Revenue management software
Manage subscriptions and recurring revenue
Flexibly manage one-off and repeat business with no constraints. Choose whether your customer will pay all at once or in installments by defining amounts, billing cycles and payment frequencies. Automatically reflect these details in your revenue reports and track metrics like MRR and ARR for greater financial clarity.
Free, easy to set up, no credit card required
Streamline your revenue operations
Simplify revenue management and eliminate the need for multiple tools. With recurring billing cycles and scheduled payment installments, you can streamline workflows, organize revenue data, save time and focus on growing your business.
Configure billing frequency just once
Schedule product billing frequency more easily than ever before. Set it once in Pipedrive and have it automatically factor into your revenue projections for less manual work later.
Predict turnover with precision
Foresee deal, team and client revenue to report cashflow confidently. Identify trends in product performance and recurring revenue growth with Pipedrive’s detailed reports, enabling you to make data-driven decisions.
Manage your subscription pricing
Create flexible subscription products as unique as your customers. Sales leaders can add custom deals and prices to leads and cater to every customer requirement.
How to create predictable revenue
Generate valuable customer data and inform revenue forecasts to fuel your next investment. Pipedrive’s revenue management system (RMS) provides SaaS leaders with granular and accurate reports and expands their business intelligence.
View each product’s recurring revenue sales dashboard
Add recurring products to deals in your pipeline to gain instant access to revenue metrics. Use Pipedrive’s CRM revenue reporting feature to identify trends and present accurate revenue analyses to the boardroom.
Fuel your demand generation efforts with customer insights
Use recurring product revenue data to make profitable sales and marketing investments. Import subscription and purchase trends, reviews and customer support history, then turn them into customizable reports.
Leverage insightful customer data to plan your demand generation strategy and refine your products, plans and revenue strategy.
Maximize SaaS growth with smarter revenue management
Pipedrive empowers SaaS businesses to streamline subscription renewals, track customer lifecycles and optimize pricing strategies.
Monitor key metrics like MRR and churn while automating workflows. With customizable tools and seamless integrations, Pipedrive helps SaaS companies scale efficiently, improve customer retention and drive sustainable revenue growth.
How Redlist achieved a 200% increase in ARR with Pipedrive
Redlist streamlined its proposal process with Pipedrive’s Smart Docs.
Automated templates and auto-filled fields reduced errors and saved each salesperson a day’s worth of time every week. This boosted productivity and contributed to a 200% growth in annual recurring revenue (ARR).
“Smart Docs has saved us time, eliminated errors, and helped scale our sales.”
Read the case study
Integrate with recurring billing and accounting solutions
Supercharge recurring billing and subscriptions with automation. The best revenue management software integrates with your favorite apps on the Pipedrive Marketplace, bringing all your revenue data together to improve forecasting, accounting and price optimization.
Google Meet
Manage, schedule and launch Google Meet calls from Pipedrive to streamline your sales communication. Get started with the Google Meet integration
Make
Streamline subscriptions, automate pipelines and manage contracts while enhancing revenue and customer service with Make’s Pipedrive and Chargebee integration
Quickbooks
Create, send and track invoices directly from Pipedrive. Sync contacts, products and invoice statuses seamlessly to save time and stay organized with the QuickBooks and Pipedrive integration
Stripe for Pipedrive
Sync your Stripe customer profiles to Pipedrive’s CRM. View and group invoices by contact, receive notifications when they’ve been updated and automate follow-up reminders with Pipedrive and Stripe
Dear Lucy
Track KPIs and metrics and filter results by sales rep, department, product or segment. Take control of your sales and revenue forecasts with the Dear Lucy extension in the Pipedrive marketplace
Dedupely
Declutter your workflows and databases and quickly locate contact information. Dedupely’s match and merge algorithm purges duplicate profiles without losing customer data. Clean up your CRM today
