CRM systems
Take control of your sales with a CRM system
Customer relationship management (CRM) software is one of the most important tools in the sales stack, enabling salespeople to record, track and manage customer information.
Easy access to relevant data lets you identify prospects, nurture leads, close deals and improve the customer experience.
Discover how a CRM system can boost your sales today.
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How does a CRM system work?
CRM systems are software designed to manage a company’s interactions with partners, prospects and customers.
A CRM system helps you acquire, organize and share customer information. It can provide pipeline management and reporting features and enables you to manage and track communication across all customer touchpoints.
CRM solutions give salespeople the visibility they need to manage multiple deals and contacts effectively.
Cloud-based CRM platforms come with additional benefits, making remote selling and collaboration between teams easy so you can close deals from anywhere at any time.
What to look for in a CRM system?
When assessing potential CRM tools, ask these four key questions.
Is it easy to use? A good CRM system must help you understand your customers. Spend less time training reps and focus on high-impact sales activity with a user-friendly simple CRM solution.
How much does it cost? Some providers offer free CRM plans but keep critical features behind expensive plans. Others include hidden costs for onboarding and importing data. Look for transparent pricing and only pay for the users and features you need.
Does it support mobile users? With more sales teams operating outside of the office, a reliable mobile app is essential. Ensure your sales reps can access your CRM data whenever they need it.
Does it work with the rest of your tech stack? Today’s salespeople rely on a variety of different tools. Ensure your CRM system can connect to and share data from your other sales management tools.
Capture all the customer details you need
Eliminate guesswork and provide your salespeople with accurate and up-to-date customer information.
With just one click, Pipedrive’s Smart Contact Data enriches your customer details with data from Google, LinkedIn and other public online sources.
These details, combined with the buyer research already in your CRM system, give your team constant access to key details.
Read about Smart Contact Data here
Follow up with the right message at the right time
Use the data in your sales CRM to segment your leads, prospects and customers into groups.
Segmentation can be based on a combination of demographics, firmographics, psychographics and activities.
Reach out to groups with email marketing and content tailored to their exact circumstances and place in the sales cycle.
Learn how Pipedrive can help you communicate with contacts
Create a single source of truth for sales and marketing
Take your marketing and sales teams out of their siloes and promote collaboration. Use your CRM system to collect and share data throughout the customer journey so your teams can work together more effectively and align their goals.
Marketing teams can use sales reps’ first-hand customer insights to improve their marketing campaigns. In turn, sales teams can use relevant marketing collateral for each stage of the sales funnel.
Automatically route customer queries and associated actions to specific individuals and teams so no tasks fall through the cracks.
Monitor your key metrics and optimize your business processes
Track sales activities and measure your team’s performance against key metrics at a glance with custom dashboards and visual reports.
See how prospects respond to your outreach and create templates from your most successful messaging.
Collect feedback and use it to optimize future customer interactions, convert more sales opportunities and increase revenue.
Learn how Pipedrive’s reporting features can help you hit goals
Integrations to power up your CRM system
Add extra functionality to your CRM system by connecting it with the rest of your sales stack. The Pipedrive Marketplace has hundreds of apps you can use to enhance your CRM system, including these popular integrations:
Asana
Automatically create and update tasks in Asana whenever you start, close or move a deal in your sales pipeline. Connect your teams and manage projects with the Asana integration.
Communicate with your prospects and customers directly from your Pipedrive inbox. View your message history and assign conversations to team members with the WhatsApp by Twilio integration.
QuickBooks
Track sales and receivables in real time, without having to log in to QuickBooks. View estimates, invoices, payments and sales receipts directly in Pipedrive using the QuickBooks integration.
Slack
Collaborate with team members and automatically share relevant information at every new deal stage with the Dealbot for Slack app.
Zoom Meetings
Schedule, start and manage your Zoom calls from Pipedrive. Check the latest contact and deal information while you’re on the call with the Zoom Meetings integration.
Zapier
Seamlessly move data between Pipedrive and your other sales tools. Connect more than 4,000 apps with the Zapier integration.
How Redlist increased ARR by over 200%
Redlist’s sales team was spending hours manually creating proposals, leading to quality and accuracy issues.
With Pipedrive’s Smart Docs feature, they were able to set up proposal templates that automatically pulled details directly from their CRM system.
Instead of taking hours, new proposals could be created in under 15 minutes, freeing up an entire day each week.
With more time to work on sales activities, Redlist grew rapidly, increasing annual recurring revenue (ARR) by over 200% in 2021.
“We use Pipedrive to manage everything from outbound prospecting to managing our main sales pipeline to managing our customer renewal pipeline.”
Web Visitors add-on
Get a consistent flow of high-intent sales leads added to your CRM system with the Web Visitors add-on. Find out which organizations are browsing your website, learn how they found you and see which pages they visit.
Discover new leads interested in your solution
Uncover relevant contact details
See what content visitors engage with
Rank leads based on behavior and activity
Starting from
per company per month, billed annually
or $49 per company per month, billed monthly
Used by over 100,000 companies in 179 countries
CRM system FAQs
- What is a CRM system?
A CRM system is a tool for storing all sorts of prospect and customer data, with the aim of managing and improving customer relationships. Typical features include contact management, lead management, deal tracking, reporting and sales forecasting.
- What are the main types of CRM systems?
While all CRM systems are designed to manage customer relationships, the way they accomplish this varies. They fall under three categories: operational, collaborative and analytical.
The best CRM software for you will depend on your business needs. Operational systems are designed to optimize your processes. Collaborative CRMs focus on aligning your different customer-facing teams. Analytical CRMs are best for gathering and analyzing data.
- Who needs a CRM system?
Organizations of all sizes and industries can use CRM systems. Small businesses and startups to enterprise-level companies all need to consistently manage customer relationships to succeed.
If you deal with customers or clients of any kind, it’s likely that you can enjoy the benefits of CRM software.
- What business objectives do CRM systems help you achieve?
CRM systems can help you achieve your sales and marketing objectives, manage the activities that drive revenue, complete projects and finalize tasks that improve your engagement with customers and contacts.