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Customer management software

Customer management at scale

Keeping track of customers through email and spreadsheets is a good starting point for small businesses but isn’t always sustainable as they grow.

To manage customer relationships at scale, you need customer relationship management (CRM) software. CRM software enables you to maximize conversions, boost customer retention with a positive customer experience and make better business decisions with insights and data.

With Pipedrive’s customer management software, you can manage your entire company’s sales pipeline through one easy-to-use application. Spot opportunities, measure results and increase profitability.

Full access. No credit card required.

What to look for in a customer management system

To boost your profits, you need to measure key activities and forecast sales growth at a macro level.

The best customer management tool doesn’t just help you with day-to-day customer touchpoints, it’s designed to make you more profitable.

Pipedrive’s customer management software for small businesses and multinational corporations includes a visual sales pipeline and customizable reporting dashboards that track important metrics:

  • The number of deals in your pipeline

  • The average size of a deal in the pipeline

  • Customer conversion ratio: the percentage of deals that actually close

  • How long deals actually stay in the pipeline – your sales velocity measured in days

  • The sales activities that are driving the most deals

  • Which source is providing you with the best leads

  • A forecast of the revenue you will earn by closing the deals in your pipeline

With the right software, you can measure metrics that are crucial for profitability and improve your customer management process through the customer lifecycle.

Add customer touchpoints without losing a personal touch

A centralized customer management system saves you the time and hassle of manually digging for contact details. It also makes it easy to access previous correspondence and contact leads from the platform.

Track customer data and conversations all in one place with a CRM for customer management.

With Pipedrive, you can:

  • Send an email or SMS or start a call with a click from a contact’s page

  • View and respond to all leads and messages from your centralized Leads Inbox

  • Send personalized emails at scale with merge fields and customizable email templates

  • Integrate with social media and messaging platforms to easily connect with leads and contacts

Build targeted communications with segmentation

Create a positive customer experience with segmentation that delivers relevant content to your audience at the right time.

Use customizable filters to target contacts who meet specific criteria related to deals, activities, products and campaign data. The no-code interface makes it simple to set up and run.

With targeted communications and marketing automation, you’ll see higher customer engagement.

Save time and reduce costs with automation

While you build your customer experience, you also need to strengthen your internal processes for a healthy customer management system.

Pipedrive’s customer management app automation features save sales reps time by…

  • Auto-creating a deal when a qualified lead is added

  • Adding activities whenever a deal moves along the pipeline

  • Letting users transfer deals between reps and add internal comments

  • Providing adaptable automation workflow templates

How DashThis created an unbeatable customer experience

At DashThis, account managers handle not only traditional sales tasks, but also onboarding and customer support. They needed a way to stay organized so they could focus on managing client relationships.

They chose Pipedrive to help the team perform all customer management functions from one centralized hub. With it, they consistently meet and exceed customer expectations, boosting retention rates and reducing customer churn.

“For me, not a single day goes by without using Pipedrive! This tool is not only useful, it’s necessary for the quality of my work. It helps me remember what actions I need to do in order to close a deal. Being able to efficiently adapt our service to each individual client not only impacts the quality of our customer service on a daily basis, but ultimately, our churn rate and conversion rate.”
Laury, Account Manager at DashThis

Read the case study

Integrations and add-ons

Get the most out of Pipedrive with apps designed to empower customer relationship management, including customer support, email marketing campaigns, social media and chatbots


Convert website visitors into leads by interacting with customers in real time on your site. Keep track of progress by logging your conversations in Pipedrive.

Engage website visitors and build relationships with the Live Chat and Web Forms tools in the LeadBooster add-on.

Web Visitors

Get more leads by seeing which organizations visit your website, how they found you and what they engage with.

Generate leads and new customers with the Web Visitors add-on.


Automate customer interactions with emails, calls and LinkedIn sequences based on deal stage and interactions.

Help your sales teams personalize at scale with the Klenty integration.


Access customers’ tickets and customer information to streamline customer support and communications.

Prioritize and solve customer support interactions with Pipedrive’s integration with Zendesk.


Follow up with customer needs and questions on WhatsApp directly from Pipedrive.

Simplify follow-ups and track conversations with WhatsApp by Twilio.

Facebook Messenger

Handle customer support and inbound leads on Facebook Messenger directly from Pipedrive.

Manage Facebook business communication without switching between apps using the Facebook Messenger integration.

Campaigns by Pipedrive

Campaigns by Pipedrive brings marketing and sales under one roof, so you can grow and nurture your target audience into sales-ready prospects.

Unify sales and marketing data in one place

Craft beautiful campaigns in minutes

Segment your audience to win prospects

Improve engagement with real-time reporting

Starting from


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

Learn more

Customer management FAQs

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