CRM / TOOL OVERVIEW

Pipedrive

Visual, pipeline-first CRM built for fast-moving sales teams.

WHAT IT IS FOR

Where Pipedrive fits in a workflow

Pipedrive is commonly used to track deals through a visual pipeline. Teams also use it to schedule activities and automate sales follow-up.

  • Track deals through a visual pipeline
  • Schedule activities and automate sales follow-up
BEFORE YOU CHOOSE

A practical buying check

Advanced lead generation and documents can require separate add-ons.

Confirm the required features, data access, integrations, support and regional availability with the vendor before committing to a plan.

PUT IT TO WORK

Workflows that use Pipedrive

Won Deal to Draft Invoice SystemCreate one Xero draft invoice from the products on a won Pipedrive deal. The workflow maps enabled one-time products, uses a deterministic invoice number, asks the designated finance reviewer in Slack, and gates authorization and email behind explicit settings.
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Other crm tools

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