Much like fingerprints, no two sales processes are alike. And if you own a business, you’ve probably put a lot of work into creating just the right sales workflows for your business. You know your KPIs, how and when to get in touch with prospects and what information you need to collect to close that deal. If you want your CRM to properly reflect your business and its unique style, you must use custom CRM software. CRM customization allows you to standardize the processes and activities associated with each deal and make them your own. More importantly, it helps to keep everyone on the right track and away from common pitfalls like miscommunication, human error, missing information and lost opportunities.
In line with its intuitive and easy-to-use approach, Pipedrive is a highly-customizable CRM that allows you to manage your sales process your way, regardless of your industry and product. You can customize pipeline stages, add custom fields and multi-currency, or use Pipedrive’s robust open API to connect Pipedrive with any other software, develop custom features and more.
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Fun fact: Companies that master sales pipeline management have 28% higher revenue growth than those who don’t. To do that, you need access to custom CRM solutions, allowing you to create pipeline stages that correspond with your sales flow.
Pipedrive comes with a basic sales pipeline that outlines a simple but popular sales flow. These stages suit most business models, but it doesn't mean you have to stick with them: you can rename, create, delete and reorder your pipeline stages, as well as create multiple pipelines, depending on your sales flow.
Use customizable pro templates to free up time, uncover customer patterns and optimize email strategy
Send trackable quotes, proposals and contracts from within Pipedrive
Create your own dashboards with a customized collection of reports and share them internally or externally
Generate reports based on the custom fields you have set up for your teams, products, or industry
While CRMs usually come with a set of default fields, sales cycles differ from company to company. Some require additional info to be added to their deals, contacts or products. For example, a product code, sub-industry, a contact’s LinkedIn profile, a contact’s ID, etc.
Though Pipedrive includes the default fields needed for you to manage your data, it also allows you to add fields specific to your company's needs as custom fields. By creating a custom field, you can document specific information, choose the field type (single option, multiple options, numerical, etc.), and organize and filter your data accordingly.
No customization is complete without an intuitive, robust API. REST APIs offer a great deal of flexibility, allowing you to modify a service beyond its restricted settings. You can use RESTful API to create public or private apps and integrations, develop custom features and access developer resources free of charge.
With Pipedrive’s REST API, you can customize your Pipedrive experience and meet your organization’s specific needs. Pull call lists and make them appear in your call center software, or even create new deals based on someone who fills out a form on your website. The opportunities are endless, and the API key is included free with every Pipedrive subscription.
There are more than 7,000 languages in use today, out of which, 23 account for more than half of the world’s population. And, with 180 currencies currently in use, a CRM with few languages and few currencies can’t properly accommodate many global businesses.
Luckily, Pipedrive speaks your language, be it English, Deutsch, Español or 한국어. We also support multiple currencies, from dollars and euros to Tanzanian shillings. Moreover, you can create your own custom currency. This is especially useful in cases where you may be trading services or products rather than money.
Customize what users can do in Pipedrive with variable user permission sets suited for different levels of user access
Automate repetitive tasks like updating deals and sending emails to create a streamlined sales process for your team
Create a catalog of your company’s goods or services, including costs, notes and more
Custom CRM solutions should also support feature switching. For example, if you aren’t selling pre-specified products or services at the time, there’s no need for you to see the “Products” button every day. With Pipedrive, you can turn entire modules on and off with just one click, helping you improve pipeline visibility and optimize your sales process.
Yes, Pipedrive is designed to support any business and industry and allow it to replicate its sales cycle in Pipedrive. As such, it enables users to customize pipeline stages, add custom fields and multi-currency, or use Pipedrive’s open API for anything else.
Full access. No credit card required.