Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule
Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history
Manage sales conversations from your preferred inbox and have emails automatically linked to deals and contacts
Make sales calls directly from the web for fast call tracking, recording and insights all in one place
Set up meetings in one take by sharing your availability and letting your invitee book a time that works for you both
See what's coming up in your schedule and manage activities to optimize your time
Centralize the entire documentation process with Smart Docs. Send trackable quotes, proposals and contracts from within Pipedrive and get notified upon their opening by the customer. Remove the Pipedrive logo from any document. Provide easy, immediate access to all team-shared documents and templates. Close deals faster with eSignatures.
Send quotes faster with less manual copy-pasting and fewer errors. Create document templates that automatically pull products from your catalog or information from any Pipedrive field.
Ever wish you could read your prospects’ minds? By sending live, trackable documents, you get notified whenever they’re opened. Follow up at the right time to lock in sales quickly.
Provide easy, immediate access to all team-shared documents and templates.
Track docs against deals in Pipedrive or storage drive* to evaluate their effectiveness and make improvements.
*Google Drive and Microsoft OneDrive.
eSignatures lets your customers sign documents electronically without printing files or downloading plugins. By removing the hurdle of getting that final physical signature from a customer, you can close deals faster.
Streamline deal closing by allowing your customer to open and sign your documents. Remove the Pipedrive logo to promote your business authority and remove friction.
Allow users to share PDF documents with their customers using a public sharing link that tracks when the document has been opened and requests digital signatures.
Enhance Google Sheets and Google Slides with Smart Docs functionality: set up different templates; auto-populate templates/documents with Pipedrive data; generate documents from Sheets/Slides to share with customers using a tracking link and request eSignatures.
See where your contacts are located with the Google Maps integration and filter them by city, state and country
Attach files to emails, deals, contacts and inventory products
Leave the right impression with fully customizable email signatures