Electronic customer relationship management
Grow your business with an all-in-one digital sales tool
Tracking customer history and business partnerships is no easy task. Important details can quickly go missing if they're distributed across tools, leading you to lose out on valuable deals.
An eCRM (electronic customer relationship management) platform is a virtual program that lets you store all customer data in one digital database, giving you better insights to hone your sales and marketing strategies.
Pipedrive’s eCRM is a collaborative tool that lets sales and marketing teams oversee all digital channels, helping them work smarter, not harder.
Full access. No credit card required.
Pipedrive eCRM Features
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What to look for in an eCRM platform
An effective eCRM solution should come with a range of features:
Sales force automation tools: Streamline your sales process and focus on landing more deals.
Integrated project management: Oversee all ongoing projects inside your eCRM system to track growth and focus on goals.
Built-in campaigns builder: Send emails to customers directly from your eCRM tool.
Award-winning usability: Managing customer relations shouldn’t require a steep learning curve. Pipedrive’s eCRM has been ranked the #1 easiest to use CRM platform.
Personalization options: Customize your CRM system to your unique business processes.
Detailed reporting and analysis: Keep track of business growth and realign your sales strategies to hit every target.
The benefits of using eCRM
Kickstart revenue growth
You know what they say: Starting is the most challenging part of any task.
With an effective eCRM solution, you can kickstart your sales and let your data work for you. Monitor all your key marketing channels and keep on top of your performance at a glance to eliminate guesswork.
Let your Pipedrive eCRM connect sales and marketing teams so that everyone stays in the loop. Work together to track sales metrics and develop the best strategies to increase revenue.
Understand your customer base
Your customers’ needs might vary depending on factors like language, business sector and location. Without a dedicated CRM solution, it can be difficult to track key data and maintain a loyal customer base.
Store all your customer data in Pipedrive’s eCRM to gain a thorough understanding of your target audience. Add detailed contact information and create filters to deliver messages to the right people.
Tailor your sales strategy to the global market to promote product discovery and watch new deals come flooding in.
Put sales and marketing on autopilot
As your business grows, so does the list of duties for sales teams. Pipedrive’s workflow automation feature can stop you from wasting hours on small, manual tasks.
Automatically schedule activities to happen after you move a deal, lead or project to the next stage in your pipeline. Set up virtual meetings or coffee chats with business partners without losing focus on more intensive tasks.
Time your emails, campaigns and social media posts according to customer time zones to boost conversion rates.
Access detailed reporting
Without detailed sales reports, it can be tricky to track your progress and deliver new strategies to capture leads and prospects.
Pipedrive eCRM’s Insights feature offers a detailed look into your sales and helps you break down data in a visual, easy-to-understand way.
Take advantage of preset report templates or customize sales reports to show only the most relevant data to your business. Share the live dashboards with other stakeholders at the click of a button.
Easily manage documents
Document management can take a lot of time out of your day, time that would be better spent engaging leads and closing deals.
An eCRM with an in-built document management tool lets you easily create and share templates and auto-populate documents with CRM contact data.
With the Smart Docs feature (which is available as an add-on for Essential and Advanced plan users), you can create proposals and quotes, automatically populate documents with contact info and send them via a traceable link.
Maximize your Pipedrive eCRM with integrations
Pipedrive’s Marketplace offers hundreds of add-ons and integrations to help you make the most of your customer relationship management software. Here are some of our favorites:
Campaigns
Create attention-grabbing email campaigns, use segmentation for targeted messaging and track campaign performance in real time with the Campaigns add-on.
Facebook Messenger
View all Facebook Messenger conversations from your CRM and grant stakeholders access to valuable communications with the Facebook Messenger integration.
Manage all WhatsApp conversations with prospects directly from your Pipedrive CRM with the WhatsApp integration.
Zapier
Integrate your CRM with thousands of the most popular apps, including Google Sheets, Facebook Lead Ads and Todoist with the Zapier integration.
Slack
Keep yourself and your team up to date and search Pipedrive contacts, organizations and deals inside your favorite communication tool with the Slack integration.
Facebook Lead Ads
Add leads directly to your sales pipeline from a Facebook ad, including important contact details, with the Facebook Lead Ads integration by Zapier.
LeadBooster add-on
Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:
Chatbot
Live Chat
Prospector
Web Forms
Chatbot
Live Chat
Prospector
Web Forms
Starting from
per company per month, billed annually
or $39 per company per month, billed monthly
How Accentuate grew revenue by 1000%
Accentuate used to rely on a manual spreadsheet model to manage lead and customer data, which meant that opportunities were going unnoticed.
In the four years since the company discovered Pipedrive, Accentuate has increased annual revenue ten times thanks to the eCRM’s ability to scale and visualize a sales process.
“If you want to scale and manage your client base effectively you need a CRM, like Pipedrive, simple as that.”