Pipedrive is a sales management CRM tool that is perfect for small sales teams. It makes the lengthy sales processes easy. Inspired by activity-based selling, Pipedrive is currently used by 75,000 companies around the world. It’s a safe tool that protects your sensitive data better than any other tools in the market. The application is localized in many major and minor international languages. In addition, it supports multiple currencies right from dollars to Tanzanian shillings. The Pipedrive’s marketplace is already integrated with more than a hundred applications and that makes it easy to operate your sales.
We are highlighting the key features of Pipedrive below:
Pipeline management
Pipedrive CRM gives a complete view of your sales pipeline with a clear visual interface. It categorizes the deals as per sales stages, and it gives a clear understanding of the whole thing. Prioritize your works as per the sales momentum and refocus on efforts. You can add stages and fully customize various sales stages in the pipeline as per your need. Christen every stage with a proper name which makes things easy to understand and remember. In addition, you can turn off any feature if you don’t require.
It’s easy to add deals, contacts, and activities in the Pipedrive pipeline.
Email integration
The email integration in Pipedrive app synchronizes with all your contacts and deals. It enables you to view the whole thing in one place. In addition, Pipedrive offers a different sales inbox with customized templates. You can integrate this sub-inbox with the main inbox.
We are mentioning the salient features of these inboxes below:
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Sales Inbox
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Fully automated
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Send emails from Pipedrive from this inbox
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View incoming emails in Pipedrive
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Customizable email templates
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Customizable email signature
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Email tracking
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Link contacts to deals
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Schedule activities directly from your inbox
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Smart Email BCC
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User-initiated & managed
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Send emails from outside email customersimply, BCC to reach Pipedrive
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Incoming emails need to be forwarded (using BCC) to arrive at Pipedrive
Activities and goals
With cloud-based sales CRM like Pipedrive, you never miss any activity. You can completely customize the activity types and plan them with a scheduling tool. The ‘deal rotting’ feature ensures that you don’t neglect any lead. By looking at the detailed pipeline stages, the users can take up the possible actions to close the deals by looking at the progress stages. Pipedrive sends reminders and notifications to users for due activities.
Sales reporting
The Pipedrive sales report represents the team performance through various charts. This report compares the performances of the individuals and helps you to know the loopholes and work on the same. You can set effective goals and see every accomplishment as well as shortcomings in the pipeline in real-time. It carries the incomplete goals to the next period automatically. You can use various filters to view the reports as per requirements.
If you are offering multiple products and services, you can see the sales report as per the same. In addition, you can view sales volume & value, average discount, and time in the pipeline.
Mobile apps
Pipedrive offers the opportunity to run your sales from iOS and Android platforms. You can quickly access the contacts and to-do-list on the go and operate your business from anywhere. The mobile application enables you to take notes during meetings as well as calls and also helps to manage your schedule.
It tracks the calls, logs conversations, adds notes,and you canlink the call to the relevant deals. The GPS enabled Pipedrive mobile application helps to discover the nearby customers and schedule meeting with them. In addition, it gives direction to the next appointments.
Google Apps Integration
Pipedrive CRM users can easily connect to the Google applications with a two-way synchronization process. You can integrate your data with Google contacts, calendar, and drive.
API and Integration
The powerful and open API allows you to work with other applications in a seamless manner. Beyond the integration, the users also add custom features as per their requirements. The Zapier add-on simplifies data integration with the web apps. You can import contacts from Mailchimp and Wufoo also.
Customization
Pipedrive CRM offers full customization facility to the customers. The users can add pipelines stages and custom fields as per their needs. You can also switch off the useless features with this open API.
Products
With Pipedrive sales CRM, you can customize your account along with your unique products. You can add product codes, manufacturing cost, special notes, and total costs. In addition, you can link the products to deals, customers, and contacts. Pipedrive also allows you to set ownership for every product and create a duplicate of the same.
In addition, you can create custom filters to fetch your product data.
Web forms
Pipedrive sales CRM provides with you intuitive web forms to attract new customers to your business. These are fully customizable forms, which allow you to get information like email addresses, customer names, and phone number of possible clients.
You can place these forms on your own sites, partner websites, and social media channels.
Reliability & safety
Complete Cybersecurity is a primary concern for Pipedrive, and it protects data with strong encryption technology. In addition, it keeps data backup in real-time in a safe location. Pipedrive Sales CRM app is SOC 2 certified, which assures security, processing, integrity, availability, confidentiality, and privacy. We are explaining the SOC2 framework with the below image:
In addition, Pipedrive is featured with industry-standard login system to protect your data against any breach.
Multilingual & Multi-Currency
You can access Pipedrive in more than ten major& minor international languages. In addition, you can do transactions in this app in all major and minor currencies. You can also use multiple currencies in one organization while using the Pipedrive CRM system.
Manage your Team
Free CRM software like Pipedrive ensures complete management of your team. You can track the team performance by setting goals and generating reports. Segregate your big team into small strata, which gives you a clear understanding about on-going deals. It helps to cut-down and add team member wherever it’s necessary. In addition, you can get to know the team’s metrics and find out the reasons for the slowing down. Compile all the things and make custom reports for a better understanding.
Automate your Workflow
Pipedrive automation is easy to activate and it saves your time. It automates all your sales related mundane tasks. With Pipedrive automation, you can send personalized emails in the various stages of the deal. It helps to keep your prospect warm and keep an eye on the other high-priority sales activities. You can activate this workflow automation to any process and it assures a better multitasking with zero-errors.
Smart Contact Management
Pipedrive smart contact management allows you know important information about your leads. The smart contact data recaptures web-data of your contacts immediately. This data comprises valuable information from Google + as well as LinkedIn. It can help as a key factor to close the deals. It uses email id and public data to search the information by saving research hours.
Pipedrive Integration and Marketplace
The Marketplace is a critical feature in Pipedrive CRM, which is a collection of more than hundred third-party applications. In addition, you can integrate the applications as per the needs. Such a feature helps you to access every application in one place. Theses apps are integrated with descriptions and screenshots to make things easy to understand for users. The popular applications are Pipechimp, Plecto, Kixie, GetAccept, Leadfeeder, Toky and many more.
Activity Calendar
Planning the days is a serious business in sales. It affects your productivity to a large extent. On the Pipedrive activity calendar, you can view the complete overview of the planned activities. It allows you to evaluate your busy days with the to-do-list. In addition, you can mark the completed activities. The leaders can see how busy the team members are and decide a meeting time accordingly.
You can share the availability with URL link and it allows the customer to select a suitable time for meetings. Pipedrive CRM creates the activities automatically upon booking a time.
Ending Up
The sale is the sole branch that brings customers and revenues to a business. Therefore, streamlining the sales process and the respective team is the most important thing to do before emphasizing on any other task. Pipedrive CRM is a crucial tool to adopt if you are looking for an automated application that redefines your customer relationship.
