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Pipedrive gets your sales organized

Pipedrive users close an average of 28% more deals after their first year

Full access. No credit card required.

See why TrustRadius rated Pipedrive the #1 CRM

How to use Pipedrive in 4 steps

1. Set up your pipeline stages

Your pipeline is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.

2. Focus on sales actions

Instead of thinking about the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email or anything in between. Schedule plenty of activities and let Pipedrive remind you what to do next.

3. Track progress towards goals

As you do activities and drive deals forward, Pipedrive monitors your performance like a coach. It calculates your average conversion rate so you know how many new leads to get and activities to complete to meet your targets. Real time reports show if you’re on track, giving you time to adjust course if needed.

4. Optimize and grow

Pipedrive’s easy analytics get your sales process down to a science. No more shutting your eyes and hoping for the best. Automations do admin tasks for you, while integrations with your favorite tools save you time. All that’s left is to refine your winning formula and set even bigger goals.

Features to help you focus

Pipedrive is full of features that help you prioritize deals, track performance and predict revenue

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

Insights and reports

Deep dive into metrics customized for your business and measure company performance against set goals

Privacy and security

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

Mobile apps and integrations

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

Over 350+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Over 3,000 reviews & ratings

Highly rated by thousands of customers all over the world

4.5/5
4.5/5
4.2/5
4.2/5
4.3/5
4.3/5
4.5/5
4.5/5
4.5/5
4.5/5
4.7/5
4.7/5

Make sales success inevitable with Pipedrive

Try Pipedrive free for 14 days. Full access. No credit card needed.

“You can’t control results, but you can control the actions that drive deals towards completion.

Timo Rein
Co-founder

Pipedrive gets your sales organized

Pipedrive users close an average of 28% more deals after their first year

Full access. No credit card required.

See why TrustRadius rated Pipedrive the #1 CRM

How to use Pipedrive in 4 steps

1. Set up your pipeline stages

Your pipeline is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.

2. Focus on sales actions

Instead of thinking about the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email or anything in between. Schedule plenty of activities and let Pipedrive remind you what to do next.

3. Track progress towards goals

As you do activities and drive deals forward, Pipedrive monitors your performance like a coach. It calculates your average conversion rate so you know how many new leads to get and activities to complete to meet your targets. Real time reports show if you’re on track, giving you time to adjust course if needed.

4. Optimize and grow

Pipedrive’s easy analytics get your sales process down to a science. No more shutting your eyes and hoping for the best. Automations do admin tasks for you, while integrations with your favorite tools save you time. All that’s left is to refine your winning formula and set even bigger goals.

Features to help you focus

Pipedrive is full of features that help you prioritize deals, track performance and predict revenue

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

Insights and reports

Deep dive into metrics customized for your business and measure company performance against set goals

Privacy and security

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

Mobile apps and integrations

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

Over 350+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Over 3,000 reviews & ratings

Highly rated by thousands of customers all over the world

4.5/5
4.5/5
4.2/5
4.2/5
4.3/5
4.3/5
4.5/5
4.5/5
4.5/5
4.5/5
4.7/5
4.7/5

Make sales success inevitable with Pipedrive

Try Pipedrive free for 14 days. Full access. No credit card needed.

“You can’t control results, but you can control the actions that drive deals towards completion.

Timo Rein
Co-founder

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