Customer relationship management software

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.

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.