I am a sales trainer that recommends that my solopreneur clients use Pipedrive. I have my Pipedrive account formatted to align with how I teach sales. It would be perfect if I could somehow share my Pipedrive settings that include my Pipelines, deal flows, etc with my clients so that they don't have to manually customize when they open their new account. Is this an existing thing?
ActiveCampaign is a marketing and sales automation platform that helps growing businesses meaningfully connect and engage with their customers. Its SaaS platform enables businesses to create optimized customer experiences by automating many behind the scenes processes and communicating with their customers across channels with personalized messages.
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