When it comes to functionality, Pipedrive doesn’t offer much out of the ordinary. The tool has everything you’d expect from a modern CRM system including communication tracking, customer and lead management, activity calendar, workflow automation, customizable reports, etc. However, Pipedrive does two things incredibly well – keeping tasks, contacts, emails, and reports organized and making it all visual. Pipedrive is a real breeze to use, you simply love it at first sight. Let’s explore some of the most notable features.
Pipedrive pools all of your leads in one place making it easy to focus on specific deals. Qualifying leads, scheduling calls, sending emails, or performing any other activity are all done from this dashboard. Custom filters and labels allow you to know the status of your leads (hot, warm, cold, etc.), as well as their stage in the pipeline.
Web forms are fully customizable and can be used to capture any information you require. Users can choose whether to add new leads under contacts or organizations, as well as embed the web forms directly into their website.
Custom data fields allow you to gather specific lead information, which can later be used for both marketing and sales purposes. Users can create both required and “nice-to-have” information fields, depending on the workflows and the sales cycle.
Pipedrive allows you to automate just about any step of the sales process. All you need to do is set up the triggers and events. You can also automatically generate personalized emails for each lead stage, allowing you to minimize repeat activities. Depending on your pricing plan, you can get up to 100 unique workflow automation, per month.