually the simplest way to communicate externally with clients. There's no learning curve to beat or onboarding to account for. You simply send email.

So there should be a way to easily add tasks to projects in Asana directly from your email, right? Without the hassle of shifting between apps and trying to match tasks with specific conversations.

Thanks to Missive's integration with Asana, you can add tasks to workspaces and projects from your email client with just a couple of clicks.

Sounds good, but what is Missive?

Missive is a team inbox and chat tool that helps businesses stay on top of all their communication channels and projects in a single app. All while enabling collaboration between coworkers. Missive offers an integration with Asana that helps you bridge the gap between emails and project management!

The integration gives you access to all your projects, tags, custom fields, and teammates. You will be able to assign tasks to teammates and define due dates. Say goodbye to switching between apps to add tasks to your workspaces.

A customer sent an email with a change request to the project? Easy, click on New Task in Missive, and the whole team will see the new task and can begin to work immediately.

Do you need to discuss a task in real-time? No problem, you can do that too!

How do you set up Asana in Missive?

Step 1

Create a free Asana account.

Step 2

Open Missive and go to Settings > Integrations > Add integration > Asana

A pop-up will open that will ask for your Asana account and permission to access it.

Share the integration with your team if needed.

Step 3

You're ready to start creating and managing Asana tasks directly from Missive! Click on the New task button in the integrations panel.

Enter the task's information and click on Create:

Will changes reflect in Asana?

Yes! Everything you create or edit in Missive will be visible and available in app.asana.com in real-time.

Sometimes a to-do list is not enough to accomplish your objectives.

More often than not, you need a more structured approach. This is where tools like Trello are of great help. Trello is a web-based app that lets you create cards with lists in a Kanban-style to manage projects.

Kanban is a method of organizing work. It's a visualization format in which cards (digital or not) are spread over a board. Each card contains a task or action. Cards are distributed in different lists in categories of progress: To-do, doing, and done. Boards can be customized to hold different degrees of progress granularization.

Trello uses the kanban lean methodology to help people plan and execute projects of all sorts via their application. Trello boards are very popular. Some companies, organizations and communities leave them public for everyone to watch, like the super popular videogame Project JoJo Trello or this company's roadmap.

Nice! You said something about managing Trello from my email?

Short story long, yes, you can with Missive.

Missive is a team inbox and chat app that helps businesses stay on top of all their communication channels and projects in a single app. All while enabling collaboration between coworkers. Missive offers a Trello integration that helps you bridge the gap between emails and projects!

The integration gives you access to all your boards, lists, labels, cards, and teammates. You will be able to add cards, apply labels, move cards to lists, add teammates, and define due dates. Say good buy to switching between apps to add tasks to your project.

A customer sent an email with a change request to the project? Easy, click on New Card on Missive, and the whole team will see the new task and begin to work immediately.

Do you need to discuss a card in real-time? No problem, you can do that too!

How do you set up Trello in Missive?

Step 1

Create a free Trello account.

They offer multiple sign up options, like Gmail sign in for example, or you can do it with an email and password. Once that's done, you will need to create your first project or board, then add a few cards and you're done!

Step 2

Open Missive and go to Settings > Integrations > Add integration > Trello

A pop-up will open that will ask for your Trello account and permission to access it.

Share the integration with your team if needed.

Step 3

You're ready to start creating and managing cards from Missive! Click on the "New Card" button in the integrations panel.

Enter the card's information and click on Create:

Will changes reflect in Trello?

Yes! Everything you create or edit in Missive will be visible and available in trello.com in real-time.