Streamline communication with email templates and automatic follow-up reminders. Seamlessly save every message, email, phone call and chatbot response to each contact.
Use custom fields to collect the data that matters most. Import prospective customers into Pipedrive as leads or deals and prioritize your outreach efforts.
Customize your dashboards for different sales metrics. Oversee the performance of individual products and adjust inventory and sales.
Eliminate repetitive tasks and streamline your process with automation. Reduce admin such as follow-up emails, task assignments, appointment scheduling and invoice generation.
Tailor your CRM solutions with customizable pipelines, labels, fields and more. Add, edit and move customer stages to reflect your sales process.
It’s easy to get lost in a sea of tasks and clutter as a growing business. Pipedrive’s CRM software for startups helps guide new businesses toward success. It’s no wonder more than 100,000 companies globally seal their deals with Pipedrive.
Often, the only thing standing between you and sales excellence is clear data and actionable insights.
With the right CRM for startups, you can quickly and accurately identify problems and predict your future growth. Dig into the data to highlight weak links in your sales process and understand which sales activities bring the best and worst conversion rates.
Discover how to forecast with Pipedrive’s sales insights and reports.
When you’re just starting your business, you might not have enough time or personnel to finish every task.
Still, with a bit of help, a small business can compete with a large corporation. Use your CRM for task management and streamline your workflow by automating pipeline stages to promote efficiency. Set triggers for desired actions and automate email marketing, task notifications and social media activity all within your CRM.
Pipedrive recommends popular sales automations so that you can focus time and energy on growing your revenue.
Like any other living being, your customer base needs consistent nurturing to thrive. But as you grow, it can be hard to stay in touch with each customer to offer the best customer support.
A CRM platform helps build and strengthen relationships by organizing conversations. Pipedrive’s email integration connects with your existing email client, (like Gmail or Microsoft Outlook) to sync, store and manage every message. View all your emails alongside sales call notes for more context about each prospect.
Centralize your customer support with Pipedrive’s communication management feature.
Getting new sales reps up to speed can affect down productivity, which, as a startup, you can’t afford.
With the right CRM, your new sales reps get instant access to historical data about your leads, prospects and customers, allowing them to shine in no time. They’ll quickly learn what your sales process looks like, what your customers care about and how your product makes a difference.
Make onboarding each new sales rep easier with Pipedrive’s user-friendly contact management feature.
Strengthen your startup’s CRM system with powerful integrations. Save time and streamline your workflow by connecting Pipedrive with hundreds of popular apps and services.
Here are some integrations to help any startup or small business shine.
Simplify your lead generation by capturing web visitors. Reveal which organizations are visiting your site, how they found you and what they engage with using Pipedrive’s Web Visitors add-on.
Forget lengthy emails and excessive meeting schedules. With Dealbot for Slack, your sales team can quickly and easily update managers on deal progress.
Keep in touch with Pipedrive’s Dealbot for Slack integration.
Supercharge your CRM by combining Pipedrive and a powerful project management tool. Stay organized and connect all your departments on one platform.
Improve your project management with Pipedrive’s Asana integration.
Create attention-grabbing email campaigns with Pipedrive’s intuitive drag-and-drop email builder.
Use segmentation for targeted messaging and get real-time email marketing data with Pipedrive’s Campaigns add-on.
Aligning your CRM tool with your sales process is the key to fueling your growth. Here are some tips to set your CRM up for success.