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The Ultimate Guide to Pipedrive CRM

24 May 2023Updated: 20 Jun 2024 6 min

Table Of Contents

How to Use Pipedrive and its features
Pipedrive Implementation
What is Pipedrive?

In today's fast-paced business world, managing customer relationships efficiently is essential for success. That's where Customer Relationship Management (CRM) systems come into play, and one popular CRM solution that has gained significant recognition is Pipedrive. In this comprehensive guide, we will delve into the world of Pipedrive and provide you with the ultimate understanding of its features, benefits, and how it can empower your sales process.

What is Pipedrive: The Ultimate Guide to Pipedrive CRM

Pipedrive users have reported 28% average increase in close rate after using Pipedrive for one year. It has received 4.5 star rating for ‘ease of use’ by Capterra and was the number 1 CRM in Software Reviews’ Data Quadrant 2018 and 2019.

There are a lot of CRM tools available in the market these days. We have free CRM by HubSpot, the Zoho CRM, Salesforce and so on. What is it about Pipedrive that differentiates it from its competitors?


Well, as Pipedrive likes to call itself - it’s a CRM created by the salespeople for the salespeople.

Let’s dig deeper into this and try to understand what are the interesting features of Pipedrive that make it the CRM of choice for a lot of leading and budding businesses.

What is Pipedrive?

Pipedrive is essentially a customer relationship management tool. It is a system that allows businesses to manage relationships with their customers. Amongst a majority of CRM systems available in the market these days, Pipedrive is a well-known name. It helps users visualize their sales processes and get more done in a short period of time. This is the USP of Pipedrive - that it is a CRM created by the salespeople for the salespeople.

In other words, Pipedrive is a CRM that promotes and helps with activity-based selling. Activity-based selling is a proven approach that’s all about scheduling, completing and tracking activities rather than attempting everything together and missing out on something important. Apart from that, another feature that helps Pipedrive stand apart is visual pipelines. 

Managing leads and deals using Pipedrive is as easy as putting Sticky Notes on a whiteboard to see where each of your deals stands, except that it is done with a lot of smart features as compared to Sticky Notes. Pipedrive’s goal is to make sales success not only possible but inevitable for teams everywhere. 

Now that we know what Pipedrive is let’s dig deeper into the features of Pipedrive and understand how to use Pipedrive.

How to Use Pipedrive and its features

Wondering what Pipedrive can help you achieve and how to use Pipedrive?

Let’s have a quick look at various features of Pipedrive and see what all can Pipedrive help you achieve.

Manage Leads and Deals

Managing leads and deals is extremely easy with Pipedrive. The board look with different lists makes it easy to manage and use.

Manage Leads and Deals

You can easily drag a given deal from one stage to another to update the status. It resembles Trello somewhat in its broad view, and if you have prior experience with Trello, you’d find it easy to work with.

Track Communications

You can use Pipedrive to track calls, emails and contact history exactly as you need to and all of this while having complete visibility and control of your schedule.

Track Communications

Pipedrive stores your contacts in an extremely organized way and holds them as “people” and “organizations”. Once you have added a contact, you have the option to link it to deals as you go. And yes, not to forget that you can very easily import your existing contacts from spreadsheets and even your previous CRM. Further, you can synchronize your Google or Microsoft contacts and save a lot of extra work.

Automating Tasks With Pipedrive

Pipedrive helps you utilise your time properly by eliminating all the busywork. And, how does it do it?

Pipedrive lets you automate all the repetitive administrative tasks. Thus, you don’t have to worry about what computers can do and actually focus on what you need to pay the utmost attention to. Pipedrive comes with an AI-powered sales mentor that helps boost and improve your performance with personalised tips. Thus, now you don’t have to sit and worry about what to do next and rather do things right away because you have a sales assistant helping you. And you also receive automated, behaviour-based hints related to boosting your results so you’re regularly upgrading your sales skills without any time-consuming training.

Insights and Reports

With Pipedrive, you don’t have to use any boring spreadsheets anymore. Get rid of spreadsheets and play with all the data that you have in customisable reports and interactive dashboards.

Insights and Reports

Thus, using Pipedrive, it’s easy to filter, group and oversee results which makes it extremely easy to figure out what’s working for your business and what’s not. Plus, you also can draw exclusive insights on what the duration of the sales cycle is and how to make your sales processes more rewarding and efficient.

Privacy and Security

Pipedrive is extremely careful about your privacy and security. With Pipedrive, you don’t have to worry about how your business related data is being used or if it’s in safe hands or not.

Privacy and Security

Pipedrive provides you with a security dashboard using which you can easily control the security of your business data from one place. You can directly monitor how, where, when and by whom your business data is being accessed. Furthermore, you can even tackle any suspected user and account for activities as they happen.

Mobile Apps and Integrations

Finally, Pipedrive can very easily be integrated with other apps and systems. The ease of integration is one of the most promising features of Pipedrive that makes it easy to use.

Mobile Apps and Integrations

You can access the Pipedrive CRM from your mobile device and integrate it with other SaaS products that your business uses.

Related use cases: Vendemus | TED IVS 

Pipedrive Implementation

You've recognised the power of Pipedrive CRM and are ready to take your sales management to the next level. Implementing Pipedrive effectively can significantly impact your business growth, and enlisting the expertise of a seasoned partner ensures a seamless and successful integration process.

As an elite Pipedrive partner, Cloudify excels in implementing and integrating Pipedrive for businesses of all sizes. Our certified experts possess a deep understanding of Pipedrive's capabilities and can tailor its functionalities to align perfectly with your specific needs. From gaining a comprehensive overview of your business operations to migrating your valuable data, we ensure a smooth transition into Pipedrive, allowing you to focus on what matters most—closing deals and driving revenue.

The implementation journey begins with a thorough analysis of your sales processes and goals. Our experts work closely with you to understand your unique requirements and configure Pipedrive accordingly. We provide guidance on lead and deal management, customising pipelines, setting up automation workflows, and optimising your sales pipeline to maximise efficiency and drive results.

Transferring your existing data into Pipedrive can be a complex task, particularly if you're dealing with vast volumes of information. Our dedicated team at Cloudify takes care of the entire data migration process, ensuring that your valuable customer and sales data is seamlessly imported into Pipedrive. We prioritize data accuracy and integrity, allowing you to pick up where you left off without any disruptions.

But our support doesn't end there. Cloudify's Pipedrive specialists offer comprehensive training and onboarding sessions to ensure you and your team are equipped with the knowledge and skills to fully leverage Pipedrive's capabilities. We empower you to navigate the CRM confidently, utilise advanced features, and extract valuable insights from your sales data, enabling you to make informed decisions and drive revenue growth.
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