What is the role of CRM?

CRM tools are designed to help sales professionals guide new leads through the sales pipeline to a converted deal. CRMs include contact databases, lead management features, sales workflow automations, third-party integrations and reporting insights, so reps can streamline workflows and boost results.

What is the role of CRM in marketing?

While CRM is predominantly a sales tool, there are ways marketers can use the software. For instance, marketers can create custom lists and import them into marketing campaign software to target specific customer types. They can also use insights to help determine audience trends and preferences for future campaigns.

What is the role of CRM in sales?

The role of CRM in sales is to assist in the process of guiding leads through a sales pipeline to become converted customers. With clear pipeline oversight and deal management features – as well as a contact database, data analytics, workflow automations and third-party integrations – CRMs help your reps save time, reduce errors and boost revenue.

What is the role of CRM in the automotive industry?

Automotive salespeople can use CRM to understand their audience and how to sell to leads. The right CRM can also help them manage inventory and share relevant promotions with prospects.

What is the role of CRM in the real estate industry?

CRM software helps realtors and real estate agents sell properties. You can organize and market open homes, stay in touch with potential and past customers and learn more about the wants and location of new leads.

CRM roles and responsibilities

Find the right CRM for your needs with our guides to how it could support each role at your company. Based on your role and responsibilities, this section will help you find customer relationship management software that works for you and everyone else.

Salespeople

Track activities and nurture leads with your CRM. Automate busywork, simplify your workflows and generate actionable reports.

Sales managers

Boost performance with automated workflows and high-powered analytics. Give your reps the time and tools they need.

Business operations

Develop a holistic approach to business operations and improve customer experience with a CRM that takes all aspects into account.

Contact managers

Use smart features to organize data at every level. Use your CRM to deliver a more personalized experience for your contacts.

Lead managers

Manage your leads with ease and devise cutting-edge strategies to save time, so you can target each one at the right time.

Business owners

Discover how a feature-rich CRM can help your business automate tasks, streamline contact management and boost sales.

Designers

Find a visual CRM that blends functionality with a clean UI and would make the best designers and illustrators proud.

Financial advisors

Know what your clients need and when they need it so you can deliver bespoke services that inspire repeat business.

Project managers

Easily see which tasks and sales activities you need to prioritize to improve effectiveness across the board.

Join over 100,000 companies

Why this construction firm’s sales team, directors and quantity surveyors all use Pipedrive

McKeon Group and its sister company Hereworks have been using Pipedrive across the company for four years. Now 26 of their 80 employees use it, including sales, directors and quantity surveyors.

Using the CRM has helped the team save 40 hours a week, essentially the value of a whole new colleague, and they are averaging 60 proposals a month across all divisions.

Pipedrive has helped them strategically focus their efforts and increase their annual revenue by 186% in four years.

Read the case study

Work anywhere, anytime

Our Android and iOS apps turn your Pipedrive sales hub into a mobile CRM that keeps all of your leads, contacts and deals at the tips of your fingers.

Access all 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 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

CRM roles FAQs

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.

Graeme SmithArea Manager, Wedding Jam

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.

Ryan RobertsFounder & CEO, Bustld, LLC

Like us, Pipedrive is evolving rapidly. We love this and the personal and ultraresponsive support.

Simon SchoopCEO, 4-advice GmbH, Digital. Change. Innovation.