What is CRM tracking?

CRM tracking involves monitoring the interactions and activities that contribute to relationships with leads, customers, partners and team members. Effective CRM tracking helps sales leaders and small business owners build stronger relationships and optimize the sales process, ultimately increasing revenue.

What metrics can I track in a CRM like Pipedrive?

The best CRMs let you choose which metrics to track. Their flexibility allows you to measure performance against specific objectives. For example, you can use Pipedrive to track all of the following metrics (and many more): Percentage of qualified leads Total number of sales opportunities Number of deals in the pipeline Quota attainment Closed deals Conversion rate Win rate Average length of sales cycle Learn more about performance tracking with our guide to sales metrics .

What tracking reports does Pipedrive offer?

Pipedrive offers sales performance reports, activity reports and custom reports that you can tailor to your business needs. You can also generate pipeline reports to see how deals move through each stage. Pipedrive’s Campaigns add-on allows you to report on email marketing campaigns. Email campaign metrics show how well your content grabs attention and engages prospects.

Can I use a spreadsheet to track sales?

Yes, you can use a spreadsheet to track sales but it has limitations. Spreadsheets can be useful for basic sales management. However, they need manual updates and lack the automation and integration capabilities of a good CRM. A CRM like Pipedrive can automate data entry and updates. Some also provide powerful tools for tracking, analyzing and optimizing your sales process in real time. If you want to use a spreadsheet to track sales, try this free sales tracking template (compatible with Microsoft Excel and Google Sheets).

CRM tracker software

Track deals, relationships and more with simple CRM software

CRM tracker software makes it easy to keep up with the many deals, relationships and activities that fuel your company’s success.

Monitor buyers’ journeys to conversion in custom pipelines and contact timelines and analyze sales performance to find repeatable wins and fix bottlenecks.

Pipedrive gives you full visibility into every part of your sales operation, enabling you to make better decisions, close deals faster and grow revenue.

Full access. No credit card required.

Pipedrive’s CRM tracker features

Map your sales pipeline

Optimize your entire sales cycle with an intuitive, customizable pipeline management tool

Source and organize leads

Fill your pipeline with high-quality leads and match deals to the best salespeople automatically

Forecast sales revenue

Project future revenue and see which activities your sales force needs to complete to hit targets

Organize contact data

Create a central database of contacts and interactions to guide your sales conversations

Integrate CRM with email

Synchronize data across your CRM and email tools to keep track of deals, activities and customer preferences

Automate repetitive tasks

Streamline reporting, task management, client communication and more with powerful automations

What to look for in a CRM tracker

The best customer relationship management (CRM) tracker applications include these key features:

Customization. Build the perfect CRM for your goals.
Ease of use. Get results fast with a user-friendly interface.
Customer data management. Find contact details instantly.
Reports and insights. Track your most valuable metrics with ease.
Activity reminders. Keep potential customers engaged at every stage.

Track your sales pipeline with customizable stages

It’s easy for deals to slip through the cracks when sales teams can’t see where leads are in their buying journeys.

A CRM with a customizable pipeline view lets you map your unique sales process so reps can track buyers from lead to close and beyond.

Pipedrive provides a full view of your sales cycle so reps can support prospects at the perfect moment and keep deals moving.

Learn about pipeline management in Pipedrive.

Manage every relationship from a single tool

Running a successful organization means working closely with many people, from leads and customers to partners and employees.

A centralized CRM system lets you manage all your contact data from one place. It provides a clear view of the relationships that make your company profitable.

Pipedrive consolidates your contact information and insights, providing a single source of truth for better strategies, decisions and conversations.

Explore Pipedrive’s contact management features.

Monitor customers’ interactions with your business

The more your team knows about prospects’ interactions, the easier it is for them to deliver timely advice and tailored pitches.

A reliable contact timeline gives sales, customer support and marketing teams the inside track on buyers’ journeys, unlocking more personalized customer experiences.

Pipedrive provides a visual representation of activities linked to each contact in your system. It helps reps follow up with bespoke support at the perfect moments.

See how to track customers with Pipedrive.

Measure sales performance and know where to improve

If you don’t understand where your sales strategy excels and falters, you won’t know which wins to repeat and which tactics to tweak.

CRM software tracks key sales metrics, giving you the data-backed insights you need to develop your team, refine your strategy and increase profitability.

Use Pipedrive’s custom reports and real-time dashboards to monitor team effectiveness and key performance indicators (KPIs).

Find out more about CRM analytics in Pipedrive.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Reintech interviewed and evaluated 1,500 software engineers

Reintech’s four-person team used to spend most of their time on manual data entry.

Pipedrive helped the recruitment firm build automated workflows to manage clients’ requests, processing 1,500 applicants in a year.

“Our approach allows us to process hundreds of monthly applications with a tiny team. The biggest value from Pipedrive is the automations feature, in combination with its API and integrations.”

Read the full case study

Reach your goals faster with Projects

Projects is Pipedrive’s all-in-one project management solution.

Use it to plan projects, create to-do lists and increase accountability across your team.

Projects’ features include:

Kanban board view. Easily visualize and manage complex projects.
Task automation. Automate busywork to achieve more in less time.
Project templates. Set up new projects with minimal effort.
Email sync. Automatically link emails to relevant projects.

Projects is available on Pipedrive’s Premium and Ultimate plans and can be added to other plans.

Learn more about Projects

CRM tracker FAQs

The best CRMs let you choose which metrics to track. Their flexibility allows you to measure performance against specific objectives.

For example, you can use Pipedrive to track all of the following metrics (and many more):
- Percentage of qualified leads
- Total number of sales opportunities
- Number of deals in the pipeline
- Quota attainment
- Closed deals
- Conversion rate
- Win rate
- Average length of sales cycle
Learn more about performance tracking with our guide to sales metrics.
Yes, you can use a spreadsheet to track sales but it has limitations.

Spreadsheets can be useful for basic sales management. However, they need manual updates and lack the automation and integration capabilities of a good CRM.

A CRM like Pipedrive can automate data entry and updates. Some also provide powerful tools for tracking, analyzing and optimizing your sales process in real time.

If you want to use a spreadsheet to track sales, try this free sales tracking template (compatible with Microsoft Excel and Google Sheets).

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