Pipedrive

iOS and Android apps for managing deals and contacts on the go.

Automatically populate contact details with company and person data.

Automatically score and prioritize leads based on engagement and activity.

Automate repetitive tasks and workflows based on deal stage changes.

Share notes and comments on deals with team members in real-time.

Record and transcribe sales calls integrated with Pipedrive.

Built-in video calling feature to conduct meetings without leaving the platform.

Create custom data fields to track information specific to your sales process.

Create custom filters and views to organize deals and contacts.

Pre-built deal and contact templates to standardize your sales process.

Customize branding and interface for client-facing solutions.

Automatically identify and merge duplicate contacts and companies.

Export contacts, deals, and reports to CSV or other formats.

RESTful API for custom integrations and data synchronization.

Synchronize meetings and tasks with Google Calendar or Outlook.

Sync emails directly to contacts and deals without leaving Pipedrive.

Extend functionality with apps from Pipedrive's marketplace.

Trigger actions in external systems when events occur in Pipedrive.

Set and track sales goals for teams and individuals with progress monitoring.

Assign and manage sales territories with automatic lead routing.

Create automated email campaigns for lead nurturing and follow-ups.

Get notifications for upcoming tasks, meetings, and follow-ups.

Full-text search across all contacts, deals, and activities.

Update multiple contacts, deals, or activities simultaneously.

Track all user actions and data changes for compliance and security.

Regular automated backups of all CRM data for disaster recovery.

Control user access and permissions based on organizational roles.

Simplify user authentication with SAML-based single sign-on.

Enhanced security with two-factor authentication for user accounts.