Organize activities and pipelines to follow up with ease
Manage leads and deals
✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
❌ Products catalog (excluded in this plan)
✔️ Deal rotting
Track communications
✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
❌ Two-way email sync
✔️ Emails linked to contacts and deals
❌ Customizable email templates
❌ Merge fields
❌ Email open and click tracking
❌ Group emailing
❌ Sales Docs
❌ Autofilled templates and offline docs
❌ Google Drive integration
❌ OneDrive integration
❌ Document open tracking
❌ eSignatures
❌ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures
Automate and grow
✔️ Sales Assistant
❌ Workflow automation
❌ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
❌ Important fields
Insights and reports
✔️ Deal reports
✔️ Activity reports
❌ Leads reports
❌ Custom fields and reports
❌ Recurring revenue reports
❌ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
❌ Team management
✔️ Company and user goals
❌ Team goals
✔️ Open API and integrations
Privacy and security
❌ Security dashboard
❌ Security alerts
❌ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
❌ SAML SSO (single sign-on) login
✔️ Advanced user permissions
❌ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption
Mobile apps and integrations
✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
❌ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations
Get more from Pipedrive
✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access
Track and automate your day for less legwork and more sales
Manage leads and deals
✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog
✔️ Deal rotting
Track communications
✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
❌ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
❌ eSignatures
❌ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures
Automate and grow
✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields
Insights and reports
✔️ Deal reports
✔️ Activity reports
❌ Leads reports
❌ Custom fields and reports
✔️ Recurring revenue reports
❌ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
❌ Team management
✔️ Company and user goals
❌ Team goals
✔️ Open API and integrations
Privacy and security
❌ Security dashboard
❌ Security alerts
❌ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
❌ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption
Mobile apps and integrations
✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations
Get more from Pipedrive
✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access
Everything you need to collaborate, communicate and grow revenue
Manage leads and deals
✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog
✔️ Deal rotting
Track communications
✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
✔️ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
✔️ eSignatures
✔️ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures
Automate and grow
✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields
Insights and reports
✔️ Deal reports
✔️ Activity reports
✔️ Leads reports
✔️ Custom fields and reports
✔️ Recurring revenue reports
✔️ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
✔️ Team management
✔️ Company and user goals
✔️ Team goals
✔️ Open API and integrations
Privacy and security
✔️ Security dashboard
✔️ Security alerts
✔️ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
✔️ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption
Mobile apps and integrations
✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations
Get more from Pipedrive
✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access
Get custom onboarding from smartMILE and support with your CRM
Manage leads and deals
✔️ Deal management
✔️ Customizable pipelines
✔️ Custom fields
✔️ Data import and export
✔️ Merge duplicate data
✔️ Products catalog
✔️ Deal rotting
Track communications
✔️ Contact and org management
✔️ Data import and export
✔️ Email inbox
✔️ Two-way email sync
✔️ Emails linked to contacts and deals
✔️ Customizable email templates
✔️ Merge fields
✔️ Email open and click tracking
✔️ Group emailing
✔️ Sales Docs
✔️ Autofilled templates and offline docs
✔️ Google Drive integration
✔️ OneDrive integration
✔️ Document open tracking
✔️ eSignatures
✔️ Caller
✔️ Meeting scheduler
✔️ Calendar view and activity management
✔️ Activity reminder notifications
✔️ Contacts map
✔️ File attachments
✔️ Customizable signatures
Automate and grow
✔️ Sales Assistant
✔️ Workflow automation
✔️ Smart contact data
✔️ Activity reminder notifications
✔️ API access
✔️ Webhooks
✔️ Important fields
Insights and reports
✔️ Deal reports
✔️ Activity reports
✔️ Leads reports
✔️ Custom fields and reports
✔️ Recurring revenue reports
✔️ Revenue forecast reports
✔️ Visual dashboards
✔️ Shareable dashboard links
✔️ Team management
✔️ Company and user goals
✔️ Team goals
✔️ Open API and integrations
Privacy and security
✔️ Security dashboard
✔️ Security alerts
✔️ Security rules
✔️ User access and device logs
✔️ Two-factor authentication login
✔️ SAML SSO (single sign-on) login
✔️ Advanced user permissions
✔️ Advanced deal and contact visibility settings
✔️ World-class data storage
✔️ SOC 2 compliant
✔️ AES-256 encryption
Mobile apps and integrations
✔️ Native mobile Android and iOS apps
✔️ Real-time sync across all devices
✔️ Caller ID linked to deals and activities
✔️ Web-to-mobile calls
✔️ Automatic call logging
✔️ Client location on maps
✔️ Contact sync with Google and Microsoft
✔️ Calendar sync with Google and Microsoft
✔️ Google Drive sync
✔️ Chrome extension for Gmail
✔️ Apps marketplace with 150+ integrations
Get more from Pipedrive
✔️ App supports 16 languages
✔️ 24/7 customer support
✔️ Online help center
✔️ Pipedrive Developer Center access