Sales CRM
Close more deals with Pipedrive
Add your deals, drag them through each stage, and then close more sales with less guesswork. Because Pipedrive shows your pipeline visually, you can also see what needs attention first.
Because plans, trial offers and fees change over time, check the current details on Pipedrive’s site.
Everything you need to manage your sales
Good selling needs more than a messy spreadsheet, because deals slip through the cracks. Pipedrive therefore bundles the key tools in one place.
Visual pipeline
Deals move across stages on a Kanban-style board, and then you can see progress at a glance.
Contact and deal tracking
Every contact, note and email stays attached to a deal, because context saves time.
Automations
Repeat tasks run automatically, while you focus on conversations.
Email and calls
After you connect your inbox, you can also send and track emails from within the CRM.
Reports and forecasts
Reports show where deals stand, and then forecasts help you plan ahead.
Integrations
Integrations connect your everyday tools, although the list can vary by plan.
Turn leads into closed deals
Leads often get lost between tools. Therefore, a clear pipeline helps your team follow up on time.
- First, add your leads and organize them into stages.
- Next, schedule follow-ups, because timely replies win deals.
- Then automate routine tasks and track activity.
- Finally, review reports and adjust your approach.
How to set up your first pipeline
Most people can build a working pipeline in a single session, because the setup is simple.
Sign up
First, create your account and set up your sales stages.
Import contacts
Next, import your contacts, because a full pipeline gives you a clearer view.
Add deals
Then add deals, assign owners, and schedule activities.
Automate and refine
Finally, turn on automations and reports, and refine your process as you grow.
Who it helps
From solo sellers to growing teams, there is also room for many kinds of sales.
Good to know before you start
Pipedrive suits many teams, although a few points are worth checking first.
Pricing depends on your plan
Pricing depends on the plan and team size, but you can compare tiers before you commit.
Some features need higher plans
Advanced features can sit on higher plans, therefore check what each plan includes.
Keep your data clean
Keep your data tidy from day one, because a clean pipeline gives better reports.
Frequently asked questions
What is Pipedrive?
Pipedrive is a sales CRM, and it also helps teams manage their pipeline visually.
Do I need technical skills?
No, because the drag-and-drop interface makes setup approachable. However, advanced workflows can take some learning.
Can I import my contacts?
Yes, since contacts can usually be imported from spreadsheets. Additionally, integrations can sync data from other tools.
Does it work for small teams?
Yes, because solo sellers and small teams can start simply, while larger teams can scale up.
Can I send emails from it?
Emails can be sent and tracked after you connect your inbox. Alternatively, templates save time on repeat messages.
Is there a free trial?
A free trial has been offered regularly, but it may not always be available. Therefore, check the current terms before you sign up.
Ready to close more deals?
After you sign up, you can build your first pipeline and see where every deal stands.
Start with Pipedrive