Pipedrive

Pipedrive

Pipedrive is a cloud-based customer relationship management (CRM) software designed for sales teams. It allows managing deals and sales pipelines, tracking lead sources, scheduling activities, automating workflows, and reporting on sales performance.
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crm sales pipeline-management lead-tracking sales-automation

Pipedrive: Cloud-based CRM for Sales Teams

Pipedrive is a cloud-based customer relationship management (CRM) software designed for sales teams. It allows managing deals and sales pipelines, tracking lead sources, scheduling activities, automating workflows, and reporting on sales performance.

What is Pipedrive?

Pipedrive is a cloud-based customer relationship management (CRM) software designed specifically for small to medium sized sales teams. It provides tools to manage the entire sales pipeline - from tracking leads to closing deals.

Some key features of Pipedrive include:

  • Deal pipelines - visualize and track deals through customizable pipelines
  • Lead management - capture and score leads, set up reminders for follow ups
  • Activity tracking - log emails, calls, meetings, notes related to deals and leads
  • Sales reporting and analytics - analyze sales performance with visual reports and dashboards
  • Email integration - sync emails from Gmail, Outlook, etc to deals and leads
  • Calendar sync - schedule meetings and activities from within Pipedrive
  • Mobile access - access Pipedrive on-the-go from iOS and Android apps
  • Custom workflows - create customized workflows to match your sales process
  • API and integrations - integrate with over 100 other software tools

Pipedrive uses a visual drag-and-drop interface that makes it easy to customize and use without extensive training. It's designed for small to medium businesses who want an affordable, self-serve CRM solution to manage sales pipelines.

Pipedrive Features

Features

  1. Sales pipeline management
  2. Lead and contact management
  3. Customizable sales stages and deal tracking
  4. Email integration and templates
  5. Activity scheduling and reminders
  6. Reporting and analytics
  7. Workflow automation
  8. Mobile apps for iOS and Android

Pricing

  • Subscription-Based

Pros

Intuitive and user-friendly interface

Customizable sales pipeline and deal stages

Automated workflow and task management

Detailed reporting and analytics

Mobile accessibility

Cons

Limited customization options for advanced users

Relatively high pricing for small businesses

Limited integration with other business tools


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You Don't Need a CRM! makes the case that most small businesses do not require a full-fledged customer relationship management (CRM) system. These platforms can be complex and expensive overkill.Instead, the book guides readers on how to leverage easy-to-use, affordable everyday tools to organize customer information and interactions. It focuses...
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KiteDesk FIND

KiteDesk FIND is a comprehensive search engine optimization and website auditing suite designed to help businesses and marketers improve their online visibility and website performance.Key features include:Detailed website crawler that maps out site structure and pagesAnalysis of meta tags, content, and links to surface optimization opportunitiesSocial media audits across leading...
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Big Boss

Big Boss is an open-source IT asset and inventory management software designed to help organizations track and manage their hardware and software assets. It provides a centralized database to store information on all IT assets including computers, monitors, networking equipment, peripherals, software licenses, and more.Key features of Big Boss include:Asset...
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Jesubi

Jesubi is an open-source business intelligence and data visualization tool for creating interactive dashboards, charts, and reports. It features an easy-to-use drag-and-drop interface that allows users without technical skills to quickly analyze data and share insights.Key capabilities and benefits of Jesubi include:Intuitive visual interface to visualize data from multiple sources...
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LeadGenius

LeadGenius is a comprehensive lead generation and management platform designed to help businesses capture, qualify, and nurture marketing leads. Here are some key features of LeadGenius:Lead capture tools like web forms, landing pages, and integrations with popular apps to collect leads from multiple sources.Intelligent lead scoring to quantify and prioritize...
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Membrain

Membrain is an intuitive and feature-rich mind mapping and brainstorming software. It enables individuals and teams to visually organize ideas, brainstorm concepts, structure projects, and more using flexible mind maps.With Membrain, users can create colorful and interactive mind maps using images, attachments, comments, tags, task lists and more. It's easy...
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SalesScreen

SalesScreen is a cloud-based customer relationship management (CRM) platform optimized for small to medium-sized B2B sales teams. With SalesScreen, sales reps can manage their entire sales pipeline in one place for improved visibility and forecasting.Key features of SalesScreen CRM include:Contact Management - Organize all your prospects and customers in one...
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SalesX.io

SalesX.io is a comprehensive sales engagement and productivity platform built to optimize sales processes. It brings together lead management, email sequencing, calling, event tracking, and analytics into one easy-to-use system designed specifically for high-performance sales teams.With SalesX.io, sales reps can automatically track email opens and clicks to identify hot leads....
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SalesMapper

SalesMapper is a software designed specifically for sales territory mapping, alignment, and optimization. It provides sales operations and management teams with powerful visualization and analytics capabilities to enhance field sales efficiency and productivity.Key features of SalesMapper include:Interactive and dynamic territory mapping - Easily build accurate sales territory maps integrated with...
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Centra Hub CRM

Centra Hub CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. Some key features of Centra Hub CRM include:Contact Management - Store all your prospect and customer information in one place. Track emails, calls, meetings, notes, and more.Opportunity Tracking - Track your sales...
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APRO CRM

APRO CRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It provides a variety of features to help businesses manage sales pipelines, track customer interactions, and gain insights.Key features of APRO CRM include:Contact Management - Organize customer and prospect details like name, company, email,...
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Damnlist

Damnlist is a free and open source to-do list and personal task manager application for Windows, macOS, Linux, iOS, and Android. It provides a simple interface to create multiple customizable lists and organize tasks, notes, and due dates.Key features of Damnlist include:Create unlimited to-do lists for different purposes like personal,...
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Zephyr CRM

Zephyr CRM is a cloud-based customer relationship management (CRM) platform aimed at small and midsize businesses. It helps companies manage sales pipelines, track customer interactions, automate marketing campaigns, and analyze data to improve performance.Key features of Zephyr CRM include:Contact Management - Organize customer and prospect information in one centralized database...
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TaskPutty

TaskPutty is a user-friendly and customizable task management application for Windows. It helps users stay organized by providing various tools to manage tasks, set reminders, track time, and boost everyday productivity.With an intuitive interface, TaskPutty allows users to easily create categorized task lists and subtasks. Custom tags and priorities can...
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MangoCRM

MangoCRM is an open source customer relationship management (CRM) software application designed specifically for small and medium businesses. It provides a suite of tools to organize contacts, manage leads, track sales opportunities, and gain insights to make informed decisions.Key features of MangoCRM include contact management, pipeline and lead management, sales...
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Zendesk Sell

Zendesk Sell is a cloud-based customer relationship management (CRM) platform designed specifically for sales teams to organize, track, and grow sales. It brings together email, phone calls, meetings, social media conversations, and more to build better business relationships.Key features of Zendesk Sell include:Lead and deal tracking to monitor progress through...
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People.ai

People.ai is an artificial intelligence-powered conversation intelligence platform designed for sales teams to help them have better sales conversations, close more deals faster, and eliminate manual note-taking and activity capture.Key features of People.ai include:Real-time conversational guidance - Provides prompts, talking points, reminders during sales calls via a smart toolbar.Conversation analytics...
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Bxp software

BXP software is a comprehensive business management and accounting solution designed for small and mid-sized businesses. It includes a wide range of features and tools to manage key business operations and workflows.For accounting, BXP offers general ledger, accounts payable, accounts receivable, bank reconciliation, invoicing, expense tracking, financial reporting, and more....
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Basix

Basix is an open-source alternative database management software to Microsoft Access. Like Access, Basix provides an intuitive graphical user interface that allows non-technical users to easily create and manage relational databases, build customizable forms and reports, write SQL queries without coding, analyze data, and more.Some key features of Basix include:Intuitive...
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Salesfully

salesfully is a cloud-based customer relationship management (CRM) and sales automation software designed especially for small and medium-sized businesses. salesfully aims to streamline the entire sales process in one easy-to-use platform to help companies close more deals and grow revenue.Key features of salesfully include:Contact Management - Organize all your contacts...
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Clevertim CRM

Clevertim CRM is a cloud-based customer relationship management (CRM) platform optimized for small and medium-sized businesses. It provides a variety of features to help organize contacts, track interactions across multiple channels, manage deals and sales pipelines, and gain actionable insights through analytics.Key features of Clevertim CRM include:Contact Management - Organize...
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CompanyHub CRM

CompanyHub CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. It provides a variety of features to help companies manage sales pipelines, track customer interactions, and gain insights from data.Key features of CompanyHub CRM include:Contact Management - Store all customer and prospect contact...
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Fortifi

Fortifi is a comprehensive cybersecurity awareness and training platform used by organizations to educate employees on cyber threats and build a human firewall. The software uses interactive and engaging content like videos, games, quizzes, and simulated phishing attacks to train users on critical topics:Identifying phishing attacksCreating strong passwordsAvoiding social engineering...
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MYCO Suite

MYCO Suite is an open-source, modular enterprise resource planning (ERP) software designed specifically for small and medium-sized businesses. It features a suite of integrated modules that cover key functional areas including:Accounting - General ledger, accounts payable, accounts receivable, invoicing, expense managementInventory - Inventory control, warehouse management, product data managementSales -...
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Ace of Sales

Ace of Sales is a cloud-based customer relationship management (CRM) and sales automation software designed specifically for small businesses. It aims to provide an all-in-one solution to simplify and automate key aspects of the sales process.Key features of Ace of Sales include: Contact Management: Organize your contacts and interactions into...
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CRM One

CRM One is a cloud-based customer relationship management (CRM) software designed specifically for small businesses. It aims to provide an easy-to-use CRM platform to help small teams organize contacts, track interactions across channels, manage deals and opportunities, and gain insights from customer data to strengthen relationships.Key features of CRM One...
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Wakeupsales

Wakeupsales is a comprehensive sales engagement and enablement platform built to help sales development representatives (SDRs), business development representatives (BDRs), account executives, and sales leaders drive more pipeline and revenue.Key features include:Lead Enrichment - Enhance lead records with additional data from over 200 online sourcesCadence Building - Create targeted multi-channel...
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Zigihub

ZigiHub is an open-source alternative to GitHub that allows developers to host and manage Git repositories for version control. Some key features of ZigiHub include:Public and private repositories with granular user and team permissionsIssue tracking, pull requests, wiki, project boards for agile developmentCode review tools with inline comments and approvalsCI/CD...
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KPI.Com

KPI.com is a SaaS business intelligence and analytics solution designed to help organizations measure, monitor, and manage key performance indicators (KPIs). With an easy-to-use interface, KPI.com makes it simple to track metrics across all business functions to gain actionable insights.Some key features of KPI.com include:Customizable dashboards to visualize important KPIsFlexible...
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Impact CRM

Impact CRM is a cloud-based customer relationship management (CRM) platform optimized for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions including leads, accounts, contacts, opportunities, and customer service cases.Key features of Impact CRM include:Contact Management - Organize all your contacts and accounts in one...
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Myphoner

myphoner is a VoIP (Voice over Internet Protocol) software that enables users to make free phone calls over the internet. It works by assigning the user a virtual phone number, allowing them to call landlines and mobile phones around the world.Some key features of myphoner include:Provides a free virtual phone...
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Pipetop

Pipetop is a powerful yet easy-to-use automation app for iPhone and iPad that allows you to streamline repetitive tasks and workflows. With an intuitive drag-and-drop interface, you can automate almost anything you do manually on your iOS devices.Some of the key features and benefits of Pipetop include:Create scripts to automate...
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Zimplu CRM

Zimplu CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions and data in one place to better understand customers and meet their needs.Key features of Zimplu CRM include:Contact Management - Store all customer...
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Chili Sales

Chili Sales is a cloud-based customer relationship management (CRM) and sales platform designed for small and medium-sized businesses. It allows companies to organize their sales pipeline, track customer interactions, manage contacts, automate tasks, and more.Some key features of Chili Sales include:Contact Management: Store all contact details including leads, customers, partners...
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Vivorental

Vivorental is an online vacation rental marketplace founded in 2008. It provides an alternative to hotels by allowing homeowners, property managers, and landlords to list their spaces for rent on a short-term basis.With Vivorental, local hosts can create listings for their spaces like apartments, guest suites, cabins and cottages, tiny...
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Livespace CRM

Livespace CRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It provides a variety of features to manage sales pipelines, track customer interactions, automate tasks, and generate reports.Key features of Livespace CRM include:Contact Management - Store all customer and prospect information in one centralized...
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Marketable

Marketable is an intuitive marketing software designed specifically for small and medium-sized businesses. It combines essential marketing tools like email marketing, social media management, website analytics, surveys, landing pages, and more on one user-friendly platform.Marketable helps SMBs manage their digital marketing efforts with ease. It provides professional, eye-catching templates for...
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Liid

Liid is a robust yet easy-to-use customer relationship management (CRM) platform designed for small and medium-sized businesses. It consolidates all customer and prospect information and interactions in one centralized location, enabling sales and marketing teams to effectively nurture leads, close deals faster, and provide outstanding customer service.Key features of Liid...
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Soffront CRM

Soffront CRM is an open-source, self-hosted customer relationship management (CRM) platform. It is designed to help businesses manage interactions and build relationships with prospects and customers.Some key features of Soffront CRM include:Contact Management - Organize contact details for individuals and companies. Track relationships, interactions, notes, files, and more for each...
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PipelineDeals

PipelineDeals is a cloud-based customer relationship management (CRM) and sales pipeline software designed for small to medium-sized businesses. Some key features of PipelineDeals include:Visual sales pipeline management - PipelineDeals allows you to visually create, manage, and analyze your sales funnel by tagging and categorizing deals into different sales stages.Contact and...
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