Pipedrive
Pipedrive
58 reviews
WH Score
8.7

Top Pipedrive Features

What are the Best Pipedrive Features?


Customer Management

  • Pipeline Management
  • Deal Management

Lead Management

  • Lead Generation

Email Management

  • Group Email

Supported Channels

  • Voice
  • Email

Conferencing Capabilities

  • Video Conferencing

Cash Flow Management

  • Revenue Management

Inventory Management

  • Product Catalog

Reporting & Analytics

  • Activity Logs
  • Service Analytics
  • Call Log Reports
  • Forecasting
  • Revenue Reports
  • Link Tracking
  • Dashboard
  • Email Reports
  • Document Open Tracking
  • Deal Rotting

Customizable Items

  • Custom Signatures
  • Custom Templates

Collaboration Tools

  • Team Calendar
  • Virtual Assistant

File Management

  • Contract Lifecycle Management
  • File Sharing
  • File Attachments

Supported File Formats

  • PDF

Signature Management

  • Digital Signatures

Reminders/Alerts

  • Security Alerts

Systems/Administrative

  • Storage
  • Work Offline

Sync/Refresh

  • Email Sync

Project Management Features

  • Workflow Management
  • Team Management

Data Management

  • Data Mapping
  • Data Merge

Data Migration

  • Data Import
  • Data Export

Identity and Access Management (IAM)

  • Role Based Access Control (RBAC)
  • Single Sign-On (SSO)
  • Multi-Factor Authentication (MFA)

Password Management

  • Password Strength Check

Cybersecurity Features

  • Encryption

Integration Options

  • APIs
  • Webhooks

Microsoft 365

  • Microsoft Outlook
  • Microsoft OneDrive

Google Workspace

  • Gmail
  • Google Drive
  • Google Sheets
  • Google Slides

Limits

  • Open Deal Limit

After-Sales Service

  • Phone Support
  • Email Support
  • Customer Onboarding

Pipedrive Top Features Related Review


D
Daniel
Reviewed on 2 September 2019

Pipedrive - A CRM with Unlimited capabilities

I do have a great experience with Pipedrive. It allows me to cut short my workflow according to the priorities. The whole team can start tracking, and identifying the next actions are provided by it.

Pros
  • I love its simplicity and performance
  • It can manage accounts and deals
  • Customization is awesome
  • The user interface is attractive and easy
  • The reporting feature is also excellent
  • Taking notes and assigning tasks is superb.
Cons
  • Improvement is needed in the ability to distribute meeting notes, enhanced search, and limited search of titles.

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