Pipedrive FAQs

Pipedrive is a sales-focused customer relationship management (CRM) tool. The web-based platform helps you visualize your sales process so selling is more organized, focused, and successful. It brings every step of turning a potential deal into a sale into one place, so teams can sell more while working less.

Compared with other CRMs, Pipedrive is easier to set up and use, skips unnecessary features and hidden costs, and takes a more visual approach to tracking deals and pipelines. It's also more affordable than many of the popular alternatives.

Pipedrive is a web-based sales customer relationship management (CRM) tool.

Get the most out of Pipedrive by building automations, setting goals and tracking progress against them, using visual cues to stay on track, and applying filters to pull out exactly the data you need.

As with any CRM, the quality of what you get out depends on the quality of what you put in. Pipedrive's straightforward, simple interface makes it easy for your team to enter good data — which leads to good reporting for analysis and future planning.

Pipedrive gives you a visual dashboard to see the progress of every deal in your pipeline. It automates time-consuming tasks, provides reminders, manages contacts, and generates sales reports, among many other features.

Yes. The visual layout makes Pipedrive easy for your team to understand and use. The dashboard lets you view, create, and modify sales pipelines, and the intuitive contact management helps you never miss a potential customer.

Pipedrive lets your sales team automate the mundane tasks that eat up time, so they can focus on finding leads and closing deals. Because it's so visual, the whole team can see where each lead sits in the pipeline — which means fewer missed opportunities.

You can try Pipedrive for free with a full-access trial and no credit card required. If you'd like a hand setting it up the right way, that's exactly what we do.

Prospector is an outbound lead-generation tool. It lets you search for and gather leads that match your criteria, returning organizations and contacts that fit your requirements. You can then add those leads to your Leads Inbox and start engaging them.

Leads are potential deals in your pipeline. These people or organizations may not be ready to move forward yet, or they're still at the very start of your sales process. Instead of losing them or cluttering your deal workspace, you can keep them organized as leads.

A deal is an ongoing interaction you're pursuing with a person or organization. It moves through the stages of your pipeline until it's either won or lost.

Pipedrive's sales CRM is used by both small and large businesses across many industries. It has the most users in professional services and manufacturing, but customers span more than 20 industry verticals.

Over 100,000 businesses use Pipedrive and have closed billions of dollars in deals. It suits everyone from small businesses to enterprise organizations, with well-known users including Maxwell Health, Instyle Solar, Gogoprint, and CAD Training Online.