Customize your CRM software

Tailor processes to your business needs with custom CRM software

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.

Full access. No credit card required.

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Customizable CRM features

SOFTWARE FEATURE

Pipeline stages

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.

Includes:

Sales stages

Organize pipeline

Edit stage attributes

Email templates

Use customizable pro templates to free up time, uncover customer patterns and optimize email strategy

Documents proposal/quotes

Send trackable quotes, proposals and contracts from within Pipedrive

Custom dashboards

Create your own dashboards with a customized collection of reports and share them internally or externally

Custom reports

Generate reports based on the custom fields you have set up for your teams, products, or industry

SOFTWARE FEATURE

Custom fields

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.

SOFTWARE FEATURE

API

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.

Learn more

SOFTWARE FEATURE

Multilingual multi-currency

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.

Includes:

Available in 21 languages

Available in all major currencies

Supports multiple currency

Permissions

Customize what users can do in Pipedrive with variable user permission sets suited for different levels of user access

Workflow automation

Automate repetitive tasks like updating deals and sending emails to create a streamlined sales process for your team

Product catalog

Create a catalog of your company’s goods or services, including costs, notes and more

Join over 100,000 companies

Customizable CRM

With Pipedrive you can:

  • Customize pipeline stages
  • Add custom fields
  • Switch between 21 languages
  • Support multiple currencies
  • Allow custom feature development
  • Switch off features for efficiency

Switch off features for efficiency

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.

Used by over 100,000 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

Customizable CRM software FAQ

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