Everything you want to know about

Pipedrive

Pipedrive

Pipedrive is a CRM created around activity-based selling.

Stands out as an all-in-one solution for efficient sales management
Offers a seamless and user-friendly interface, making it easy to navigate and understand.
Empowers sales teams with powerful automation features, saving time and maximising productivity

As a Pipedrive Premier Agency, we provide specialised and advanced support to help you get the most out of this powerful tool.

Key Features

  • Visual Sales Pipelines: Create custom pipelines for different processes or teams.
  • Lead Management: Collect, organise and nurture your leads all in one place.
  • Email Integration: Send and receive emails directly within Pipedrive.
  • Customisation: Personalise fields, pipelines, and activities to fit your business needs.

Benefits and Advantages

  • Organisation: Keep all your contacts, deals, and communication in one accessible place.
  • Transparency: Gain a clear overview of your sales pipeline for efficient forecasting and strategic planning.
  • Automation: Reduce manual tasks with Pipedrive's powerful automation features, freeing up time for selling.
SalesOps experts

Let's have a chat about how we can help you with sales operations.

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official partner

Pipedrive

Experts

Let's have a chat about how we can help you with sales operations.

Info about

Pipedrive

Need help with
Pipedrive

Replicable is an automation agency with 5 years experience in building workflows & automations that work for you.

use cases

Use cases

Pipedrive

How Pipedrive Works

Pipedrive works by mapping out your sales processes in so-called pipelines. Users can utilise existing templates or create a completely personalised pipeline. This pipeline is then filled with various sales activities, such as meetings or email sending. Pipedrive keeps track of the results, and its extensive offering of features and integrations supports you in optimising your processes.

Uses of Pipedrive

Pipedrive's myriad features can be used for maintaining an overview during the closing of deals. Users can add the value of a deal and the expected closing date, amongst other data. Lead and client management is also improved with Pipedrive through the use of a special inbox, applicable forms for websites, and a chatbot.

The platform enhances email campaigns with an array of smart features, including a system for scheduling and automatic sending of emails. It can also provide more information on leads and estimate how 'warm' a lead is. Furthermore, Pipedrive can improve clarity in teamwork through shared documents that display goals and results.

Moreover, you can connect your account to integrations offered by Pipedrive, such as Asana or Slack, further enhancing the functionality and versatility of the platform.

Conclusion

In summary, Pipedrive offers a comprehensive, intuitive solution for managing and optimising your sales and marketing processes. With its robust set of features, it's an invaluable tool for any business aiming to maximise their sales and marketing performance

Automations

Work faster with

Pipedrive

with these automations

Collect invoicing details from every new client

This workflow sends an email to the accountancy software with the instruction to create a new client.

Add every new contact from your CRM as newsletter subscriber

Keep deals in your pipeline updated when sales meetings are booked

This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.

Create lead in Pipedrive when contact replies to a campaign in Lemlist

Push all replies from Lemlist to the lead inbox of Pipedrive. In the lead inbox you manually assess every reply and convert leads to deals if they are interested.

Get 3-10 extra sales calls per month from former clients

This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.

tools

Integrations with

Pipedrive

ActiveCampaign
Airtable
Asana
Autopilot
Calendly
Cognism
Databox
Expandi.io
Gmail
Google Analytics
Google Calendar
Google Chat
Google Docs
Google Drive
Google Sheets
Google Slides
Google Workspace
Handwrytten
HotJar
HubSpot
LastPass
Leadfeeder
Leadinfo
Lemlist
Linkedin
Mailchimp
Mailshake
Make
MeetAlfred
Monday
Notion
PandaDoc
Process.st
Snov.io
Typeform
Webflow
Zapier
FAQ

Frequently asked questions about

Pipedrive

How can Pipedrive enhance my sales process?

Pipedrive helps streamline your sales process by providing a clear visual of your sales pipeline, robust lead management capabilities, and extensive customisation options to fit your specific business needs.

Can I customise Pipedrive according to my business needs?

Yes, Pipedrive offers extensive customisation options. You can tailor fields, activities, and pipelines to fit your unique business requirements.

Does Pipedrive offer email integration?

Absolutely! Pipedrive offers direct email integration. You can send and receive emails without leaving the Pipedrive platform.

How does Pipedrive help with lead management?

Pipedrive provides a central location for all your leads. It allows you to collect, organise, and nurture leads effectively, ensuring you never miss a potential sale.

Can I use Pipedrive for different teams or processes?

Yes, Pipedrive allows you to create custom pipelines for different processes or teams. This flexibility makes it an excellent choice for managing various aspects of your business.

articles

Articles that mention

Pipedrive

Changing from Monday to Pipedrive

Moving from Monday to Pipedrive, or any other CRM, is a process that can be a bit challenging, especially if you have a lot of data that needs to be migrated. However, with the right approach, tools and our step-by-step guide, the transition can be smooth and efficient.

Jules Bensdorp

Project Manager
Hoe stap ik over van Monday naar Pipedrive?

De overstap van Monday naar Pipedrive kan een uitdagend proces zijn, vooral als je veel gegevens moet migreren. Maar met de juiste aanpak, hulpmiddelen en onze stapsgewijze gids maken we de overgang soepel en efficiënt!

Jules Bensdorp

Project Manager
Moving from any tool to Pipedrive

Want to move to Pipedrive from any tool? Follow our step by step guide to guarantee a smooth transition.

Jules Bensdorp

Project Manager
What to Look for in a CRM & How to move away from Google Sheets

Discover the essential features to look for in a CRM, and the benefits of transitioning from Google Sheets. Find out which CRM options are suitable for your sales, marketing, and operations teams.

Ewoud Uphof

Co-founder
Why switch from Hubspot to Pipedrive?

Uncover the benefits of transitioning from HubSpot to Pipedrive: streamline your business operations with our integrated marketing, sales, and customer service solutions. Why switch? Let's explore.

Ewoud Uphof

Co-founder
integrations

Connect hundreds of tools directly to

Pipedrive

We can help you connect all your tools, including these popular tools.

case study

Increasing Jelmers’ productivity so that no opportunities are missed

Replicable helped us define our buying journey and build processes to support this.

I was speaking to many potential clients and stakeholders about our product, but there was no structure or system. This made it hard to delegate work and communicate on progress. Now, we have created several funnels in Pipedrive and determined the strategy for each of these funnels.

Jelmer Kalff
CCO at Powercrumbs

Powercrumbs

case study

How we created leads from the gold mine of contacts already in Pipedrive

case study

How we helped Revolt scale up their sales operations using templates, automations and an army of juniors

Revolt needs strong systems for our growth ambition. Replicable helps us with execution like a champ.

Revolt has a team of strong executors, but we lack people that can systemize our way of working. We have a powerful growth ambition, so we need automations, templates and SOPs to grow that fast. Especially when talent is so scarce. Replicable helped us with that on a continuous basis.

Jeroen van de Ven
Founder at Revolt

Revolt in Charge

Replicable has helped transform Revolt's sales operations, so they can transform the energy transition.

case study

Enriching contacts in the CRM with relevant properties so better segmentation in outbound campaigns is possible

Replicable keeps things simple and effective.

We like to do most of the work ourselves to keep our costs low. However, when things get really complicated we prefer to work with Replicable. We’ve worked with them a couple of times over the past years to update and clean our database in Pipedrive. They always deliver within time and budget.

Max Hartveld
Co-founder at Skate Days
case study

Migrating from Monday to Pipedrive without losing speed in doing sales

They designed a process based on how we really work.

Before Replicable, we used Monday as a CRM. As our sales process was scaling-up we needed a CRM that could accompany that. Replicable helped us pick the right CRM based on how we do sales. Then, they configured Pipedrive quickly based on our use case and best practices at other companies.

Thomas Lock
Co-Founder at Jopp
case study

The goal of working with Replicable is to remove myself from parts of the organization without compromising on quality.

Content production is important for the growth of Polaris Growth. However, due to busyness, production sometimes comes to a halt. Suddenly, we have to create case studies for clients we finished working with 9 months ago. With Replicable, we are building a system that consistently produces content, without being dependent on me.

Omar Lovert
Founder at Polaris Growth

Polaris Growth

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SalesOps experts

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testimonials
I couldn't fix it myself and the expert at Replicable solved it in 30 minutes.

For some reason we could not send any emails from Snov.io This was super frustrating as I had just started in this role, and this was my first own project. It took me a lot of time, but couldn’t fix it. Then, I hopped on a support call with the expert of Replicable and reconfigured my DNS settings in 30 minutes. Well worth the investment.

Michael Beens
Sales Executive at Movelo
It was a useful training to learn to work more efficiently (with a better overview of my tasks). I have re-organised my inbox, which makes it easier for me to find important e-mails.

It was a useful training to learn to work more efficiently (with a better overview of my tasks). I have re-organised my inbox, which makes it easier for me to find important e-mails.

Anna Trimpeburger
Marketeer at Decathlon
The goal of working with Replicable is to remove myself from parts of the organization without compromising on quality.

Content production is important for the growth of Polaris Growth. However, due to busyness, production sometimes comes to a halt. Suddenly, we have to create case studies for clients we finished working with 9 months ago. With Replicable, we are building a system that consistently produces content, without being dependent on me.

Omar Lovert
Founder at Polaris Growth
Replicable builds a smart workflow within 1 hour that saves me a lot of time in my daily work as an account lead.

As an account lead, my main focus is on building relationships with (potential) customers. Replicable understands this well and helps me automate administrative tasks in a pragmatic way. This includes automatically creating deals in Pipedrive with all relevant information linked, or forwarding data to Pandadoc so that I can quickly create contracts.

Kars Muller
Account Lead at Revolt
They designed a process based on how we really work.

Before Replicable, we used Monday as a CRM. As our sales process was scaling-up we needed a CRM that could accompany that. Replicable helped us pick the right CRM based on how we do sales. Then, they configured Pipedrive quickly based on our use case and best practices at other companies.

Thomas Lock
Co-Founder at Jopp
I am working much faster and more efficiently.

We needed to scale outreach numbers from 100 to 300 per week, which was impossible with the current team. Replicable helped us grow our output, without growing the team. Also, it allows me to delegate work to colleagues easily.

Floris Loeffen
Sales Support at REVOLT
Replicable helped us define our buying journey and build processes to support this.

I was speaking to many potential clients and stakeholders about our product, but there was no structure or system. This made it hard to delegate work and communicate on progress. Now, we have created several funnels in Pipedrive and determined the strategy for each of these funnels.

Jelmer Kalff
CCO at Powercrumbs
Working with Replicable allowed us to move quickly.

When I started working for Woolsocks we needed a system to do local field sales in multiple cities in Europe. I had already decided that I wanted to work with Airtable, but needed someone for the setup. Replicable helped us configure the Airtable and tailor it to our needs. This included forms, databases  and automations.

Zeno van de Ven
CCO at Woolsocks
By making smart use of tools and templates, my production has significantly increased.

Stefan helps me work smarter by using email templates in Gmail, for example, to follow up on responses from cold email campaigns.

Ephraïm Veder
Sales Support at Revolt
Clear communication and a lot of patience to explain to me how it works.

Stefan listens carefully to how the processes within DEEL run and can translate them into a few simple workflows. If there are any issues, they are quickly addressed and there is good communication about the chosen solution, so that I also understand it better each time.

Walter Dresscher
Founder at DEEL
Revolt needs strong systems for our growth ambition. Replicable helps us with execution like a champ.

Revolt has a team of strong executors, but we lack people that can systemize our way of working. We have a powerful growth ambition, so we need automations, templates and SOPs to grow that fast. Especially when talent is so scarce. Replicable helped us with that on a continuous basis.

Jeroen van de Ven
Founder at Revolt
Our business is growing faster than our headcount, so automation is necessary to keep up with our growth.

To build up our brand awareness, we needed some good reviews on platforms such as Trustpilot and Google Reviews. The latter is also integrated in our website, helping our customer to make the right decisions. Before, we manually collected reviews by asking our customers. Now, every customer is asked to give a rating via email without me doing anything!

Kim Bakker
Co-owner at Soft Revolt
Replicable keeps things simple and effective.

We like to do most of the work ourselves to keep our costs low. However, when things get really complicated we prefer to work with Replicable. We’ve worked with them a couple of times over the past years to update and clean our database in Pipedrive. They always deliver within time and budget.

Max Hartveld
Co-founder at Skate Days
No expensive monthly fees, but support when we need it.
Han Dieperink
Chief Investment Strategist at Auréus
I can book a quick call when I need support.

I needed a simple CRM to track our sales activities. Replicable helped me to configure and build this in Airtable. Also, they provided me with support to better understand the CRM and make the most out of it.

Diane van Dam
Client Service Manager at DVDS
Consistently adding new appointments to my agenda without me having to do anything.

Replicable has ensured that there are now consistently 4-7 appointments with new deals being created in Pipedrive. And that's what every account lead wants: qualitatively scheduled appointments in their calendar without any effort.

Koen Kooi
Account Lead at Revolt
A short video call with Replicable saved me 2 hours of work.

Vooral wanneer ik met een nieuwe tool werk, kom ik soms vast te zitten. Ewoud heeft me al 2 keer geholpen door middel van een korte video-call. Het was prettig dat ik meteen verder kon werken!

Walter Smet
Marketing Lead at Revolt
Binnen een paar dagen stond de workflow live.

Onze wens was om de klanten die zich positief uitlieten over ons product, geautomatiseerd te vragen om een Google Review. Stefan snapte meteen wat er moest gebeuren en met minimale input van mij stond er eind van de week een workflow live. Te gek!

Elles Roeleveld
Founder at Soft Revolt
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keep reading

What is Pipedrive?

Pipedrive supports small and medium enterprises in processes and activities related to sales. This tool has a specific focus on CRM- and profit management. The goal of Pipedrive is to help achieve goals with regard to sales, the tracking of productivity and the analyzing of results.

Built-in Sales Automation Features

With Pipedrive's built-in sales automation features, teams can save valuable time and resources by automating repetitive tasks and processes. From sending follow-up emails and scheduling reminders to updating deal stages and assigning tasks, Pipedrive's automation capabilities help sales professionals stay focused on building relationships and closing deals. This increased efficiency allows teams to grow their sales pipelines and achieve their revenue goals more effectively.

Seamless Integration with Popular Tools

Pipedrive's extensive integration capabilities make it a valuable asset for growth, marketing, and sales teams, as it can easily connect with other essential platforms and tools. From marketing automation and email platforms to collaboration tools and analytics software, Pipedrive's integrations ensure a smooth flow of data and insights across the organization. This interconnectedness allows teams to streamline their workflows, optimize their strategies, and make more informed decisions based on comprehensive data.

Comprehensive Reporting and Performance Insights

Pipedrive's in-depth reporting and performance insights enable growth, marketing, and sales teams to track and analyze their performance over time. With customizable dashboards and the ability to track a wide range of metrics, teams can easily identify areas for improvement and make data-driven decisions to optimize their sales strategies. By continually refining their approach based on real-time insights, teams can drive better results and achieve their sales and revenue goals.

Maximise Your Business Potential with Pipedrive

In an increasingly competitive business landscape, having a clear, efficient, and effective sales strategy is paramount. Pipedrive, an innovative sales management tool, is designed to help businesses manage their sales pipelines with ease and precision. With a host of features including contact management, sales forecasting, and reporting, Pipedrive empowers sales teams to streamline their processes and achieve their targets.

Pipedrive: Empowering Sales Teams

Pipedrive's functionality benefits sales teams in several ways. Its visual sales pipeline management tool enables tracking of deals and sales activities, promoting efficient management and strategic decision-making. The platform's deal tracking feature keeps teams abreast of the progress of their deals, which aids in maintaining a comprehensive overview of sales activities and encourages data-driven decisions.

Contact management is another key feature of Pipedrive. It allows sales teams to easily manage their leads and contacts, fostering stronger relationships with customers. Additionally, Pipedrive's sales forecasting tools offer predictive insights into future sales revenue, assisting in target setting and future planning.

Amplifying B2B Marketing with Pipedrive

Pipedrive isn't only beneficial for sales teams; it also offers significant advantages to B2B marketing teams. Its lead management capabilities enable marketing teams to manage leads effectively and track their journey through the sales pipeline. This results in a better understanding of the sales funnel, optimising marketing campaigns in the process.

One of the standout features of Pipedrive is its collaborative nature. It facilitates seamless cooperation between marketing and sales teams, fostering improved communication and alignment. Additionally, Pipedrive's robust reporting and analytics tools empower marketing teams to analyse sales data and track the performance of their campaigns. This facilitates data-driven decisions that can enhance ROI.

Pipedrive's integration with a range of marketing tools, such as Mailchimp and Zapier, allows marketing teams to streamline their workflows and centralise their sales data access.

Persona

We streamline your growth operations

Streamlined

Working smarter

Align daily tasks with OKRs and higher goals
Smooth collaboration for any team size
Onboard new people in days, instead of weeks

Streamlined

B2B Marketing

Technical side-kick for everything marketing tech
Create organic growth with our content marketing machine
Lower your workload with our workflows to work smarter

Streamlined

Outbound Sales

Generate more leads on auto-pilot
Strong sales foundation with the right CRM for your team
Nurture and inform your prospects to increase sales conversion
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