Pipedrive
A simple, visual sales CRM built around the pipeline. Easy for a rep to learn in an afternoon, which is why the data in it tends to be true.
What you get out of the box
Pipeline and deals
Stages you define per pipeline, dragged across a board anyone can read at a glance, with rotting alerts when a deal has sat too long.
Activity-based selling
Every open deal carries a next step. It is the one opinion the product has, and it is the reason Pipedrive stays current when other CRMs do not.
Automation
Stage changes that create the follow-up, update the field and tell the right person, built in the workflow editor rather than by a developer.
Email and Campaigns
Two-way inbox sync, templates and group email on the record. Campaigns adds the marketing sends if that side of the house lives here too.
Insights and forecasting
Dashboards, goals and a revenue forecast built off deal data, so the number in the review is the number in the CRM.
Quotes, docs and delivery
Smart Docs for quotes and e-signatures, and Projects for the work that starts the moment the deal closes.
Connect Pipedrive to all the tools in your stack
Try Pipedrive free for 30 days
The full product, no card required. Build a pipeline, bring in a few live deals and see whether your team keeps it current before anyone signs anything.
RevHops is an Authorized Pipedrive Partner, certified by Pipedrive in sales and customer support.
This is a partner link, so we may earn a commission if you subscribe. It costs you nothing and it does not change what we recommend.
How we help teams with Pipedrive
Request a Pipedrive audit
Inherited, half-built, or three admins deep. We look at the pipeline and the data first, and tell you what to fix, unless starting again is honestly cheaper.
Request an audit →Work out whether Pipedrive is right for you
Before anyone signs anything. Pipedrive is a sales CRM and a very good one. If what you need is a marketing engine and a service desk on the same record, we will say so.
Schedule a discovery call →Set Pipedrive up from scratch
Pipelines and stages that match how you actually sell, fields people will fill in, automations that remove admin rather than add it, and training your team still uses after we have gone.
See how we do it →Migrate onto Pipedrive
Off spreadsheets, or off a CRM that grew in the wrong direction. Deals, contacts, history and integrations moved without losing the audit trail.
See the work →Connect it to the rest of the stack
Quoting, billing, support and marketing. The API, the webhooks and the marketplace, wired so finance and sales are reading the same number.
See the work →