Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Pipedrive turns your sales process into a simple, visual pipeline that’s easy to manage.
You want a pipeline that’s visual, intuitive, and easy to update.
Sales-led teams who want a visual CRM that reps actually use
Annual pricing
€
588
Monthly starting at
€
24
Track deal progress with drag-and-drop stages.
Get reminders to follow up with every lead.
Forecast revenue with real-time updates.
Looking for other options? These are tools I've personally used with clients or tested extensively. Some might better suit your budget, tech stack, or team size. Consider this a shortlist if you need alternatives.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Email and SMS platform with detailed segments and flows, powerful for nurture when data is clean.
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Visual automation platform that connects tools and moves data with control and scheduling.
Do not settle for the default pipeline. Spend time tailoring each deal stage so that it mirrors your actual sales journey. Rename stages, add new ones or remove those you do not need. A clear, meaningful pipeline keeps everyone speaking the same language and helps you spot bottlenecks quickly. Keep stage names short and action-oriented, for example “Demo scheduled”, and agree on firm criteria for moving a deal forward.
Pipedrive’s philosophy is simple: schedule an activity for every deal and momentum will follow. After each call, meeting or email, log the outcome and create the next activity immediately. The platform highlights deals without future activities or those that are overdue, prompting you to act before anything stalls. Checking the Activities view each morning and clearing overdue tasks will keep your pipeline flowing and improve hit rates.
As deal volume grows, clutter can creep in. Use filters, labels and custom fields to segment your pipeline into manageable views. Create filters for high-value opportunities, product lines, territories or lead sources. Add tags such as “Hot lead” or custom dropdowns for campaign origin. This organisation not only speeds up daily work but also makes reporting and exporting straightforward. By consistently categorising deals, you will focus on the right opportunities at the right time.
Data should guide your sales decisions. Review Pipedrive’s reports regularly to monitor metrics such as win rates, sales-cycle length and forecasted revenue. Set personal or team goals – for example, deals won per month or activities completed per week – and watch progress bars on your dashboard. If you notice conversion dropping at a particular stage, refine your approach or adjust resources. Using these insights, you can coach yourself (or your team) towards continuous improvement.
Pipedrive is strongest when it sits at the heart of your sales stack. Sync your email and calendar so messages and meetings log automatically. Connect a dialler to make calls from within Pipedrive and record outcomes. Integrate proposal or e-signature software to speed up quoting and contract processes. Feed outbound or enrichment tools into the CRM so new leads arrive complete with context. Each integration removes double entry, keeps data current and ensures Pipedrive remains your single source of truth.
Ensure every marketing enquiry reaches the sales team without delay. Embed Pipedrive web forms on landing pages, or use the LeadBooster chatbot and live chat add-on to capture visitors in real time. If you rely on external forms or event platforms, connect them through Zapier or native integrations so that contacts and deals appear automatically with source information attached. Work with sales to define the fields they need – lead source, campaign ID and qualification notes – so that records arrive ready for action.
Pipedrive offers its own Campaigns add-on for simple newsletters and announcements. If your email marketing needs are modest, this integrated option keeps everything in one place. For more advanced design, automation or testing, pair Pipedrive with a dedicated email platform such as Mailchimp or ActiveCampaign and sync data two-ways. With engagement metrics flowing back into Pipedrive, sales can see who opened or clicked and time outreach accordingly.
Marketing engagement data is gold for sales conversations. Use Pipedrive’s Web Visitors add-on to identify companies browsing your site and alert reps to warm prospects. If you already track behaviour in Google Analytics or a marketing-automation tool, push key events – like webinar registrations or pricing-page visits – into Pipedrive via custom fields or notes. Focus on meaningful signals to avoid clutter while giving sales valuable context for every call.
A shared dataset underpins true sales-marketing alignment. Agree on a consistent set of fields to capture campaign source, lead status and revenue. As deals progress, marketers can run reports or export data to analyse which channels convert to closed revenue. Regular joint reviews of Pipedrive dashboards help both teams refine targeting and qualification, ensuring marketing spend focuses on tactics that deliver measurable sales impact.
Pipedrive is a focused, activity-driven CRM that shines when used intentionally. Sales teams benefit from its visual simplicity, robust API and methodology centred on consistent action. Marketers, while likely to supplement it with specialised tools, can still leverage its data to align efforts and prove ROI. By customising pipelines, automating next steps, integrating essential apps and maintaining clean data, both sales and marketing can rely on Pipedrive as a dependable engine for revenue growth.
My personal notes on how to use this tool.
Do not settle for the default pipeline. Spend time tailoring each deal stage so that it mirrors your actual sales journey. Rename stages, add new ones or remove those you do not need. A clear, meaningful pipeline keeps everyone speaking the same language and helps you spot bottlenecks quickly. Keep stage names short and action-oriented, for example “Demo scheduled”, and agree on firm criteria for moving a deal forward.
Pipedrive’s philosophy is simple: schedule an activity for every deal and momentum will follow. After each call, meeting or email, log the outcome and create the next activity immediately. The platform highlights deals without future activities or those that are overdue, prompting you to act before anything stalls. Checking the Activities view each morning and clearing overdue tasks will keep your pipeline flowing and improve hit rates.
As deal volume grows, clutter can creep in. Use filters, labels and custom fields to segment your pipeline into manageable views. Create filters for high-value opportunities, product lines, territories or lead sources. Add tags such as “Hot lead” or custom dropdowns for campaign origin. This organisation not only speeds up daily work but also makes reporting and exporting straightforward. By consistently categorising deals, you will focus on the right opportunities at the right time.
Data should guide your sales decisions. Review Pipedrive’s reports regularly to monitor metrics such as win rates, sales-cycle length and forecasted revenue. Set personal or team goals – for example, deals won per month or activities completed per week – and watch progress bars on your dashboard. If you notice conversion dropping at a particular stage, refine your approach or adjust resources. Using these insights, you can coach yourself (or your team) towards continuous improvement.
Pipedrive is strongest when it sits at the heart of your sales stack. Sync your email and calendar so messages and meetings log automatically. Connect a dialler to make calls from within Pipedrive and record outcomes. Integrate proposal or e-signature software to speed up quoting and contract processes. Feed outbound or enrichment tools into the CRM so new leads arrive complete with context. Each integration removes double entry, keeps data current and ensures Pipedrive remains your single source of truth.
Ensure every marketing enquiry reaches the sales team without delay. Embed Pipedrive web forms on landing pages, or use the LeadBooster chatbot and live chat add-on to capture visitors in real time. If you rely on external forms or event platforms, connect them through Zapier or native integrations so that contacts and deals appear automatically with source information attached. Work with sales to define the fields they need – lead source, campaign ID and qualification notes – so that records arrive ready for action.
Pipedrive offers its own Campaigns add-on for simple newsletters and announcements. If your email marketing needs are modest, this integrated option keeps everything in one place. For more advanced design, automation or testing, pair Pipedrive with a dedicated email platform such as Mailchimp or ActiveCampaign and sync data two-ways. With engagement metrics flowing back into Pipedrive, sales can see who opened or clicked and time outreach accordingly.
Marketing engagement data is gold for sales conversations. Use Pipedrive’s Web Visitors add-on to identify companies browsing your site and alert reps to warm prospects. If you already track behaviour in Google Analytics or a marketing-automation tool, push key events – like webinar registrations or pricing-page visits – into Pipedrive via custom fields or notes. Focus on meaningful signals to avoid clutter while giving sales valuable context for every call.
A shared dataset underpins true sales-marketing alignment. Agree on a consistent set of fields to capture campaign source, lead status and revenue. As deals progress, marketers can run reports or export data to analyse which channels convert to closed revenue. Regular joint reviews of Pipedrive dashboards help both teams refine targeting and qualification, ensuring marketing spend focuses on tactics that deliver measurable sales impact.
Pipedrive is a focused, activity-driven CRM that shines when used intentionally. Sales teams benefit from its visual simplicity, robust API and methodology centred on consistent action. Marketers, while likely to supplement it with specialised tools, can still leverage its data to align efforts and prove ROI. By customising pipelines, automating next steps, integrating essential apps and maintaining clean data, both sales and marketing can rely on Pipedrive as a dependable engine for revenue growth.
Do not settle for the default pipeline. Spend time tailoring each deal stage so that it mirrors your actual sales journey. Rename stages, add new ones or remove those you do not need. A clear, meaningful pipeline keeps everyone speaking the same language and helps you spot bottlenecks quickly. Keep stage names short and action-oriented, for example “Demo scheduled”, and agree on firm criteria for moving a deal forward.
Pipedrive’s philosophy is simple: schedule an activity for every deal and momentum will follow. After each call, meeting or email, log the outcome and create the next activity immediately. The platform highlights deals without future activities or those that are overdue, prompting you to act before anything stalls. Checking the Activities view each morning and clearing overdue tasks will keep your pipeline flowing and improve hit rates.
As deal volume grows, clutter can creep in. Use filters, labels and custom fields to segment your pipeline into manageable views. Create filters for high-value opportunities, product lines, territories or lead sources. Add tags such as “Hot lead” or custom dropdowns for campaign origin. This organisation not only speeds up daily work but also makes reporting and exporting straightforward. By consistently categorising deals, you will focus on the right opportunities at the right time.
Data should guide your sales decisions. Review Pipedrive’s reports regularly to monitor metrics such as win rates, sales-cycle length and forecasted revenue. Set personal or team goals – for example, deals won per month or activities completed per week – and watch progress bars on your dashboard. If you notice conversion dropping at a particular stage, refine your approach or adjust resources. Using these insights, you can coach yourself (or your team) towards continuous improvement.
Pipedrive is strongest when it sits at the heart of your sales stack. Sync your email and calendar so messages and meetings log automatically. Connect a dialler to make calls from within Pipedrive and record outcomes. Integrate proposal or e-signature software to speed up quoting and contract processes. Feed outbound or enrichment tools into the CRM so new leads arrive complete with context. Each integration removes double entry, keeps data current and ensures Pipedrive remains your single source of truth.
Ensure every marketing enquiry reaches the sales team without delay. Embed Pipedrive web forms on landing pages, or use the LeadBooster chatbot and live chat add-on to capture visitors in real time. If you rely on external forms or event platforms, connect them through Zapier or native integrations so that contacts and deals appear automatically with source information attached. Work with sales to define the fields they need – lead source, campaign ID and qualification notes – so that records arrive ready for action.
Pipedrive offers its own Campaigns add-on for simple newsletters and announcements. If your email marketing needs are modest, this integrated option keeps everything in one place. For more advanced design, automation or testing, pair Pipedrive with a dedicated email platform such as Mailchimp or ActiveCampaign and sync data two-ways. With engagement metrics flowing back into Pipedrive, sales can see who opened or clicked and time outreach accordingly.
Marketing engagement data is gold for sales conversations. Use Pipedrive’s Web Visitors add-on to identify companies browsing your site and alert reps to warm prospects. If you already track behaviour in Google Analytics or a marketing-automation tool, push key events – like webinar registrations or pricing-page visits – into Pipedrive via custom fields or notes. Focus on meaningful signals to avoid clutter while giving sales valuable context for every call.
A shared dataset underpins true sales-marketing alignment. Agree on a consistent set of fields to capture campaign source, lead status and revenue. As deals progress, marketers can run reports or export data to analyse which channels convert to closed revenue. Regular joint reviews of Pipedrive dashboards help both teams refine targeting and qualification, ensuring marketing spend focuses on tactics that deliver measurable sales impact.
Pipedrive is a focused, activity-driven CRM that shines when used intentionally. Sales teams benefit from its visual simplicity, robust API and methodology centred on consistent action. Marketers, while likely to supplement it with specialised tools, can still leverage its data to align efforts and prove ROI. By customising pipelines, automating next steps, integrating essential apps and maintaining clean data, both sales and marketing can rely on Pipedrive as a dependable engine for revenue growth.
This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.
Shape pipelines and stages, standardise fields, automate tasks and alerts, and clean data, so reps know what to do next and reports match reality across teams.
See playbook
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
Topic
Playbook
Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.
Topic
Playbook
Qualify leads systematically by assessing budget, authority, need, and timing to focus sales effort on high-potential opportunities.
Topic
Playbook
Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.
Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.
Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.
Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.
Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.
Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:
Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.
Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.
Lightweight e signature tool with easy templates and clean UX, good for small teams that need fast signatures.
On site promotions and forms that help capture leads and run offers with targeting and design control.
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Well known meeting scheduler with simple routing and reminders that reduce no shows and make booking easy for buyers.
Open scheduling tool with routing rules and brand control, useful when you want flexible booking that plays nicely with your stack.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
