Activity calendar
In sales, time is money. How you plan your days affects your bottom line and your productivity. An activity calendar helps you schedule your week and avoid that frustrating feeling of diary overload. You get a full overview of your day and week on the fly, all while adding new activities.
Free, easy to set up, no credit card required
Visualize your week
Manage your time effectively
Schedule activities and meetings
Visualize your week
The activity calendar gives you a great visual overview of your schedule so you can:
- View your activities as a calendar or a to-do list
- Sync your calendar with Google, Microsoft Outlook, Office 365 or Exchange
- Link activities and meetings to deals or leads so you can track your efforts
- Mark activities as done while you’re on the go
Effective team management
As a sales manager, you can see how busy your team members are and easily spot when they have free time. You can also check calendars before assigning activities to specific team members.
Schedule meetings without the hassle
Pipedrive’s Scheduler lets you quickly and easily propose times and schedule meetings with your contacts. Start managing your time like a pro:
- Define your weekly availability
- Let customers pick a time slot that works for both of you
- Avoid double-bookings and endless back-and-forths
- Automatically create video calls with Zoom, Microsoft Teams or Google Meet
Remove scheduling stress with Automations
Do scheduling conflicts keep you up at night? Pipedrive’s Automations are here to help!
Sync your CRM updates with your favorite activity calendar apps so your entire team is kept informed. Schedule calls, meetings, projects and demos from one place and get full visibility on calendar events.
Send automated reminder notifications so everyone shows up at the right place and time.
Features to make your reps more productive
From call and meeting scheduling to task and project management, Pipedrive’s activity calendar is the ultimate productivity hack for busy salespeople
- 1. Create custom activity types
Pipedrive’s CRM software comes with default activities, including calls, meetings, tasks, due dates, emails and lunches.
You can also set up custom activities to suit the needs of your business. From there, use Pipedrive’s calendar sync to connect activities from Google, Outlook or Office calendars.
- 2. Set up calls at everyone’s convenience
Finding time to meet with customers is one of the most crucial aspects of sales. Pipedrive’s Scheduler feature makes it much easier to coordinate schedules.
Use the “propose times” tab to reach out to customers and offer your best time slots. Once a time has been selected, Pipedrive will automatically generate a meeting link, send an email invitation and assign the notes to your activity.
- 3. Streamline post-call action with Automations
Prompt and personalized follow-ups will keep your leads red hot after a successful sales call.
Pipedrive’s Automations make following up a breeze. Automatically create deals from contacts, add them to your sales pipeline and attach meeting notes, so your teammates can close the deal with trusted data.
- 4. Add activities anywhere, anytime
Pipedrive makes activity-based sales processes easy. Visualize your entire sales pipeline and assign activities to any deal stage, person or organization.
Quickly schedule an activity from anywhere in your CRM: in your calendar, pipeline view, contacts timeline and more. See your daily activity calendar and schedule appointments on the go with Pipedrive’s mobile app.
- 5. Level up your team management
Intense sales periods can quickly take a toll on reps’ well-being. Managers need to make sure time is being spent wisely.
Sales managers can view each of their team member’s individual schedules in Pipedrive’s CRM calendar and see an overview of all their team’s activities in the Activities list view. Has one of your reps gone home sick? Does someone want to book time off? Redistribute tasks from their calendar to other colleagues.
How 360 Payments increased new accounts by 26%
360 Payments believes relationships are paramount to business, so it needed a way to take team management to the next level.
360 Payments uses the Activities and Insights features to stay up to date with what the team is working on and make sure everyone is on the same page.
“I am obsessed with the activity customization, statistics and the dashboards because the salesperson never has to send any reports, they are real time and the data is beyond accurate.”
Read the case study
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Sync with Outlook and Google Calendar
Sales reps are busy. Between meetings, sales calls, events and admin activities, it’s easy to become overwhelmed with deadlines and dates.
Pipedrive’s CRM calendar sync offers a break from the madness. Use one- or two-way sync to connect Pipedrive activities with Outlook and Google Calendar integrations. Invite prospects to phone calls, add notes to agendas and never miss an important event with real-time reminders.
Collaborate on demos and client meetings
Pipedrive is the ultimate collaboration machine for sales teams.
Managers and reps can coordinate availability before customer meetings and demos to make sure everyone is in sync. Add notes to meeting agendas and integrate with meeting and webinar tools to show up as a united team.
Integrate with your most important sales apps
Pipedrive’s powerful CRM functionality is made even better by a whole host of integrations. Streamline your time and task management with a full marketplace of time-saving tools.
Google Calendar
Keep track of all your upcoming events and avoid the risk of double-booking or missing appointments. Take advantage of one- and two-way sync with Pipedrive and Google Calendar.
Acuity Scheduling
Like your very own personal assistant, Acuity’s integration automates client bookings, cancellations, reminders and payments. Keep your client activity synced with Pipedrive’s Acuity integration.
EasyCalendar
Effortlessly organize meetings, assign activities to reps and add important notes to contacts. Automate calendar management with Pipedrive and EasyCalendar.
Eventilla
Eventilla is an all-in-one online and live event management tool. Create branded landing pages, forms, reports and webinars and sync them with Pipedrive and Eventilla.
JustCall
Make and receive calls and text messages, then log the activity automatically. Easily turn meetings into contacts and deals right within your CRM with Pipedrive’s JustCall integration.
Hugo
Deliver fast and powerful meeting agendas straight to your CRM calendar. Sync meeting notes to contacts, organizations and deals and boost collaboration with Pipedrive and Hugo.
Activity calendar FAQs
- How to make an activity calendar in Pipedrive?
To add an activity to your Pipedrive calendar, simply click “Activities”, then click the calendar icon.
From there, click the green “Add activity” button to allow users to add an activity. Alternatively, users can click the desired time and date and schedule an activity.
- How do I add a calendar to Pipedrive?
Pipedrive already has a built-in calendar, which can be accessed by clicking “Activities” and then the calendar icon.
Users can leverage integrations to import all their events and activities into the Pipedrive calendar, allowing them to sync their Outlook and Google calendars with Pipedrive via either one- or two-way sync.
- How do I create calendar events in Pipedrive?
Once in the Pipedrive calendar view, users can either click the “Add activity” button or select the desired time and date on the calendar and schedule an event.