A Quick Demo of Pipedrive CRM 🏁 🏎️

See Pipedrive in action and learn how to visualize your own sales process, so you can keep all of your information under one roof, and spend more time selling your amazing product.

Chapters:

00:00 Intro
00:14 Pipeline view
00:53 Tracking Deals
01:34 Importing data
01:48 List View (bulk editing and filtering)
02:04 Tracking Leads
02:34 Detail views
03:55 Email management
04:37 Group emails
04:50 Activities and Calendar
05:27 Insights, Reports, and Dashboards
06:01 Automations

#pipedrive #crm #sales

[MYoung-oewv]

I just want to thank you for sharing this content, it helped me decide on what CRM platform to use.

[Zed-gbzf]

Is there automated sms sequences in the different stages?

[ericafilippo]

Tx for the overview. I don't see texting allowed from the app, or automated voice calls. Is that something that can be done?

[Editnamehere]

Is there automated email/sms sequences in the different stages? For example once I move a lead to the 4th stage can I set up an automated email with let’s say X discount that gets triggered having the software email/sms the lead with a coupon?

[PrecisionSportScience]

Just to clarify, I see in the comments here 2 months ago communication automation for marketing directly in the app was NOT available but now it seems it is (based on the response 2 weeks ago). Am I following correctly here? You can now setup email and text conversation workflows in Pipedrive?

[sabyasachimondal]

Hi,
Need to contact your sales for 50 seats.
We are from India.

Could not find India in dropdown

[guitari]

This looks awesome. Is it possible to have multiple "clients" on each opportunity i.e. sending the same or slightly different proposal to various companies under the same Deal/Project.