VIDEO: Pipedrive CRM Demo

this review video is for pipe drive a sales CRM and pipeline management tool pipe Drive is designed to help small sales teams stay organized manage their pipelines and focus on the best opportunities pipe Drive webbased application works from a clean interface divided into different sections deals activities contacts and statistics from the main screen you can see an overview of the current deals in progress including basic information about each deal using the navigation buttons at the top left you can organize deals by pipeline stage in a list view or in a timeline the gear button presents a drop- down menu with more sorting options to create a new deal simply click the add deal button and a popup box will appear enter the contact and organization names a title for the deal the deal value and the expected close date and click save after that you can assign custom activities to the deal like a follow-up call or pricing sheet white paper assign the activity to a specific salesperson and click save the activities tab tab shows users any pending activities when they are due and which Deals they belong to you can sort activities by different due dates using the filters at the top of the screen pipe dries contact tab presents a straightforward list of contacts which you can sort by name organization or account owner reporting features are under the statistics tab as you hover over the menu button you'll have the option to view company statistics or a live dashboard the live dashboard is a great place to get a real-time summary of performance including New Deals activities completed One deals and lost deals additional pipe Drive features include custom field and pipeline stages mail integration native mobile apps and integration with Google Maps pipe Drive can import an export data with most major crms or through its rest API pipe Drive is available in a single pricing tier for up to 50 seats compared to other crms and pipeline tools their system is one of the most affordable you'll find while does offer a lot of flexibility and practical features pipe Drive is ultimately a pipeline tool not a full-fledged CRM it's a good choice for smaller teams looking to organize their follow-up process but not for an Enterprise sales department in summary pipe Drive can help your small sales team visualize deals and progress organize and follow up with leads and make simple forecasts to stay on track with goals to learn more about pipe drive or other CRM software check out our website technologyadvice.com where we can help you find the best technology for your business thanks for watching

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