The benefits of CRM management software

Streamline sales and marketing efforts with a professional CRM

Customer relationship management tools (CRM tools) reduce admin work and improve productivity.

The right CRM should act as a centralized hub for all your lead and customer data. Use it to make informed decisions that strengthen customer relationships and nurture prospects toward conversion.

Pipedrive’s advanced CRM management features streamlined business processes and gives you more time to build relationships.

Full access. No credit card required.

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What to look for in CRM management software

Find a CRM solution with these qualities to optimize your processes, boost productivity and close more deals.

  • Pipeline management: See where your opportunities and bottlenecks are at any time.

  • Custom dashboards: Gain instant access to the most valuable data without needing to search for it.

  • Integrations: Access a wealth of sales force automation integrations on our Marketplace.

  • User reviews and case studies: Make the right choice by relying on credible and positive business reviews.

  • Mobile apps: Empower salespeople to perform anywhere with easy-to-use smartphone apps.

Meet customer needs and close more deals across your entire organization

Sometimes end goals seem far away, which can demotivate sales and marketing teams.

Customizable pipelines and templates allow you to tailor your CRM to your organization’s sales funnel. Track progress with automatic alerts, reminders and real-time sales forecasts.

Streamline the entire sales process and close deals faster with analytics and AI technology. Identify valuable sales opportunities and automate routine admin tasks throughout the customer lifecycle.

Train reps effectively with sales team performance insights

Still generalizing your sales training? Ignoring your team’s specific strengths and vulnerabilities might cost you valuable resources.

Leverage your CRM data in sales reports to find bottlenecks and understand how your best sales reps meet their quarterly goals.

Pipedrive’s CRM helps you spot winning patterns and performance pain points, so you can highlight what works and address what doesn’t.

Manage your sales processes efficiently, set useful team and individual goals and build data-driven training plans that maximize sales.

Generate stronger sales leads to shorten your sales cycle

As a marketer, you know it’s important to uncover your audience’s pain points, needs and desires. Without these insights, it’s hard to build highly targeted marketing campaigns that resonate with your ideal customers.

Intuitive dashboards and reports clearly show how potential customers interact with your brand.

Shorten your sales cycle and increase revenue by attracting the leads most likely to convert.

Put customer interactions at the heart of your tech stack

Don’t get stuck with a CRM that can’t adapt to your growing business. The best CRM is flexible and versatile, meaning you can customize it to suit your needs.

Third-party integrations align good CRM management with other applications, giving you a clear overview of your audience.

Feed your CRM software with valuable data from lead-gen and project management apps. Schedule phone calls and other tasks automatically and engage your audience at the right time with Live Chat and Chatbot features.

Maximize your CRM strategy with powerful add-ons and integrations

Your CRM management platform should complement your favorite sales, marketing and communication tools, not replace them.

Find over 350 helpful third-party apps in the Pipedrive Marketplace and start automating tasks, saving time and closing deals faster.

Outgrow

Create personalized marketing content to engage and convert your ideal customers with the Outgrow integration

Zapier

Seamlessly synchronize customer and other business data across Pipedrive and thousands of your favorite apps with the Zapier integration

Asana

Combine your CRM and project management tool to organize your team, improve accountability and get more done with the Asana integration

Slack

Stay informed about added and closed deals in real time and take action with Dealbot for Slack

Calendly

Schedule and manage your Calendly appointments from inside your CRM with Calendly Events for Pipedrive

WhatsApp by Twilio

Reach customers through their favorite chat platform without leaving Pipedrive using the WhatsApp Business integration

LeadBooster add-on

Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

Chatbot

Live Chat

Prospector

Web Forms

Chatbot

Live Chat

Prospector

Web Forms

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

How Snug drastically shortened its sales cycle using Pipedrive and Autopilot

Real estate firm Snug had outgrown its lead management spreadsheets when the company onboarded with Autopilot, a marketing automation tool. Snug needed a more streamlined way to manage its increasing customer information.

Pipedrive’s cloud-based, mobile-friendly CRM system perfectly fits Snug’s remote team. Seamless integration between the tools allowed Snug to fully automate its B2B sales process. The firm shortened its sales cycle from six weeks to two weeks and now grows its prospect list by 40% every month.

“The solution to complex issues like managing multiple communication channels and scheduling sales calls is often as simple as keeping everything in one place – something that Pipedrive has done very well for our team.”

Read the full case study

Pipedrive FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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Full access. No credit card required.