Close Deals Faster with an Automated Pipedrive Set-up

Expert Pipedrive CRM configuration the way your business wants it

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What is Pipedrive?

One of the most popular customer relationship management (CRM) platforms, Pipedrive is designed for sales teams to organize, track, and manage their sales pipeline. Users can manage leads, deals, activities, and communications all in one centralized place to optimize the sales process from start to close.

Compare CRMs

See how Pipedrive measures up against other CRM alternatives

Pipedrive vs Salesforce

Pay less for an intuitive, easier to use CRM you don’t need an IT degree to work

Pipedrive vs HubSpot

Don't get tied in to features you don't need and win more deals with less legwork

Pipedrive vs Copper

Pay less across all plans and fully customize as you go without surprise restrictions or hidden costs

Pipedrive vs Freshworks

Don't let Freshworks hold you back by mandatory field overkill and lack of product inventory

Pipedrive vs Monday

A fully customizable sales CRM with kanban view vs. a project board

Pipedrive vs Zoho

CRM Easy and customizable from square one. Don’t pay more for essentials like calendar and contact sync

Pipedrive vs Agile

CRM Get an easier to use tool with deluxe features like Workflow Automation to use as you grow

Pipedrive vs Nutshell

CRM Get a CRM that’s simple to use, has all the features you need, and is better value for money than Nutshell

Pipedrive vs Nimble

CRM Get critical sales features like customizable reports and product inventories without the restrictions of Nimble

Pipedrive vs Airtable

A dedicated CRM with full customization and activity management vs. a spreadsheet software

Pipedrive vs Close

CRM Simple-to-use CRM with extensive functionality, and fewer feature limits – at nearly half the cost of Close

Pipedrive Campaigns vs Mailchimp

CRM Get an easier to use tool with deluxe features like Workflow Automation to use as you grow

What we offer

Get more leads, then close them faster with Pipedrive implementation that stands out. 

Standard

Premium + Automations

Enterprise (25+ sales staff)

No. of hours of support

15

40

150+

Basic Set-up

Custom Fields

1

10

25+

Data upload - customers and deals

Customized Pipelines

5

10

15+

System Configuration

No. of custom Reports

2

5

20+

No. of workflow automations

1

3

7+

Integration with other apps

1

3

7+

Training

Admin Training

-

Post-Implementation Tuning Support

Up to 4 hours

Up to 8 hours

No. of hours of support

15

Basic Set-up

Custom Fields

1

Data upload - customers and deals

Customized Pipelines

5

System Configuration

No. of custom Reports

2

No. of workflow automations

1

Integration with other apps

1

Training

Admin Training

-

Post-Implementation Tuning Support

Up to 4 hours

No. of hours of support

40

Basic Set-up

Custom Fields

10

Data upload - customers and deals

Customized Pipelines

10

System Configuration

No. of custom Reports

5

No. of workflow automations

3

Integration with other apps

3

Training

Admin Training

Post-Implementation Tuning Support

Up to 8 hours

No. of hours of support

150+

Basic Set-up

Custom Fields

25+

Data upload - customers and deals

Customized Pipelines

15+

System Configuration

No. of custom Reports

20+

No. of workflow automations

7+

Integration with other apps

7+

Training

Admin Training

Post-Implementation Tuning Support

Industry’s

Discover all the characteristics of a customer relationship management tool that you should look for. Companies in almost every industry can benefit from using CRM software, so how do you find the right one for you?

Automotive sales

Approach and track new leads, nurture customers at every touchpoint and generate limitless vehicle sales opportunities.

Banking

Meet your buyers’ every need, build brand awareness and turn banking customers into loyal advocates.

B2B

Keep your business clients happy and manage all your important relationships with one easy-to-use tool.

B2C

Supercharge your business operations and improve customer satisfaction with workflow automation and customer base segmentation.

Call center

Operate your call center from one central tool. Discover how a CRM can automatically dial, record and log calls to help you deliver a better service.

Consumer CRM

Learn when and why consumers make buying decisions so you can maximize value at every touchpoint and convert leads faster.

Customer support

Organize customer service processes, facilitate communication with customers and improve overall customer experience.

Event management

Leverage event marketing automation to create tailored experiences, connect with attendees and save time.

Government

Modernize your operations and improve everyone’s communications without breaking a sweat using the right, cloud-based CRM tool.

Higher education

Increase admission rates and improve student and staff communication. Track every interaction with people anywhere in the world.

Healthcare

Oversee appointments, track medical history and establish life-long trust with your customers, all while keeping patients’ data secure.

Hospitality

Book more guests, build deeper, long-lasting relationships, provide a better customer experience and improve operational efficiency.

Insurance

Provide a next-level customer experience while making pipeline management a breeze with powerful and secure insurance sales features.

Logistics and transport

Simplify your business operations and organize data across multiple locations and timezones with a transport and logistics CRM system.

Manufacturing

Analyze customer data, keep stakeholders informed and achieve a 360-degree view of your entire supply chain with an easy-to-use CRM.

Marketing

Centralize client information, analyze your outreach efforts and sharpen your marketing strategy with an integrated CRM.

Media

Give publishers and producers the right tools to centralize subscription renewals, supervise ad revenue and manage events.

Not for profit

Attract more donors, engage and nurture long-term supporters and communicate the impact they’ve made to your cause.

SaaS and software

Learn how SaaS CRM software saves you time on sales, boosts collaboration and moves new prospects through the funnel.

Real estate and property

Save valuable time by focusing your efforts on the hottest leads and track the status of opportunities while on the go with a powerful mobile CRM.

Recruitment

Attract high-quality applicants, strengthen candidate and client relationships and enhance your recruitment process.

Retail

Optimize your retail operation, gain product insights, organize data, build customer loyalty and optimize customer experience.

Travel

Manage inbound inquiries, increase booking engagement and create custom itineraries so wherever they go, your customers keep coming back.

What makes Pipedrive one of the world’s most-used CRMs?

Job costing & profitability report

Streamlined sales management

Monitor your sales pipeline in real-time and gain clear visibility on deal progress, with constant updates and status alerts for each phase of the sales cycle.

Get paid faster with online invoices

Accelerated deal closing

Use Pipedrive's automated workflows to prompt timely follow-ups and advance deals through your pipeline for a faster sales cycle and increased conversion rates.

Experts

Enhanced team collaboration

Coordinate seamlessly with your sales team, sharing information and updates in real-time on Pipedrive, allowing for collaborative effort on closing deals and managing relationships.

In-depth sales analytics

Make data-driven decisions with Pipedrive's suite of reporting tools for even more insights on sales trends, performance metrics, and forecast accuracy. 

Protect your business data

Secure data handling

Pipedrive's strong security protocols safeguard your valuable sales data with encryption and secure server practices.

Comprehensive Xero support for your team

Email software

Pipedrive's email software seamlessly integrates with its CRM for easy email tracking, customizable templates, and automated follow-ups. Enhance client communication and sales efficiency.

Pipedrive integrates with more than 400 apps

Enhance your Pipedrive experience by integrating with specialized tools that cater to your business's unique needs. Pipedrive's extensive marketplace offers a variety of apps to streamline workflows and unite all your tools in one place:

Zapier:

Automate workflows with thousands of apps like Google Sheets and Facebook Lead Ads, turning Pipedrive into a sales hub​​.

PandaDoc:

Improve deal workflow with document automation software, creating and eSigning proposals and contracts directly within Pipedrive​​.

Leadfeeder:

Identify companies visiting your website and automatically convert these visits into Pipedrive deals​​.

JustCall:

Enhance your sales process with a phone service that features one-click dialing and automatic call logging within Pipedrive​​.

LinkPort:

Easily import LinkedIn contacts to Pipedrive, populating contact details with one click​​.

Outfunnel

Automate your email marketing, track website visits, and provide your sales team with enriched lead context​​.

QuickBooks

Create invoices in Pipedrive without additional data entry into QuickBooks, simplifying accounting processes​​.

Zoom

Seamlessly conduct remote meetings and manage your calendar directly within Pipedrive​​.

These integrations focus on what matters: building relationships, streamlining workflows, and providing detailed insights to support both sales and marketing activities, ensuring customer satisfaction across all channels​​​​​​​​.Moreover, Pipedrive's open API allows for custom integrations, providing enhanced functionality and the flexibility to develop workflows tailored to your specific business need.

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