Pipedrive Sales CRM

Description

Pipedrive Sales CRM is designed to help you see the big picture, then give step-by-step guidance to keep everyone focused on the activities that drive deals to close.

It’s simple to get started, but powerful enough adapt to any sales process and work together with all your other tools.

Features:

Pipeline Management

We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organized and stay in control of a complex sales process. This is why sales pros and deal makers love it (their words, not ours).

Activities and Goals

If your Pipeline view is your main event, or the big show, activities are what happen backstage: the lights, the rehearsals and the direction. The success of your show lies in giving attention to the details of who is actively doing what behind the scenes.

Sales Reporting

Understand the reasoning behind your data and results. Why is one team member about to break a sales record while another can’t get a deal past the second stage of the pipeline? Are you on course to hit your yearly target, or do you need to make a drastic correction to your sales process? Our reporting reveals it all.

Sales Forecasting

Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

Google Apps and Drive integrations

Full Google Apps and Drive integrations let you manage your documents seamlessly, use Gmail inside Pipedrive and sync your Google Contacts at the click of a button.


Email Integration

We offer you two easy and time-saving ways to connect your emails to Pipedrive, to ensure you have total visibility of all communication around your deals and contacts, and guarantee you never miss the actions needed to close your deals.


Data Import

We’ve made it very easy to import your existing data to Pipedrive, or export it into another software. Our system checks for duplicates or incomplete entries and allows you to delete or correct these on the fly. Combined import flow for all data objects means you need just one import session to get all your data into your Pipedrive account.

Mobile Apps

Take your sales pipeline with you so you never miss important activities or deal opportunities. Quickly access your to-do list and contacts on-the-go with a simple search of the name or organization. Be confident in knowing the full history of a deal before you step foot into an important meeting.

Integrations, Add-ons and API

Pipedrive works seamlessly with Google Apps and Google Drive while we’ve also partnered with other industry leading companies to create over 100 software integrations. Our powerful open API means you can make Pipedrive work any way you want to.

Web Forms

Our web forms give you multiple options to generate quality leads. The forms are intuitive and require just a few clicks, meaning you’ll be able to get up and running without the hassle.

Create Custom Products

No matter what you are selling, there is a place for it in Pipedrive. Easily customize your account around your unique product, add various product codes, costs, costs to produce, special notes and much more.

Security

Each company’s data in Pipedrive is stored in a separate database while we also use full encryption to protect data. We make daily backups and backups of those backups. And so that you don’t just have to take our word for it, we have full SOC 2 certification.

Support

If you need help, advice or assistance with any aspect of Pipedrive our support team is available Mon-Fri 9:00AM - 5:00PM across EU and US time zones and offer text support in English and Portuguese.


Pipedrive delivers a clean and simple experience that just makes sense from a sales person’s perspective. With 92% customer satisfaction and over 50,000 customers, it’s clear that salespeople love Pipedrive, simply check the user reviews below...