Functionalities of a CRM

Several CRMs today have features that help you prioritize business, track performance, or predict revenue. The difference between some of them is how friendly and easy to use, that it is very intuitive and well organized and above all that it works perfectly in the organization of the sales cycle and the commercial department in your company or business.

"The functions that a sales CRM has should help you focus on sales, prioritize opportunities, track performance and predict revenue"

Pipedrive: flexible, focused and easy to use

Let's see how it works in this 60-second video.

The Pipedrive CRM was designed to be easy to use, flexible, and help you focus on what's important, so you can keep selling and marketing.

It has a set of features designed to keep your sales going and help you fully focus on the right deals.

*You can activate the subtitles and the language of your preference*

Funnel management

Get full visibility of your funnel
We have built our program around a proven sales funnel management methodology. The main view is the funnel, a clear and visual interface that drives you to take action, stay organized and in control of a complex sales process.

Bring visibility to your sales with unlimited and customizable funnels and start winning business.

Email integration

Stop wasting time in your inbox.
We offer two easy and time-saving ways to follow up on email conversations. In addition, we automatically connect your emails to your contacts and deals, so you will have a complete view of everything that is happening with a potential client in one place. You can save time and improve sales productivity.

Integración del CRM con correos Gmail, Outlook

Management of activities and objective

Never miss an activity.
With our planning tool, you can attach activities to businesses and view your entire to-do list on one easy to navigate page that syncs with Google Calendar. Activities can also be assigned to a contact person or an organization, based on your organizational preferences.

Before investing in a CRM we recommend:

Try Pipedrive free for 45 days

A free trial will help you get to know Pipedrive CRM at work and know if its functionalities meet your needs.

FREE TRIAL HERE >>

* Full access. You do not need to enter a credit card * Just use our promotional code: ca-sersoteico

If you have questions, don't worry, we are here to answer them during your evaluation process!

Lead inbox

Upload and store all leads
Group all your prospects in one place to keep your funnel tidy and focused on business. Track and rate new leads from one place to prioritize your best "catch."
Add leads manually, bulk import them from spreadsheets, or let them flow from elsewhere without lifting a finger.

Sales Reports

Simple but effective report generation.
Understand the reasons behind your data and results. Why is one team member on the verge of breaking sales records and another failing to pass a business from the second stage of the funnel? Are you on the right track to reach your annual goal or do you need to make drastic corrections to your sales process? Our reports show it all.

Sales forecast

Close more deals with the forecasting feature.
Our forecasting tool is similar to having a personal sales manager, only it can't fire you if you don't reach your goals. It helps you choose the right businesses and activities to focus on so you don't get any unpleasant surprises at the end of the month.

Mobile CRM

Visualize your day and take action in the moment.
Wake up and see what you have ahead of you today. Maximize your sales time and focus on the right tasks to keep up with deals. Network with a single touch and take precise notes on the spot to follow up with maximum efficiency.
Access Pipedrive from your mobile device and integrate it with your favorite applications to increase sales.

Workflow automation

Automate to create an optimized sales process.
Automate virtually any step in your sales process. Set desired triggers and actions, then let automation do the work for you.
Automate custom email templates to open when you create a business or move a business through a funnel stage.

Learn about all the functionalities and benefits that the Pipedrive sales CRM offers.

Click here for more information.