We can all agree that Pipedrive is a complete CRM and offers a very wide range of features. Let’s dig into some of them to have a clearer idea of how it can benefit you and your team. Some of the most important ones are: Sales pipelines, Automations, Lead generations, Report and insights, Security and privacy, Customizable workflows, Email integration

Let’s focus on 3 features for you to see how Pipedrive can help you on a daily basis.

Automations, improved efficiency, accuracy, productivity, and data insights in sales processes

The automation feature of Pipedrive enables users to automate repetitive tasks such as sending notifications, follow-up emails or even reminders.

The automation feature is designed to streamline workflow and reduce manual workload by automating these tasks.

We’re able to create custom automation rules and trigger actions based on specific events, such as a change in deal stage, reaching a deadline, or other pre-defined criteria. We significantly save time and ensure that important tasks are carried out consistently and efficiently.

Sales pipelines, visibility and optimization of sales processes

The sales pipeline in Pipedrive CRM is a visual representation of a sales team's process for managing and tracking deals. It displays the stages of a deal, from initial contact to closing, in a clear and organised manner. can create custom pipelines that align with your sales process, and move deals through the pipeline as you progress.

The pipeline provides an overview of the sales team's progress and performance, making it easy to spot areas that need improvement. The pipeline view also provides insights into key metrics, such as conversion rates and average deal size, which can help sales teams make data-driven decisions. With the sales pipeline, sales teams can manage their sales process more effectively, stay organised, and improve their overall sales performance.

Reports and insights, actionable data and informed decision making

The reports and insights feature of Pipedrive CRM allows you to generate and analyse data-driven reports on your sales performance and pipeline. This feature provides real-time data and insights into key metrics, such as deal velocity, win rate, and conversion rate. It also provides detailed information on deal progression, such as which stages are taking longer than expected and which deals are stuck. This information can help sales teams identify areas for improvement and optimise their sales process.

Additionally, the reports and insights feature allows you to create custom reports tailored to your specific needs, such as tracking the performance of individual sales reps or analysing sales trends over time. With the reports and insights feature, sales teams can get a comprehensive understanding of their sales performance and make data-driven decisions to drive growth.