Pipedrive: Sales CRM & Pipeline Management Software

Pipedrive: Sales CRM & Pipeline Management Software
  • 460 Park Ave South
  • New York New York 10016
  • United States
  • Year Founded: 2010
  • Ownership: Private
  • Number of Employees: 500 - 999
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Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson's point of view. Today, Pipedrive is used by sales teams at more than 100,000 companies worldwide. Pipedrive is headquartered in New York and has offices across Europe and in the US. The company is backed by a majority holder Vista Equity Partners, and Bessemer Venture Partners, Insight Partners, Atomico, DTCP, and Rembrandt Venture Partners. Learn more at www.pipedrive.com.

Product Description

Whether you work in software sales or car sales, a business consisting of 2 salespeople or 200, the odds are you are using one or more tools to facilitate your sales process. Spreadsheets and email tools sure are a great start, but often they just don’t cut it.

Pipedrive is the all-in-one sales platform for growing revenue and the first CRM designed by salespeople, for salespeople. Do more to grow your business. Try Pipedrive FREE.

Pipeline and Deals
When looking for software for sales, start by exploring its fundamentals. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visualize your sales process and move your deals to won. We recommend that you choose sales software that’s as customizable as possible to adapt it to your business model and workflow.

With Pipedrive, for example, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. You can customize the stages to suit your sales cycle, create team pipelines and filter results by rep or stage, or have one for each team member. Colored cues draw your attention to deals about to go cold, so you know which to tackle first.


  • Custom fields
  • Drag-and-drop interface
  • Intuitive design

Another crucial aspect of a sales platform is automation. Automation features help you improve your flow, save time and cut your expenses. Sales software should always offer different automation features for a variety of administrative and repetitive tasks.With Pipedrive, for example, you can automate just about any step of your sales process for your entire team, allowing you to auto-nurture leads while you focus on high-priority tasks. Set triggers and desired actions, then let our powerful automation do the work for you. You can also automate personalized email templates to go out when you create a deal or move a deal along pipeline stages.


  • Sales Assistant
  • Workflow automation
  • Smart contact data

Insight and Reports
Professional sales software should provide you with actionable insights. For example, through reports and visual dashboards. Unlike spreadsheets, visual reports offer users all data they need at a glance and point them in the right direction to sales optimization. Tip: make sure your reports are customizable to best reflect your business KPIs.

With Pipedrive, you can add custom fields to your reports to log and track just about any variable, as well as filter and reveal winning patterns or bottlenecks. You can keep your most important reports and KPIs in one centralized location for easy tracking. Lastly, you can set individual, team and even company-wide goals, then track progress with real-time metrics on customizable dashboards and reports. You can share a link to the reports with anyone, whether they are Pipedrive users or not.


  • Visual reports
  • Pipeline metrics
  • Custom dashboards
Email and Communication Tracking

Lastly, your ideal software for sales must offer robust email and communication tracking. Such tracking allows you to manage sales conversations by automatically linking them to deals and contacts.

With Pipedrive, you can see tracking from within the platform and get live notifications whenever your emails are opened, or links are clicked, helping you follow up with the right contact at the right time. To support your communication further, Pipedrive offers a selection of email features such as two-way email sync, a variety of ready-made email templates and a group email feature, to name just a few.

Campaigns by Pipedrive

If you’re tired of endless contact imports and exports and switching between different tools, you’re going to love the Campaigns by Pipedrive. Pipedrive’s email marketing tool is designed to help you create beautiful marketing emails, engage your customers and manage all your data from one place.


  • Unified contact lists
  • Customizable email templates
  • Contact filtering
  • Campaign engagement reports

Connect Pipedrive to 250+ services and tools with an easy one-click installation. 

To learn more about Pipedrive's CRM products, please visit Pipedrive.com

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