Discover the best CRM software for your business
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Finding the best CRM system for you
Choosing a CRM system can feel like a big decision. How do you find one that fits your goals, team and industry?
Intuitive sales management solutions should offer customizable templates, add-ons and third-party integrations to save time and legwork.
Whether you’re a startup, a small business (SMB) owner or part of a corporation, Pipedrive offers a valuable, all-in-one CRM system that pays off.
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Features to look for in the best CRM software
What to look for in a powerful sales CRM
A top CRM tool empowers salespeople to build stronger relationships and close more deals.
Here are the features to look for in the right CRM solution to strengthen customer interactions, forecast results and boost team performance.
Lead tracking: Get customer journey insights and metrics in one place.
Email integrations: Oversee all communication with contacts through email integrations with Gmail, Microsoft Outlook or other email platforms.
Goal setting: Set goals, forecast revenue and track performance.
Customization: Use custom fields to create a unique sales process that reflects every step of the customer lifecycle.
Fully customizable pipelines
Sales reps dealing with large amounts of data risk deals falling through the cracks due to a lack of visibility into their data.
A CRM that lets you customize your pipeline with advanced features like segmentation and custom fields gives you instant access to key details, making it the best CRM for small businesses or scaling organizations.
Pipedrive’s visual pipelines and dashboards let you store all relevant contact information in one easy-to-navigate place so you don’t miss a thing.
Track lead interactions across the customer journey
Keeping track of every customer’s information and every customer interaction can get complicated as your company grows.
Following leads through the sales cycle helps you present them with the right information at the right time, providing a better customer experience and making it easier to close deals.
Pipedrive lets you import leads from multiple sources and track their interactions across departments.
Time-saving workflow automations
Task management can be a challenge for busy sales teams juggling customer interactions and multiple deals.
Automation features can streamline workflows, allowing salespeople to spend more time on customer engagement and closing deals.
Pipedrive’s workflow automation handles follow-ups, task creation and data entry – so your team can focus on selling.
Set goals and forecast revenue
If your sales goals and forecasts don’t align with your market, you risk making the wrong decisions at the wrong time.
Goals and forecasts require the right data to help you make accurate predictions about your business’s future. Analyzing past customer interactions, invoicing and other data ensures your projections are on target and effective.
Pipedrive provides detailed forecasts, enabling better decision-making at every stage of your company’s growth.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Look for a CRM with happy customers
When analyzing CRM tools, read the reviews, testimonials and case studies to assess each system’s pros and cons.
Current customers can shed light on a CRM platform’s ease of use, functionality and customer support so you can decide which of the top CRM systems is right for you.
How consultancy firm Gray Matters increased its conversion rate by 50% with Pipedrive
Gray Matters owner Adam Graham knew the time had come to replace simple spreadsheets for sales tracking. The company needed a more robust system to manage customer information with full and easy customization.
Using Pipedrive’s pipeline management, customization and insights features, Gray Matters increased its conversion rate by 50% in just 18 months.
“We’ve been using Pipedrive for 18 months now and are really seeing the benefits. We like it because it’s very visual, very customizable, affordable and it does what we need it to do.”
Read the case study
LeadBooster add-on
Get more leads with this powerful and easy-to-use lead generation toolset.
Use this add-on to engage website visitors and fill your pipeline with new, data-rich sales opportunities.
You can add LeadBooster to any Pipedrive CRM plan, which includes:
Chatbot. Engage website visitors around the clock with a custom AI chatbot.
Live Chat. Solve prospects’ challenges in real time with a personal touch.
Prospector. Uncover quality leads in your target audience from a database of more than 400 million profiles.
Web Forms. Source contact info with customizable and easily shareable forms for your website.
Find the best CRM platform for your industry
While evaluating a CRM, look at its success in your industry. Read reviews and ask for recommendations from professionals in your field.
For starters, ask the following questions when weighing different CRMs against one another:
The top CRM systems offer flexible functionality and integrations, but balance these with ease of use, customization options and best-in-class support. Add these CRM features to your checklist for a contact management tool that drives results.
Read how Pipedrive helps clients achieve success in these industries:
Used by over 100,000 companies in 179 countries
Sean CourtFounder, Beaumont & Co.
Simon SchoopCEO, 4-advice GmbH, Digital. Change. Innovation.
Christine LukenAuthor & Speaker, Financial LifeguardPipedrive rated best CRM for lead management
Pipedrive consistently ranks at the top in leading industry comparisons.
SoftwareReviews, a division of Info-Tech Research Group, named Pipedrive as an industry leader in its Lead Management Data Quadrant Awards 2024.
The highly detailed report uses review benchmark data from CRM software users.
