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
Pipedrive keeps your contacts organized and holds them as “people” and “organizations”. Once added, people or organizations can be linked to deals as you go.
Import your contacts from spreadsheets and your previous CRM, or sync your Google or Microsoft contacts for even less legwork.
See a visual history of all your calls, emails and activities with any particular contact, making it even easier to check last conversations before following up.
Manage sales conversations from your preferred inbox and have emails automatically linked to deals and contacts
Use two-way email sync to send and receive emails from your work or Pipedrive inbox and see up-to-date information in both, or start with Smart Email BCC to sync emails one at a time.
Get live notifications when your emails sent from Pipedrive are opened or links are clicked to follow up with the right pitch at the right time.
Send more emails in less time while maintaining your personal touch. Choose from ready-made templates, or create your own, and use merge fields to auto-populate information.
Conveniently send batches of emails to groups of people, like lead segments. Use customizable templates and merge fields to personalize messages, then set which users from your company can see them.
Make sales calls directly from the web for fast call tracking, recording and insights all in one place
Connect your phone number, then click a contact’s number directly in Pipedrive to call them. Hands-free calling means you can take notes, check details, and talk simultaneously.
Have your calls automatically logged as completed activities under deals, so you can see exactly when a prospect was contacted.
Double-check call recordings saved under deals from previous conversations, and if enabled by an admin, download them as audio files.
Set up meetings in one take by sharing your availability and letting your invitee book a time that works for you both
Set your availability, then share a link and let invitees book meetings that automatically sync to your calendar.
Need to agree on a time for a specific meeting? Choose several slots from your calendar, send the link to your invitee and let them pick the one that works.
Automatically set up video calls for scheduled meetings via Zoom or Microsoft Teams.
See what's coming up in your schedule and manage activities to optimize your time
Check calendar view to see your activities day by day or as a to-do list and synchronize with Google, Outlook and other calendar providers to never be in the dark.
Schedule calls, emails, and meetings with contacts, organizations, or deals. Track team or user KPIs to repeat winning patterns over time.
Get activity reminders via email, in your Pipedrive web app, mobile app, or any combination of the three and never forget a follow-up again.
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.
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