Customer lifecycle management software

Optimize buyer journeys with Pipedrive’s customer lifecycle management tool

Customer lifecycle management begins with understanding what prospects need as they make their buying decisions.

Measuring and tweaking your sales process to meet those needs is the best way to turn leads into loyal followers and brand advocates.

Pipedrive gives you complete control over the customer lifecycle with full pipeline visibility, intuitive sales analytics, contact tracking and customization options.

Full access. No credit card required.

Customer lifecycle management

4.5/5

4.2/5

4.3/5

4.5/5

4.5/5

4.7/5

What is customer lifecycle management?

Customer lifecycle management (CLM) is the process of optimizing the customer journey from brand awareness to becoming a brand advocate. Effective CLM helps you address new and existing customers’ pain points to deliver better experiences at every touchpoint.

What to look for in Customer lifecycle management software

What to look for in customer lifecycle management software

Prioritize these qualities to find your business’ best customer lifecycle management system.

Map and optimize your unique sales process

Without an accurate live view of your sales cycle, it’s difficult to spot weaknesses or see when leads need help.

Custom pipelines let you oversee your sales process from a high level and dig into every stage in more detail. They provide real-time customer data to help you make better decisions and close more deals.

Pipedrive offers an intuitive pipeline view that you can tweak to match your unique sales process. Use it to learn when and why leads convert.

Learn about Pipedrive’s pipeline view.

Pipeline view
CRM contact management

Centralize customer data for personalized experiences

With all your data stored in different places and formats, making informed decisions during the customer lifecycle is difficult.

A CRM with customer lifecycle management features centralizes sales and contact information, giving your company a single source of truth.

Pipedrive’s searchable contact and business records equip sales reps and support staff with the tools to personalize interactions, impress buyers and improve customer loyalty.

Explore Pipedrive CRM’s contact management features.

Keep up with key performance indicators

You’ll repeat the same costly mistakes if you don’t have data-backed measurements for your lifecycle stages.

Custom reports and dashboards offer a clear, convenient view of the most important metrics. Use them to update stakeholders, inform business reviews and improve customer journeys.

Pipedrive’s sales analytics software helps you find and fix bottlenecks, spot repeatable wins and deliver trust-building customer experiences across the lifecycle.

Explore Pipedrive’s CRM analytics features.

CRM Analytics Features
Lead distribution software

Never miss another sales opportunity

The more leads you generate, the harder it is to track and allocate deals.

By automating lead distribution, you can flow leads to the most suitable reps, ensuring your team stays productive and buyers get the help they need to convert.

Assign leads to the right people at the right time. Keep your sales cycle moving and equip your team for success.

Get to know Pipedrive’s lead distribution software.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

How Intrnz boosted annual revenue by 250%

Intrnz’s sales team received inquiries from various channels, which became difficult to manage without an intuitive customer management tool.

The intern housing firm automated its sales process using Pipedrive and its integrations, boosting revenue by 250% in eight months.

“Pipedrive is the only solution we found that is able to manage a complex sales and marketing workflow at a price that makes sense for the average business.”

Read the case study

Intrnz Case Study
Leads

Get more leads on any Pipedrive plan

Capture more leads with this powerful and easy-to-use lead generation toolset. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

  • Chatbot: Engage website visitors 24/7 and route leads to sales reps

  • Live Chat: Delight leads by seamlessly swapping between chatbots and live chat

  • Prospector: Source quality leads from a database of over 400 million profiles

  • Web Forms: Embed and share forms and surveys to capture and store new leads with ease

  • Scheduler: Connect Chatbot and Live Chat with Pipedrive’s Scheduler tool to schedule meetings with one click and automatically update your reps’ calendars.

Learn more about Pipedrive’s LeadBooster add-on.

Customer lifecycle management FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Turn leads into brand advocates with Pipedrive’s sales CRM