The easy and effective CRM for closing deals
Pipedrive lets you track your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling.
The CRM tailored to your business
Seamlessly switch to a sales tool that matches every step of your buyer’s journey. Pipedrive is more than just a pipeline.
Transparency and Collaboration – The Foundation of Our Partnership.
Your Vision, Our Support.
Eliminate busywork with sales automation
With Pipedrive, you can automate just about any step of your sales process. Trigger personalized emails that go out whenever you create a deal, or move a deal along a pipeline stage, keeping leads warm while you focus on high-priority tasks.
Save hours with automated lead nurturing
Never miss a follow-up and focus on the right leads with automated sales conversations.
Harness sales insights to drive your strategy
Dive into real-time sales reports and grasp the ins and outs of your sales funnel. Pipedrive’s forecasting, goal-setting, team monitoring and advanced sales metrics tools help you to make swift, informed decisions.
Pipeline management
Pipeline management should be the core of a sales CRM’s functionality. Still, some lack sales lead management features, while others are overly technical and difficult to get the hang of.
Pipedrive’s visual and intuitive interface makes pipeline management a breeze. Unlike other lead management tools, Pipedrive lets you create and customize as many pipelines as you need to reflect your unique sales process.
Leads Inbox
Pipedrive’s Leads Inbox helps you declutter your CRM and improve your pre-sales communication with prospects.
Store incoming leads in the Leads Inbox until you’re ready to qualify them.
Filter, sort and edit your leads, then add activities to stop them from getting cold.
Smart Contact data
With Pipedrive’s Smart Contact Data, you can import valuable information from the web with just one click. The feature uses your contacts’ email addresses to collect information they share online.
Use the insights to help with lead scoring, improve segmentation and save valuable time.
Contact management
Your contacts are at the core of your customer communication process. Each represents an opportunity that you need to tend to and follow up with to grow your business and close more sales. Pipedrive keeps your contacts organized by dividing them into “people” and “organizations” categories. Once added, you can link your contact to deals they’re associated with.
Sales dashboards and dashboard reporting
Pipedrive’s Insights dashboards and dashboard reports bring your sales to life. Turn your metrics and reports into charts, graphs and interactive tables. Create, customize and filter results your way. Insights’ dashboard design ensures you’ll have all the right data at your fingertips thanks to its clear data visualization.
Forecasting
Forecasting revenue is crucial when it comes to planning sales and marketing strategies. A clear sales forecast can help you make the right business decisions, prioritize deals and allocate resources to meet your goals. Pipedrive’s CRM reports forecast your projected revenue. Use the expected close date or the won date of a deal or create your own custom fields. Focus your efforts on which actions you need to take to meet your revenue targets.
Goals
The less concrete and detailed your goals are, the harder it is to track your progress and meet your objectives. Pipedrive’s goals feature helps your team stay focused and pave the way to success. Create goals based on deals or activities and specify them by adding assignees, types, pipelines, durations and intervals. Set value- or count-based tracking metrics on top of your forecast.
Discover 400+ integrations
Optimize your revenue cycle with 400+ apps for lead generation, video calls, project management, marketing and more. Connect your favorite software in minutes and get tailored add-on suggestions with Pipedrive Marketplace.
Pipedrive’s simple, secure and flexible ecosystem helps you stay on track for sales success. Enrich your CRM tool with integrations, manage your pipeline on the go and onboard teammates without the learning curve.
World-class security and robust account controls
Keep your data safe with AES-256 encryption, full SOC 2 compliance and leading hosting infrastructure in Rackspace and AWS. Tailor your account permissions and security settings and receive instant alerts for peace of mind.
With Pipedrive’s mobile apps for Android and iOS, sales efficiency is always at your fingertips, wherever you are. Access your data on the move, finalize meeting prep and impress leads with instant follow-ups.
Our Pipedrive Initial Integration service empowers you to seamlessly integrate the system, tailored precisely to your company's requirements.
Scope of Pipedrive Initial Integration:
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1. Business Process Audit
Pipedrive specialists will conduct a thorough study of your organization's processes, documentation, and structure to identify optimal automation directions.
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2. Contract Signing
Post-audit, you have the flexibility to choose a pre-configured automation solution, and we'll initiate the implementation process swiftly.
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3. Implementation by VORTEXWEB
We tailor the implementation to align precisely with your business objectives.
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4. System Testing
Our engineers rigorously test Pipedrive components for a week, addressing any issues that may arise.
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5. Final Implementation
We conclude with the transfer of documentation and training your personnel in the new functionality.
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6. Added Benefits
● Free Technical Support for 1 Month
● Personnel Training
Automation with VORTEXWEB is seamless, efficient, and cost-effective. Register Now for FREE
Frequently Asked Questions
