Call tracking and insights

Make in-app sales calls

Stop juggling between your phone and your CRM. Call contacts directly from Pipedrive to keep all of your sales communications in one place. Get free calling credit each month on Pipedrive’s Professional and Enterprise plans with easy top-up options.

Free, easy to set up, no credit card required

SOFTWARE FEATURE

Make sales phone calls from Pipedrive

There’s no time to lose when you’re handling high volumes of customers. Sales reps should be spending less time searching and dialing and more time closing.

Calling right from your CRM helps your reps maintain a flowing pipeline of leads. After connecting your number, just click on a contact’s phone number in Pipedrive to call them. During the hands-free call, you can update deal details or take notes.

SOFTWARE FEATURE

Record and store calls

Missing out on crucial information can damage relationship-building efforts. Sales and marketing teams relying on bulleted notes alone can’t deliver the most effective personalized experience.

Now you can turn back time to remember exactly what a client said with built-in call recording. Access recordings saved under a deal, organization or contact person to double-check conversation details and study recordings to improve your sales techniques.

SOFTWARE FEATURE

Automatic call tracker

Don’t let your sales efforts go to waste. Keeping a reliable record of all sales call activity can help reps avoid missed opportunities.

In-app calls are automatically logged as completed activities under the correct deals. See when a prospect was last contacted either by email, phone or in person.

SOFTWARE FEATURE

Reload credit with one click

Pipedrive’s Professional and Enterprise plans come with free Caller credit each month. If your team uses all of their free credit, buying more is quick and easy to allow for uninterrupted calling.

Prioritize your sales activity

Help reps build and reinforce relationships with top prospects. Pipedrive’s sales call tracker prioritizes your best calls and activities, so salespeople can focus their efforts.

Our sales call tracking software uses data to organize deals by those most likely to close. Line up the hottest lead calls with automated prioritization.

Give your reps lead generation superpowers

Plan smarter

Use call tracking to unlock vital insights that give you room to make better, more informed decisions

Drive efficiency

Benefit from reports and call analytics that help you work out which calls are successful and where there’s room for improvement

Connect to the right person

Send inbound calls to the right sales reps with integrations that support intelligent call routing

Work together

Access everyone’s recorded calls and integrate with call whispering tools, so support is always on hand

Remember their pain points

Browse call history for each lead to ensure you have the full context of their unique customer journey

Never lose a potential sale

Receive real-time alerts for inbound calls and missed calls so you can intervene before your leads call the competition

How to use call tracking insights to inform your sales strategy

Pipedrive’s call tracking system keeps all of your sales communications in one place. Think of it as your built-in virtual phone system. With a unified system, you’ll see huge improvements to your team’s day-to-day sales activities and your wider strategic goals.

Say goodbye to guesswork and performance obstacles. Say hello to invaluable call data insights and workflow automation. Allow your reps to convert your sales pipeline like never before.

Individual coaching when and where it’s needed

Track call interaction data to understand how each rep is performing. Identify reps who can take on more responsibilities and areas where support is needed.

Build individual dashboards to see if reps are stalled at a particular deal stage or with a particular type of prospect. Integrate Pipedrive with real-time support tools to enable live call monitoring.

Team-wide visibility

Keep improving your sales activities with detailed analytics about your team’s performance. Analyze common sales call benchmarks, such as call duration, dials to closure ratios and percentage of contacted leads.

Customize your dashboards to quickly see how sales team metrics measure up against your company goals. Develop performance-driven teams and hit targets faster.

Provide a next-level customer experience

Nurturing prospective customer relationships is critical to sales and marketing efforts. With lead segmentation functionality, your reps and marketers can easily personalize their messaging strategies.

Use Pipedrive’s CRM integration to import and sort lead segments according to your business’s needs. Help marketing teams zero in on the benefits to customers and continually optimize their marketing campaigns.

Forecast revenue

Inform your next move with powerful sales data. Accurate sales and revenue forecasting helps business owners and sales managers plan ahead.

Analyze past trends and study busy sales periods. Lay the foundations of your strategy and sharpen business decision-making with your sales call tracking solution.

A peek at how Pipedrive’s call tracking features work

  • 1. Record all inbound and outbound calls directly to your CRM

    With Pipedrive’s Caller feature or one of the call center integrations available in our Marketplace, you can deep dive into historic won and lost deals with automatically recorded sales calls. Identify winning sales techniques, quickly train your reps to become leading salespeople and convert more sales opportunities.

    Store calls against deals and contacts to keep a reliable contact history in your sales call tracking software. Download calls from your CRM to share in team training presentations.

  • 2. Use VoIP to call straight from your desktop

    Time is wasted when sales reps are manually dialing prospects. Using Voice over Internet Protocol (VoIP), your sales reps will be able to make calls, Skype and FaceTime straight from their CRM.

    Your designated phone number appears on caller ID, so your contact knows exactly who’s calling. Manual data entry is taken care of. Every communication is logged as activities and trackable in your reports.

  • 3. Create rich call reports with call tracking software

    Leave nothing to chance. Data-driven insights are vital when it comes to optimizing sales calls and maximizing revenue from your sales pipeline.

    Our call tracking software logs the outcome of every call your team makes, offering sales managers complete visibility of team performance. With data-rich insights, you can adjust your sales approach quickly when intervention is needed.

  • 4. Set up your sales call calendar

    Allow reps to see what's coming up in their schedule and manage activities to maximize their time. View day-by-day activities in a calendar or as a to-do list and synchronize with Google, Outlook and other calendar providers.

    Automatically send reps activity reminders via email, your Pipedrive desktop CRM or the mobile app so they never miss a follow-up.

How AGT Engineering & Operations Services boosted their revenue by 161% with Pipedrive

Construction firm AGT Engineering & Operations Services knew they were missing sales opportunities. Before implementing Pipedrive, they were managing leads and deals with spreadsheets.

Now their sales and marketing teams are able to track information on the go, allowing them to attract more deals – and win them.

“Pipedrive was the most user-friendly CRM we came across; it adjusts to the needs of every user – the epitome of what ‘customize to your needs’ means.”

Read the case study

Start getting more leads with Pipedrive