A Beginner's Guide to CRM Sales Software

When looking for a CRM solution, you should look at its core function. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visually see your sales process and move your deals to win. Using CRM Sales Softwareguarantees that you have the tools you need to properly organize and track your sales activity.

With PipeDrive, you can add deals, their value, probability of winning and expected closing date, then manage and track them through the stages of your pipeline. Customize stages according to your sales cycle, create team pipelines and filter results by team member or stage. Color indicators draw your attention to deals that are about to go cold, so you know which ones to work on first.

Best Tools for Sales CRM

The most important feature of Pipedrive is one of the top sales CRM platforms, allowing you to close more deals and reduce sales-related activities. Its drag-and-drop interface and straightforward design make it incredibly simple to use.

Recurring Revenue

With Pipe Drive, you can keep track of your subscriptions and repeat customers. This feature helps you manage your revenue better.

Contact someone

With PipeDrive's Contact Public tool, you can access important information about your contacts with just one click. This tool allows you to better organize your sales parties.

Pipe Drive Mobile App

With PipeDrive's mobile app, you can access your sales data anytime, anywhere. It provides you with all the important information on your mobile device, so you can easily achieve your sales goals.

Recurring Revenue

Keep track of all your subscriptions and repeat customers

Lead Generation Chatbot

PipeDrive's lead generation chatbot automatically interacts with your website visitors 24/7, helping you get more leads.

Contact Management

Get valuable information about your contacts with one click

Automation

Salespeople spend an incredible amount of time on manual tasks that often get in the way of closing deals.

To solve this problem, sales software should always offer sales automation features to automate various administrative and repetitive tasks. PipeDrive allows you to automate any step of your sales process for your entire team, including scheduling sales calls and email marketing. This means you can automatically nurture leads while focusing on high-priority tasks. Set triggers and desired actions, then let our powerful automation tools work for you.

To PipeDrive's automation tools give you the ability to automate any part of your sales process, such as CRM Sales Software sales lead, and email marketing. This suggests that you focus on high-priority projects.

In-sites and reporting

It's easy to miss important 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 uncover winning patterns or bottlenecks. Keep your most important reports and KPIs in one central place for sales analytics and share them with anyone. Set individual, team, and even company-level goals, then track sales performance with real-time metrics.

Email and Communication Tracking

Email and other customer communication tools can overwhelm salespeople, especially when working in teams.

Your ideal sales management software should offer robust email and communication tracking features to keep sales teams on track. With PipeDrive, you can access emails from 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 a two-way email sync, various ready-made email templates, and a group email feature.

Built-in chat integration

Assign chat requests to sales reps on your website

Task management

Manage all sales-related tasks from one place

Invoicing and billing

Create and send invoices directly from Pipedrive to your invoicing app

Lead qualification

Take advantage of exclusive lead distribution software and qualification features

Our best selling features include:

• Automation: Automate your workflow, reduce work
• Customer Relationship Management: Never Miss a Deal
• Customization: Tailor your process to your business needs
• Email and Communications: Follow up with the right contact at the right time
• Sites and Reports: Uncover winning patterns and odds
• Integrations: Integrate with over 400 business applications
• Leads: Collect all your leads in one place
• Privacy and Security: Protect your sensitive data with advanced security features
• Processes, Pipelines, and Activities: Streamline your sales operations and put your team on the path to sales success.

Join over 100,000 companies and Try it for free

Sales software that helps your company grow pipeline is specifically designed to help you close more deals. Reduce sales related tasks. Let everyone on your team collaborate better. Automate sales tasks.

Support your customer interactions. Create custom sales reports. Used by over 100,000 businesses in 179 countries.