The right customer relationship management (CRM) for contact management improves your overall customer experience and sales performance through enhanced efficiency, contact transparency and more valuable customer interactions.
Update, share and analyze information on any device with Pipedrive’s cloud-based contact management CRM system
Collect customer data from imports, email, social media platforms, web forms and SMS to gain a wider view of your contacts in one contact management tool
Share knowledge across your business with a centralized tool that allows you to tag and filter information, easily assign tasks and send reports
Understand each contact’s history with your organization to help you develop more relevant touchpoints across the customer lifecycle
Understand customers’ buying power, channel activity and conversion potential with detailed CRM insights
Customize your entire customer journey and automate workflows that improve how you interact with your prospects, leads and customers
Whether you’re a large business or a small business, managing vast sets of customer contact information can be overwhelming. It’s not enough to just collect customer data—you also need to meaningfully organize it so you can leverage it.
The best contact management software helps your managers to streamline their team workflow, hand off task delegation and encourage knowledge sharing. With Pipedrive, you can harness contact data to make better business decisions, prioritize focus and deliver a second-to-none customer experience.
Benefit from comprehensive analytics to track your KPIs. Tailor your dashboard and sharable reports to display the insights unique to your specific interests and business goals.
Use this information to better understand your contacts’ past interactions, create valuable opportunities for them in the future and help your sales reps bring in more revenue.
Learn about insights and reports with Pipedrive
Organize every contact into purposeful segments. Pipedrive’s custom fields allow you to create unlimited contact labels so you can target your sales and marketing activity.
With flexible custom fields, you can tag contacts with even the most niche differentiators. Filter contacts and get an overview of customer group performance.
Discover how to manage leads and deals with Pipedrive
Send emails automatically and save time with message-specific templates. Use the Pipedrive email composer with merge fields to personalize your communications.
Automatically add a contact’s name, job title and company, as well as the deal they’re associated with, and send tailored email campaigns at scale.
Find out about how to automate with Pipedrive
Get notified the moment a contact opens your email or clicks on a link with email tracking. Move qualified contacts to another stage in your contact management software or follow up while they’re warm.
With a 360-degree view of the communication history for every contact, you gain complete context before making a phone call or sending information.
Stay connected and track communications with Pipedrive
Keep your contact data safe and secure with advanced protection built into your CRM platform. Whichever region you’re in, you’ll stay compliant.
Customize rules to make your business even more secure, such as automatic time-restricted access, IP whitelists and an overview of who uses your data.
Ensure your data is private and secure with Pipedrive
Log in to Pipedrive to create a visual representation of your sales pipeline. Customize your pipeline to include the unique sales stages for your business and build new deal flows across your whole company.
Design separate workflows for inbound inquiries based on their stage in the buying cycle. Prioritize the focus of your contact management system with a clear view of warm leads, likelihood of conversion and inactive deals.
With Pipedrive’s CRM for contact management every customer touchpoint with your business is collected, managed and stored in one place. You have full visibility over all inquiries as soon as they come in via phone, email or form.
Automatically assign lead activities to the right salesperson and add due dates to stay on track and meet service-level agreements. Get notifications when a contact needs attention and move a task along once you’re finished.
Give your prospects and customers more convenient ways to contact your business and streamline your inquiry management systems to keep customer satisfaction at an all-time high.
Integrate with tools like Jotform and involve.me to create online customer support forms and generate leads that sync directly with your contact management CRM system. By automatically connecting forms with your Pipedrive workflows you’ll stay on top of every reply.
Close more leads by following up with relevant information when your leads are hot. Instead of spending time on manual tasks while your leads go cold, automate personalized follow-up emails that are sent at the right time.
Automate multiple aspects of your workflow through your CRM to help your sales team focus on closing deals. Automatically send email marketing campaigns at scale with customizable email templates and streamline sales activities to prioritize human power on the most important tasks.
Continually improve your sales, service and contact management through detailed insights. Make meaningful decisions and put more resources behind the activities proven to work.
Customize your insights report type to suit your business, and share interactive dashboards with teams and stakeholders to help them visualize progress, performance and areas for improvement.
Supercharge your CRM platform functionality with powerful integrations and add-ons. Gain the benefits of a variety of tools while operating within one centralized contact management solution.
Here are some integrations that can benefit every contact manager.
Add advanced call center capabilities to your CRM instantly. Expand the ways your contacts can reach you while automatically syncing all contact data with your CRM.
Communicate with Pipedrive’s CallHippo integration.
Create static and multi-step online forms and surveys. Improve your customer experience and pull information to your CRM without learning any code.
Interact with Pipedrive’s MightyForms integration.
Help your content stand out with an interactive, drag and drop builder. Create quizzes, lead pages, forms and more in minutes with conversion-optimized templates.
Stand out with Pipedrive’s involve.me integration.