Product information management
Organize product data to streamline sales operations
A product information management (PIM) system helps you control a growing suite of services.
When your PIM solution is housed in a CRM system, teams can collaborate on deals and make better business decisions, resulting in higher customer satisfaction and more sales.
Pipedrive’s PIM system organizes your product catalog and sales ecosystem in one place so you can deliver better customer experiences.
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Pipedrive’s product information management features
Find and edit product data
See your complete product catalog in list view, where you can filter and edit details to maintain data quality
Monitor product performance
Create reports on each of your products to see which are selling well
Track product updates
Get notifications whenever the details of a “followed” product or linked deal change
Manage tax and discounts
Apply tax to your products’ pricing and manage different discounts to create compelling offers
Auto-populate quotes
Pull product descriptions, images, unit prices and other details into quote templates in seconds with Smart Docs
Export product data
Export your product catalog or a list of products that have been added to deals as CSV or Excel files for use in other tools
What to look for in product information management software
Here are five key features a quality product information management system should offer:
Organization features. Make product data easy to find and edit with a simple CRM.
Robust security measures. Protect product and deal information with straightforward permission and visibility settings.
Mobile app. Complete product data management software tasks from anywhere using Android and iOS mobile apps.
Handy integrations. Tailor your PIM solution to business needs with a marketplace of useful apps and integrations.
Reliable support. Get answers when you need them and keep your business running smoothly with multichannel support.
Unify teams with data in one place
Sales, marketing and support teams struggle to understand product data when it’s in different spreadsheets and notes.
Centralizing product data in a PIM tool means team members can base decisions on high-quality product information.
Use Pipedrive’s Products feature to create a single source of truth for customer-facing teams and unlock better decision-making across the buyer journey.
Learn more about Products in Pipedrive.
Personalize your product catalog with images
Even the most carefully organized product catalogs are difficult to navigate when they only include text.
Images make it faster and easier to locate the right items. They also speed up onboarding so new employees learn your company’s portfolio faster.
Pipedrive’s CRM includes product catalog software, allowing you to add product images as PNG, JPG or GIF files for users to see on the detail page and in deals when they work with products.
Stay on top of product information security
Your product portfolio management software is a goldmine of valuable data. Robust security features and permission settings stop your information from falling into the wrong hands.
With multiple security certificates, world-class infrastructure and a host of CRM privacy measures, Pipedrive protects your product catalog at all times.
Learn about Pipedrive’s CRM privacy and security.
Auto-populate quotes to speed up your sales process
Manual sales admin is a slow and repetitive process that increases the time to market for new products and hinders other product experiences.
With a PIM platform housed in your CRM system, you can pull the latest product and deal data straight into sales documents to speed up your workflows.
Pipedrive’s Smart Docs feature auto-populates quotes with product data, giving you more time to personalize the buyer’s journey.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Speed up your sales admin with Pipedrive’s Smart Docs feature
Smart Docs is an easy-to-use document management feature that helps e-commerce firms, retailers and distributors organize sales admin, populate quotes and onboard customers faster.
Pipedrive’s Professional, Power and Enterprise plans include Smart Docs. Add it to any other plan to create custom documents and track opens in real time.
Smart Docs lets you:
Automate document creation. Fill document templates quickly with product data straight from your CRM.
Get electronic signatures. Cut costs, save time and create convenient customer experiences with e-signatures.
Streamline digital asset management. Use the tools you love, like Google Drive or Microsoft OneDrive, to work faster and smarter.
How Pipedrive helped Redlist’s reps gain a week’s worth of productivity
Redlist used Canva to design its proposal documents but found the process time-consuming and prone to errors.
Pipedrive’s Smart Docs feature allowed the company to auto-fill fields in its templates, speeding up the proposal stage.
“That’s a whole extra day I’m getting out of the guys for each person on the team, so each week I’m gaining a week’s worth of productivity.”
