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.
Tailor Pipedrive to your needs with custom pipelines, data filters, dashboards and integration options
Use your sales and marketing data to not only track your revenue, but also forecast how much your business will make
Build pipelines for different products, processes or teams, so everyone can track activities against the right stages
Discover a plethora of CRM software integrations available in our Marketplace, like Microsoft and Google apps
Rely on a platform with multiple security certificates, world-class infrastructure and a host of CRM privacy and security features
Identify trends and patterns in your sales dashboards and act on them to increase your revenue
Use our intuitive import/export feature to import your data from a spreadsheet, Salesforce, Zoho or any other CRM in just moments
Eliminate busywork with our powerful sales automations that allow you to automatically send out emails, move deals through the pipeline and more
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.
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.
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.
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.
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.
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.
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.
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.
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:
per company per month, billed annually
or $39 per company per month, billed monthly
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.
Create and monitor attention-grabbing email campaigns with Pipedrive’s intuitive drag-and-drop email builder add-on, Campaigns
Manage, schedule and launch video calls from Pipedrive to streamline sales communication with the Google Meet integration
There are thousands of ways you can integrate Pipedrive with other tools to automate your manual tasks using the Zapier integration
Manage all your social media conversations in one app using the Pipedrive integration with Facebook Messenger
Easily create embeddable surveys and web forms to better engage and understand web visitors with the Jotform integration
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
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.