Why is having a CRM important?

CRM (customer relationship management) software makes your team more efficient and effective by giving you the big picture of your sales activity and pipelines. You can house sales management, lead management and contact management all in one place, with insights and forecasting at your fingertips – no more messing with Excel spreadsheets. Most importantly, CRMs help businesses boost sales. An easy-to-use CRM for small businesses, like Pipedrive, enables teams to quickly adopt and benefit from sales tools that improve productivity. In fact, Pipedrive users close an average of 28% more deals after one year of using the platform.

How much time can you save with automation from a simple CRM tool?

Our users automate thousands of tasks each week – you do the math! You can eliminate many manual tasks and save time with automation through an easy CRM system.

What’s the best simple CRM for small businesses?

Forbes Advisor and CRM Land both count Pipedrive among the top CRMs for small businesses. We built Pipedrive to be scalable and affordable, and we’ve won SaaS awards for being an easy-to-use CRM for small businesses. Read our guide to find out why.

Which CRM works well on a phone?

Pipedrive’s mobile app is available on both iOS and Android. It allows you to view your top priorities, receive notifications, log calls and handle pipeline management in real time from your phone.

How much does Pipedrive cost?

Pipedrive offers flexible pricing tiers to meet your needs right now and scale with you as you grow.

What can I use as a really simple CRM?

If you’re looking for beginner-friendly CRM software, Pipedrive is consistently ranked as the easiest-to-use CRM by leading software review sites. However, if even the best CRMs for small businesses are too much to manage, consider building a CRM in Excel. Click on the link to read more about using Google Sheets or Excel as simple CRM tools and download a free Excel CRM template .

Streamline your pipeline with simple CRM software

Save time with an easy-to-use CRM

The last thing you want is a CRM that creates more work for you. Your customer relationship management should be intuitive, visual and customizable.

Create better workflows, manage relationships and close more deals with a simple CRM solution.

Full access. No credit card required.

What does simple CRM software offer?

You don’t want a CRM that requires extensive training or complex configuration to use. With Pipedrive, simply set up your pipeline phases, load your deals and start using it.

Easy setup

It should only take a few minutes to set up a straightforward sales CRM. Pipedrive is a breeze to use: just add your deals and leads and off you go!

Automation

Wish your projects could run themselves? Save time and get tasks rolling with workflow automations for sales and project management.

Visual sales pipeline

See all your sales metrics, leads, deals and activities at a glance with a customizable sales pipeline.

Mobile app

Your sales team works on the go, so why shouldn’t your software? Tracking leads and activities on the move is easy with a CRM mobile app.

Designed for sales teams

An easy-to-use CRM built for salespeople, by salespeople. Tested and approved by 100,000+ companies.

Award-winning support

Get setup and customer support from a real person by email, phone or chat from our helpdesk.

What to look for in a simple CRM solution

Finding and implementing the right CRM tool doesn’t have to take up valuable staff time and resources.

Here’s what to look for in a simple tool:

Ease of use

Pipedrive is rated “easiest sales tool to implement” by the leading software review site, G2Crowd, and “easiest to use” by The Motley Fool.

Customer experience

We believe in selling. It’s in our DNA, and we’ve lived and breathed it for decades. We built a product that makes selling beautiful, visual and intuitive. Our 100,000+ users agree, with 93% user satisfaction.

Integrations with apps you use

From proposals to eSignatures to automatic lead scoring, Pipedrive has 500+ integrations with your favorite apps.

Once you know what to look for, make your research simple with our CRM comparison hub.

Save time for your small business

Your small business needs an easy CRM solution that everyone from your founder to your sales manager to your interns can use. Manage leads, email marketing and projects all from one central platform with our features, integrations and add-ons – wherever you are.

The less time you spend on admin, the more time you’ll spend growing and running your business.

Revamp your workflow and sales process

It’s hard to know where your pipeline and forecasted sales stand in real time if your team’s still managing projects in spreadsheets.

Keep your team working in sync with integration across devices and pipeline insights and reports. Pipedrive adapts to your working style with custom workflows and integrations with project management tools like Asana and Trello.

Never miss a lead with contact management

When you manage thousands of leads, it can be difficult to keep track of all of them. Relying on individual outreach will leave you with missed leads, duplicate communications or incomplete information.

With a CRM, you can manage your key relationships from one central hub. Store customer information, send automated emails and follow up with leads to create an amazing customer experience. The best simple CRM tools allow you to:

Import leads and deals in bulk
Autofill customer data from public sources and LinkedIn
Segment audiences to help you send customized communications
Save time with email templates
Respond to leads from your simplified Leads Inbox

Simple yet versatile CRM functionality

An easy-to-use CRM software doesn’t mean a basic CRM. A robust CRM packs a powerful punch of value: saved time, actionable insights and more closed deals.

The hidden costs of a so-called free CRM can be steep and leave you wanting more functionality. An investment in a good CRM is an investment in your business.

Supercharge your functionality with CRM integrations

Streamline your sales process by pairing Pipedrive, the simple CRM for small businesses, with 500+ apps, integrations and add-ons, from productivity to customer support to email marketing

Zapier

Automatically move info between Pipedrive and the apps you use every day

Dealbot for Slack

Set up a channel in Slack to automatically announce new deals to the team, keep them updated and share successes

Asana

Automatically create an Asana task or project when you start, close or move a deal to a selected stage in your sales funnel

LeadBooster

Capture high-quality inbound and outbound leads right away with this easy-to-use lead generation tool

Microsoft Teams

Get Pipedrive updates in Teams and schedule and join video meetings from Pipedrive

Communicate with your customers via the official WhatsApp Business account in Pipedrive

Three ways Pipedrive keeps it simple

1. Intuitive interface

Customize your sales pipeline the way you want, then drag and drop deals to won. Find leads at a glance and oversee potential revenue at each phase.

2. Email sync

Connect your Gmail, Outlook or other email provider to Pipedrive to eliminate manual data entry for lead management. See your email history in Pipedrive and respond directly from the CRM tool.

3. Workflow automation templates

While you can customize any workflow, there’s no need to re-invent the wheel. Since Pipedrive is designed for sales teams by sales teams, you’ll find time-saving automation templates in our library.

How Trainify saved time and money with Pipedrive

As a startup, Trainify team members knew they’d need a light and simple CRM system to grow with the company. They also wanted a CRM solution that would align sales and marketing campaigns.

Pipedrive’s user-friendly interface and Campaigns add-on, which allowed automated data flow between the two parts of the software, were the perfect fit. By combining its CRM and email marketing into one simple solution, Trainify was able to replace two software tools with one and save two hours a week.

“It’s the best and most cost-effective way to reach your audience with a targeted message.”

Read the case study

Simple CRM software FAQs

CRM (customer relationship management) software makes your team more efficient and effective by giving you the big picture of your sales activity and pipelines. You can house sales management, lead management and contact management all in one place, with insights and forecasting at your fingertips – no more messing with Excel spreadsheets.

Most importantly, CRMs help businesses boost sales. An easy-to-use CRM for small businesses, like Pipedrive, enables teams to quickly adopt and benefit from sales tools that improve productivity. In fact, Pipedrive users close an average of 28% more deals after one year of using the platform.