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
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.
From call and meeting scheduling to task and project management, Pipedrive’s activity calendar is the ultimate productivity hack for busy salespeople
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.
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.
Prompt and personalized follow-ups will keep your leads red hot after a successful sales call.
Pipedrive’s workflow 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.
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.
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.
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.”
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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.
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.