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Pipedrive: crm features and setup
A CRM focused on sales pipeline and deal management. It helps teams turn each opportunity into a sequence of activities and follow-ups, with a clear stage and assigned owner.
Tool by the Otomatzia editorial team · source content checked on
Overview
The central unit in the process is the deal and the next activity that will move it forward. Give each stage a meaning that can be verified, such as a proposal actually sent, rather than using it as a vague reminder. Automation can create a follow-up when a deal changes stages, but the salesperson still needs to understand what to do and when. In a pilot, check deals without a planned activity, since they reveal process gaps even when the pipeline looks organized.
Features
- Deal pipeline view
- Sales activity automation
- Integrations and information for planning follow-up
Business uses
- Creating a follow-up task when a quote moves to the Sent stage
- Finding stalled deals with no next activity
Getting started
- Define stages based on the actual sales process and enter ten sample deals.
- Move a test deal to the proposal sent stage and check that a follow-up is created with the right owner and due date.
- Correct a detail in a deal without changing its stage, then change the owner. Verify that duplicate activities are not created and the follow-up remains with the right person.
What to check
- Check which automation triggers and actions are included in your chosen plan.
- Map duplicate records and open activities before moving from a previous CRM.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.