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Pipedrive’s features and products

We’ve developed Pipedrive’s customer relationship management (CRM) products and features around activity-based selling. We believe that in the sales and marketing lifecycle, you can’t control results, but you can control the actions that close deals. Our products include:

Sales software

Discover how Pipedrive’s all-in-one sales software can help your business grow

Email marketing software

Create and send customizable email campaigns with pro templates, built to get more clicks

Project management software

Conceptualize, manage and deliver your next big project from one place to reach your goals faster

Marketplace integrations

Sync your CRM with over 500 tools, including Google, Quickbooks, Asana, Slack, Kixie and more

AI CRM features

Save time, improve performance and make smarter decisions with AI-powered CRM

Privacy and security

Safeguard your data and use permission and visibility features to manage who has access

Lead generation software

Generate more high-quality leads with the LeadBooster add-on’s four powerful tools

Web visitor tracking

Discover which companies are visiting your site with Pipedrive’s Web Visitors add-on

Documents and templates

Create shareable, trackable documents and templates with Smart Docs to strike while the deal is hot

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Sales software features

Companies need to adapt quickly, so your sales software should offer functionality at several pricing options to serve sales teams and individuals at every touchpoint. Pipedrive features include everything your sales department and business needs.

Automation

Eliminate sales reps’ busywork and data entry with task automation, one-click contact management, webhooks and an open API

CRM

Choose the Pipedrive CRM platform to improve your workflows, increase sales productivity and scale your business

Customization

Customize pipelines, tailor business processes to customer needs and keep your team on the right track

Email and communications

Use innovative features to create centralized communication efforts, connect with your target audience and move leads through the sales funnel

Insights and reports

Spot winning patterns, simplify sales forecasting and optimize your entire workflow with customizable reports

Integrations

Sync Pipedrive with your favorite tools across different categories, including video calls, lead generation, phone solutions and customer support

Leads

Make the most of each opportunity with dedicated features that help with lead management, qualification and prioritization

Prospecting software

Identify, research and engage with potential customers by finding promising deals and best-fit leads

Processes, pipeline and activities

Create and implement your ideal sales pipeline process using CRM features like goal setting, activity tracking and insights

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AI features

Artificial intelligence is transforming sales and speeding up outreach while improving customer satisfaction and increasing success rates. Here’s how Pipedrive is leading the way.

AI sales assistant

Focus on the right deals thanks to personalized recommendations from your AI-powered assistant

AI email writer and summarizer

Streamline sales outreach by turning prompts into emails and summarize lengthy threads quickly

AI reporting

Generate sales reports instantly by typing what you need or choose from 15+ available prompts

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Email marketing software features

Marketing teams can win your prospects’ attention with our Campaigns add-on’s beautiful, customizable layouts and keep their attention with the email software’s tracking, analytics and filtering features.

Email builder

Create stunning emails with templates and a simple drag-and-drop builder

Email analytics

Discover which marketing campaigns drive results with real-time reporting

Email segmentation

Segment your audience and reach each customer with the right message

Email marketing automation

Set up automated lead qualification flows and customer relationship nurturing sequences

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Project management features

Map out complex projects simply and intuitively, making task management and team collaboration a breeze. Visualize the customer journey across industries, from e-commerce to software as a service (SaaS).

Project management automation

Enable your team members to streamline time-consuming project processes and focus on the more challenging tasks required to finish complex projects

Email project management

Manage all your important emails in one place, never miss a notification and keep a clear overview of the projects you’re managing

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Security and privacy features

Make sure your company’s data is secure with Pipedrive’s security and privacy features. Provide access to the team members who need it and monitor who uses your CRM and when.

Security center

Monitor your account and tackle suspect user and account activities instantly with Pipedrive’s monitoring features and audit logs, then set up SSO and 2FA for further security

Permissions and visibility

Define which members of your team can see what data and access which Pipedrive features – admins have role-based access control to manage other users

Data encryption

Each company’s data in Pipedrive is stored in a separate, encrypted database to prevent the risk of others accessing your data

Marketplace integrations

It’s important to make sure your sales process uses your business’s existing tools and resources to their full potential. Pipedrive’s Marketplace offers hundreds of seamless integrations to perfect your workflow and win more customers.

Accounting and invoicing

Find sales CRM integrations to automate your finance processes and pipeline management

Chatbots

Automate communication with website visitors, leads and customers with customer relationship apps

Email marketing

Integrate with Gmail and other apps to manage opt-in email lists and send targeted emails to large groups

Lead generation

Fill your pipeline with new leads from websites, social media and events by using marketing and sales force automation

Phone solutions

Place incoming and outgoing calls with leads and customers, then record, track and analyze them

Proposal contracts

Create, manage and send pricing proposals and contracts to prospects, then track engagement within these documents

Remote work

Communicate with remote team members and contacts through video calls, meetings and conferences with Zoom, Microsoft Teams and more

Resource management

Back up and export your business and sales management data and merge or remove duplicates in your Pipedrive account

Task management

Assist salespeople and sales teams by keeping track of goals, projects and individual tasks

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Work anywhere, anytime with the Pipedrive app

Our Android and iOS apps turn your Pipedrive sales hub into a mobile CRM that keeps leads, contact information and deals at your fingertips.

  • Access all customer information from anywhere, anytime
  • Take notes while on the go, during a call or a meeting
  • Make calls directly from the app and automatically track them in Pipedrive
  • Schedule sales activities wherever you are, even when offline
  • Use the search option to recap before a follow-up
  • Plan your day with the Focus View to zero in on the most pressing tasks
  • Snap a picture with your phone and add it to a deal or contact
  • Use the “Nearby” feature to see which clients are close and schedule customer interactions
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The workflow is perfect for our event management business, recording all booking information and giving reminder alerts. Being able to email clients via the app is great too.
GSGraeme SmithArea Manager, Wedding Jam
Pipedrive mixes features and design that allows our team to streamline our operations. It was very easy to get up and running with Pipedrive compared to Salesforce.
MLMichael LiedtkeEngineering Manager, Escrow.com
Easy to use, reasonably priced, and ensures I don't drop the ball on following up with my leads!
CLChristine LukenAuthor & Speaker, Financial Lifeguard

Pipedrive products and features FAQs

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