Pipedrive

Pipedrive What is

Pipedrive is a CRM (customer relationship management) software that helps you manage your sales processes from start to finish. It allows you to track progress on leads and deals in a visual "pipeline" format and store interactions such as emails, quotes, and meetings in a single hub. It also features revenue tracking, task & event management, reporting, integrations (email, other applications, etc.), and team collaboration features, making it suitable for both small and medium-sized businesses as well as team-based sales organizations. 

Best Use Case

Managing the sales process from start to finish: identifying potential customers, following up, making offers, closing deals.

Regular storage of lead and customer information; centralized tracking of communication history, files, notes, and meetings.

Sales funnel visualization + clear tracking of deal stages — easily see who is at what stage and what their status is.

Teamwork: task distribution, authorization management, and shared database usage when there are multiple sales representatives, marketing, or support teams.

Reporting and performance monitoring: analyzing sales performance and developing strategies using metrics such as number of deals, closing time, and revenue tracking.