Turning on the tap to get more leads, turn conversations into customers and grow revenue at your pace
Make sales visual with unlimited, customizable pipelines and start sliding deals to won
Add deals, their value, win probability and expected close date, then track them through your pipeline stages. Colored deal rotting cues show when deals are going cold so you know which to tackle first.
Organize deals in pipelines and customize the stages to suit your sales cycle. Create team pipelines and filter by rep or stage, or have one for each team member.
Custom fields let you collect and organize the sales data you need – no matter how specific. Create custom fields for your teams, products, or industry and work your way.
Pool all your leads in one place to keep your pipeline uncluttered and focused on deals. Follow up and qualify new leads from one place to prioritize your biggest catch.
Add leads manually, import them in bulk from spreadsheets, or let them flow in from other sources without lifting a finger.
Keep your inbox full of qualified leads from your website visitors who either have a conversation with your Chatbot or one of your sales reps via Live Chat.
Know where leads stand with default “hot”, “warm”, or “cold” labels, or create as many custom labels as you want. Filter, sort, and edit your leads by label, owner or other custom fields to prioritize which to focus on.
Schedule an email, call, or any custom activity you like with leads straight from Leads Inbox to get the ball rolling. Leads will then be displayed in order of activity due dates.
Use Live Chat to connect hot, new leads with your sales reps and/or let your Chatbot qualify them automatically 24/7 before they drift elsewhere.
Instantly engage your website visitors at any time of the day or night. Easily customize the look of your bot, the questions it asks and how it replies.
Have your reps go online and indicate that they’re available to chat with your website visitors. Seamlessly pick up conversations on the web or our mobile app to qualify leads started by your Chatbot.
Tailor the qualifying questions your Chatbot asks on different web pages. Depending on how a lead answers, easily assign Live Chat conversations to the right sales rep for smooth service.
Let leads book a meeting time with a sales rep that automatically syncs to your rep’s calendar with Pipedrive’s Scheduler. Just send the calendar link via Live Chat, or if leads qualify, your Chatbot can help them book a meeting.
Generate quality leads for your pipeline with intuitive and fully customizable web forms
Customize web forms so prospects can submit their names, email addresses, phone numbers, and other details, which get delivered straight into your pipeline.
Set where inbound leads appear, whether as deals under contacts or organizations, and turn on email notifications to be alerted when new ones come in.
Send a form to your email database or post it on social media by sharing the link. To add it to a website, just paste the code snippet in a CMS like WordPress.
Make sure your team has all the information they need to move deals forward
Custom fields let you collect and organize the sales data you need – no matter how specific. Create custom fields for your teams, products, or industry and work your way.
Give your salespeople a visual reminder to fill in good-to-have information. Fields like birthday or contact preferences may not be necessary to close the deal now but come in handy later down the road.
Make must-have information required before a new deal or contact can be added. Set specific requirements for adding deals to a pipeline or moving deals to a new pipeline stage.
Easily import your data from a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Zoho and more
Create a customizable catalog of your company's goods including costs, notes and more
Add the likelihood that a deal will be won, and be notified when a deal stays idle for too long