Pipedrive
Pipedrive
TA Score
8.7

Top Pipedrive Features

What are the Best Pipedrive Features?


Customer Management

  • Pipeline Management
  • Deal Management

Lead Management

  • Lead Generation

Email Management

  • Group Email

Reporting & Analytics

  • Activity Logs
  • Service Analytics
  • Call Log Reports
  • Forecasting
  • Revenue Reports
  • Link Tracking
  • Dashboard
  • Email Reports
  • Document Open Tracking
  • Deal Rotting

Supported Channels

  • Voice
  • Email

Conferencing Capabilities

  • Video Conferencing

Cash Flow Management

  • Revenue Management

Inventory Management

  • Product Catalog

Customizable Items

  • Custom Signatures
  • Custom Templates

Collaboration Tools

  • Team Calendar
  • Virtual Assistant

File Management

  • Contract Lifecycle Management
  • File Sharing
  • File Attachments

Supported File Formats

  • PDF

Signature Management

  • Digital Signatures

Reminders/Alerts

  • Security Alerts

Systems/Administrative

  • Storage
  • Work Offline

Sync/Refresh

  • Email Sync

Project Management Features

  • Workflow Management
  • Team Management

Data Management

  • Data Mapping
  • Data Merge

Data Migration

  • Data Import
  • Data Export

Identity and Access Management (IAM)

  • Role Based Access Control (RBAC)
  • Single Sign-On (SSO)
  • Multi-Factor Authentication (MFA)

Password Management

  • Password Strength Check

Cybersecurity Features

  • Encryption

Integration Options

  • APIs
  • Webhooks

Microsoft 365

  • Microsoft Outlook
  • Microsoft OneDrive

Google Workspace

  • Gmail
  • Google Drive
  • Google Sheets
  • Google Slides

Limits

  • Open Deal Limit

After-Sales Service

  • Phone Support
  • Email Support
  • Customer Onboarding
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