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Sales system

Manage contacts, track leads and monitor deal progress without letting opportunities fall through the cracks.

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What is a sales system?

A sales system saves time by helping reps get organized, manage their contacts and track deals more efficiently. Sales managers, meanwhile, can use sales systems to help them track their team’s progress against sales quotas and project sales revenue. In short, a sales system is a tool that makes managing your sales opportunities effortless.

Whether you’re a salesperson, a sales manager or a business owner, sales management software enables you to sell more by keeping you focused on the right deals and stopping you from forgetting to follow up with prospects.

What to look for in a sales system?

A sales system needs to tick a lot of boxes. It should be flexible enough to suit your needs, fit within your budget and have features that help your sales team sell more.

To get all the features and functionality you need, here are the must-have features of a good sales system:

Track the entire sales process

Use a sales system to monitor every activity in the sales cycle, from qualifying leads to managing objections and closing deals

Automate everyday tasks

Schedule meetings and activities, automate emails and update deal progress automatically. Sales systems cut out data entry and keep customer profiles up to date.

Build accurate forecasts

Run the numbers and put real data behind accurate sales performance forecasts, helping your team eliminate bottlenecks reach their full potential

Complete customization

Plug in the tools you already use and take advantage of hundreds of other integrations to get the most out of your sales processes

Pipeline visualization

Quickly assess how sales deals are progressing and access accurate revenue numbers with dashboards and a visualized pipeline

Manage leads and deals

Declutter your pipeline with an organized Leads Inbox. Collect all your leads in one place and tag them with custom labels so that salespeople can tailor their strategy.

Pipedrive covers all of these features

Here’s why ease of use is important

A good sales system is visually appealing, intuitive and gives the user an overview of everything they need to know. After all, figuring out a new tool takes time and we bet you’d rather use this time for good – to engage with more prospects and close more deals.

An intuitive sales system that can boost your sales

Pipedrive’s CRM platform is designed with salespeople in mind. It’s easy to use and can be customized to suit your business’s needs. Simply log in, design your sales pipeline with drag-and-drop features and start closing deals.

See why over 100,000 teams use Pipedrive daily

Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!
KKKristel KruustükFounder & Chief Testing Officer, Testlio
It’s the best sales tracking software that’s so easy to customise as we go!
TLTreasha LimDirector, Klear Picture Pty Ltd
Best program we have used for tracking sales. We have tried many others but this is the first one that the sales guys really like and most importantly... they use it!
DSDan SetoCOO and Founder, CircuitMeter Inc.

Build a deal-closing sales pipeline

Visualize your entire sales cycle inside a Pipedrive pipeline. Check where every deal is in your sales funnel, which deals are progressing (or hitting a wall) and how much revenue each sales rep is bringing in.

Get real-time results and maintain accountability by breaking down projects into manageable, trackable tasks.

Monitor key metrics and team performance

Gather insights and help reps make better decisions with Pipedrive’s powerful analytics. Monitor deal progress and measure sales efforts inside customizable reporting dashboards.

Keep your sales reps working towards shared goals by focusing on high-value opportunities and optimizing their strategies to strengthen new customer relationships.

Collect and act on detailed customer data

Supercharge your sales processes with enhanced data and Pipedrive integrations. Plug in lead generation tools to see where your leads are coming from and what moves your reps should be making to close deals.

Access daily, weekly and monthly sales reports to learn more about sales cycle length, close rates and your highest-value lead segments.

How a sales system helps you grow

Sales management software fosters teamwork among your sales reps by making it easier to share information about leads and deals. Using a sales management system like Pipedrive allows teams to automate manual tasks, collaborate easily and get more done to hit their and the company’s sales goals.

How Tiffany Largie grew from zero to $2.5 million with Pipedrive

Experienced entrepreneur and sought-after business consultant Tiffany Largie needed help managing leads and contacts as her team grew.

After opting for Pipedrive over a competitor, Tiffany’s team quickly made over $2 million in sales.

“It’s literally one of the only things that I recommend you have in order to successfully manage your business.”

Read the case study

Automate your sales activity

Pipedrive’s integrations make it easy to build workflows and automations that boost productivity.

Reduce manual errors and speed up selling processes by automatically inputting customer information, updating teams with deal stage progress and more.

Send personalized follow-up emails based on templates and tackle the admin tasks that drain your team’s time, so they can focus on selling.

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Build a bulletproof sales system