What is a CRM workflow?

A CRM workflow is a set of steps taken to complete a particular task. This might be the process of reaching out to a new lead or finalizing a deal with a contract. Think of workflows as blocks of repeatable steps that lead to a desired outcome.

What is a custom workflow in Pipedrive CRM?

A custom workflow is one where the user defines the trigger event and action taken. These workflows offer huge flexibility when customizing Pipedrive to your business’s unique selling process. Custom workflows can even involve integrations – including Slack, Trello and Asana – to save reps even more time.

How does workflow automation help CRM?

Workflow automation streamlines customer interactions and customer-facing processes, increasing efficiency and reducing the amount of manual labor. Automation also helps ensure that customers receive the right information at the right time, improving customer satisfaction and loyalty. CRM with workflow automation can also reduce errors, improve accuracy and save you money, as it eliminates the need for additional personnel and resources.

Optimize your CRM workflow

Pipedrive was built to simplify and streamline complex workflows. Our CRM software gets everyone in your team on the same page, and molds your CRM workflow into an unstoppable sales engine.

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Real-time metrics for better workflows

CRM software should make your life simpler, which is why our visualized workflows are designed to give you the information you need and nothing more. With Pipedrive’s CRM workflows, you can easily keep an eye on the following metrics:

The number of deals in your pipeline

Average size and value of the deals in your pipeline

Close ratio, average percentage of deals won

Sales velocity, average time it takes to win a deal

If you can measure it, you can improve it.

Why choose Pipedrive?

Reduces admin work

Manual data entry is a thing of the past, or at least it should be. With the right tool, you’ll have to do less data handling, and have more time to sell.

Easy to use and set-up

Instead of being a weekly reporting platform, sales management software should be an easy one-stop-shop for all your sales tracking needs.

Unifies all tools

Having a single, streamlined view of your sales process gives clarity, and gets your team on the same page. Supporting apps and integrations is also a must.

Fully customizable

Flexible sales management systems that are easy to adjust yourself are the best way to mold the perfect software for your business. The less complicated it is to change, the easier it is to personalize.

Available on the go

Mobile access is crucial when you’re actively selling. CRM apps make sales management on the move easy and simple, and it’s even tougher for information to fall through the cracks.

Designed for salespeople

Salespeople need software designed for their trade. While using regular CRMs can work, the real magic happens when you use tools that were built to drive sales and manage leads.

Workflows that boost sales

Pipedrive is a light-touch sales CRM built for minimum input and maximum output. With our simple, intuitive software there’s no 200 page list of functions, and no two-day training required. Just log in, fill up your pipeline and start selling with a product designed to make selling beautiful.

See why over 100,000 teams use Pipedrive daily

The workflow is perfect for our event management business, recording all booking information and giving reminder alerts. Being able to email clients via the app is great too.

Graeme SmithArea Manager, Wedding Jam

Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!

Kristel KruustükFounder & Chief Testing Officer, Testlio

You guys rock for online sales pipeline management! Thanks for making software that thinks about users above a feature list. Loving every minute.

Darrell KeezerCEO, Candybox Marketing Inc.

CRM workflow FAQs

Workflow automation streamlines customer interactions and customer-facing processes, increasing efficiency and reducing the amount of manual labor.

Automation also helps ensure that customers receive the right information at the right time, improving customer satisfaction and loyalty.

CRM with workflow automation can also reduce errors, improve accuracy and save you money, as it eliminates the need for additional personnel and resources.