Pipedrive Review

Pipedrive is an excellent modular CRM software. It organizes business leads in a way that offers an excellent sales overview and lets you focus on the proposals that you want to prioritize. The great intuitiveness of the system helps you to distinguish emerging leads, priority agreements and develop an individual approach for each of them without losing time. 

Negotiating an agreement or maintaining customer relationships becomes a completely flexible process and you can quickly customize it to promote your brand or change the previously established conditions. Pipedrive allows you to activate / deactivate entire modules without losing the quality of the service; data is also backed up in real-time on a separate server.

PIPEDRIVE – TUTORIAL

With this tutorial we learn how to use this CRM software:

PIPEDRIVE – FEATURES

• Pipeline management: it advises on the actions to be taken and how better organize the complex sales processes
• Email integration: send and receive emails through this software to have all business communications in one place
• Generation of sales reports: display all new offers added, average duration of offers, number of deals in progress and phase-to-phase conversion in any period of time
• Sales forecast: display current offers sorted by the expected closing date, next to the deals you have already concluded for easy comparison. This way, you can change strategy before it’s too late, focus on offers that are more likely to be concluded or find new deals
• Mobile app: optimize your sales activity and focus on the actions that will make your business go full steam ahead. Manage your contacts with one click and take notes in real-time for a convenient follow-up
• Products: create a catalog of products and link them to offers, customers or specific contacts