Why is having a CRM important?

CRM (customer relationship management) software makes your team more efficient and effective by giving you the big picture of your sales activity and pipelines. You can house sales management, lead management and contact management all in one place, with insights and forecasting at your fingertips – no more messing with Excel spreadsheets. Most importantly, CRMs help businesses boost sales. An easy-to-use CRM like Pipedrive enables small businesses to quickly adopt and benefit from sales tools that improve productivity. Pipedrive users close an average of 28% more deals after one year of using the platform.

What’s the best simple CRM for small businesses?

Forbes Advisor and CRM Land both count Pipedrive among the top CRMs for small businesses. We built Pipedrive to be scalable and affordable, and we’ve won SaaS awards for being an easy-to-use CRM for small businesses. Read our guide to find out why.

Which CRM works well on a phone?

Pipedrive’s mobile app is available on both iOS and Android. It allows you to view your top priorities, receive notifications, log calls and handle pipeline management in real time from your phone.

How much does Pipedrive cost?

Pipedrive offers flexible pricing tiers to meet your current business needs and scale with you as you grow.

What can I use as a really simple CRM?

If you’re looking for beginner-friendly CRM software, Pipedrive consistently ranks as the easiest-to-use CRM by leading software review sites. However, if even the best CRMs for small businesses are too much to manage, consider building a CRM in Excel. Click on the link to learn about using Google Sheets or Excel as simple CRM tools and download a free Excel CRM template .

What is a simple CRM for real estate?

A simple CRM for real estate helps agents manage contacts, track property deals and automate follow-ups in one easy-to-use platform.

Streamline your pipeline with simple CRM software

Save time with an easy-to-use CRM

A CRM centralizes customer data, streamlines communication and automates tasks to improve sales and business processes.

The last thing you want is a CRM that creates more work for you. Your customer relationship management should be intuitive, visual and customizable.

Create better workflows, manage relationships and close more deals with Pipedrive’s simple CRM solution.

Full access. No credit card required.

What does simple CRM software offer?

You don’t want a CRM that requires extensive training or complex configuration. With Pipedrive’s CRM features, simply set up your pipeline phases, load your deals and start using it.

Set up with ease

Add your deals and leads, and Pipedrive is ready to go – no complicated onboarding or learning curve required.

Automate your workflows

Boost productivity by cutting out manual work with workflow automations for sales and project management.

Visualize your sales pipeline

Stay on top of sales with a customizable sales pipeline, which lets you see all your leads, deals and activities at a glance and track your sales metrics in one centralized space.

Track leads and deals in the mobile app

Enable your sales team to keep up with work on the go. A CRM mobile app makes tracking leads, deals and activities from the field easy.

Connect all your tools

Pipedrive’s sales CRM integrates with over 400 different tools to streamline your sales process.

Get award-winning support

Keep your CRM running with 24/7 chatbot assistance and customer support from a real person by email, phone or chat from our helpdesk.

What to look for in a simple CRM solution

Finding and implementing simple CRM software for small businesses doesn’t have to take valuable staff time and resources.

Here’s what to look for in a simple sales CRM:

Centralized contact data. Centralizing your contact data makes the sales process easier for you and your team.

Ease of use. Ensure you can get up and running quickly with an intuitive interface with drag-and-drop functionality.

Marketplace integrations. From e-signatures to automatic lead scoring to social media, Pipedrive integrates with 400+ of your favorite apps, including Zapier and Surfe.

Email sync. Connect your Gmail, Outlook or other email provider to eliminate manual data entry for lead management.

Research simple customer relationship management tools with our CRM comparison hub.

Save time for your small business

Without an easy CRM solution that everyone can use, from your founder to your sales manager to your interns, you risk slowing your sales processes and losing deals.

The best simple CRM tools are easy to set up and run, so you spend less time on admin and more time growing and running your business.

Manage leads, deals, email marketing and projects from one central platform with Pipedrive’s features, integrations and add-ons.

Learn about Pipedrive’s CRM for small businesses.

Revamp your workflow and sales process

Relying on spreadsheets makes it difficult to understand your sales forecast and coordinate your team in real time.

Supercharge team collaboration with integrations across devices and real-time pipeline visibility.

Pipedrive adapts to your working style with custom workflows and integrations with project management tools like Asana and Trello. Workflow automation templates streamline setting up your sales and marketing automations.

Discover Pipedrive’s sales automations.

Never miss a lead with contact management

Manually managing leads often results in missed opportunities and duplicated outreach.

The best simple CRM software allows you to manage key relationships from one central hub, track customer interactions and follow up with leads to improve the customer experience.

Pipedrive’s CRM platform allows you to autofill customer data from public sources and LinkedIn, segment audiences and save time with email templates.

Explore Pipedrive’s contact management features.

Track leads on the go

When you have a busy sales team, it can be hard to keep track of customer interactions.

A simple CRM that works on mobile ensures your team has the sales and marketing tools they need to close more deals.

Keep your team connected with mobile CRM access. Pipedrive’s app for iOS and Android lets reps log calls, update deals and access contacts from anywhere.

Learn more about Pipedrive’s sales app for mobile tracking.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Trainify saved time and money with Pipedrive

As a startup, Trainify team members knew they’d need a light and simple CRM system to grow with the company. They also wanted a CRM solution that would align sales and marketing campaigns.

Pipedrive’s user-friendly interface and Campaigns add-on allowed automated data flow between the two parts of the software. By combining its CRM and email marketing into one simple solution, Trainify could replace two software tools with one and save two hours a week.

“It’s the best and most cost-effective way to reach your audience with a targeted message.”

Read the case study

Simple CRM software FAQs

CRM (customer relationship management) software makes your team more efficient and effective by giving you the big picture of your sales activity and pipelines. You can house sales management, lead management and contact management all in one place, with insights and forecasting at your fingertips – no more messing with Excel spreadsheets.

Most importantly, CRMs help businesses boost sales. An easy-to-use CRM like Pipedrive enables small businesses to quickly adopt and benefit from sales tools that improve productivity. Pipedrive users close an average of 28% more deals after one year of using the platform.

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