Effective sales pipeline management begins with a clear view of the buyer’s journey through your sales process. To succeed, you need a tool that provides a visual representation of each stage of the pipeline and gives you control over your tasks and sales activities.
Pipedrive CRM’s primary view is the pipeline: a clear visual interface that prompts you to take action, remain organized and stay on top of a complex sales process.
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Tailor your deal pipeline to your sales process with numerous customization options, from custom fields to sales pipeline stages. Create a new one or use our template pipeline with common stages.
Gain a complete view of your sales cycle and the activities your sales team needs to complete to boost sales performance.
See what stage of the sales process each deal is at. Identify sales opportunities and potential bottlenecks. Know what sales reps need to do next to drive qualified leads through the pipeline.
Save your sales and marketing teams time by automating multiple parts of the sales process. Maintain sales velocity by putting manual sales tasks on autopilot with pipeline management automation.
Capitalize on your pipeline management software to hit your sales quota. Our Insights feature illustrates key metrics, from conversion rates to potential bottlenecks.
Your sales pipeline management software should have the following functionality:
Customizable features. Tailor your stages and filters to reflect your sales cycle.
An easy onboarding process. Find a CRM solution that allows easy migration from other services or Excel and offers an intuitive interface.
Features that do the work for you. Nurture your sales funnel with features like Automations and intelligent lead generation.
Ways to communicate with contacts. Sync your pipeline and email to engage leads and send follow-up messages. Make phone calls directly from your CRM with one-click access and a powerful mobile app.
Every business needs different pipelines and pipeline stages to understand and manage tasks. With Pipedrive, you can align your tool with your pipeline management process. Create custom fields and multiple custom pipelines for different sales teams.
Start customizing your pipeline with Pipedrive
Without a user-friendly pipeline interface, tracking new leads and turning them into paying customers is far more challenging.
Pipedrive’s deal pipeline gives you a complete overview of where you stand in sales, marketing, revenue, projects and more. Perform pipeline reviews at any time and optimize your processes with Pipedrive.
See how Pipedrive helps you track your pipeline
More often than not, missed pipeline steps equal missed opportunities. If you can’t spot the problem areas when conducting pipeline reviews, you can never improve your process and focus on revenue-driving stages.
Never miss a key demo, call or meeting with Pipedrive’s activity tracking. Assign every activity in your pipeline to a stage, from cold calling to follow-up email messaging and schedule it in your calendar.
Find out about the activity calendar
Even with an industry-leading pipeline management tool, sales reps and other team members working in sales always have their hands full.
Eliminate unnecessary admin work and data entry with Pipedrive. Automate your pipeline management processes with Pipedrive’s Automations feature. Trigger actions to occur when deals reach certain stages, or move deals forward to a new stage automatically with Pipedrive’s automation features.
Automate your pipeline with Pipedrive
The best pipeline management tools also act as a database for all your deal, goal and contact information. However, to get real results and set up accurate forecasting processes, you need to be able to understand this data.
Pipedrive’s Insights feature provides real-time data visualizations, so you can close new sales and win opportunities that have the greatest deal size.
Learn how our insights and reporting features help you succeed
No team exists in a silo, so why should its tools? A pipeline management solution that doesn’t integrate with other apps slows your sales team down and reduces productivity.
Empower your sales reps using a platform that integrates with all the tools at your disposal, from social media apps to messaging systems.
Here are just a few of the integrations that are possible through the Pipedrive Marketplace.
Use templates and the drag-and-drop builder to create customizable email flows with Pipedrive’s add-on Campaigns
Streamline and automate how your sales team creates, sends, manages and signs quotes and contracts with the Smart Docs add-on
Integrate your CRM with thousands of the most popular apps with Zaps that enable quick triggers and automation between tools thanks to the Zapier integration
Schedule video meetings and conference calls directly from your pipeline management tool with Pipedrive’s integration with Zoom
Keep everyone in your team informed and search Pipedrive contacts, organizations and deals inside Slack with the Pipedrive integration
Automatically add leads to your sales pipeline from Facebook Ads with the Facebook Lead Ads integration
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
As well as using Pipedrive as a conventional CRM, SiteForce has taken advantage of the tool’s ability to create custom pipelines that streamline other parts of the business.
Thanks to the team’s innovative pipeline solutions, SiteForce has been able to grow.
“Since 2017 we’ve doubled in size, our revenue growth has doubled, which consequently means that our field operations team has probably tripled.”
Read the case study
To manage your sales pipeline effectively, you need a pipeline management tool. Usually that comes in the form of a cloud-based CRM, which visualizes your sales pipeline in an interactive platform that enables easy activity tracking.
The best CRMs provide you with powerful customization options to manage your pipelines. With Pipedrive, you can create custom pipelines and then access them and your data in kanban views, list views, dashboard views and more.
Almost every business process can be visualized as a pipeline, with a start, end and stages in between. By using pipeline management to organize your day-to-day tasks, you can streamline your workflow and boost your productivity levels.