When we ask new Pipedrive customers what software they had used before, Zoho CRM ranked second-most popular. If you’re using Zoho as your CRM tool, now is a good time to check out Pipedrive.
Built by sales pros, Pipedrive is a mean sales machine, not your usual contact management tool. With the next steps to success easily visualized in Pipedrive, you can count on more won opportunities.
People who 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 Zoho CRM (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 along the pipeline. Just grab the deal with your mouse and drag it into whichever stage you need 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 and 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 customize the Forecasting tool.
Love this program. It is the only CRM that I actually want to use. Having a CRM that you don't want to use leads to your team not using it. What's the point of that. Pipedrive is built by sales people, for sales people.
See the sales pipeline for individual team members, specific products and forecasts, 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 easy to customize. 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 powerful API