Sales pipeline management
Track every deal with Pipedrive’s pipeline management tool
Pipeline management means staying on top of every opportunity as it moves through your sales cycle, from first contact to close.
You need it to see where deals stand, where they get stuck and which actions to prioritize. A visual pipeline helps you manage sales activity with more precision.
Pipedrive’s pipeline management tool gives you a clear, customizable view of every deal, stage and activity so you can stay organized, move deals forward and sell more efficiently.
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What is pipeline management?
Pipeline management is how sales teams keep deals organized and moving through each stage of the sales process. An effective pipeline management process shows you exactly where opportunities stand, what to do next and where deals may be slowing down.
Use Pipedrive’s sales pipeline management solutions to close deals
Organize your sales process and keep deals moving forward with Pipedrive’s pipeline management software.
Visualize every stage of the buyer journey and sales activities
Customize your pipeline with stages that match how your team sells
Assign next steps to each stage, so reps know exactly what to do
Pipedrive’s pipeline management features
What to look for in a pipeline management tool
Your sales pipeline management software should have the following functionality:
Customization. Tailor your deal stages and filters to reflect your sales cycle.
Easy onboarding. Find an intuitive CRM software that allows easy migration from other services or spreadsheets.
Smart features. Nurture your sales funnel with features like automations and AI lead generation.
Communication tools. Send follow-up emails and make phone calls directly from your CRM with one-click access and a powerful mobile app.
Team collaboration. Manage sales team goals, track marketing campaign success and oversee complex projects to move salespeople’s tasks to the next stage.
Customize your sales funnel
Every sales process looks different. If your pipeline doesn’t align with how your team sells, it’s hard to track deals and manage the various stages properly.
An effective sales pipeline setup reflects your unique sales funnel, with flexible stages, fields and workflows.
With Pipedrive, you can create custom fields and multiple custom pipelines to provide a good fit for different products or sales teams.
Learn more about Pipedrive’s customizable CRM.
Visualize every part of your sales process
Without a user-friendly pipeline interface, tracking new leads and turning them into paying customers is challenging.
A visual pipeline makes it easier for sales managers to understand progress and identify opportunities at a glance.
Pipedrive’s deal pipeline gives you a complete overview of where you stand in sales, marketing, revenue, projects and more. Perform pipeline reviews anytime and optimize your processes with Pipedrive.
See how Pipedrive helps you visualize your pipeline processes and activities.
Track every next step and new stage
More often than not, missed pipeline steps equal missed opportunities.
You need a simple way to connect each deal stage with the actions that move it forward, so nothing important gets missed.
With Pipedrive’s activity tracking, you can assign tasks to each deal, link them to pipeline stages and keep key calls, demos and follow-ups on schedule.
Find out about the activity calendar.
Streamline workflows with automation
Managing a pipeline manually takes time, especially when team members are juggling updates, follow-ups and repetitive work.
Automation reduces manual effort, saves your reps' time and boosts pipeline velocity.
Pipedrive’s Workflow Automation lets you trigger actions when deals reach certain stages of the sales pipeline or move opportunities forward automatically.
Learn more about automating your pipeline.
Know what drives your win rate
It’s hard to improve your sales process when you can’t clearly see what’s helping deals close and what’s holding them back.
The right tools provide reports that turn pipeline data into actionable insights, so you can improve decision-making and sales forecasting.
Pipedrive’s Insights feature provides real-time sales metrics, dashboards and data visualizations, so you can close new sales and win high-value opportunities with the highest average deal size.
Learn how our insights and reporting features help you succeed.
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Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How SiteForce used Pipedrive to double its revenue
As well as using Pipedrive as a conventional CRM, SiteForce has taken advantage of the tool’s ability to create custom pipelines that streamline other parts of the business.
Thanks to the team’s innovative pipeline solutions, SiteForce has been able to grow.
“Since 2017 we’ve doubled in size, our revenue growth has doubled, which consequently means that our field operations team has probably tripled.”
Read the case study
Opens in new windowStreamline lead management with LeadBooster
LeadBooster is a four-part add-on designed to help you attract, capture and qualify new leads in Pipedrive.
It includes:
Prospector: Discover potential customers for outreach from a database of more than 400 million profiles.
Chatbot: Automate lead qualification by engaging leads and sending details to Pipedrive.
Live Chat: Jump into conversations at the right time when prospects need a real sales rep.
Web Forms: Gather lead information through custom forms on your website.
Learn more about Pipedrive’s LeadBooster add-on.
