What are CRM products?

CRM products refer to the sales software platform, features belonging to higher tier plans, any other add-ons that give the CRM additional features and Marketplace integrations that sync your CRM data with third-party products.

What features should a CRM have?

A good CRM should give businesses the ability to easily track their deals, offer a foundation for marketing activities, help generate leads for the sales pipeline , provide document and contract creation and the flexibility to customize the CRM around the organization’s unique sales process.

Why are products so important in CRM?

Without a good selection of helpful products, a CRM is little better than a spreadsheet. By splitting a CRM’s features into different product plans, a business only needs to pay for uses, making today’s cloud-based CRM systems like Pipedrive an affordable option.

Does Pipedrive have free features and products?

Pipedrive offers a 14-day free trial of its plans, and while there isn’t a free version, Pipedrive has done away with arbitrary feature limitations that hinder growth with expensive upgrades. Plus, with over 300 free third-party apps designed to integrate with Pipedrive, you don’t need to pay extra for additional functionality.

Pipedrive’s features and products

We have developed Pipedrive’s CRM features around the principle of activity-based selling. We believe that in sales and marketing – just like in life – you can't control results, but you can control the actions that drive deals towards completion. Our products include:

Sales software

Discover how Pipedrive’s all-in-one sales software can help your business grow

Email marketing software

Create and send customizable email campaigns with pro templates, built to get more clicks

Project management software

Conceptualize, manage and deliver your next big project from one place to reach your goals faster

Marketplace integrations

Sync your CRM with over 400 tools, including Google, Quickbooks, Asana, Slack, Kixie and more

Lead generation software

The LeadBooster add-on includes four powerful tools to help you generate more high-quality leads

Web visitor tracking

With Pipedrive's Web Visitors add-on, you can discover which companies are visiting your site

Documents and templates

Create shareable, trackable documents and templates with Smart Docs and strike while the deal is hot

Join over 100,000 companies

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Sales software features

Your sales software should offer functionality at several pricing options to serve sales teams and individuals across all industries. Pipedrive features include everything your sales department could possibly need.

Automation

Eliminate busywork with task automation, one-click contact data collection, webhooks, open API and an AI-powered sales assistant

CRM

Choose the Pipedrive CRM platform to improve your workflows, increase sales productivity and help you scale your business

Customization

Customize pipelines to tailor processes to your business needs and keep your team on the right track

Email and communications

Use smart features to centralize your communication efforts, connect with your target audience and move leads through the sales funnel

Insights and reports

Spot winning patterns, forecast revenue and optimize your entire workflow with customizable sales reports

Integrations

Sync Pipedrive with your favorite tools across different categories, including video calls, lead generation, phone solutions and customer support

Leads

Make the most of each opportunity with dedicated features that help with lead generation, qualification and prioritization

Privacy

Use CRM software that protects your data and keeps you informed of your salesforce’s activities on all levels and at all times

Processes, pipeline and activities

Create and implement your ideal sales pipeline process using CRM features like goal setting, activity tracking and insights

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Email marketing software features

Win your prospects’ attention with Campaigns by Pipedrive’s beautiful, customizable layouts and then keep it with the add-on’s tracking, analytics and filtering features.

Email builder

Create stunning emails with templates and a simple drag-and-drop builder

Email analytics

Discover which campaigns drive results with real-time reporting

Email segmentation

Segment your audience and reach each customer with the right message

Email marketing automation

Set up fully automated lead qualification flows and customer relationship nurturing sequences

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Project management features

Map out complex projects simply and intuitively, making task management and team collaboration a breeze.

Project management automation

Enable your team members to streamline time-consuming project processes and focus on the more challenging tasks required to finish complex projects

Email project management

Manage all your important emails in one place, never miss a notification and keep a clear overview of the projects you’re managing

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Marketplace integrations

It’s important to make sure your sales process uses your business’s existing tools and resources to their full potential. To help, Pipedrive's Marketplace is filled with hundreds of seamless integrations to perfect your workflow and win more customers.

Accounting and invoicing

Find sales CRM integrations to automate your finance processes and pipeline management

Chatbots

Automate communication with website visitors, leads and customers with customer relationship apps

Email marketing

Integrate with Gmail and other apps to manage opt-in email lists and send targeted emails to large groups

Lead generation

Fill your pipeline with new leads from websites, social media, events and more with sales and marketing automation

Phone solutions

Find integrations to place incoming and outgoing calls with leads and customers, record, track and analyze calls

Proposal contracts

Create, manage and send pricing proposals and contracts to prospects and track engagement within these documents

Remote work

Communicate with remote team members and contacts through video calls, meetings and conferences with Zoom, Microsoft Teams and more

Resource management

Back up and export your business and sales management data and merge or remove duplicates in your Pipedrive account

Task management

Find integrations to assist salespeople and sales teams in keeping track of goals, projects and individual tasks

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Work anywhere, anytime

Our Android and iOS apps turn your Pipedrive sales hub into a mobile CRM that keeps all of your leads, contacts and deals at the tips of your fingers.

Access all information from anywhere, anytime
Take notes while on the go, during a call or a meeting
Make calls directly from the app and automatically track them in Pipedrive
Schedule activities wherever you are, even when offline
Use the search option to recap before a follow-up
Plan your day with the Focus View to zero in on the most pressing tasks
Snap a picture with your phone and add it to a deal or contact
Use the “Nearby” feature to see which clients are close

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.

Ryan RobertsFounder & CEO, Bustld, LLC

Pipedrive has been invaluable in helping us keep our clients happy. It's a really intuitive tool that's easy to use and quick to master. Perhaps the most useful feature for us is the flexibility and level of integrations it has. It's not just our CRM, it's part of our whole sales and account management process, so the ability to talk with the other tools we use is critical.

Guy ThorntonManaging Director, Picked Group Ltd

The workflow is perfect for our event management business, recording all booking information and giving reminder alerts. Being able to email clients via the app is great too.

Graeme SmithArea Manager, Wedding Jam

Pipedrive’s features and products

Sales software

Email marketing software

Project management software

Marketplace integrations

Lead generation software

Web visitor tracking

Documents and templates

Join over 100,000 companies

Sales software features

Automation

CRM

Customization

Email and communications

Insights and reports

Integrations

Leads

Privacy

Processes, pipeline and activities

Email marketing software features

Email builder

Email analytics

Email segmentation

Email marketing automation

Project management features

Project management automation

Email project management

Marketplace integrations

Accounting and invoicing

Chatbots

Email marketing

Lead generation

Phone solutions

Proposal contracts

Remote work

Resource management

Task management

Work anywhere, anytime

Pipedrive products and features FAQs

See how Pipedrive works for your business