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