Customer relationship management software
CRM software that drives sales
Managing customer communication using spreadsheets and distributed databases or apps is not only confusing but also takes a lot of time, often affecting team collaboration and customer satisfaction.
CRM (customer relationship management) software is a platform to help users manage all their business relationships, track their team’s activities and measure their performance.
With Pipedrive, you can integrate all your sales, marketing and sales-related tools and processes into one easy-to-use customer relationship management software.
Full access. No credit card required.
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The benefits of CRM software
The right customer relationship management software will enable you to:
Manage important relationships. Store the contact data of leads, prospects, customers, clients, colleagues, investors, candidates and more.
Track your processes and pipeline. Move your team’s activities through a visualization of your sales pipeline.
Align sales and marketing. Integrate your sales and marketing apps into one tool, so all your revenue team data is in one place.
Automate manual tasks. Use Automations to stay on top of your day-to-day workload.
Visualize analytics data. See all key data in marketing and sales dashboards.
How Pipedrive helps your business grow
The right customer relationship software for you
Tailor your Pipeline to your needs
Your CRM should do the basics right. You need customer relationship management software that enables you to create as many pipelines as you need and manage your sales deals or the customer journey your way.
With Pipedrive, you can add deals, their value, win probability and expected close date and then track sales activities through the stages of one of your visual pipelines at a glance.
Distinctive labels attract your attention to deals that are about to go cold, so you know what to do first.
- Custom fields
- Drag-and-drop deals
- Multiple pipelines
Forecast earnings
A great salesperson must be able to plan ahead to meet ambitious targets and improve the bottom line.
Don’t let data sheets get in your way. Leave forecasting to a sales guide that pinpoints the next activities and deals, arranging them by likely close dates and helping you focus your efforts. With our earnings forecast feature you can leverage past sales data to predict revenue, identify potential hurdles and improve performance to impress the boardroom with the outcomes.
Connect your business tools
Wouldn’t it be nice if you could make your tech stack work as one unit?
Pipedrive offers 350+ apps and add-ons to streamline your day-to-day work. Browse through categories like accounting, video calls, email marketing and many more. See our most popular and top-rated integrations or just look for one via the search box. We keep updating our integrations selection regularly to support all customers, wherever they may be.
One of our add-ons, document management tool Smart Docs, is actually available as a feature to Professional and Enterprise users.
Get the insights your business needs
No salesperson can meet their goal without insights into their performance.
With Pipedrive, you can add the stages that suit your process, create pipelines for specific teams and filter your view by rep or stage.
This means that you have all the lead, prospect and customer data you need to see how any individual or team is performing against their goals.
Use real-time dashboards to identify shortfalls and opportunities so you can continuously improve your processes.
Manage access control
With customer data being as invaluable as it is, sometimes you need to limit access to it.
Pipedrive’s security infrastructure offers user permission sets and visibility groups to limit what users can do, see and access. You can also enhance your login security from any device with two-factor email verification or manage user access centrally through your single sign-on provider.
Want centralized access to all security aspects? Use Pipedrive’s security center to manage all your company’s security details from one place.
Quickly import your data
Importing data shouldn’t be a fuss with the right CRM.
As well as offering quick, intuitive data entry features, Pipedrive also allows users to import data from another CRM, spreadsheets software or sales management tool.
You can also download your customer data at any time, or you can use our API to download all or some of it.
Automate your tasks
The best CRMs have simple yet powerful automation features to take admin work off your sales and marketing teams’ hands.
With Pipedrive, you can automate just about any step in your sales force’s processes so it’s easier for them to manage customers. Software like Pipedrive is built to support you, so let the CRM nurture leads while you focus on high-priority tasks.
- Sales automation
- Marketing automation
Keep in touch with contacts
If all your business data and customer information is on one platform, you need to be able to reach out to contacts from it easily.
Pipedrive is an example of contact management software that enables you to set up video calls, schedule meetings, trigger emails and send messages on numerous platforms – all in the same CRM tool.
Pipedrive also offers a selection of calling and emailing features such as call recording, two-way email sync, ready-made email templates and hands-free calling to help you handle customer interactions.
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
per company per month, billed annually
or $39 per company per month, billed monthly
Integrate Pipedrive with other apps
You can do more with your CRM software with the hundreds of integrations and automation tools available in our Marketplace – or with one of our powerful add-ons.
How McKeon Group grew its annual revenue by 186% in four years
When McKeon Group realized that it was losing out on bigger deals, Sales and Marketing Director Paul McKenna turned to Pipedrive for a solution.
Paul uses the CRM platform’s intelligent customer relationship management software to automatically identify high-value customers and drive them through the conversion funnel.
“I waited until I had the first 12 months of Pipedrive data. In those 12 months, we had 207 wins across the business.”
Read the case study
What you want from a CRM provider
Although the quality of the customer relationship management software is your first priority, you should also make sure the business supplying it is up to scratch.
- 1. 24/7 customer support
Even when your CRM system is well-maintained and easy to use, things can still go wrong.
Your sales team needs to be able to access support’s contact information, regardless of the time zone or hour and get a quick response.
Pipedrive provides year-round customer satisfaction and support so you have a great customer experience.
- 2. Frequent product updates
Your CRM solution needs to match the pace of the improvements you make to your own business processes.
At Pipedrive, we’re constantly upgrading our cloud-based CRM system’s functionality and the service our features and add-ons provide.
- 3. Good reviews and testimonials
When you’re choosing a centralized CRM platform, an important step is reading reviews and customer success stories from other large or small businesses.
Pipedrive has dozens of top-rated reviews from salespeople and customer case stories about salesforces around the globe that use the CRM solution to manage sales processes and much more.
- 4. Pricing options to suit your needs
Some sales CRMs come with hidden costs and unnecessary modules that can negatively impact your small business’s budget, while free CRMs usually come with a catch.
Pipedrive’s CRM software comes in four pricing options, so you can find the right solution for your salesforce.
Other teams, meanwhile, can benefit from powerful add-ons and good CRM features that can be trialed before purchase.
- 5. Access to CRM experts
Sometimes, you need a startup, industry or market expert to help you onboard your CRM solution or improve your sales cycle.
In addition to our knowledgeable customer support team, we have a community of certified, expert partners and CRM vendors ready to manage customers’ software needs and help you get the most out of Pipedrive.
FAQs
- What is a customer relationship management system?
Customer relationship management software refers to a category of tools that enable you to manage all of your business relationships on one platform – including your relationships with customers.
- What is the purpose of customer relationship management?
Customer relationship management is one of the underlying principles of running a successful business. With good customer relationship management, you can understand how to position your offering in the market to drive revenue and attract buyers.
- What are the key elements of customer relationship management?
The five key elements of customer relationship management are:
Adopting a CRM tool that integrates into your tool suite
Using it to securely store contact data
Monitoring leads and customers through a process
Making deals and growing revenue
Constantly analyzing, optimizing and automating your processes and tools
- Why is customer relationship management important in market orientation?
Market orientation is all about understanding the needs of consumers and offering them the right solutions. A CRM provides you with the data, features and processes to make that happen.
- How can I decide on the best CRM tool?
The best CRM software is easy to use and has the features your team needs to reach its goals. You should find a CRM that integrates with the other tools your team uses and one that works for companies in your market and industry.
- What is customer service management software?
Customer service management software is a specialized customer relationship management tool. Whereas a CRM tool enables you to manage all your business relationships, customer service management software focuses on the relationships you have with your customers.
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