Our Professional plan is packed with advanced reporting, pipeline management and lead routing tools to help you optimize your sales process. If you need a customizable, feature-rich CRM solution that helps simplify your workflow but offers more capabilities than our Advanced plan, Pipedrive Professional is perfect. It’s our most popular plan for a reason!
Full access. No credit card required.
We recommend Pipedrive Professional for small businesses with established sales teams looking to make the most of their CRM tool. Try it today to level up your team collaboration, streamline your sales process and benefit from enhanced lead routing features, so your reps can spend more time winning deals.
Set up automation rules to assign and distribute deals within teams for faster follow-ups.
Simplify your sales pipeline and show only the most crucial information with customizable deal cards.
Improve data quality by setting up required and pipeline-specific fields and customizations for your team. Automate deal calculations and eliminate human error with formula fields.
Send trackable quotes, proposals and contracts from Pipedrive and easily sign documents online.
Create custom user permissions and visibilities and manage access at group and individual levels for enhanced team management.
Access in-depth historical sales data to improve sales forecasting and determine revenue, so you can make winning decisions. Use custom fields when filtering and building custom reports.
American solar panel installation company Big Dog Solar needed advanced reporting features to enhance operations and drive revenue. It set its sights on a user-friendly CRM platform offering insight into its enterprise and lead generation processes.
By choosing Pipedrive Professional, Big Dog Solar was able to gain visibility into its sales pipeline and obtain valuable data to make informed decisions. Pipedrive CRM’s intuitive interface made it easy to optimize operations and focus on what mattered most – winning deals.
With the help of Pipedrive Professional, Big Dog Solar saw a 40% revenue increase, streamlined its operations and improved its sales practices.
“Pipedrive has been the keystone because it’s enabled us to keep track of everything from visibility and management, but also add the reps and keep track of their prospects a little better.”
Free 14-day Professional plan trial. Full access. No credit card required.