Seamless Integration Between Pipedrive & Mortgage Boss
Automate your workflows, sync your data, and streamline your mortgage processes effortlessly.
About Us
We specialize in seamless integrations between Pipedrive and Canada Mortgage Boss, helping businesses eliminate manual data entry and optimize workflows. Our goal is to save you time and improve efficiency by automating critical processes.
With years of experience in CRM automation, we understand the challenges of managing mortgage-related data. Our solutions ensure smooth data transfer, better tracking, and increased productivity for mortgage professionals.
Flexible Plans for Every Business
Standard Initialization
C$ 250 fee
- You already have a Pipedrive account
- One time setup fee
- Includes testing and validation
- Requires the use of standard field names in Pipedrive
Custom Setup
C$ 550 fee
- You already have a Pipedrive account
- One-time setup fee
- Permits the use of your existing field names in Pipedrive
Standard
C$ 25 per month / C$ 250 per year
- Unlimited data transfer from Pipedrive to Mortgage Boss
- Visual confirmation of successful transfer
- Detailed activity log
- Email support within eight (8) business hours
Premium
C$ 400 per year
- Everything in Standard + premium benefits
- Dedicated account manager
- Full customization & API access with "backend access"
- Unlimited integrations & automations at a possible additional cost
- VIP customer support (Phone, Chat, Email)
- VIP onboarding
- Requires an annual subscription
Standard
C$ 25 per month / C$ 250 per year
- Unlimited data transfer from Pipedrive to Mortgage Boss
- Visual confirmation of successful transfer
- Detailed activity log
- Email support within eight (8) business hours
Premium
C$ 400 per year
- Everything in Standard + premium benefits
- Dedicated account manager
- Full customization & API access with "backend access"
- Unlimited integrations & automations at a possible additional cost
- VIP customer support (Phone, Chat, Email)
- VIP onboarding
- Requires an annual subscription
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