Manage leads and deals

Turning on the tap to get more leads, turn conversations into customers and grow revenue at your pace

Sales pipelines

Make sales visual with unlimited, customizable pipelines and start sliding deals to won

  • Deals

    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.

  • Visual pipelines

    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

    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.

Leads Inbox

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.

  • Collect, import or add

    Add leads manually, import them in bulk from spreadsheets, or let them flow in from other sources without lifting a finger.

  • Chat integration

    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.

  • Labels and filters

    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.

  • Activities

    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.

Chat

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.

  • Chatbot

    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.

  • Live Chat

    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.

  • Qualify and route leads

    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.

  • Book more meetings

    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.

Web Forms

Generate quality leads for your pipeline with intuitive and fully customizable web forms

  • Create customizable forms

    Customize web forms so prospects can submit their names, email addresses, phone numbers, and other details, which get delivered straight into your pipeline.

  • Incoming leads

    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.

  • Embed web forms

    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.

Data fields

Make sure your team has all the information they need to move deals forward

  • Custom fields

    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.

  • Important fields

    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.

  • Required fields

    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.

More features

Import leads and deals

Easily import your data from a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Zoho and more

Products catalog

Create a customizable catalog of your company's goods including costs, notes and more

Deal probability and rotting

Add the likelihood that a deal will be won, and be notified when a deal stays idle for too long

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

Trusted by 95,000+ companies in 179 countries

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