The most important functions of a CRM

Fully customizable CRM

When it comes to your CRM functionality, you need software that enables you to create custom pipelines and manage sales deals and your customer’s journey.

Easily customize your Pipedrive CRM and tailor your deal pipeline to your sales process with multiple customization options, including custom fields, forms, dashboards and sales funnel stages.

Actionable data insights

No salesperson can meet their goals without insights into their past performance.

Pipedrive pinpoints the next activities and deals, arranging them by likely close dates, so you can focus your efforts and hit your goals. With our sales forecasting feature, you can use your sales and marketing data to track revenue and accurately forecast future earnings.

Set individual and team goals, then use visual reports and real-time dashboards to track progress against key metrics, identify bottlenecks and improve revenue.

Capture and store leads straight to your CRM

When it comes to business, we all know time is money, so why waste your time chasing the wrong leads?

With powerful lead pre-qualifying features, Pipedrive helps you retrieve valuable information about your leads to improve your sales strategy.

Pipedrive’s LeadBooster add-on includes four powerful features to help you generate the best leads for your business, including Chatbot, Live Chat, Webforms and Prospector.

Using Pipedrive CRM’s custom fields functionality, you’ll be able to collect the data that matters most, import new contacts as leads or deals and ultimately prioritize your outreach efforts.

Seamless CRM integration

No team exists in a silo, so why should its tools? Empower your sales reps with a platform that integrates with all the tools at their disposal.

Pipedrive syncs with over 300 apps and add-ons (some of which have been developed by Pipedrive) to streamline your workflow. Browse through categories like accounting, video calls and email marketing, or search our library of popular and top-rated CRM integrations.

Secure data protection

Your cloud-based CRM should offer more than just the standard cloud-level security features to guarantee data protection.

Pipedrive’s security infrastructure offers user permission sets and visibility groups to limit what users can do, see and access. You can also enhance your login security from any device with two-factor email authentication or manage user access centrally through your single sign-on provider.

Manage all your company’s security details from one place with Pipedrive’s security center.

Powerful automation features

Selling takes up only a part of a salesperson’s working day. Plenty of other admin tasks, such as data entry, might drag focus away from what’s important.

Spend less time on mundane admin work with Pipedrive’s sales force automation functionality. Set up automated workflows that trigger actions to occur when deals reach certain stages, or automatically move deals forward to a new stage.

Automate your pipeline with Pipedrive