What is Pipedrive used for?

We’ve read a selection of customer reviews to come up with the main use cases for Pipedrive.

Use cases

Sales pipeline management

The primary use case for Pipedrive is to help sales teams manage and optimize their sales pipelines. You can create a structured sales process that aligns with the organization's sales strategy, and see it visualized on a shared task tracker.

Contact and lead management

Pipedrive serves as a centralized repository for storing and organizing detailed information about potential and existing customers. Sales teams can quickly access contact details, log interactions, and track communication history, providing a 360-degree view of the customer.

Sales activity and goal tracking

The activity tracking feature in Pipedrive provides a clear overview of the sales team's daily, weekly, and monthly activities. Users can set and schedule tasks, calls, emails, and meetings, and associate them with specific deals or contacts, keeping the team focused and accountable.

Pipedrive main features

• Visual pipeline management:
  Pipedrive provides a Kanban-style task tracker that gives your sales team a clear overview of their pipeline. This allows you to track deals, move them through different stages, and—hopefully—close deals more efficiently.
• Customizable pipelines
  You can customize your sales pipeline, or process, according to your business’ customs. You can add or remove stages, set probability percentages, and define the criteria for moving deals through the pipeline.
• Email integration
  Pipedrive integrates with email platforms, allowing users to send, receive, and track emails directly within the CRM. There’s also email templates and email tracking features to help your sales teams streamline their communication processes.
• Contact and lead management
  Pipedrive offers a central hub for storing contact and lead information. It allows users to quickly access key details, log interactions, and track communication history. You can score leads based on their potential value, helping sales teams focus on the most qualified prospects.
• Sales reporting and analytics
  Pipedrive offers robust reporting and analytics capabilities, so you can track your sales team's performance. Users can generate visual reports to track metrics such as pipeline value, win rates, conversion rates, and sales activities.