1. Manage customer data in one place

Reduce the hassle of multiple tabs and manually transferring data from one place to another. Nurture great relationships, boost customer satisfaction, eliminate silos and reduce the risk of errors during data migration.

2. Integrate easily with other tools you use

Well-integrated platforms ensure streamlined management across different tools. Keep the functionality of your favorite apps in one place and save your team from switching between tabs.

3. Share quickly with other teams

Work collaboratively with a project management CRM software that gives all departments access to the same data in real time. Enhance customer experience throughout the entire lifecycle by giving team members access to up-to-date customer data and communication history.

4. Customize features to fit your sales cycle

Tailor your CRM system to work exactly how you need it. Manage multiple projects and sales pipelines, obtain a big-picture overview of your project status and track the daily activities you need to close deals and keep projects moving.

5. Use automation to improve your sales process

Save valuable time by automating repetitive work. Automatically assign leads to the right sales reps, set reminders for upcoming activities and get notified when a customer acts so that you can reach out at the right time. Combine this with Pipedrive’s powerful marketing automation and email software abilities to ensure cross-team success.

The all-in-one CRM project management software

Easily manage all of your data, projects, leads and marketing campaigns with Pipedrive’s comprehensive CRM and project management platform.

What’s a CRM in project management?

Customer relationship management (CRM) project management software enables businesses to track leads, keep customers engaged and create meaningful experiences. What’s more, it can help you achieve project objectives quicker by mapping their timelines.

This means no more disorganized procedures and guesswork. Instead, you can easily see which tasks and sales activities you need to prioritize to improve effectiveness across the board.

Manage all your sales and projects under one roof

Having separate sources for sales and project data creates logistical silos. Pipedrive’s all-in-one solution combines your sales data and project management system, enhancing your workflow to help you achieve your business goals.

360-degree view of projects

Monitor and optimize projects and track customer interactions from your CRM dashboard

Follow-ups and reminders

Keep projects moving with automatic messages and reminders. Get notifications when contacts open your emails, so you can follow up while leads are hot.

Customer insights

See a centralized history of negotiations with prospects, so you always know where deals stand

Align your departments

Ensure your teams are all on the same page by giving them full access to the same information

Seamless integration with your tools

Level up your efficiency by integrating seamlessly with your favorite tools, including other leading project management software

Powerful sales automation

Track which sales activities need to happen next and automate repetitive tasks to save time and optimize workflows

How a CRM project management platform helps you achieve your sales goals

Managing your sales activity can be a pain when prospect data and project details are separated. Easily optimize your business processes to work for you, make sure your sales and project teams are on the same page and drive growth with Pipedrive’s CRM project management tool.

Convert valuable leads before they drift elsewhere

LeadBooster is Pipedrive’s four-in-one lead generation tool that helps large and small businesses improve their sales process and ensure no leads are lost due to lack of time or organization. It includes:

Prospector. Discover outbound leads from a database of over 400 million profiles and 10 million companies, filtered based on your ideal customer.
Chatbot. Boost your customer support and let your website visitors qualify themselves with a conversational Chatbot.
Live Chat. Chatbot smoothly hands off whenever the sales team is required. Use our live chat feature from any device, including the mobile app.
Web Forms. Give your inbound leads a simple way to share their contact information with easy-to-build forms on your website.

Learn about the LeadBooster add-on

How Let’s Do It World keeps its data organized with Pipedrive

Let’s Do It World has engaged over 70 million people from 191 countries in environmental clean-ups around the world.

Pipedrive’s cloud-based software has helped manage these massive projects by automating repetitive project tasks, optimizing workflows and keeping a centralized, up-to-date database.

“Pipedrive helped us organize our work and minimize so many jobs that weren’t actually necessary.”

Read the case study

Choose the right CRM for project management

Using a CRM with project management features can help consolidate tasks into a single platform, saving you both time and money. To make sure you choose the right one, look for:

Ease of use. A great CRM tool will be simple to implement and intuitive to use.
Customizability. A customizable CRM solution can help businesses by reflecting their unique requirements.
Centralized data management. The best CRM will let you manage both project and customer information, so you can gather relevant insights and share data with ease.
Visual project and sales pipeline management. See project milestones and sales timelines, improve communication and enable better decision-making.

Integrate your project management CRM with your favorite tools

Integrations can add extra functionality to your CRM, taking its project management capabilities to the next level. Take a look at these powerful task management and agile collaboration tools.

Trello

Let Pipedrive power your Trello cards. Manage new projects, organize information and enable cross-team collaboration with the Trello integration.

Zoom Meetings

Schedule and manage your Zoom meetings from within Pipedrive for smooth workflow automation. Empower team and client cooperation with the Zoom Meetings integration.

Zapier

Attach information to deals and accounts from your favorite project management apps. Ditch the manual work and unite your tools with the Zapier integration.

Google Apps

Host team or customer calls with Google Meet, track your tasks with Google Calendar and search nearby contacts to set up meetings using Google Maps.

Forecast

Bring your sales and project delivery teams closer together, organize resources and connect all project operations from quote to invoice with the Forecast integration.

Deals+ for Slack

Track tasks and conversations on Slack and Pipedrive without needing to switch between platforms. Get team notifications for deals, organizations and contacts with Deals+ for Slack.