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Pipedrive

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Pipedrive’s features and products

When it comes to developing features for Pipedrive, our philosophy is simple – everything is built around activity-based selling. We believe that in sales (and in life) you can’t control results, but you can control the actions that drive deals towards completion. Our products:

 

Sales software features

Your sales software should offer the features and functionality to serve sales individuals and teams across industries and stages. Pipedrive features include everything your sales department could possibly need, including:

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Automation

Eliminate busywork with task automation, one-click contact data collection, webhooks, open API and an AI-powered sales assistant.

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CRM

Choose the right CRM platform to improve your workflows and sales productivity and help you scale your business

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Customization

Customize your pipeline to tailor your processes to your business needs and keep everyone on your team on the right track.

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Email and communications

Eliminate busywork with task automation, one-click contact data collection, webhooks, open API and an AI-powered sales assistant.

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Insights and reports

Use customizable sales reports to recognize winning patterns, forecast your revenue and optimize your entire workflow

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Integrations

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

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Leads

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

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Privacy

Use a CRM that protects your data and keeps you informed on all levels and at all times.

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Processes, pipeline and activities

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

Marketplace integrations

To make sure your sales process is making the best use of its existing resources, we’ve created Pipedrive’s Marketplace and filled it with hundreds of seamless integrations that help you perfect your workflow and win more customers.

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Accounting and invoicing

Find integrations to automate your finance management process

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Chatbots

Find integrations to automate communication with your website visitors, leads and customers

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Email marketing

Find integrations to help you build, manage and segment opt-in email lists and send targeted emails to large groups of contacts

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Lead generation

Find integrations to fill your pipeline with new sales opportunities from various sources like websites, social media, events and more

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Phone solutions

Find integrations to place incoming and outgoing calls with your leads and customers, record, track and analyze calls

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Proposal contracts

Find integrations to create, manage and send proposals and contracts to prospects and track engagement within these documents.

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Remote work

Find integrations to help you communicate with remote team members and contacts through video calls, meetings and conferences.

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Resource management

Find integrations to back up and export your business data as well as merge or remove duplicates in your Pipedrive account.

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Task management

Find integrations to assist teams in keeping track of goals, projects and individual tasks.

The all-in-one sales platform for growing revenue

The first CRM designed by salespeople, for salespeople. Do more to grow your business.

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Making sales more efficient

When it comes to developing features for Pipedrive, our philosophy is simple – everything is built around activity-based selling. We believe that in sales (and in life) you can’t control results, but you can control the actions that drive deals towards completion.

Manage leads and deals

Get more hot leads fed straight into your sales pipelines around the clock from your custom chatbot and web forms

Track communications

Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule

Automate and grow

Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence

Privacy and security

Have full transparency and peace of mind on when and how your business data is being used

Track communications

Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule

Mobile apps and integrations

Access Pipedrive from your mobile device and integrate with your favorite sales-boosting apps

Follow up on every deal

Whenever you complete an activity, Pipedrive reminds you to schedule your next one. You can even automate this process so follow-ups are created for you.

Activity reminders keep you on top of all activities & deals

Sync all your activities with Google Calendar

Edit, complete and add new activities on the go

Customize activity types to meet your needs

See all deals in a visual sales pipeline

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Pipedrive’s visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process.

  • Enter, update and find all data in one view
  • Enter new deals & contacts either on desktop or mobile
  • Drag-and-drop deals between stages
  • Connect your email and other tools – create a single data location

 

Work anywhere, anytime

Our mobile Apps let you access your deal and contact information even when you’re on the road.

  • Save call logging activities to your deals
  • Nearby feature lets you know which clients are near you
  • Schedule activities wherever you are, even when offline
  • Take notes on your mobile device during a call or meeting
  • Take a picture and store it under a deal or contact
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Understand how you and your team are doing

Use Pipedrive’s reporting to understand where you’re losing deals, identify opportunities for improvement and forecast results.

  • See how many activities you scheduled & completed
  • Learn what activities bring you the best conversion rate
  • See which deals got closer to a sale
  • See all won and lost deals at a glance
  • Easily understand when and why you are losing deals
  • See the conversion rate of all deal stages

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