What type of CRM should I use for my IT company?

CRM software (customer relationship management software) helps improve customer relationships, something that’s important to any IT business. Depending on your priorities, you can further divide CRMs into three categories: operational, collaborative and analytical. Operational systems are ideal if your priority is optimizing your business processes. Collaborative CRMs are best if you’re struggling to align your different departments (such as marketing, sales and customer support teams). Analytical CRMs are designed to make collecting and analyzing your data easier. Choose a CRM solution that complements your current priorities and provides all the features you need .

How is CRM software used in the IT industry?

CRM software is important for IT companies to manage their customers and relationships. With a CRM, you can track all customer interactions, from the first touchpoint to repeat purchases and beyond. CRM systems can identify potential leads, generate proposals and track sales opportunities. In addition, IT teams can use a CRM to analyze data about customer behavior, such as purchase history and response rates.

What are the benefits of a CRM for IT companies?

Successfully nurturing customer relationships is essential for today’s IT salesforce. By using a CRM platform, sales teams can do this more effectively and efficiently. Rather than sending generic messages or spending hours searching through emails, a CRM offers easy access to all the customer information they need when they need it. In turn, this can lead to an improved customer experience, lower churn rates and increased revenue.

CRM for IT companies

Why IT companies need a CRM

A successful IT business requires accurate data.

Customer relationship management (CRM) software helps IT businesses manage their customer data, as well as capture and use key information to provide excellent service and increase revenue.

Discover how Pipedrive’s CRM can help you better understand your customers, communicate more effectively and grow your business.

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Pipedrive’s CRM features for IT

Manage contacts

Save yourself from hours of research and get valuable insights into leads and customers. Enrich contacts, qualify leads and focus on best-fit opportunities using Smart Contact Data.

Automate workflows

Eliminate repetitive data entry and automate steps in your IT sales process. Turn to Pipedrive’s in-app sales Assistant for personalized tips to help you optimize your pipeline.

Communicate effortlessly

Tailor emails to reflect your clients’ business needs. See a complete history of all your communication and send relevant follow-ups.

Customize your pipeline

Use custom fields to capture important details like existing software and hardware. Add and edit stages in your pipeline to represent your unique sales process.

Track activities

Manage your sales team and see exactly who’s doing what to progress deals through the sales pipeline. Track activities, including phone calls, emails and meetings.

Gather insights

Measure your key metrics and use them to make smarter decisions. Create accurate sales forecasts and prioritize the right deals to meet your goals.

What to look for in a CRM for IT companies

When trying to decide on the right CRM solution for your IT business, ask these three key questions.

Is it easy to use? Don’t make things harder than they have to be. Rather than spending weeks on training and onboarding, look for an intuitive sales CRM tool that makes it easy for your team to focus on what matters.
Does it have mobile support? Whether it’s remote teams working from home or on-site sales reps, modern sales teams aren’t always at their desks. Look for a cloud-based CRM with mobile apps for iOS and Android.
Does it integrate with your tech stack? IT companies and their sales teams use a variety of software. Choose a CRM that integrates with all your digital tools and synchronizes your data for more effective sales.

Get to know your leads and customers at a deeper level

Each of your leads has unique circumstances, challenges and goals. IT companies and managed service providers (MSPs) need to know how to tailor their services to each one.

Good CRM software gives your salespeople a centralized location for managing new leads and storing customers’ key information, from contact details to problems they’re having.

Pipedrive enables IT teams to easily capture and record customer data, then enrich it with more details, like technographics.

Find out how Pipedrive’s Smart Contact Data can level up your lead generation and lead management.

Personalize touchpoints for greater engagement

To stand out from the competition, you should treat your clients as individuals rather than numbers.

The customer information in your CRM system allows you to segment leads and create personalized messaging for all stages of the customer journey.

Pipedrive lets you manage your communication directly from your CRM. You can sync your CRM with your email inbox, populate email templates with customer data, view Facebook Messenger conversations and more.

Learn more about all of Pipedrive’s email marketing software features.

Use your sales data to make smarter decisions

Running a successful IT business involves plenty of tough choices, such as which leads to focus on, which sales channels to use and what kind of outreach gets the best results.

The best CRM software enables you to track sales activities and key metrics to measure team performance, giving you all the data you need to make the right decision.

With Pipedrive, you can create custom reports and visual dashboards to make informed decisions and optimize your sales funnel.

Find out how Pipedrive’s sales reporting features can help you go beyond spreadsheets and hit your goals.

Over 350+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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Smart Docs add-on

Centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when they are opened by a customer and request eSignatures from your clients to close deals faster. Use the tools your team loves, like Google Docs/Slides/Sheets or MS Docs, or upload PDFs. Set up company-wide template sharing, remove the Pipedrive logo.

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Integrate DocuSign

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Integrate DocuSign

Starting from

$32.50

per company per month, billed annually if added to an Essential or Advanced plan subscription
or $39 per company per month, billed monthly if added to an Essential or Advanced subscription

Smart Docs add-on is free with a Professional, Power or Enterprise subscription

Learn more

How Monterail increased its conversion rates by 35% with Pipedrive

Software development company Monterail was already using a free CRM to manage its processes, but it lacked certain functionality as it grew.

Pipedrive’s Automations helped Monterail’s sales team avoid unnecessary admin tasks while improving data visibility. Since switching to Pipedrive, the company has seen conversion-to-call rates increase by 35% and a notable improvement in qualified leads.

“We believe that providing comfortable working conditions and offering the right tools to our team members can translate into better services for our customers. Above all that, the numbers also prove that this was the right choice!”

Read the case study

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments