CRM functions
Maximize revenue with Pipedrive’s essential CRM functions
Choosing the right CRM software starts with understanding which CRM features your business needs most.
Mapping your unique business processes into a functional CRM like Pipedrive shifts your team from generic activity to much more efficient workflows.
Pipedrive’s CRM tools support growing business needs, helping you close deals with everything from lead management to workflow automation.
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Trusted by 100,000+ companies in 179 countries
How the right CRM functionality accelerates your sales cycle
Pipedrive goes beyond basic CRM functions, giving your sales team a cloud-based platform to organize customer information, manage pipelines and monitor performance.
It helps businesses:
Track every deal. Visualize your pipeline and determine next steps.
Reduce repetitive tasks. Trigger automated follow-ups and tasks so your reps spend more time selling.
Make informed decisions. Build custom reports and dashboards to identify winning sales patterns.
Pipedrive’s CRM features
What to look for in a CRM functions list
Here are the CRM system functions that will give you the most return on your investment.
Automate your workflow:
Stay on top of your day-to-day workflow with automation features.
Visualize sales dashboards:
See all key data in easy-to-digest marketing and sales dashboards.Optimize contact management:
Support existing customers with intuitive tools such as a mobile CRM app.Tailor your pipelines: Get a 360-degree view of your sales cycle to eliminate bottlenecks.
Customize your CRM to fit your sales process
Using one-size-fits-all software makes it difficult for your team to accurately track deals and elevate the customer experience.
A customizable CRM platform adapts to your business, giving you the flexibility to manage your sales funnel on your own terms.
Pipedrive lets you tailor your deal pipelines with custom fields, dashboards and sales stages to perfectly match your workflow.
Learn about Pipedrive’s customization options.
Hit revenue goals with actionable data insights
Operating without clear performance data makes it hard for salespeople to consistently hit their targets.
Accurate sales forecasting and insights help you prioritize the deals most likely to close while tracking vital performance metrics.
Pipedrive visualizes your data using real-time dashboards and custom reporting, allowing you to measure progress and forecast future earnings.
Learn more about Pipedrive’s sales forecasting tools.
Connect your favorite tools with seamless CRM integration
Switching between apps costs your sales reps valuable selling time.
Unifying your tech stack into a centralized platform automates data entry and gives your team members a complete view of every customer interaction.
Pipedrive syncs with over 500 apps and offers powerful native add-ons for project management, lead generation and email marketing to streamline your workflow.
Explore Pipedrive’s marketplace to find top-rated CRM integrations.
Safeguard customer data with advanced security features
Standard cloud-level security often falls short when you need to guarantee complete data protection.
An advanced security infrastructure protects your business and customers by giving you strict control over what users can see and do.
Pipedrive lets you manage user permissions, enhance login security with two-factor authentication and monitor everything from a central security center.
Learn more about Pipedrive’s permissions and visibility.
Focus on selling with powerful automation features
Admin tasks like data entry take up a large part of a salesperson’s day and drag their focus away from selling.
Automated workflows handle this background work so your sales force spends more time talking to prospects.
In Pipedrive, you can set up rules that trigger actions to occur when deals reach certain stages, or automatically move deals forward to a new stage.
Learn more about Pipedrive’s automation for small businesses.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Drive lead generation with Pipedrive’s LeadBooster add-on
Get more leads with this powerful and easy-to-use lead generation toolset.
This add-on includes:
Prospector. Search a massive B2B database for high-quality prospects that match your ideal customer profile.
Chatbot. Use artificial intelligence (AI) to qualify and route prospects to the right sales representatives.
Live Chat. Talk to website visitors in real time to answer their questions and capitalize on high-intent buyers.
Web Forms. Embed custom forms on your site to collect visitor details and funnel them into your sales pipeline.
Learn more about Pipedrive’s LeadBooster add-on.
How McKeon Group grew its annual revenue by 186% in four years
When McKeon Group realized it was losing out on bigger deals, sales and marketing director Paul McKenna turned to Pipedrive for a solution.
Using the intelligent CRM to identify high-value potential customers and drive them through the conversion funnel helped McKeon Group save 40 hours a week and almost double its revenue.
“I waited until I had the first 12 months of Pipedrive data. In those 12 months, we had 207 wins across the business.”
