CRM Built for Technology Advisors
Included Out-of-the-Box
We've spent over a thousand hours customizing your CRM .... so you don't have to.
Custom Pipelines
Pipedrive is well known for it's visual Pipeline and Pipeline View ... a VP of Sales or Owner's favorite source of information on how Deals are progressing through the sales process. We've provided Five (5) pre-built customized Pipelines for New Business, Renewals, UpSells, Month-to-Month, and Onboarding clients. Each Pipeline has sales processes, workflows, automations, deal rotting, and forecasting specific to that Pipeline. We think you'll like what you see, but you're welcome to change them.
Custom Fields
Custom fields allow Pipedrive to reflect your business process. Track what actual matters. Segment and Prioritize. Standardize Sales Process & Data Entry. Enable Automations and Workflows. We've included over 50 prebuilt custom Deal, Lead, Contact, & Organization fields to help organize your business, create efficiencies, enable workflows, automations, and scale your business..
Workflows & Automations
Pipedrive’s Workflows & Automations help streamline repetitive tasks so your team can focus on selling. We've created automated triggers that send emails, create follow-up activities, update fields, and notify team members—all based on deal movement, activity status, or field updates. There are always new workflows and automations to build. We can teach you how, or you can ask us to built it for you.
Dashboards & Reporting
Pipedrive’s Insights feature makes it easy to turn your CRM data into clear, actionable reports. You can track sales performance, deal progress, activities, and custom metrics in real-time. Whether you want to forecast revenue, measure rep performance, or identify pipeline bottlenecks, Insights gives you the clarity you need to make smart decisions. We've started you off with an Owner Dashboard with reports on MRR/MRD revenue, SPIFF's, Carriers/Suppliers, TSDs, Activities, Sales by Industry, Sales by State, Sales by Rep, Sub-Agent, and Referral Partners.
Microsoft, Google, & Zoom Integrations
Pipedrive syncs with seamlessly with Outlook, Google, and Zoom. Want to drag a file in from OneDrive, SharePoint, or Google Drive? No problem. Teams, Zoom, Google, meetings are a simple 1-click away.
email Templates
Pipedrive can pull data from any custom field into an email template or document. Email Templates included in the initial delivery include Renewal Template, Networking Lead, Scheduled Installation Date, Service Installed, and Happy Birthday. Email templates are excellent for LeadGen and quarterly emails to your clients.
SmartDocs & e-Signature
With the Smart Docs feature, you can save time in the negotiation process by creating a proposal or quote directly from the deal or contact detail view. The document will automatically be populated with the relevant deal, contact, project or product details from your Pipedrive account. Need it signed? Pipedrive's electronic signature is a touch away.
Contact Segmentation
Contact segmentation is one of the most powerful (and often underutilized) features in a CRM. It transforms a static contact list into a dynamic tool for targeting, personalization, and strategy. It allows for Personalized Communication, Targeted Campaigns & Promotions, Improved Sales Prioritization, Smarter Reporting & Insights, and Automated Workflows by Segment.
Award Winning
Why Pipedrive? We put eight (8) highly-ranked and well-known CRM’s through trials before selecting Pipedrive. The amount of features, security, ease of use, sales interface, commitment to continuous improvement, ease customization, for the price point is second to none.
Consistently in the G2’s upper right-hand quadrant, Pipedrive’s award winning software is simply the best value in CRM.
- Trusted by 100,000+ companies in 179 countries.
- Pipedrive AI (Sales Assistant, Report Writer, Email Generator, to start)
- 500 Integrations
- Mobile App
- Smart Docs
- Data Security & Trust Center
- Daily Summary
Client Testimonials
Heavily Invested in AI
Pipedrive’s Al-powered tools help sales teams work more efficiently by analyzing data and suggesting next best actions. From deal insights to smart activity recommendations, to Insights report building, Pipedrive Al keeps your pipeline moving and helps reps focus on what matters most-closing deals.
How many more deals could you close?
For the sales professional, the right CRM can help you sell more, faster, and with less friction by … staying organized, saving time, improving productivity, creating efficiencies, helping to prioritize effectively, learn your customer faster, provide pipeline visibility, and give you mobile access to all of your data.
For the company, the right CRM provides, visibility, accountability, and scalability … enabling the company to improve forecasting, measure performance, scale processes, enable collaboration, increase customer retention, and gain valuable insights.
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