Pipedrive CRM features

The first CRM designed by salespeople for salespeople. Do more to grow your business.

01

All the information you need in one place

Automatic logging of information, customer records for both new customer acquisition and existing customer management too.

• All emails are automatically sent to CRM, so you don't have to dig through your email anymore.
• You will be notified as soon as the client has opened your email. It's an huge advantage if you have sent an offer. You can also use email templates and send group or automated emails.
• As soon as a client calls, you'll see who's calling, you'll see your appointments on your phone, and you can send the client a calendar entry for a meeting.
• The system will google the case history for you and collect publicly available information.
• Log customer history including tasks and previous purchase information.

I love this video👇, it's a perfect illustration of a professional CRM.

Full access. No credit card required.
Used by over 100,000 companies.

02

Newsletters, webforms, chat-bot and live-chat

The first challenge is always to have enough leads. Once that you have achieved it, the second challenge is to get quality leads. Finally you just have to win the deals in the shortest time possible and get the best win-rate.

Besides lead qualification and deal management, Pipedrive also supports you in lead generation: sending newsletters, using chat-bot and live-chat on the website, generating subscription forms, providing an appointment booking system and identifying website visitors.

Full access. No credit card required.
Used by over 100,000 companies.

03

Business process and task management

Don't be just busy, be efficient! Pipedrive is all about managing efficiency.

At product and service levels, you can see the expected value of the order, the work in progress and the deals that are neglected. You can set individual and group targets, monitoring and improving the performance of your colleagues.

Tasks can be assigned to colleagues at different stages of the process both automatically or manually . Work sequentially or parallelly. In the video below, you will find useful ideas for effective process management and also learn how Pipedrive contributes to this.

Full access. No credit card required.

Used by over 100,000 companies.

04

Automatic document filling and eSignature

From offers to contracts, Pipedrive fills them in automatically. It even sends them out thanks to workflow automation. In addition, the contract can be signed electronically, in a fully legal way, significantly speeding up the customer management process and enabling faster contract execution.

Full access. No credit card required.

Used by over 100,000 companies.

05

Sales and marketing automation

Pipedrive automates company-specific workflows, eliminating manual, administrative tasks. Behind the whole system is the workflow automation module, where you can select the trigger of automation, specify the exact conditions, and then configure the action to be performed by the system. This is most often used to set up automatic task assignments and customer notifications to meet specific needs.

06

Live reports

You can share your custom dashboards with owners and managers. And your colleagues can grow from the insight statements generated by the CRM system, analysing their own work. Here's how.

Full access. No credit card required.
Used by over 100,000 companies.