Pipedrive – Discover the Key Features of One of the Most Practical Sales CRMs on the Market!

Vendedor - Do You Want More Sales?

In the fast-paced world of sales, efficiency and organisation are key to success.

Pipedrive is a sales CRM created by salespeople for salespeople, which is a robust solution designed to optimise the sales process and increase team productivity.

Its attractive price (from €14.90 / user / month) makes it an essential tool for companies that need to optimise their sales management while keeping costs under control.

More! As SmartLinks is a Pipedrive Premier Partner, you get one full month free with this link!

 

Ready to learn all about Pipedrive?

 

Let’s explore its key features and see why Pipedrive is considered by many to be one of the most practical sales CRMs on the market!

 

 

1. Intuitive and easy-to-use interface

 

Pipedrive stands out for its user-friendly interface, which allows users to manage their sales pipelines with ease.

The clear visualisation of sales stages helps the team to quickly understand the status of each deal, making it easier to follow up and prioritise tasks.

 

Example: Imagine a standard pipeline made up of stages such as “Initial Contact”, “Qualification”, “Proposal Sent”, and “Deal Closed”. Each deal is represented by a card that can be easily dragged and dropped between stages, reflecting its actual progress. This drag-and-drop visualisation makes sales management efficient and intuitive.

 

 

The sales team can get a quick understanding of the status of each deal, which will simplify follow-up and the ordering of essential tasks by importance.

 

2. Flexible customisation

 

One of Pipedrive’s strengths is its adaptability to different industries and business models.

With the ability to customise pipelines, sales stages and data fields, each company can shape the CRM to match the specific needs of the business area they work in, making Pipedrive a versatile tool for a wide range of sectors.

For example, a service company can customise the stages to include specific phases such as ‘Needs Analysis’ or ‘Detailed Proposal’. This flexibility allows for the perfect alignment of the workflow of various teams within each organisation.

In addition, the customisation of data fields allows companies to capture specific information that is essential to their business. Every relevant detail about customers or the market can be incorporated into the Pipeline, for a faster and deeper understanding of the business.

 

3. Task Automation

 

Task automation in Pipedrive is a real time-saver. From sending follow-up emails to creating activities and reminders, the system allows you to set up automatic actions based on specific triggers.

This automation not only boosts efficiency, allowing the team to focus on more strategic tasks, but also ensures consistency throughout the sales cycle. All critical steps are executed in a predictable and timely manner, contributing to a uniform experience for customers.

Just imagine if, after an initial meeting, you receive an automatic personalised follow-up email that passes on relevant information to customers. Or that you receive a notification whenever a report needs to be drawn up. The ability to create automatic activities, such as scheduling calls or setting reminders for certain actions in a timely manner, significantly simplifies the management of the sales process.

 

4. Integrations With Third-Party Tools

 

Pipedrive’s ability to integrate a wide range of third-party applications and tools into a single platform significantly extends its functionalities.

Whether it’s synchronising with email and calendar tools, linking to accounting solutions, or using plugins for additional functionality, Pipedrive makes it easy to centralise sales operations on a single platform.

Example: Within Pipedrive, users can set up email integrations to send communications directly from the CRM, schedule activities and synchronise them with Google Calendar or Outlook, without having to switch between different applications. On the other hand, it makes it possible to automate the sending of email marketing campaigns, using Pipedrive data to segment contacts effectively. The impact of campaigns is thus maximised.

 

 


5. Advanced reporting and analysis

 

With powerful reporting and analysis tools, Pipedrive offers valuable insights into sales performance. This allows companies to identify trends, evaluate the effectiveness of sales strategies and make data-driven decisions to drive growth.

For example, it is possible to analyse the average time deals take at each stage of the pipeline, highlight areas that can be optimised to speed up the process and assess the effectiveness of sales strategies through specific metrics such as:

  • – Conversion rates at each stage of the funnel
  • – Performance of individual salespeople
  • – Effectiveness of marketing campaigns

 

As we said earlier, all these approaches can be adjusted at any point in the process, if necessary.

The ability to customise reports according to the company’s specific needs offers additional flexibility.

 

Example of Pipedrive sales report

 

 

6. Document Management and Security

 

Security and efficient document management are essential for maintaining the integrity of customer and business data.

In this context, Pipedrive provides a secure platform where contracts, agreements and important documents can be stored and accessed easily, ensuring that all relevant information is available to those who need it, when they need it. All of this, of course, complies with GDPR rules – Pipedrive only tracks the viewing of documents with the recipient’s authorisation. All of this, of course, complies with GDPR rules – Pipedrive only tracks the viewing of documents with the recipient’s authorisation.

 

According to the platform itself, these are the security features used:

 

  • Permission and Visibility Settings

Total control over what users can do in Pipedrive, from deleting deals to editing customised fields.

Plans offering different visibility options and groups to customise settings.

 

  • – Two-Factor Authentication (2FA)

This is an extra layer of security to confirm the user’s identity. An email is sent to confirm the login attempt, which provides more robust authentication.

 

  • – Single Sign-On

Integration with third-party SSO services, such as Okta and Azure AD, for secure, centralised authentication.

 

  • – Security Dashboard

Available to users of the Corporate plan. Provides transparency into user access information (devices used, location, login time, and others) and records all security changes made by users in the last two months. It also identifies vulnerabilities based on current configurations.

 

  • – Security rules

Access restrictions are applied to ensure that data is only available to the right people at the right time and place. This feature includes the application of 2FA for all users, rules relating to passwords, access control by IP address and time period.

 

  • Security Alert

Available to users of the Corporate plan. The user receives e-mail notifications about security events, such as logging in from a new device or location, data leakage or loss. Alerts can be configured to be sent in real time or at daily and weekly intervals.

 

 

In conclusion

 

Pipedrive CRM is an exceptionally practical sales management solution that offers a combination of ease of use, flexible customisation, task automation, powerful integrations, detailed reporting and secure document management.

Whether for small or large sales teams, Pipedrive adapts to the needs of each organisation, helping to optimise processes, improve efficiency and boost sales success.

With its comprehensive functionalities, Pipedrive CRM is a top choice for sales teams that need to maximise their potential.

Autor

  • Ana CostaContent Specialist

    Ana Costa holds a degree in Social Communication from ISCSP – University of Lisbon, specialising in public relations, marketing, and advertising. She began her professional career in journalism and has collaborated with business associations, specialised press, lifestyle websites, and corporate communications. In her day-to-day work, attention to detail, creativity, and dedication to the client are essential. At SmartLinks, she is focused on creating relevant, SEO-optimised content that is, above all, useful to the user.
    Find a Ana on LinkedIn.

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