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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 workflow automation to stay on top of your day-to-day workload.

  • Visualize analytics data. See all key data in marketing and sales dashboards.

The right customer relationship software for you

CRM FEATURE

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
Learn more
CRM FEATURE

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.

CRM FEATURE

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.

Learn more
CRM FEATURE

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.

Learn more
CRM FEATURE

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.

Learn more
CRM FEATURE

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.

Learn more
CRM FEATURE

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 salesforce’s processes. Let Pipedrive nurture leads while you focus on high-priority tasks. Set triggers and desired actions so our workflow automation features do the work for you. Automate your email marketing so leads and prospects are engaged at the right time.

  • Sales automation
  • Marketing automation
Learn more
CRM FEATURE

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.

Learn more

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 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.

    Learn more about our Support team.

  • 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.

    Check out the product updates section of our blog.

  • 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.

    Read one of our customer success stories.

  • 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.

    Check out Pipedrive’s pricing page.

  • 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 help you get the most out of Pipedrive.

    Find a partner in our Marketplace.

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:

    1. Adopting a CRM tool that integrates into your tool suite

    2. Using it to securely store contact data

    3. Monitoring leads and customers through a process

    4. Making deals and growing revenue

    5. 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.

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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