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Pipedrive CRM Popular Features

David Deering • Jul 07, 2022

Pipedrive CRM

CRMs are essential for any business that wants to keep track of their customers and sales, but they can be tricky to set up and use. That's where SAASY CLOUD Technology Solutions comes in. We're partnered with Pipedrive, one of the best CRMs on the market, to make sure that you get the most out of your customer relationship management. Pipedrive is easy to use and gives you all the features you need to keep track of your sales pipeline, customer interactions, and more. Plus, our team is always on hand to give you help and advice when you need it. So if you're looking for a CRM that will make your life easier, look no further than Pipedrive.

Popular Features:


  • CRM Automations
  • Chatbot Lead Generation
  • Internal Chat Integration
  • Contact Management
  • CRM Custom Fields
  • Custom Built Dashboards
  • Deals & Pipelines
  • Simple & Intuitive Design
  • Drag & Drop Editing Capabilities
  • Email & Communication Tracking
  • Invoicing & Billing
  • CRM Lead Qualification
  • Great Mobile App
  • Perfect Pipeline Metrics
  • Insights Dashboard & Reporting
  • Perfect for Recurring Revenue Model
  • Stunning Visual Reports
  • CRM Task Management

CRM Automations

pipedrive Automations

Pipedrive Pipedrive is a great CRM for small businesses that provides automation features to save time and energy. You can automate personalized email templates, set triggers and actions, and Pipedrive will do the work for you. You can also connect Pipedrive to your Google Calendar so you can see your sales appointments in one place. Pipedrive integrates with a variety of other software programs, making it easy to use for small businesses.

Pipedrive CRM Free 30 Day Trial

Chatbot Lead Generation

pipedrive Chatbot Lead Generation

If you're looking for a lead generation chatbot that can automatically interact with your web visitors 24/7, Pipedrive CRM is a great option. Pipedrive CRM has a wide range of features that make it easy to manage your leads and customers, including a built-in chatbot. With the Pipedrive CRM chatbot, you can quickly and easily respond to web visitor queries, collect leads, and schedule appointments. And best of all, the Pipedrive CRM chatbot is available free of charge. So if you're looking for a lead generation chatbot that can help you close more deals and grow your business, Pipedrive CRM is definitely worth considering.

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Internal Chat Integration

Pipedrive Chat Integration

Pipedrive's internal chat integration allows you to assign chats requests on your website to sales reps. This is a great way to help manage your sales pipeline and ensure that each lead is getting the attention they need. By routing chats to the appropriate sales rep, you can help to speed up the sales process and close more deals. In addition, Pipedrive's internal chat integration provides valuable data that can be used to track performance and optimize your sales strategies. With this powerful tool, you can Pipedrive your way to success!

Pipedrive CRM Free 30 Day Trial

Contact Management

pipedrive Contact Management

Contact management is a critical part of any business. After all, your contacts are your potential customers. Pipedrive CRM provides valuable insights about your contacts with one click. You can see how many contacts you have, how many deals you've won, and how much revenue you've generated. Pipedrive also provides contact management features such as email integration, contact sharing, and contact tracking. Pipedrive is the perfect tool for any business that wants to get the most out of its contact list.

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CRM Custom Fields

Pipedrive Custom Fields

Pipedrive is a CRM software that allows salespeople to manage their pipelines and deals. Pipedrive also offers custom fields, which can be used to track any information that is important to the sales process. Custom fields can be used to track the stage of the pipeline, the size of the deal, the expected close date, and any other information that is important to the salesperson. Pipedrive's custom fields are flexible and easy to use, and they can be a valuable tool for tracking and managing sales data.

Pipedrive CRM Free 30 Day Trial

Custom Built Dashboards

pipedrive dashboards

Dashboards are a powerful tool for managing and understanding data, but they can also be complex and overwhelming. Pipedrive's custom dashboards feature makes it easy to create tailored views of your data that are simple and easy to understand. You can use Pipedrive's drag-and-drop interface to build custom views of your sales pipeline, deal volume, conversion rate, and more. And because Pipedrive integrates with a wide range of business apps, you can pull in data from all your different systems into one central view. Whether you're looking for a simple way to track your sales numbers or a more sophisticated view of your business data, Pipedrive's custom dashboards have you covered.

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Deals & Pipelines

pipedrive deals and pipelines

Pipelines and deals are the foundation of every professional sales CRM, and Pipedrive is one of the best out there. With Pipedrive, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. You can customize the stages to suit your sales cycle, create team pipelines and filter results by rep or stage, or have one for each team member. Colored cues draw your attention to deals about to go cold, so you know which to tackle first. In addition, Pipedrive integrates with a number of popular SAAS applications making it a great choice for businesses that are looking for an all-in-one solution.

Pipedrive CRM Free 30 Day Trial

Simple & Intuitive Design

pipedrive design

Pipedrive is a CRM software that is known for its intuitive design. The interface is simple and easy to use, and the features are organized in a way that makes sense. This makes it easy for users to get up and running quickly, without having to spend a lot of time learning how the software works. In addition, Pipedrive's intuitive design extends to its mobile app, which is just as easy to use as the desktop version. This makes it possible for users to stay connected and productive even when they're on the go. As a result, Pipedrive's intuitive design is one of its most powerful features.

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Drag & Drop Editing Capabilities

pipedrive drag and drop editing

Pipedrive is a CRM software that uses a drag-and-drop interface. This makes it easy to add new data and rearrange existing data. The Pipedrive interface is designed to be intuitive and easy to use. There are four main areas of the Pipedrive interface: the pipeline, the activities, the people, and the deals. The pipeline is where you can see the status of your deals. The activities area is where you can track your to-do items and calendar events. The people area is where you can manage your contacts. The deals area is where you can view and edit your deals. You can also create new deals in this area. Pipedrive makes it easy to keep track of your sales process and manage your deals.

Pipedrive CRM Free 30 Day Trial

Email & Communication Tracking

pipedrive email tracking

Any good CRM will offer a variety of features to help you manage your sales pipeline, but email and communication tracking is essential if you want to close more deals. Pipedrive's CRM software offers robust tracking features that allow you to see when your emails are opened and links are clicked, so you can follow up with the right contact at the right time. Pipedrive also offers two-way email sync, a selection of ready-made email templates, and a group email feature to help you communicate more effectively with your team. With Pipedrive, you'll have all the tools you need to close more deals and grow your business.

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Invoicing & Billing

pipedrive invoicing and billing

Pipedrive is a CRM software that helps businesses manage their sales process. One of the features of Pipedrive is the ability to create and send invoices directly from the Pipedrive app. This can be helpful for businesses that need to invoice their customers on a regular basis. There are a few different ways to create and send an invoice from Pipedrive. First, you can create an invoice manually by inputting the customer's information and the amount owed. You can also create an invoice automatically by syncing Pipedrive with your accounting software. Once you've created an invoice, you can send it directly to your customer through email or text message. You can also print out the invoice and mail it to your customer. Pipedrive makes it easy to create and send invoices, so you can focus on running your business.

Pipedrive CRM Free 30 Day Trial

CRM Lead Qualification

pipedrive lead qualification

Pipedrive CRM is a powerful tool that can help you to qualify your leads more efficiently. The Pipedrive CRM system includes dedicated lead qualification features that allow you to quickly and easily assess the potential of each lead. With Pipedrive CRM, you can quickly and easily track your leads through the sales process, allowing you to better identify which leads are most likely to convert into customers. In addition, Pipedrive CRM provides valuable insights into your leads' behavior, helping you to better understand their needs and how best to communicate with them. By capitalizing on the dedicated lead qualification features of Pipedrive CRM, you can more effectively qualify your leads, resulting in more sales and a higher return on investment.

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Great Mobile App

pipedrive mobile app

Pipedrive is a CRM software that helps sales teams manage their deals and pipeline. Now, with the Pipedrive mobile app, you can access your sales data on the go from any device. The Pipedrive mobile app gives you the same features and functionality as the Pipedrive web app, so you can manage your deals, contacts, and tasks from anywhere. Plus, the Pipedrive mobile app is integrated with Pipedrive's email and calendar features, so you can stay on top of your sales pipeline even when you're away from your desk. Whether you're at a client meeting or on the beach, the Pipedrive mobile app ensures that you always have access to your sales data.

Pipedrive CRM Free 30 Day Trial

Perfect Pipeline Metrics

pipedrive pipeline metrics

Pipedrive is a CRM software that offers a variety of features to help businesses streamline their sales processes. One of the most useful features of Pipedrive is its pipeline metrics. Pipeline metrics provide valuable insights into the performance of your sales team, and they can help you identify areas for improvement. For example, you can use pipeline metrics to track the number of deals that are in each stage of your sales process, and you can use them to assess your team's close rate. You can also use pipeline metrics to monitor the average deal size and the average time it takes to close a deal. By understanding your pipeline metrics, you can make changes to your sales process that will lead to more closed deals and higher revenues.

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Insights Dashboard & Reporting

pipedrive insights

Pipedrive is a CRM software that offers users customizable reports and visual dashboards to best reflect their business KPIs. Pipedrive's reporting features give users an overview of their sales process, including which stages deals are in, how many deals are Won, Lost, or In Progress, and more. Users can also track the performance of individual sales reps, as well as see which sources are generating the most leads. In addition, Pipedrive's visual dashboards provide users with an at-a-glance view of their sales pipeline, making it easy to identify where bottlenecks are occurring and where deals might be falling through the cracks. As a result, Pipedrive's reporting and visual dashboard features offer users actionable insights that can help them optimize their sales process and close more deals.


Pipedrive's CRM system is very customizable, allowing users to add whatever fields they want to track data with. Additionally, Pipedrive's filters make it easy to discover patterns or bottlenecks in data. Users can also set goals and track progress with real-time metrics on Pipedrive's dashboards and reports. These features make Pipedrive's reporting system very powerful and helpful for users. Lastly, Pipedrive allows users to share links to their reports with anyone, whether they use Pipedrive or not. This makes Pipedrive's reporting system even more helpful, as it allows users to share their data with anyone they need to.

Pipedrive CRM Free 30 Day Trial

Perfect for Recurring Revenue Model

pipedrive subscription

Whether you're selling physical goods, services, or digital products, recurring revenue is an important part of any business. In order to maximize your recurring revenue, it's important to keep track of all your subscribers and repeat customers. Pipedrive CRM is a great tool for managing your recurring revenue. It allows you to keep track of your customers, their subscription status, and when their next payment is due. It also provides valuable insights into your recurring revenue so that you can make informed decisions about how to grow your business. With Pipedrive CRM, you can be confident that you're doing everything you can to maximize your recurring revenue.

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Stunning Visual Reports

pipedrive reports

Pipedrive's visual reports offer a helpful way to see your sales data at a glance. By default, the CRM shows a variety of charts and graphs that can be customized to show different aspects of your business. For example, you can view sales figures by month, region, or product type. You can also compare your performance against goals, and track your progress over time. In addition, Pipedrive's visual reports can be exported to PDF or Excel for further analysis. Whether you're looking for an overview of your sales figures or want to drill down into the details, Pipedrive's visual reports are a helpful tool.

Pipedrive CRM Free 30 Day Trial

CRM Task Management

pipedrive task management

As anyone in sales will tell you, staying on top of tasks is essential to success. But with a never-ending to-do list, it can be hard to keep track of everything. That's where Pipedrive comes in. Pipedrive is a CRM designed specifically for sales teams. It helps you manage all your sales-related tasks from one place. With Pipedrive, you can create task lists, set deadlines, and assign tasks to team members. Plus, Pipedrive integrates with a variety of other productivity tools, so you can manage your entire sales process from start to finish. Whether you're a small business or a large enterprise, Pipedrive is the perfect solution for managing your sales tasks.




We hope this has been helpful in explaining how SAASY CLOUD and Pipedrive can help your business succeed. If you have any further questions, please don't hesitate to reach out to us. We look forward to working together with you to help your business reach its full potential!

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