What are the functions of a CRM?

Customer relationship management (CRM) software centralises your business contacts and customer interactions in one platform. The main benefits of CRM tools are organising your sales pipeline , automating sales activities and providing actionable data to close deals and improve customer satisfaction and retention.

How can CRM improve customer relationships?

A CRM gives your team a complete history of interactions, purchase history and preferences. With more context, your reps can personalise communication, spot upselling opportunities , resolve issues faster and proactively address customer needs without asking the same questions twice.

What CRM functions support users after the sale?

When looking for key features that will support you after the sale, keep the following on your radar: Customer support . Your sales manager needs access to your provider’s customer service team, regardless of the time zone or hour, to get a quick response. The support team advising on Pipedrive CRM helps customers around the world. Frequent product updates. You need a CRM solution that matches the pace of the improvements you make to your own business processes, so you’re always in control of the customer lifecycle. Access to CRM experts. To understand a multi-function CRM, you may need industry-specific insights. We have a community of certified, expert partners and CRM vendors ready to help you get the most out of Pipedrive.

Why is CRM important for marketers and sales teams?

A CRM creates a single source of truth that aligns marketing teams and sales. Marketing automation tools help streamline your marketing efforts across channels like social media and email campaigns . Marketers use CRM data to target their marketing campaigns and pass qualified leads to sales, while sales teams rely on that same data to track those leads through the pipeline and win the business.

CRM functions

Maximise 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 moves your team from generic activity to far more efficient workflows.

Pipedrive’s CRM tools support growing business needs, helping you close deals with everything from lead management to workflow automation.

Full access. No credit card required.

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 organise customer information, manage pipelines and monitor performance.

It helps businesses:

Track every deal. Visualise 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

Customise your pipelines

Choose your ideal plan with the best CRM functions for your business, then customise your pipelines to match your processes.

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Act on your insights

Use customisable sales dashboards to track important KPIs and identify trends you can act on to increase your revenue.

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Capture and store leads

Import leads, segment your customer base and track customer behaviour to prioritise your outreach efforts.

Integrate your CRM tools

Sync your CRM with any of the hundreds of top-quality apps available on Pipedrive’s Marketplace, so all your functions are on one platform.

Secure your CRM data

Protect your customer data with Pipedrive’s world-class security infrastructure, including a host of CRM privacy features.

Automate sales workflows

Put manual and menial tasks on autopilot and avoid repetitive data entry with Pipedrive’s automatic CRM functions.

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What to look for in a CRM functions list

Here are the CRM system functions that will give you the best return on your investment.

Automate your workflow:
Stay on top of your day-to-day workflow with automation features.

Visualise sales dashboards:
See all key data in easy-to-digest marketing and sales dashboards.
Optimise 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.

Customise 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 customisable 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 customisation 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 prioritise the deals most likely to close while tracking vital performance metrics.

Pipedrive visualises 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 favourite tools with seamless CRM integration

Switching between apps costs your sales reps valuable selling time.

Unifying your tech stack into a centralised 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 centre.

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 team spends more time talking to prospects.

In Pipedrive, you can set up rules that trigger actions when deals reach certain stages, or automatically move deals forward to a new stage.

Learn more about Pipedrive’s automation for small businesses.

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 capitalise 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 realised 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 move 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.”

Read the case study

CRM Functions FAQs

When looking for key features that will support you after the sale, keep the following on your radar:
- Customer support. Your sales manager needs access to your provider’s customer service team, regardless of the time zone or hour, to get a quick response. The support team advising on Pipedrive CRM helps customers around the world.
- Frequent product updates. You need a CRM solution that matches the pace of the improvements you make to your own business processes, so you’re always in control of the customer lifecycle.
- Access to CRM experts. To understand a multi-function CRM, you may need industry-specific insights. We have a community of certified, expert partners and CRM vendors ready to help you get the most out of Pipedrive.

Used by over 100,000 companies in 179 countries

If you want to scale and manage your client base effectively you need a CRM, like Pipedrive, simple as that.

Eden BrownleeDirector and Senior Digital Strategy Consultant, Accentuate Web Design & Marketing

Our sales process has improved by 20% and overall hours spent on administrative tasks has been reduced by 40%.

Jana HodboďováChief Sales Officer, Leadspicker

Pipedrive is significantly better value than other CRMs but still has an easy-to-use interface. It became apparent that it was a great fit for our team at a cost we could afford.

Oliver LeeSales Director, CreativeRace

CRM functions

Maximise revenue with Pipedrive’s essential CRM functions

How the right CRM functionality accelerates your sales cycle

Pipedrive’s CRM features

Customise your pipelines

Act on your insights

Capture and store leads

Integrate your CRM tools

Secure your CRM data

Automate sales workflows

What to look for in a CRM functions list

Customise your CRM to fit your sales process

Hit revenue goals with actionable data insights

Connect your favourite tools with seamless CRM integration

Safeguard customer data with advanced security features

Focus on selling with powerful automation features

Drive lead generation with Pipedrive’s LeadBooster add-on

How McKeon Group grew its annual revenue by 186% in four years

CRM Functions FAQs

What are the functions of a CRM?

How can CRM improve customer relationships?

What CRM functions support users after the sale?

Why is CRM important for marketers and sales teams?

Used by over 100,000 companies in 179 countries

Get the CRM functions your business needs to grow