What is customer relationship management (CRM)?

CRM is your company’s strategy for forming and maintaining relationships with leads and customers. The term can also refer to the software solutions your business uses to execute this strategy. For example, Pipedrive is a sales-focused CRM system you can use as a tracker for customer interactions.

Who uses CRM software?

CRM software is primarily used by salespeople and marketing teams to track customer journeys . A customer support team may also use a CRM as a dedicated customer service tracker or customer feedback tracker.

Which apps can I connect with Pipedrive?

Pipedrive integrates with hundreds of tools and apps through the Pipedrive Marketplace . In addition to as Zapier and Gmail, there are handy integrations for QuickBooks, Microsoft Teams, Slack, Facebook, Zoom and more. Add-ons give your CRM solution more functionality. Try out LeadBooster for lead generation and management, Campaigns for email marketing, Web Visitors for tracking leads and Smart Docs (available as a feature on the Professional and Enterprise plans) for centralized documentation.

How much does Pipedrive cost?

Pipedrive has four tiers to meet different business needs: Essential, Advanced, Professional and Enterprise. Each one has its own pricing information. Try it for 14 days for free : customer tracking software for small businesses, large enterprises and everything in between. Learn more about pricing

Why should I track my customers?

Keeping track of customers’ online behaviors, sales conversations, in-person interactions and purchase records will help you to better understand their preferences and needs. The data you collect in a CRM or customer tracker template will help you tailor future interactions to be more engaging and persuasive.

Customer tracking software

Maximize every interaction’s value with a sales pipeline

Customer tracking software collects data on your buyers’ journeys, from email interactions and phone calls to website visits and customer satisfaction scores.

Pipedrive provides valuable insights into your target audience’s buying decisions. Streamline customer experiences, close deals quicker and keep buyers engaged after they convert.

Full access. No credit card required.

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Pipedrive’s key customer tracking features

Track customers to gain a strong understanding of your target audience. Close deals faster with detailed customer insights.

Insights and reports

Turn customer and sales data into actionable insights with customizable visual charts and interactive tables

Customized contact management

Use tracking data to split customers into purposeful segments for more targeted sales and marketing campaigns

Automated workflows

Automate repetitive admin tasks to make time for more personalized, meaningful customer interactions

Lead management

Track buyers from their earliest interactions to understand how, when and why they make important buying decisions

Email inbox

Send and receive emails from your work or Pipedrive inbox and store an up-to-date contact history in your CRM

Synchronized customer information

Collect contact data from imports, email, social media and web forms and gain full visibility of every customer in seconds

What to look for in customer tracking software

With so many customer tracking tools available, choosing the right one can be challenging. Prioritize the following features and understand the needs of your ideal buyers.

Custom reports: Collect and share the data most valuable to your business with accessible reports and insights.
Integrations: Sync customer data across multiple platforms with 350+ integrations.
Automated email: Send personalized emails and save time with automatic follow-up messages, templates and an intuitive email builder.
Mobile app: Access and update contact data from anywhere with a mobile CRM.
24/7 customer support: Access a comprehensive knowledge base and virtual help desk with short response times that minimize disruption during onboarding and beyond.

Record and track every customer interaction in one place

Keeping a clear view of your audience is vital, especially if your customer data is spread across spreadsheets and marketing apps.

Thanks to our selection of add-ons, Pipedrive’s all-in-one sales software can collect data from every buyer touchpoint, including website visits, webinar signups and emails, giving you full audience visibility.

Use call tracking and contact timelines for context on any buyer and give personalized user experiences that close deals faster.

Learn more about Pipedrive’s call tracking.

Turn sales data into actionable insights with custom dashboards

Disorganized data leads to misinformed business decisions that might stall sales.

Custom dashboards present sales data as insights, letting you repeat successful actions and address problems.

Use Pipedrive’s sales dashboards to see how well email campaigns perform, get real-time insights on beneficial sales activities and identify your top-performing team-members.

Learn more about Pipedrive’s sales dashboards.

Put customer tracking data at the heart of your tech stack

Switching between tools interrupts workflows and reduces productivity.

Third-party integrations align customer tracking software with other applications and add functionality for business-tailored tech.

Feed Pipedrive with customer and workflow data from project management tools, messaging apps and social media to stay informed and optimize your sales process.

Explore Pipedrive’s Marketplace to discover all project management integrations.

Understand audience decisions with full buyer journey visibility

To help your customers convert, you need to understand their behaviors.

Visualize your entire selling process to find vulnerabilities, see when deals are going cold and direct sales reps’ attention effectively.

Use Pipedrive’s custom pipelines to add new fields and create team pipelines. Filter results by stage and learn where and why customers make decisions.

Learn more about Pipedrive’s sales pipeline management.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

Campaigns by Pipedrive

Campaigns by Pipedrive brings marketing and sales under one roof, so you can grow and nurture your target audience into sales-ready prospects.

Unify sales and marketing data in one place
Craft beautiful campaigns in minutes
Segment your audience to win prospects
Improve engagement with real-time reporting

Learn more

How SiteForce doubled its revenue growth with Pipedrive

Dallas-based commercial janitorial company SiteForce needed a customizable CRM solution to align its office and field-based teams.

Since using Pipedrive to monitor performance and store critical information, SiteForce has doubled its revenue and tripled its operations team.

“Pipedrive, through the customization, has enabled us to capture data in a meaningful way, so our field team at night has real-time access to what they need.”

Read the full case study