Comment utiliser Pipedrive : les principales fonctionnalités expliquées en 2026 ?

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Pipedrive :

• Commencer — Create your Pipedrive account and set up the basics
• Comment utiliser la gestion des prospects — Keep unqualified leads out of your sales pipeline until they are ready
• Comment utiliser la gestion des transactions — Drag deals between stages and watch deal progress update instantly
• Comment utiliser la gestion de projets — Track delivery work after the sale without leaving your CRM software
• Comment utiliser Easy Campaigns — Send segmented broadcasts to contacts without a separate marketing tool
• Comment utiliser les informations détaillées — Build custom reporting and forecast revenue from live pipeline data
• Comment utiliser un CRM IA ? — Get AI suggestions on which deals need attention today
• Comment utiliser le marketing par e-mail — Sync your mail, track opens, and reuse templates with placeholders
• Comment utiliser les intégrations de la Marketplace — Connect 500+ apps or build custom integrations with the REST API
• Comment utiliser les documents et les modèles — Send trackable quotes and contracts with e-signatures from the deal

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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.

Tutoriel 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.

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Premiers pas avec Pipedrive

Basic setup takes a few minutes.

Here is my personal experience getting started:

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

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.

✓ Point de contrôle: Vérifiez votre boîte de réception for the confirmation mail.

Step 2: Sync Email and Calendar

Pipedrive runs in any browser, plus a mobile app on iOS and Androïde.

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:

✓ Point de contrôle: 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.

How to Use Pipedrive Leads Manager

Gestion des prospects lets you park early-stage leads in a separate Leads Inbox until they are qualified.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez la boîte de réception des prospects

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your new lead appears in the Leads Inbox with a labelled source.

Étape 3 : Convertir les prospects qualifiés

Hit Convert to deal once a lead replies and shows real interest.

How to Manage Pipedrive Deals

Gérer les transactions lets you drag every deal through your sales pipeline and see deal progress in real time.

Voici comment l'utiliser étape par étape.

Étape 1 : Conclure un accord

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Pipedrive Projects Manager

Gestion de projets lets you hand won deals to your delivery teams and track every task after the sale.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser les campagnes faciles de Pipedrive

Campagnes faciles lets you send segmented email blasts to your contacts with a drag-and-drop constructeur.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: The preview pane shows your layout on both desktop and mobile.

Étape 3 : Concevoir et envoyer

Drag blocks into the editor, add your links, then schedule the send.

Comment utiliser les informations détaillées de Pipedrive

Informations détaillées lets you build custom dashboards and reporting that forecast revenue for your company.

Voici comment l'utiliser étape par étape.

Step 1: Open Insights

Click Insights, then Add report.

Explore the template library before you build a report from scratch.

Étape 2 : Choisissez vos indicateurs

Group by owner, stage, or source, then set the date range.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Pipedrive AI CRM

CRM IA lets you let the AI Sales Assistant suggest your next step on every open deal.

Voici comment l'utiliser étape par étape.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

Étape 2 : Examiner les suggestions

Check flagged deals that have gone quiet or lost momentum.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Pipedrive Email Marketer

Marketing par e-mail lets you sync your inbox, track opens, and send templates with merge placeholders.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: The sent email appears in the deal timeline with a tracking icon.

Étape 3 : Envoyer et suivre

Send from the deal, then watch open and click tracking on the timeline.

Comment utiliser les intégrations de la Marketplace Pipedrive

Intégrations de marché lets you connect over 500 apps or build your own with the Pipedrive REST API.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir la place de marché

Click the marketplace icon, then search for the app you need.

Apps sit in categories such as lead generation, comptabilitéet le téléphone.

Step 2: Install and Authorise

Click Install, then sign in to the other tool to complete the handshake.

Voici à quoi cela ressemble :

✓ Point de contrôle: The app shows as connected under Tools and apps in account settings.

Étape 3 : Cartographiez vos données

Choose which deals, contacts, and files sync in each direction.

Comment utiliser les documents et modèles Pipedrive

Documents et modèles lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

Voici comment l'utiliser étape par étape.

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.

Étape 2 : Ajouter des champs de fusion

Drop in deal value, contact details, and product lines as merge fields.

Voici à quoi cela ressemble :

✓ Point de contrôle: The document status changes from Draft to Sent on the deal timeline.

Étape 3 : Envoi pour signature

Share the link, then track opens and collect the e-signature.

Conseils et astuces de pro pour Pipedrive

After three years of using Pipedrive daily, these are the tips that saved me the most time.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• 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.
• Données de contact intelligentes : Pipedrive pulls public company details onto a contact, saving you a research task.
• Académie 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.

Erreurs courantes à éviter lors de l'utilisation de Pipedrive

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Dépannage de Pipedrive

Problem: Emails Are Not Syncing

Cause: The mail connection expired, or two-factor authentication changed on your provider.

Réparer: Open account settings, disconnect the email account, then reconnect and re-authorise it.

Problem: Deals Show the Wrong Close Date

Cause: Expected close dates were left blank, so Forecast View has nothing to work with.

Réparer: Filter for deals with no close date, then bulk edit that field from the list view.

Problem: Imported Contacts Created Duplicates

Cause: The import matched on name instead of email, so near-matches became new organizations.

Réparer: Run the merge duplicates tool, then re-import matching on email only.

📌 Note: If none of these fix it, search the knowledge base or post in the Pipedrive community.

Qu'est-ce que 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.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Gestion des prospects : Keep unqualified leads out of your sales pipeline until they are ready
• Gérer les transactions : Drag deals between stages and watch deal progress update instantly
• Gestion de projets : Track delivery work after the sale without leaving your CRM software
• Campagnes faciles : Send segmented broadcasts to contacts without a separate marketing tool
• Informations détaillées : Build custom reporting and forecast revenue from live pipeline data
• CRM IA : Get AI suggestions on which deals need attention today
• Marketing par e-mail : Sync your mail, track opens, and reuse templates with placeholders
• Intégrations avec la Marketplace : Connect 500+ apps or build custom integrations with the REST API
• Documents et modèles : Send trackable quotes and contracts with e-signatures from the deal

Pour une analyse complète, consultez notre Avis sur Pipedrive.

Here is the interface you will be working in:

Tarification de Pipedrive

Here is what Pipedrive costs in 2026:

Essai gratuit : Yes — 14 days, no credit card required. There is no permanent free plan.

Garantie de remboursement : No formal guarantee. You can cancel before the trial ends.

Add-ons such as Campaigns and LeadBooster are billed separately per company.

Voici la page des tarifs en détail :

💰 Meilleur rapport qualité-prix : Growth — it adds email tracking and automations without the Premium jump.

Pipedrive contre les alternatives

So how does Pipedrive compare? Here is the wider landscape:

Sélection rapide :

• Meilleur résultat global : Pipedrive — the cleanest pipeline for teams that sell every day
• Meilleur budget : Capsule CRM — simple contact management at a low monthly cost
• Idéal pour les débutants : HubSpot — a free tier and a huge knowledge base
• Idéal pour les entreprises : Salesforce — endless configuration and granular access control

🎯 Alternatives à 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.
• 💰 Keap : petite entreprise CRM software with built-in payments, quotes, and follow-up automations.
• 🎨 Campagne active : 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.
• 🔒 ClickFunnels : Funnel builder first, CRM second. Good for course sellers and offer-driven businesses.
• 🧠 Populaire: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 Immédiatement: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
• 🏢 ClickUp : Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
• 🔧 CRM du lundi : Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 Capsule CRM : Simple and cheap, with clean contact management for very small teams.
• ⭐ Perspicace : CRM plus project delivery, aimed at companies that run long delivery projects.
• 🎯 CRM Freshsales : Built-in phone and chat, with a generous entry plan for growing sales teams.
• 💼 Salesforce : 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.

Pour la liste complète, consultez notre Alternatives à Pipedrive guide.

⚔️ Comparaison des systèmes d'entraînement par tuyau

Here is how Pipedrive stacks up against each competitor:

• Pipedrive contre GoHighLevel: GoHighLevel bundles marketing and agency tools. Pipedrive wins on clean pipeline management and daily usability.
• Pipedrive contre Keap: Keap adds invoicing and payments. Pipedrive is faster to learn and cheaper per user.
• Pipedrive contre ActiveCampaign: ActiveCampaign wins on automations and email depth. Pipedrive wins on visual deal tracking.
• Pipedrive contre HubSpot: HubSpot has the free tier and marketing suite. Pipedrive stays cheaper once your team grows.
• Pipedrive contre ClickFunnels: ClickFunnels builds landing pages. Pipedrive manages what happens after the lead converts.
• Pipedrive vs Folk: Folk is lighter and prettier for networking. Pipedrive handles real sales process and reporting.
• Pipedrive contre Instantly: Instantly sends cold email at volume. Pipedrive manages the deals those replies create.
• Pipedrive contre ClickUp: ClickUp is a work platform with CRM bolted on. Pipedrive is a purpose-built CRM.
• Pipedrive contre Monday CRM: Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.
• Pipedrive vs Capsule CRM : Capsule is cheaper and simpler. Pipedrive gives you deeper insights and automations.
• Pipedrive contre Insightly: Insightly bundles project delivery. Pipedrive now covers that with Projects at a lower price.
• Pipedrive vs Freshsales CRM: Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.
• Pipedrive contre Salesforce: Salesforce scales further for enterprise. Pipedrive gets a small team live in an afternoon.
• Pipedrive contre Zendesk: Zendesk owns support tickets. Pipedrive owns revenue and deal tracking.

Commencez à utiliser Pipedrive dès maintenant

You now know how to use Pipedrive across every major feature:

• ✅ Gestion des prospects
• ✅ Gérer les transactions
• ✅ Gestion de projets
• ✅ Campagnes faciles
• ✅ Informations détaillées
• ✅ CRM IA
• ✅ Marketing par e-mail
• ✅ Intégrations de places de marché
• ✅ Documents et modèles

Étape suivante : Pick one feature and try it today.

La plupart des gens commencent par gérer les transactions.

Cela prend moins de cinq minutes.

Foire aux questions

Qu'est-ce que Pipedrive et comment ça fonctionne ?

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.

Comment utiliser efficacement Pipedrive ?

Customize your stages first, sync your email and calendar, then keep every open deal tied to a scheduled activity. Review your Insights dashboard weekly.

Pipedrive est-il facile à utiliser ?

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.

Que puis-je faire avec 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.

À quoi sert Pipedrive ?

Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.