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Customer Database App is a free CRM system that is easy to use and set up.
Custom fields using the drag and drop editor let you choose what information you keep about your customers. Getting to the customer record has been made quick and easy from wherever you are.
Workflows/stages can be customized for each type of sales pipeline/product you have, these can be used to automate actions such as creating tasks for users, and sending emails from a template with merge fields. Stage changes with the user and date/time are included in the audit history shown on the customer record making it easy for any users to understand what has happened in the past.
Boards give an overview of your currently active sales/product pipelines, if you have multiple users you'll be able to see what each user is working on and if there have been any delays in progressing leads/customers through each stage.
The software contains many of the standard things you'd expect in a CRM including notes, a diary, tasks, document production, file attachments etc.
General setup includes user permissions, date/time formats that can be switched for your location, two-factor authentication, and choosing the colors/icons for your pipelines/stages.
Data can be imported from CSV and the API allows leads to go directly into the CRM from your website/social media.
Pipedrive is recommended for small to medium-sized businesses (SMBs) and sales teams seeking a straightforward, affordable, and efficient tool to manage and improve their sales operations. Particularly, it suits teams that prioritize visual sales pipelines and require an easy learning curve.
Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 2 years ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 3 years ago
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