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Esta guía abarca todas las funciones de Pipedrive:
- Empezando — Create your Pipedrive account and set up the basics
- Cómo utilizar la gestión de clientes potenciales — Keep unqualified leads out of your sales pipeline until they are ready
- Cómo usar la función Gestionar acuerdos — Drag deals between stages and watch deal progress update instantly
- Cómo utilizar la gestión de proyectos — Track delivery work after the sale without leaving your CRM software
- Cómo usar Easy Campaigns — Send segmented broadcasts to contacts without a separate marketing tool
- Cómo utilizar la información detallada — Build custom reporting and forecast revenue from live pipeline data
- Cómo usar la IA en CRM — Get AI suggestions on which deals need attention today
- Cómo utilizar el marketing por correo electrónico — Sync your mail, track opens, and reuse templates with placeholders
- Cómo usar las integraciones del Marketplace — Connect 500+ apps or build custom integrations with the REST API
- Cómo usar documentos y plantillas — Send trackable quotes and contracts with e-signatures from the deal
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have used Pipedrive for three years across two companies and tested every feature covered here.
This Pipedrive tutorial comes from real hands-on work, not vendor screenshots.
Pipedrive is one of the best known pieces of CRM software in the world.
Most people only ever touch deals and contacts.
This guide shows you how to use Pipedrive properly, feature by feature.
Every step is short, with checkpoints so you know it worked.
Tutorial de Pipedrive
This How to Use Pipedrive tutorial walks through each feature in order.
It starts at your first login and ends with the reporting your boss reads.
Pipedrive
Stop losing deals in a spreadsheet. Pipedrive gives your sales team one visual pipeline, automatic activity reminders, and reporting that forecasts revenue. Start the 14-day free trial — no credit card needed.
Introducción a Pipedrive
Basic setup takes a few minutes.
Here is my personal experience getting started:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Visit the Pipedrive website and click Start free trial.
Enter your work email, then choose a pricing plan for the 14-day trial.
Pipedrive has no free plan, so pick the tier closest to what you need.
✓ Control: Comprueba tu bandeja de entrada for the confirmation mail.
Step 2: Sync Email and Calendar
Pipedrive runs in any browser, plus a mobile app on iOS and Androide.
Open account settings and connect your email and calendar first.
This one step makes tracking automatic instead of manual.
Here is what you get once it is connected:
✓ Control: Your meetings appear in the Pipedrive activity calendar.
Step 3: Customize Your Pipeline
Open Pipeline settings and rename the default stages to match your sales process.
Add a probability to each stage so forecasts mean something.
Then add team members and import your existing contacts from a spreadsheet or old CRM.
✅ Hecho: Your Pipedrive account is live and ready for the features below.
How to Use Pipedrive Leads Manager
Gestión de clientes potenciales lets you park early-stage leads in a separate Leads Inbox until they are qualified.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abra la bandeja de entrada de clientes potenciales
Click Leads in the left menu of your Pipedrive account.
This inbox holds prospects you have not qualified yet.
Step 2: Add or Import Leads
Click Add lead, or import a spreadsheet of contacts.
Así es como se ve:
✓ Control: Your new lead appears in the Leads Inbox with a labelled source.
Paso 3: Convertir clientes potenciales cualificados
Hit Convert to deal once a lead replies and shows real interest.
✅ Resultado: Your leads and deals now live in separate views, so pipeline numbers stay honest.
💡 Consejo profesional: Build a filter for leads with no activity in 14 days. Clear it every Friday.
How to Manage Pipedrive Deals
Gestionar acuerdos lets you drag every deal through your sales pipeline and see deal progress in real time.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Crea un trato
Click Add deal, then attach a person and an organization.
Set the value and the expected close date now, not later.
Step 2: Move It Through Stages
Drag the deal card to the next stage when something real happens.
Así es como se ve:
✓ Control: The deal card sits in its new stage and the pipeline total updates.
Step 3: Log the Next Activity
Every deal needs one scheduled activity, such as a call or email.
✅ Resultado: Your pipeline shows true deal progress instead of wishful thinking.
💡 Consejo profesional: Turn on Deal Rotting per stage. Rotting deals turn red after your chosen number of idle days.
How to Use Pipedrive Projects Manager
Gestión de proyectos lets you hand won deals to your delivery teams and track every task after the sale.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Projects
Click Projects in the left menu, then choose Add project.
You can create a project straight from a won deal.
Step 2: Build Your Phases
Add phases such as Kickoff, Build, and Handover.
Así es como se ve:
✓ Control: Your project board shows phases across the top and task cards below.
Step 3: Assign Tasks
Add a task to each phase and give it an owner and a due date.
Anyone on the team can comment on a task to keep context in one place.
✅ Resultado: Sales and delivery share one timeline, so nothing is dropped after signature.
💡 Consejo profesional: Save your best client onboarding as a template. Reuse it on every won deal.
Cómo usar las campañas fáciles de Pipedrive
Campañas fáciles lets you send segmented email blasts to your contacts with a drag-and-drop constructor.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Campaigns
Click Campaigns, then choose Create campaign.
Campaigns is a paid add-on on every plan.
Step 2: Pick Your Segment
Filter recipients by stage, label, owner, or any custom field.
Así es como se ve:
✓ Control: The preview pane shows your layout on both desktop and mobile.
Paso 3: Diseñar y enviar
Drag blocks into the editor, add your links, then schedule the send.
✅ Resultado: Your campaign goes out and open rates land back on each contact record.
💡 Consejo profesional: Send to a small test segment first. Fix the subject line before mailing your whole list.
Cómo usar Pipedrive Detailed Insights
Información detallada lets you build custom dashboards and reporting that forecast revenue for your company.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Insights
Click Insights, then Add report.
Explore the template library before you build a report from scratch.
Paso 2: Elige tus métricas
Group by owner, stage, or source, then set the date range.
Así es como se ve:
✓ Control: The chart renders and the underlying deals are one click away.
Step 3: Pin It to a Dashboard
Save the report and drop it onto a shared dashboard for your sales team.
✅ Resultado: Your team opens one dashboard instead of rebuilding spreadsheets every Monday.
💡 Consejo profesional: Switch the pipeline to Forecast View. It groups deals by expected close date instead of stage.
Cómo usar Pipedrive AI CRM
CRM con IA lets you let the AI Sales Asistente suggest your next step on every open deal.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the AI Sales Assistant
Click the assistant icon in the top bar.
It reads your activity history, not your private mail.
Paso 2: Revisar las sugerencias
Check flagged deals that have gone quiet or lost momentum.
Así es como se ve:
✓ Control: The assistant panel lists ranked suggestions with a reason under each one.
Step 3: Act or Dismiss
Schedule an activity from the card, or dismiss the tip to train it.
✅ Resultado: You start each day with a short list of deals that actually need you.
💡 Consejo profesional: Use the AI email summary on long threads. It gives you the detail before a call in seconds.
How to Use Pipedrive Email Marketer
Marketing por correo electrónico lets you sync your inbox, track opens, and send templates with merge placeholders.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Sync Your Email
Open account settings, then connect Gmail, Outlook, or any IMAP mail.
Two-way sync pulls threads onto the matching contact automatically.
Step 2: Create a Template
Save your best outreach email with placeholders such as first name and company.
Así es como se ve:
✓ Control: The sent email appears in the deal timeline with a tracking icon.
Paso 3: Enviar y realizar el seguimiento
Send from the deal, then watch open and click tracking on the timeline.
✅ Resultado: Every conversation is stored on the deal, so any user can pick up the thread.
💡 Consejo profesional: Set your signature and shared group inbox first. Then introduce templates to the team.
Cómo usar las integraciones de Pipedrive Marketplace
Integraciones de Marketplace lets you connect over 500 apps or build your own with the Pipedrive REST API.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir el mercado
Click the marketplace icon, then search for the app you need.
Apps sit in categories such as lead generation, contabilidady teléfono.
Step 2: Install and Authorise
Click Install, then sign in to the other tool to complete the handshake.
Así es como se ve:
✓ Control: The app shows as connected under Tools and apps in account settings.
Paso 3: Mapea tus datos
Choose which deals, contacts, and files sync in each direction.
✅ Resultado: Your CRM software talks to the rest of your stack without manual copy and paste.
💡 Consejo profesional: Developers can integrate through the REST API. Pipedrive publishes code examples in PHP and Node.js.
Cómo usar los documentos y plantillas de Pipedrive
Documentos y plantillas lets you send quotes, proposals, and contracts with e-signatures from inside the deal.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Documents
Open a deal, scroll to the Documents panel, then click Add document.
You can associate different types of files with a deal, lead, or organization.
Paso 2: Agregar campos de combinación
Drop in deal value, contact details, and product lines as merge fields.
Así es como se ve:
✓ Control: The document status changes from Draft to Sent on the deal timeline.
Paso 3: Enviar para firma
Share the link, then track opens and collect the e-signature.
✅ Resultado: Quotes go out in minutes and every version stays attached to the right deal.
💡 Consejo profesional: Save your three most used contracts as templates. New reps then send correct paperwork on day one.
Consejos y atajos profesionales de Pipedrive
After three years of using Pipedrive daily, these are the tips that saved me the most time.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Show every shortcut | Mayús + ? |
| Search deals, contacts, and files | S |
| Crear un nuevo acuerdo | D |
| Add an activity | A |
Características ocultas que la mayoría de la gente pasa por alto
- Deal Rotting: Set idle-day limits per stage. Stale deals turn red so you can chase or kill them.
- Forecast View: Switch the pipeline view to group deals by expected close date and see the month ahead.
- Datos de contacto inteligentes: Pipedrive pulls public company details onto a contact, saving you a research task.
- Academia Pipedrive: Free crm training videos that introduce new staff faster than any live session.
Those crm training videos are cheaper than in-person training and your team can watch them anywhere.
Errores comunes que debes evitar en Pipedrive
Mistake #1: Treating Every Lead as a Deal
❌ Incorrecto: Dumping a cold list straight into stage one of your pipeline.
✅ Derecha: Park cold prospects in the Leads Inbox and convert only the ones that reply.
Mistake #2: Skipping the Email Sync
❌ Incorrecto: Working from your normal inbox and pasting notes in later, if at all.
✅ Derecha: Sync your mail on day one so every message is directed to the right deal automatically.
Mistake #3: Building Reports Nobody Reads
❌ Incorrecto: Creating twenty reports across ten dashboards in your first week.
✅ Derecha: Start with three: pipeline value, deals won, and activities completed per user.
Solución de problemas de Pipedrive
Problem: Emails Are Not Syncing
Causa: The mail connection expired, or two-factor authentication changed on your provider.
Arreglar: Open account settings, disconnect the email account, then reconnect and re-authorise it.
Problem: Deals Show the Wrong Close Date
Causa: Expected close dates were left blank, so Forecast View has nothing to work with.
Arreglar: Filter for deals with no close date, then bulk edit that field from the list view.
Problem: Imported Contacts Created Duplicates
Causa: The import matched on name instead of email, so near-matches became new organizations.
Arreglar: Run the merge duplicates tool, then re-import matching on email only.
📌 Nota: If none of these fix it, search the knowledge base or post in the Pipedrive community.
¿Qué es Pipedrive?
Pipedrive is CRM software designed to drive revenue for small and mid-sized sales teams.
Think of it like a whiteboard of sticky notes that never falls off the wall.
Every deal is a card, every stage is a column, and every card has a next action.
New users understand the layout in minutes, which is why adoption rarely stalls.
Mira este breve resumen:
Incluye estas características clave:
- Gestión de clientes potenciales: Keep unqualified leads out of your sales pipeline until they are ready
- Gestionar acuerdos: Drag deals between stages and watch deal progress update instantly
- Gestión de proyectos: Track delivery work after the sale without leaving your CRM software
- Campañas fáciles: Send segmented broadcasts to contacts without a separate marketing tool
- Información detallada: Build custom reporting and forecast revenue from live pipeline data
- CRM con IA: Get AI suggestions on which deals need attention today
- Marketing por correo electrónico: Sync your mail, track opens, and reuse templates with placeholders
- Integraciones con el Marketplace: Connect 500+ apps or build custom integrations with the REST API
- Documentos y plantillas: Send trackable quotes and contracts with e-signatures from the deal
Para una revisión completa, consulte nuestra Reseña de Pipedrive.
Here is the interface you will be working in:
Precios de Pipedrive
Here is what Pipedrive costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Ligero | $14/usuario/mes | Solo sellers who need a pipeline and activity tracking |
| Crecimiento | $24/usuario/mes | Small teams that want email templates and basic reporting |
| De primera calidad | $49/usuario/mes | Teams using projects, documents, and revenue forecasting |
| Último | 69 dólares por usuario al mes | Larger companies needing permissions and unlimited reports |
Prueba gratuita: Yes — 14 days, no credit card required. There is no permanent free plan.
Garantía de devolución de dinero: No formal guarantee. You can cancel before the trial ends.
Add-ons such as Campaigns and LeadBooster are billed separately per company.
Aquí está la página de precios con todos los detalles:
💰 Mejor relación calidad-precio: Growth — it adds email tracking and automations without the Premium jump.
Pipedrive frente a alternativas
So how does Pipedrive compare? Here is the wider landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Pipedrive | Canal de ventas visual | $14/mes | ⭐ 4.3 |
| HubSpot | Marketing plus sales | $20/mes | ⭐ 4.5 |
| Fuerza de ventas | Equipos de grandes empresas | $25/mes | ⭐ 4.4 |
| Campaña activa | Email automations | $19/mes | ⭐ 4.4 |
| CRM de Freshsales | Llamadas integradas | $11/mes | ⭐ 4.4 |
| CRM del lunes | Flujos de trabajo personalizados | $15/mes | ⭐ 4.6 |
| CRM de cápsula | Equipos muy pequeños | $21/mes | ⭐ 4.4 |
| Keap | Payments and quotes | $79/mes | ⭐ 4.1 |
Selecciones rápidas:
- Mejor en general: Pipedrive — the cleanest pipeline for teams that sell every day
- Mejor presupuesto: Capsule CRM — simple contact management at a low monthly cost
- Ideal para principiantes: HubSpot — a free tier and a huge knowledge base
- Ideal para empresas: Salesforce — endless configuration and granular access control
🎯 Alternativas a Pipedrive
Looking for Pipedrive alternatives? Here are the options worth a look:
- 🚀 GoHighLevel: All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.
- 💰 Mantener: Pequeña empresa CRM software with built-in payments, quotes, and follow-up automations.
- 🎨 Campaña activa: Stronger email automation than Pipedrive, with deep segmentation across the customer journey.
- ⚡ HubSpot: Free CRM tier and a huge knowledge base, useful if marketing and sales share one system.
- 🔒 Embudos de clic: Funnel builder first, CRM second. Good for course sellers and offer-driven businesses.
- 🧠 Gente: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
- 👶 Instantáneamente: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
- 🏢 Haga clic hacia arriba: Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
- 🔧 CRM del lunes: Colourful boards and flexible columns, easier to customize for non-sales work.
- 🌟 CRM cápsula: Simple and cheap, with clean contact management for very small teams.
- ⭐ Perspicazmente: CRM plus project delivery, aimed at companies that run long delivery projects.
- 🎯 CRM de Freshsales: Built-in phone and chat, with a generous entry plan for growing sales teams.
- 💼 Fuerza de ventas: Enterprise standard with endless configuration, at a much higher price and setup cost.
- 📊 Zendesk: Support-led platform. Choose it when service tickets matter more than deals.
Para ver la lista completa, consulte nuestra Alternativas a Pipedrive guía.
⚔️ Comparativa de Pipedrive
Here is how Pipedrive stacks up against each competitor:
- Pipedrive frente a GoHighLevel: GoHighLevel bundles marketing and agency tools. Pipedrive wins on clean pipeline management and daily usability.
- Pipedrive frente a Keap: Keap adds invoicing and payments. Pipedrive is faster to learn and cheaper per user.
- Pipedrive frente a ActiveCampaign: ActiveCampaign wins on automations and email depth. Pipedrive wins on visual deal tracking.
- Pipedrive frente a HubSpot: HubSpot has the free tier and marketing suite. Pipedrive stays cheaper once your team grows.
- Pipedrive frente a ClickFunnels: ClickFunnels builds landing pages. Pipedrive manages what happens after the lead converts.
- Pipedrive contra Folk: Folk is lighter and prettier for networking. Pipedrive handles real sales process and reporting.
- Pipedrive vs. Instantáneamente: Instantly sends cold email at volume. Pipedrive manages the deals those replies create.
- Pipedrive vs ClickUp: ClickUp is a work platform with CRM bolted on. Pipedrive is a purpose-built CRM.
- Pipedrive frente a Monday CRM: Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.
- Pipedrive frente a Capsule Gestión de relaciones con el cliente: Capsule is cheaper and simpler. Pipedrive gives you deeper insights and automations.
- Pipedrive frente a Insightly: Insightly bundles project delivery. Pipedrive now covers that with Projects at a lower price.
- Pipedrive frente a Freshsales CRM: Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.
- Pipedrive frente a Salesforce: Salesforce scales further for enterprise. Pipedrive gets a small team live in an afternoon.
- Pipedrive vs Zendesk: Zendesk owns support tickets. Pipedrive owns revenue and deal tracking.
Empieza a usar Pipedrive ahora
You now know how to use Pipedrive across every major feature:
- ✅ Gestión de clientes potenciales
- ✅ Gestionar acuerdos
- ✅ Gestión de proyectos
- ✅ Campañas fáciles
- ✅ Información detallada
- ✅ CRM con IA
- ✅ Marketing por correo electrónico
- ✅ Integraciones con Marketplace
- ✅ Documentos y plantillas
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza con Gestionar acuerdos.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Qué es Pipedrive y cómo funciona?
Pipedrive is CRM software built around a visual sales pipeline. You add deals, drag them between stages, and log one activity per deal so nothing goes quiet.
¿Cómo utilizar Pipedrive de forma eficaz?
Customize your stages first, sync your email and calendar, then keep every open deal tied to a scheduled activity. Review your Insights dashboard weekly.
¿Es fácil de usar Pipedrive?
Yes. Most teams are running within an afternoon. The drag-and-drop pipeline needs no training, and Pipedrive Academy covers the rest with free video tutorials.
¿Qué puedo hacer con Pipedrive?
Manage leads and deals, track email, run projects, send campaigns and documents, automate follow-up, and report on revenue across your whole sales team.
¿Para qué se utiliza Pipedrive?
Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.
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