Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Last updated September 23, 2014. Please visit the official site for the most up-to-date information.
Kanban boards are a great way to get a visual grasp on what's going on. They can be anything 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 a set of virtual cards in a CRM or to-do list app that shows your new leads and their progress through your sales pipeline.
Plenty of CRMs have kanban-style boards to let you manage your opportunities, with a column for each stage of your sales process. It seems like the perfect way to cut through the clutter and visually organize your deals. But for the most advanced kanban-driven CRM, you'll need to check out Pipedrive.
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 exactly to your liking, with custom names and just the amount of stages you want. If you find something in your way, you can just 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 you'll be greeted with another kanban board. This time, it'll show 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's filtering tools to help you drill down to just the potential deals you want to work on.
There's more, too. Pipedrive not only lets you import your data to get started easily, 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 9 languages and most of the currencies around the world. Close a deal in another country, 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 CRMs, but it's seldom to see a tool that's 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.
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