
Pipedrive CRM
smartflow Solutions
CRM (Pipedrive Elite Partner)
Tailored CRM solutions for sales processes
smartflow can customise your Pipedrive integration to match your sales processes.
Optimise Sales Efficiency
We can help optimise your workflow using Pipedrive CRM as a tool.
Easy Integration
smartflow offers full support and integration of Pipedrive with your existing software and operations.
Expert Support & Training
Our partnership doesn't stop at integration. smartflow also offers full support and training at user and admin levels.
Scalable & Future-Proof
Pipedrive is fully scalable and can grow with your business, for long term success.
Our Business
Intelligence Tools
CRM

Pipedrive is a customer relationship management (CRM) software designed with simplicity and efficiency in mind, specifically tailored for sales teams. It provides a user-friendly interface that helps sales professionals manage leads and deals efficiently, track communications, and automate repetitive tasks. Pipedrive’s task-oriented philosophy ensures that sales teams focus on the actions that matter most to close deals.
AI Notetaking

Fireflies.ai is a cutting-edge AI notetaking and collaboration tool that revolutionises how teams handle their meetings. By leveraging artificial intelligence, Fireflies.ai streamlines the entire meeting process from transcription to action item tracking, making it a critical asset for businesses looking to optimise communication and enhance productivity across teams.
Document Management

An all-in-one document management solution that streamlines the process of creating, managing, and signing digital documents. It is particularly useful for sales, marketing, and HR departments, as well as legal teams that require efficient handling of contracts and other paperwork.
Lead Generation

A comprehensive sales intelligence and lead generation platform designed to help businesses accelerate their sales processes by providing detailed insights and tools for more effective prospecting, engagement, and closure of deals.
Email Signature
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WiseStamp is an innovative email signature management tool designed to help professionals and businesses create professional and visually appealing email signatures that drive engagement and promote business growth.
Nord Security Suite
Nord Security offers a suite of tools aimed at providing comprehensive protection for personal and business data. The platform encompasses various cybersecurity measures including anti-virus, anti-malware, and advanced threat detection systems that guard against a wide array of online threats.
NordPass: Password Management Tool

NordPass is designed to take the hassle out of managing your passwords while ensuring that your online accounts remain secure. By storing passwords in an encrypted vault that only the user can access, NordPass eliminates the risks associated with poor password habits like using simple, repeated passwords across multiple sites.
NordLayer: Advanced Network Security for Businesses

NordLayer focuses on providing advanced network security solutions tailored for the needs of businesses, particularly those with remote or distributed workforces. It enables secure remote access to corporate systems and data, ensuring that employees can work from anywhere without compromising the security of sensitive information.
NordStellar: Data Encryption and Recovery Solutions

NordStellar provides cutting-edge encryption and data recovery services designed to protect and manage corporate data. It ensures that all sensitive data, whether stored locally or in the cloud, is encrypted and thus safeguarded against unauthorised access. In the event of data loss due to hardware failure, cyber-attacks, or human error, NordStellar’s robust data recovery tools help businesses quickly restore lost data, minimizing downtime and the potential impact on business operations.
Driving Success from Sales with
Pipedrive CRM
smartflow in partnership with Pipedrive CRM offers sales workflow solutions to manage leads, track deals, and close sales. Pipedrive sales automations allow sales teams to simplify their sales workflow and boost productivity. Discover how Pipedrive CRM can help your businesses automate repetitive sales activities, improve deal organisation between teams, and optimise sales productivity. Pipedrive CRM can integrate with almost any existing software and tools, creating a seamless transition that will save you time and operational costs.
Python RPA Uses
Finance Industry
The finance industry uses flexible Python RPA to reduce infrastructure costs and increase process efficiency.
smartflow leverages Python to automate tasks like fee reversals, instalment management, account reports, payments, and system integrations (e.g., Seresa, banks). Python is an open-source language that allows custom automations tailored to your business needs.
BotCity uses Python to build secure, scalable compliance environments, integrating with existing systems for custom automations. The BotCity Orchestrator lets you schedule or run bots on demand, monitor actions, and receive real-time alerts.
The Python language handles large data volumes, giving it capabilities to optimise reversals, reports, queries, and integrations across systems with automations. Scripts can be adapted to new regulations and operational changes with Python RPA, ensuring long-term scalability.
Manufacturing Industry
Optimise manufacturing operations with the use of Python automations.
smartflow’s Python RPA enables real-time bot monitoring, preventing failures and ensuring consistent automation, saving hours of manual work. One client was able to save over 15000 hours of work from manual tasks over 2 years!
Boost development capacity and automation speed with Python RPA, driving faster, more efficient operations.
smartflow uses Python to create secure, scalable environments that ensure regulatory and operational compliance in manufacturing.
Logistics Industry
smartflow uses Python RPA capabilities to boost logistical operations.
smartflow provides code-based automations that can easily integrate with systems including SAP, TOTVS’ Protheus ERP, web portals, banking, and communication platforms, giving faster, optimised workflows for manufacturing teams.
Python RPA automates repetitive, manual tasks, including automated toll fee reconciliation and document validation, which reduces wasted time on manual tasks and human error. It optimises time and resources, giving you the ability to redirect efforts towards strategic areas.
With the use of Python RPA, smartflow can optimise transport routes in order to reduce costs and boost efficiency for manufacturing teams. Complex vehicle routing problems and route optimisation can be solved through the use of tools like Google ORTools.
Healthcare Industry
smartflow uses Python RPA to help clients in the healthcare industry boost operational efficiency.
Python’s open-sourced nature and versatility allow for quick automations of manual and repetitive tasks in the healthcare industry, including billing and collections, invoice processing, payment reconciliation, and collections management.
Python provides a scalable, secure environment for monitoring healthcare compliance and KPIs. Libraries like Great Expectations and Cerberus automate data validation, ensuring adherence to HIPAA and LGPD. The open source language also integrates easily with existing systems, making audits and oversights even faster.
Python can boost the process and organisation of medical records with the use of optical character recognition, automated data extraction, and integration with databases. This process helps to reduce manual task errors and provides improved accessibility to patient medical records while staying compliant with LGPD and HIPAA.
Cut Automation Costs by Up to 70%
Optimise intelligent automation with smarflow Python RPA. Our solutions can help you :
- Optimise total cost of ownership (TCO) by up to 70%
- Eliminate vendor lock-in and retain control of your intellectual property
- Seamlessly integrate Python + BotCity with your existing digital ecosystem
- Scale confidently with built-in governance and enterprise-grade security


Local Studio to Orchestrator Integration for Python RPA
Unlock seamless automation with smartflow’s Local Studio to Orchestrator setup for Python-based RPA.
Whether you’re automating repetitive back-office processes or building complex AI-driven workflows, smartflow helps you move from local development to full-scale orchestration with ease.
- Python-Native Flexibility
- Centralised Control
- Scalable Automation
- Reduced Manual Workload
Local Studio to Orchestrator
- Develop Locally
Build and test your Python RPA scripts in a secure local environment using Smartflow Studio. - Deploy to Orchestrator
Once validated, publish directly to Python RPA Orchestrator, enabling centralised control, versioning, and scheduling. - Run, Monitor, and Scale
Trigger workflows across multiple machines, track executions in real-time, and manage all automations from one dashboard.
Empowering Teams
Python-first RPA empowers teams to build, monitor, manage and scale using Python automations.
These include:
- Python-Native Flexibility: Integrate with any API, web app, or desktop process using custom Python logic.
- Centralised Control: Manage all automations, users, and assets from a single orchestrator.
- Scalable Automation: Deploy bots to multiple virtual or on-premise environments with ease.
- Secure by Design: End-to-end encryption, access control, and audit logs keep your automations compliant.
- Reduced Manual Workload: Automate high-volume tasks like data entry, report generation, and system reconciliation.
- AI & RPA Synergy: Combine intelligent decision-making with repetitive task automation to maximise efficiency.

Frequently Asked Questions
Pipedrive enhances sales success, by offering a user-friendly platform that assists sales teams in effectively planning, monitoring, and managing their sales processes. To improve follow-ups, expedite processes, and close more deals, it provides data-driven insights, visual sales pipelines, and activity reminders.
Pipedrive's ease of use and straightforward design set it apart from competing CRM applications. Salespeople can easily track and manage their deals visually using Pipedrive's focus on the sales funnel, which sets it apart from many other CRMs. Sales teams can focus on establishing connections and closing deals thanks to its automation features, which include lead scoring, follow-up reminders, and integrations with other products.
Yes, Pipedrive is a great option for small companies. It is the perfect CRM solution for small teams or expanding organisations because it is inexpensive, simple to use, and scalable. Pipedrive's user-friendly design makes it possible for teams and small business owners to get started without a high learning curve, and it provides critical capabilities like lead management, deal tracking, and sales automation at a fair price.
Yes, Pipedrive can integrate with a large number of third-party programs and tools including accounting software, marketing automation tools, email systems (like Gmail and Outlook), and communication apps (like Slack, Zoom, Teams or Meet). Your workflows can be streamlined thanks to these connections and Pipedrive most probably integrates easily with the solutions you now use for your company.
smartflow can assist in designing your pipelines and workflows to integrate Pipedrive CRM with your existing tools, providing also full implementation and training services. Experts at smartflow will look at your business as a whole and find which areas can be optimised for easier workflows, using Pipedrive as a tool to boost efficiency and task management.

