Sales automation system

Eliminate busywork with sales automation

Salespeople are often surprised when they discover the amount of hours they put into administrative tasks. Time that’s valuable in the time-sensitive sales environment. Luckily, today’s technology offers some sales automation solutions, including dedicated software and artificial intelligence, to automatically process a growing chunk of those repetitive tasks.

With Pipedrive, you can automate just about any step of your sales process. For example, you can trigger personalized email templates that go out whenever you create a deal, or move a deal along a pipeline stage, keeping leads warm while you focus on high-priority tasks. Our AI-powered sales mentor further boosts your performance by providing personalized tips and recommending which Pipedrive features and app integrations can do the grunt work for you. Continue reading to discover our sales automation tools or try Pipedrive free for 14 days.

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Popular sales CRM features

SOFTWARE FEATURE

Sales assistant

While the idea of eliminating busywork sounds tempting, it’s sometimes difficult to figure out where to begin. This is where Pipedrive’s sales assistant comes into play.

This popular sales automation tool presents you with behavior-based cards containing performance tips, recommended features and app integrations and other useful information. The system also notifies you and your team whenever a change has been made to your account settings, ensuring that everyone is on the same page. To help you focus on sales, all cards and notifications only appear in the most relevant situations, meaning at the right time and in the right context, and disappear when they are no longer relevant.

Includes:

Performance tips

Notifications

Progress Updates

Prioritized activity reminders

Choose any combo of in-app, email and mobile notifications to be reminded of upcoming activities

Open API

Easily connect Pipedrive to other software and develop custom features with the free API key

Webhooks

Push real-time updates in Pipedrive to your endpoint or app of choice. Check out our developers' guide to learn more

Important fields

Improve the quality of your data by setting important fields for your team

SOFTWARE FEATURE

Workflow automation

Administrative tasks like sending a follow-up email or scheduling a call are part of every sales process. Yet, according to Forbes, only 27% of leads ever get contacted.

Pipedrive’s workflow automation is a sales automation feature designed to prevent deals from falling through the cracks. With workflow automation, you can automatically send a personalized email whenever a deal is created or reaches a certain stage. You can also automate just about any repetitive sales task, like triggering the creation of a deal whenever a new contact is added, transfer ownership to another rep when a deal reaches a new stage, or creating activities each time a deal is moved along your pipeline.

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SOFTWARE FEATURE

Smart contact data

Selling is a lot harder when you know nothing about your prospect except their name. Information like where they work, what they’re interested in and where they’re based could assist a salesperson to address the prospect’s needs and close the deal.

Our smart contact data is an automation feature that helps salespeople uncover valuable information about their customers and pre-qualify leads. Use the feature to pull web-data from sources like LinkedIn, Google and Twitter with just one click as well as estimate how “hot” your leads are.

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Google and social media data export

Export any piece of data from a list of items, including deals, organizations, people, activities and notes

Automate personalized email templates

Increase the number of emails you send while still maintaining a personal touch

One-click contact data

Enter a customer’s email address to retrieve their public data and build a clearer profile

Triggers and actions

Speed up your workflow by automating tasks based on your chosen trigger event. Learn more.

Join over 95,000 companies

Benefits of sales automation

Pipedrive is designed to:

  • Reduce human error by automating data entry
  • Keep your leads warm with automated email templates
  • Boost your performance with personalized tips
  • Help you pre-qualify leads by pulling public data
  • Automatically notify you of account changes
  • Eliminate repetitive administrative tasks

Used by over 95,000 companies in 175 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

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