Pipedrive

In 2010, our co-founders set out to build a customer relationship management (CRM) tool that helps users visualize their sales processes and get more done. They knew from experience that in sales, as in life, you can't control your results but you can control your actions. So, they created Pipedrive around activity-based selling, a proven approach that's all about scheduling, completing and tracking activities.

Your AI-powered sales mentor boosts your performance with personalized tips so you don't have to think about what to do next. Get automated, behavior-based hints on how to boost your results so you're constantly upskilling without lengthy training or consultancy. Stop wasting time on manual tasks and have Sales Assistant recommend which Pipedrive features and app integrations will do them for you.

Add deals, their value, win probability and expected close date, then track them through your pipeline stages. Colored deal rotting cues show when deals are going cold so you know which to tackle first. Custom fields let you collect and organize the sales data you need - no matter how specific. Create custom fields for your teams, products, or industry and work your way.

Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome. Deal reports show how many opportunities your salespeople win or lose and why. Get insights on sales cycle duration and win rates to improve your sales process and make it more efficient.

Import your contacts from spreadsheets and your previous CRM, or sync your Google or Microsoft contacts for even less legwork. See a visual history of all your calls, emails and activities with any particular contact, making it even easier to check last conversations before following up.

Use two-way email sync to send and receive emails from your work or Pipedrive inbox and see up-to-date information in both, or start with Smart Email BCC to sync emails one at a time.Send more emails in less time while maintaining your personal touch. Choose from ready-made templates, or create your own, and use merge fields to auto-populate information.