CRM processes, pipeline and activities

Structure your processes for success

The communication with your customers should be streamlined to move deals through the sales funnel. At the heart of this lies your sales pipeline, covering all stages of your customer's journey. Phase by phase, your pipeline maps out the path from lead to closed deal. Ideally, you want your company's CRM process to cover your strategies and activities and enrich them with customer data from your CRM. A well-managed pipeline should also enable you to track, drive and analyze all deals with ease. Lastly, it should give you insights into the effectiveness of your CRM process.

Pipedrive's visual pipeline is not only intuitive but comes with several tools and features like goal setting, activity tracking and insights and reports that help you to create and implement your ideal CRM process.

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CRM processes, pipeline and activities features


Pipeline analysis and reports

Have you ever found yourself sitting in front of your computer, staring at Excel sheets and trying to work out your close ratio or calculating how long your sales reps take to win a deal? Understanding the metrics of your sales pipeline and CRM processes can help you make significant improvements to your sales cycle, but extracting data can eat up your time and, when done incorrectly, even result in major losses.

Pipedrive provides you with an overview of three key areas of the sales pipeline: number of deals, average size and value of deals, and close ratio.

You can then analyze the pipeline with just a few clicks and use the findings as a benchmark.

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Revenue forecast view

Confidently plan ahead with a comprehensive overview of your predicted revenue and make adjustments on the fly

Revenue forecast reporting

Create a report with your predicted revenue to allocate resources and strategize for success

Team reports/dashboards

Track your team’s sales activities like emails, demos, calls or events to uncover their winning patterns

Multiple pipelines

Set up multiple pipelines with their own unique sets of stages


Sales process management

A clear understanding of your customer’s journey is fundamental to accelerating the sales process. While you probably already have an idea of the sales journey, clearly outlining its different stages can boost your sales process.

Pipedrive visualizes the stages of the CRM process in your pipeline, allowing you to see at which stage your prospects are and what action you need to take to move them towards closing. In addition, your pipeline gives you the information you need to plan CRM activities, forecast your performance and spot sales issues early on.

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Sales team management

If you want to reach your sales objectives, it is essential to know how your sales team is currently performing and whether they are on their way to meet their target.

The right tools for team management can help you to see where each team member stands with just a few clicks and without micromanaging your employees.

Pipedrive lets you divide salespeople into different teams and even ascribe specializations to them. You can set goals for individual salespeople or entire teams and align them with the KPIs of the company. Goals and objectives for your sales reps will help them focus while reports, dashboards and filters show you whether they are on the right track and allow you to make adjustments if necessary.

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CRM activities and goals

Everybody working in sales knows how easy it is to get lost in the hustle and bustle of everyday tasks. Focusing on the CRM activities that matter will help you move your deal more and more towards closing. By concentrating your efforts on activities your deals won't sit in your pipeline and you prevent them from slipping through the cracks.

Pipedrive practices an activity-based sales approach to keep salespeople laser-focused. Pipedrive’s pipeline reveals where action is needed most and structures the workday of its users with to-do lists, focus-views, reminders and more. Attach any type of activity (call, meeting, email, etc.) to a deal, person, or organization, and Pipedrive will make sure you follow up on it.

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Individual, team and company goals

Track how close you, your company and individual reps are to achieving your goals with customizable dashboards

Workflow automation

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

Deal performance reporting

See which accounts bring the most revenue, how many opportunities your salespeople win or lose and why

Contact timeline

Use a visual representation of your activities with contacts over time for follow up

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Benefits of CRM processes, pipeline and activity management software

Pipedrive is designed to:

  • Map the stages of your sales cycle
  • Focus on activities that drive a deal to close
  • Keep track of your goals
  • Spot bottlenecks and learn from winning patterns
  • Prevent deals and leads from falling through the cracks
  • Give you insights into your data

Used by over 100,000 companies in 179 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

Processes, pipeline and activities FAQ

  • What is sales pipeline management?

    Sales pipeline management is a visual representation of your prospects that enables you to track and direct potential customers throughout your sales cycle. You can use it to both analyze and improve your sales process.

  • What are the stages of a sales pipeline?

    Since every sales process is different, the stages of a sales pipeline often vary from one business to the next. There are, however, a few common stages, including prospecting and generating new leads, qualifying them and winning them.

  • What are CRM processes?

    CRM processes refer to the activities and strategies that are used to nurture customer relationships and contribute to the sales cycle.

  • What is a CRM life cycle?

    A CRM life cycle includes the stages a customer moves through from the time they become aware of the service/product and until the sale is closed.

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