Capsule customers will feel right at home with Pipedrive. In addition to ease of use you get a powerful tool that helps your team focus and sell more.
Built by sales pros, Pipedrive is a mean sales machine, not your usual contact management tool. With next steps to success easily visualised in Pipedrive you can count on more won opportunities.
People that have used other CRM software before are quick to fall in love with Pipedrive. No clunky menus, no unnecessary clicks, and it takes just minutes to learn to use it.
You can import your customer database from Capsule (or other sales software) with just a couple of clicks. It’s telling that data import is one of our most popular features.
In the pipeline view, your deals are displayed by your different sales stages. This clearly shows how your team is doing and helps you focus on the right deals if an extra push is needed.
Oh, and it’s really easy to move deals forward along the pipeline. Just grab the deal with your mouse and drag it into whichever stage you want to.
Forecasting lets you see ongoing deals arranged by their likely close date next to deals you’ve already closed. This way you can correct course before it’s too late: work on deals that are likely to close or find new deals to work on.
You may want to see your won deals arranged by ’delivery’ or ’implementation’ date. Feel free, Pipedrive enables you to fully customise the Forecasting tool.
The best thing we love about Pipedrive is it does two-way sync with Google Apps. It has helped us to better organise and keep everything on track.
See the sales pipeline for individual team members, specific products, and timelines, such as ‘new deals added this week’. Perfect for quickly getting to the heart of your questions that come up regularly.
You can get a bird’s eye view of the team’s progress, and if someone is behind, alarm bells start ringing right away, not when it’s too late to change anything. You can also set team and individual goals and see everyone’s results in real-time.
Because companies and their sales cycles are different, we made Pipedrive very easy to customise. You can modify sales pipeline stages and add as many custom fields as you like. You can also turn off any features you’re not using to keep things nice and tidy.
There’s much more: mobile apps, Google Apps integrations, email tracking and a powerful API.