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SalesDrive.com Certification
See all deals in a visual sales pipeline
PipeDrive's visual sales pipeline prompts you to take action, remain organized and stay in control
- Enter, update and find all data in one view
- Enter new deals & contacts either on desktop or mobile
- Drag-and-drop deals between stages
- Connect your email and other tools - create a single data location
Follow Up On Every Deal
Activity reminders keep you on top of all activities and deals
Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence
Sync all your activities with Google, Calendly, Outlook or other Calendars
Sync all your activities with Google, Calendly, Outlook or other Calendars
Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence
Sync all your activities with Google, Calendly, Outlook or other Calendars
Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence
Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence
Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence
Work Anywhere, Anytime
Our mobile App lets you access your deal and contact information even when you're on the road.
- Save call logging activities to your deals
- Nearby feature lets you know which clients are near you
- Schedule activities wherever you are, even when offline
- Take notes on your mobile device during a call or meeting
- Take a picture and store it under a deal or contact
making sales More Efficient
Email inbox
Track communications
Contact Management
Manage sales conversations from your preferred inbox and have emails automatically linked to deals and contacts. Email Sync. Open and Click Tracking. Templates. Group Email.
Contact Management
Track communications
Contact Management
Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history
Track communications
Track communications
Track communications
Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule
Scheduler
Activity Calendar
Track communications
Set up meetings in one take by sharing your availability and letting your invitee book a time that works for you both
Activity Calendar
Activity Calendar
Activity Calendar
See what's coming up in your schedule and manage activities to optimize your time
Sales Docs
Activity Calendar
Activity Calendar
Send trackable quotes, proposals, and contracts from your CRM. Know when documents are opened to follow up at the right time and close deals faster.
Understand how you and your team are doing
Use Pipedrive's reporting to understand where you're losing deals, identify opportunities for improv
- See how many activities you scheduled & completed
- Learn what activities bring you the best conversion rate
- See which deals got closer to a sale
- See all won and lost deals at a glance
- Easily understand when and why you are losing deals
- See the conversion rate of all deal stages
