Lead CRM
Gather and nurture leads with an efficient sales CRM
Lead CRM software helps salespeople and marketers find and nurture high-quality leads to conversion.
With Pipedrive’s centralized communication and marketing automation features, you’ll effortlessly impress leads at every touchpoint and maximize deal value.
Pool contact data from various sources into one easy-to-use interface, automate personalized emails and refine your sales pipeline to close deals faster.
Full access. No credit card required.
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Key lead CRM features
What to look for in a lead CRM
A CRM with lead management functionality helps you work smarter and close deals faster. Here are five features to prioritize:
Pipeline management: Build visual pipelines that accurately reflect your unique sales processes.
Mobile CRM apps: Input and manage lead data from anywhere, online or offline.
Sales reports and forecasting: Master the KPIs that matter most to your business.
Data import and export: Transition from spreadsheets and other CRM tools without disrupting workflows.
- Call tracking: Track and revisit lead conversations for more informed and valuable interactions.
Optimize lead management processes with sales insights
Spreadsheets filled with contextless data are more confusing than helpful. To improve outcomes, you need actionable insights.
Interactive dashboards and reports make CRM data accessible and shareable so you can identify winning patterns and act fast on improvement opportunities.
Track team performance and streamline lead management processes to close more deals with Pipedrive’s insights reports and dashboards.
Manage contact relationships anywhere with a mobile CRM
Sales opportunities come and go quickly. If you’re not ready with the right information at the right time, potential customers will lose interest and move on.
With a mobile CRM, you can manage your sales pipeline, contact qualified leads and track engagement from anywhere.
Stay on top of deals on the road and access essential contact information with or without an internet connection using Pipedrive’s mobile CRM app.
Get to know your leads with Smart Contact Data
The more time you spend researching leads, the less time you have to nurture them.
A great lead CRM presents contact data from multiple sources in a single location, so you have easy access to the insights you need to close deals fast.
Retrieve web data about your contacts from sources like Google and LinkedIn and pre-qualify leads with one click using Pipedrive’s Smart Contact Data.
Centralize sales communications with call tracking and insights
Moving between your phone and CRM to contact and track leads slows productivity and leaves room for manual errors.
By centralizing all communications, you’ll empower reps to handle more customers without becoming overwhelmed.
Eliminate app-switching fatigue, record and store calls and build the clearest picture of your audience with call tracking and insights.
Build the best CRM for your business with powerful integrations
Your business is unique, so your CRM should be too. With hundreds of powerful integrations and add-ons, you can tailor Pipedrive to fit your business needs. Here are six great examples to get you started:
Zapier
Synchronize Pipedrive lead data across all your favorite sales, marketing and communication tools with the Zapier integration.
Facebook Messenger
Manage Facebook business communication directly from your CRM using the Facebook Messenger integration.
Slack
Get automatic updates on new and existing deals in your team’s favorite messaging platform using the Dealbot for Slack app.
vizrm
Enhance your CRM data with relationship and organizational structure insight to better understand buyer decisions with the vizrm integration.
Outgrow
Create highly interactive content to boost your marketing campaigns and engage more leads faster using the Outgrow app.
Google Calendar
Stay on top of business and personal tasks and never miss an appointment again with Pipedrive’s Google Calendar app.
LeadBooster
Pipedrive’s LeadBooster add-on has four powerful features to help you find and nurture new leads before they drift to your competitors.
With the LeadBooster add-on, you’ll get:
Chatbot: Automatically engage leads while they’re hot and distribute contacts to the most suitable sales reps.
Live Chat: Get notified when leads need attention so you can provide helpful information at key buyer journey stages.
Prospector: Search for and capture high-quality leads using your sales team’s qualification criteria.
- Web Forms: Capture contact data from website visitors using custom web forms.
How SurfaWhile cut marketing costs by 80% using Pipedrive and LeadBooster
SurfaWhile’s team relied on spreadsheets to manage sales data but found the process too slow.
Using Pipedrive with LeadBooster, the company was able to pool its operations and lead generation activities into one place. This streamlining has cut its marketing costs by 80%.
“After an extensive process of comparing CRMs, we found Pipedrive to be the best option for us, and we haven’t had any regrets.”
Read the case study
Lead CRM FAQs
- What is a lead in CRM?
A lead is someone who fits your ideal customer profile but hasn’t yet shown any intent to purchase. Customer relationship management (CRM) is how you manage your buyer relationships – including leads.
Leads can come from many different channels, including email marketing, webinars and social media. Lead management software, included in a CRM like Pipedrive, can help you manage your new contacts and prioritize those who fit best.
- What is a lead CRM in sales?
A lead CRM is an integral tool for salespeople. Sales professionals use lead CRM software to generate, qualify and manage new leads. A lead CRM is often the first tool in the sales funnel. It generates leads that salespeople can engage and convert into customers.
- Who needs a lead CRM system?
Lead CRM systems can benefit large or small businesses in any industry that deal with customers or clients.
- What business objectives can a CRM (or lead management system) help me achieve?
CRM and lead management tools help you achieve your sales, marketing and project management objectives, from capturing leads with web forms and refining your sales funnel with automations to closing deals and building customer loyalty.
- How do I start using Pipedrive?
Once you’ve signed up for your free 14-day trial, create an account and customize it. Then, set up your team, start syncing your customer data and off you go!
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