Teamwork CRM
Customer relationship management (CRM) software can help you manage your team’s tasks and sales efforts.
Use a CRM with team-focused features to streamline project delivery, help your team provide better customer support and boost collaboration across activities.
Pipedrive allows you to organize your salespeople into teams and gain insights into their performance. Use it to set goals and generate reports about wins, losses and sales activities.
Free, easy to set up, no credit card required
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What to look for in a teamwork CRM
When choosing CRM software for teams, make sure it has the following functionality:
Centralized data storage. Give remote teams and those on the road access to real-time data with cloud-based CRM software.
Integrations. Expand your CRM’s functionality by connecting it with a whole marketplace of apps.
User-friendly tools. Ensure ease of use with features that make the CRM software accessible to every team member.
Pipeline management. Have a clear view of which deals and activities your salespeople are working on.
Scalable pricing. Only pay for the users you need by choosing a platform with adjustable pricing plans that grow with your team.
Key features of Pipedrive’s teamwork CRM
Get instant team updates
Team managers face the challenge of keeping the whole sales team focused on the same long-term goals.
The solution is a CRM that gives managers and admin staff a clear view of their team's progress, without having to interrupt them for updates.
Pipedrive’s Teams feature is a user-friendly teamwork suite that allows you to add and name your team, assign yourself as team manager and choose team members.
Learn more about using Pipedrive to report on your teams effectively.
Set team goals
To close more deals, you need to set shared objectives and ensure every team member is being challenged.
With a CRM, teams can access the same performance metrics so they know which goals to set.
Thanks to Pipedrive’s shareable dashboards and reports, your salespeople know exactly what to spend their time on.
Learn more about using Pipedrive to create customizable dashboards.
Track team performance
Understanding your team’s performance is crucial to the sales process.
A team CRM can give you a quick overview of what’s working, allowing you to compile your findings into custom reports.
Pipedrive’s reports let you check metrics such as the number of calls made, the average sales cycle length and the volume of opportunities added to the pipeline.
Leverage your sales data with Pipedrive’s Sales CRM insights and reports.
Customize what users can see and do
Giving everyone access to all the information and tasks in your CRM leaves you open to errors or duplicated work.
CRMs that support team efforts make it easy to limit access to those who need it.
Pipedrive’s permission sets let you decide which groups or users can perform which actions in the platform. The visibility settings let you decide what information individual account users can see.
Limit errors with Pipedrive’s user permissions and visibility.
Over 400+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped 360 Payments increase sales by 298%
Online payment processing company 360 Payments' CEO, Lisa Coyle, wanted to get everyone on her sales teams aligned.
Pipedrive’s activity calendar, reporting features and real-time dashboards help the team prioritize workloads and ensure nothing falls through the cracks. As a result, 360 Payments saw sales increase by 298% within two years.
“As a salesperson, my favorite part is the simplicity of putting the data in and using the activity views to structure days and weeks; we all feel we can truly end our day not worrying that we have dropped any balls.”
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