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In sales, spreadsheets and email tools are only a baseline. To drive sales consistently, you need more advanced software solutions.
Sales software – or a sales platform – is a centralized sales hub that’s designed to empower salespeople to collaborate, optimize their sales process and forecast sales cycles. And that’s not all – a sales platform is excellent for enhancing the customer journey and customer experience, generating new business and reducing overall costs. Want to see what a sales platform looks and feels like?
Kick your sales into gear
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When looking for a CRM solution, start by exploring its core functionality. 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.
With Pipedrive, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Customize the stages to suit your sales cycle, create team pipelines and filter results by team member or stage. Colored cues draw your attention to deals about to go cold, so you know what to tackle first.
Sales pipeline and deals
Custom fields
Drag-and-drop interface
Intuitive design
SOFTWARE FEATURE
Sales CRM tools: A beginner’s guide
Mobile app
Access your sales data on the go from any device
Recurring revenue
Keep track of all your subscriptions and repeat customers
Lead generation chatbot
Automatically interact with your web visitors 24/7
Contact management
Gain valuable insights about your contacts with one click
Salespeople spend an incredible amount of time on manual tasks that often get in the way of closing deals.
To address this pain point, sales software should always offer sales automation features for a variety of administrative and repetitive tasks. Pipedrive allows you to automate just about any step of your sales process for your entire team, from scheduling sales calls to email marketing. This means you can auto-nurture leads while focusing on high-priority tasks. Set triggers and desired actions, then let our powerful automation tools do the work for you.
Automation
SOFTWARE FEATURE
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It’s way too easy to miss out on key insights when using spreadsheets.
Professional sales software should provide actionable insights through customizable reports and visual dashboards. With Pipedrive, you can add custom fields to your reports to track variables and reveal winning patterns or bottlenecks. Keep your most important reports and KPIs in one centralized location for sales analytics and share them with anyone. Set individual, team and even company-wide goals, then track sales performance with real-time metrics.
Insights and reporting
Visual reports
Pipeline metrics
Custom dashboards
SOFTWARE FEATURE
Email and other customer communication tools tend to overwhelm salespeople, especially when working in teams.
Your ideal sales management software should offer robust email and communication tracking to help keep sales teams on track. With Pipedrive, you can access emails from within your sales platform. Get live notifications whenever contacts click or open your emails and follow up at the right time. Pipedrive offers a selection of sales enablement emailing tools such as two-way email sync, a variety of ready-made email templates and a group email feature.
Email and communication tracking
SOFTWARE FEATURE
Internal chat integration
Assign chats requests on your website to sales reps
Task management
Manage all sales-related tasks from one place
Invoice and billing
Create and send invoices to your invoicing app directly from Pipedrive
Lead qualification
Capitalize on dedicated lead distribution software and qualification features
Automation
Automate your workflow, cut the legwork
Customer Relationship Management
Never drop a deal again
Customization
Tailor your processes to your business needs
Email and communications
Follow up with the right contact at the right time
Insights and reports
Uncover winning sales patterns and pitfalls
Integrations
Integrate with more than 400 business applications
Leads
Pool all your leads in one place
Privacy and security
Protect your sensitive data with advanced security features
Processes, pipeline and activities
Improve your sales operations and get your team on the path to sales success
Our top sales features include
Join over 100,000 companies
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Sales software to help you grow
Pipedrive is designed to:
Visual reports
Cut sales-related legwork
Allow everyone on your team to collaborate better
Automate sales tasks
Support your customer communication
Create customized sales reports
Managing Director, Nirmal Web Studio
Nirmal Gyanwali
Pipedrive is the best tool I’ve ever found! From email tracking to workflow automations and game-changing integrations, Pipedrive has plenty of features that help us go beyond our sales targets.
Managing Director, Nirmal Web Studio
Nirmal Gyanwali
Pipedrive is the best tool I’ve ever found! From email tracking to workflow automations and game-changing integrations, Pipedrive has plenty of features that help us go beyond our sales targets.
Managing Director, Nirmal Web Studio
Nirmal Gyanwali
Pipedrive is the best tool I’ve ever found! From email tracking to workflow automations and game-changing integrations, Pipedrive has plenty of features that help us go beyond our sales targets.
Used by over 100,000 companies in 179 countries
Demo videos
Get a taste of Pipedrive’s features
Case studies
Read our customers’ success stories
CRM comparison hub
Compare Pipedrive with other CRMs
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How to choose a sales platform? What does Pipedrive look like in action and how does it compare against other CRMs? Watch our demo videos, read our success stories or check out our CRM comparison hub.
Sales software FAQ
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