Pipedrive Updates

Pipedrive mention · August 28, 2018

Ruler Analytics Uses Automation to Democratize Data with Customers

"As different problems arise, I often find Zapier has a solution."Ian Leadbetter, Directer, Ruler Analytics Data matters. It's how you can tell if your marketing campaigns pay off, and which ones offer the most return on your investment and where to focus next time. But if that data...read more
Pipedrive mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal touch...read more
Pipedrive update · April 8, 2016

Search for Key Deals and People in Pipedrive

Find or Create a Pipedrive Deal Keeping track of the deals you've won and lost (and all the work that goes into those deals) can be a pain. That's why Pipedrive's drag-and-drop sales pipeline tool and its CRM capabilities have won over the hearts of so many...read more
Pipedrive mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks...read more
Pipedrive update · May 1, 2015

New Action and Updated Time Options for Pipedrive

There was already a lot you could do with Pipedrive inside of Zapier, from triggering on and creating deals to keeping up with activity inside Pipedrive. Now with a new update, you can create a new note in your Pipedrive account, as well as keep your time and date information...read more
Matthew Guay
Written by Matthew GuayLast updated July 6, 2018

Kanban boards are a great way to get a visual grasp on what's going on. You could build one from sticky notes in columns on your whiteboard, showing your team's ideas, stuff you're working on, and the stuff you've finished. Or you could use a dedicated kanban app to organize tasks and ideas virtually.

Pipedrive gives you the core Kanban features you need to organize your work in a CRM designed to help you close deals faster. Instead of using kanban boards as an extra way to view deals, Pipedrive puts them front-and-center as the primary way you’ll work each day.

Login to Pipedrive, and you'll first see the standard pipeline view of your leads and deals in their various stages. You can customize the pipeline to your liking, with custom names and the sales stages you want. If you find something in your way, you can turn it off—every feature in Pipedrive has an off switch as a little way to make it into the CRM that works just the way you want.

On the top of your pipeline columns, you'll see the total value of that column and the number of prospective deals it contains. Each card, then, shows its value, the deal name and the company behind it, and a quick access button to see todos about that deal or add a new task or note to that deal. And, of course, you can drag cards to the next column as the deal progresses.

So far, so normal. Now, jump over to the Activities tab, and instead of a calendar, Pipedrive includes another kanban board. This time, it shows your deals for each month, with the total value of won deals and deals that are still in progress. You can then drag deals to the bottom of the screen to mark them as done or reschedule them to allow more time to close the deal. And if that's still too much clutter, there are filtering tools to help you drill down to the deals that need your attention today.

There's more, too. Pipedrive not only lets you import your data to get started quickly but also has import tools that'll pull your CRM data over from over a dozen other CRM tools. It'll also work wherever you need to, with support for sixteen languages and most global currencies. Close a deal anywhere on earth, and you can track its value in that local currency but still get your end-of-year reports in your home currency.

Kanban tools aren't rare in the world of CRM software, but it's seldom to see one 100% centered around them. If you're already managing your projects in a tool like Trello, Pipedrive would seem to be the ideal way for you to manage your leads and deals.

Originally published December 15, 2015; updated July 6, 2018 with new screenshots, pricing, and feature details.

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