CRM capture for Pipedrive
BetaTurn sales emails, Outlook threads and business cards into clean Pipedrive records.
An AI capture layer for Pipedrive. It pulls contacts, companies, deals and follow-ups from email, Outlook Web and business cards, checks for duplicates, and syncs only what you approve.
01 / The problem
CRM data goes stale when updating records competes with talking to customers.
Email captureOutlook WebCard scannerReview before sync
02 / How I approached it
The decisions that shaped it.
- 01
Capture first, then review, then sync.
- 02
Keep the company context when searching and matching records.
- 03
Design the mobile flow around quick recovery and the system Back button.
03 / What's inside
What had to work together.
- Capture from email, Outlook Web and business cards
- Review queue
- Duplicate checks and company matching
- Pipedrive sync
04 / Guardrails
Where the AI stops, and what happens when it is wrong.
- 01
Nothing syncs without review
- 02
OAuth-based Pipedrive access
- 03
Captures can be recovered if interrupted
05 / Where it stands
What you can check today.
- Public beta at paipdrive.com
- Web and Android apps
- Capture, review and sync working end to end
Status: Beta. I do not claim users, customers or performance numbers unless they are written here.
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