Come utilizzare ActiveCampaign: CRM e Email Marketing nel 2026?

Avvio rapido

— Crea un account e configura la tua pipeline

• Iniziare — Create your Pipedrive account and set up the basics
• — Organizza e monitora ogni potenziale cliente nella tua pipeline — Keep unqualified leads out of your sales pipeline until they are ready
• — Gestisci visivamente le trattative lungo la tua pipeline — Drag deals between stages and watch deal progress update instantly
• — Trasformare gli accordi conclusi in progetti di consegna attivi — Track delivery work after the sale without leaving your CRM software
• — Invia campagne email mirate ai tuoi contatti — Send segmented broadcasts to contacts without a separate marketing tool
• — Crea report e dashboard personalizzati per i tuoi dati di vendita — Build custom reporting and forecast revenue from live pipeline data
• — Lascia che l'IA ti suggerisca i passi successivi e rediga bozze di email per te — Get AI suggestions on which deals need attention today
• Come utilizzare l'email marketing — Sync your mail, track opens, and reuse templates with placeholders
• — Collega oltre 500 app al tuo CRM — Connect 500+ apps or build custom integrations with the REST API
• — Crea proposte e contratti con campi di compilazione automatica — Send trackable quotes and contracts with e-signatures from the deal

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

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.

Questo tutorial completo su Pipedrive ti guida passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.

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.

PROVA PIPEDRIVE ORA →

LEGGI LA RECENSIONE COMPLETA →

ALTERNATIVE ALLA PIASTRA DI INNESCO →

Introduzione a Pipedrive

Basic setup takes a few minutes.

Here is my personal experience getting started:

Ora analizziamo passo passo ciascuna fase.

Passaggio 1: crea il tuo account

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.

✓ Punto di controllo: Controlla il tuo posta in arrivo for the confirmation mail.

Step 2: Sync Email and Calendar

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

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:

✓ Punto di controllo: 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

Gestione dei lead lets you park early-stage leads in a separate Leads Inbox until they are qualified.

Ecco come usarlo, passo dopo passo.

Fai clic su "Lead" nel menu della barra laterale sinistra.

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.

Ecco come si presenta:

✓ Punto di controllo: Your new lead appears in the Leads Inbox with a labelled source.

Fase 3: Convertire i lead qualificati

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

How to Manage Pipedrive Deals

ti permette di monitorare ogni opportunità lungo tutto il percorso di vendita. lets you drag every deal through your sales pipeline and see deal progress in real time.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Creare un accordo

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.

Ecco come si presenta:

✓ Punto di controllo: 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

ti permette di trasformare le trattative concluse in progetti di consegna attivi. lets you hand won deals to your delivery teams and track every task after the sale.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Invia campagne email mirate a elenchi di contatti segmentati

ti permette di inviare campagne email mirate ai tuoi contatti. lets you send segmented email blasts to your contacts with a drag-and-drop costruttore.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: The preview pane shows your layout on both desktop and mobile.

Passaggio 3: Progetta e invia

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

Crea report e dashboard personalizzati per monitorare le tue prestazioni di vendita

Consente di creare report e dashboard personalizzati per i dati di vendita. lets you build custom dashboards and reporting that forecast revenue for your company.

Ecco come usarlo, passo dopo passo.

Step 1: Open Insights

Click Insights, then Add report.

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

Passaggio 2: Scegli le tue metriche

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

Ecco come si presenta:

✓ Punto di controllo: 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.

Ricevi suggerimenti basati sull'intelligenza artificiale, bozze di email e riepiloghi delle offerte.

Pipedrive ti suggerisce i passaggi successivi e redige bozze di email. lets you let the AI Sales Assistente suggest your next step on every open deal.

Ecco come usarlo, passo dopo passo.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

Passaggio 2: Esamina i suggerimenti

Check flagged deals that have gone quiet or lost momentum.

Ecco come si presenta:

✓ Punto di controllo: 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 via e-mail lets you sync your inbox, track opens, and send templates with merge placeholders.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: The sent email appears in the deal timeline with a tracking icon.

Fai clic su "Invia" per inviare il preventivo direttamente al tuo contatto tramite e-mail.

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

Come utilizzare le integrazioni di Pipedrive Marketplace

Consente di collegare oltre 500 app al proprio CRM. lets you connect over 500 apps or build your own with the Pipedrive REST API.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Apri il Marketplace

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

Apps sit in categories such as lead generation, contabilità❌ Salta l'incontro con Alfred se:

Step 2: Install and Authorise

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

Ecco come si presenta:

✓ Punto di controllo: The app shows as connected under Tools and apps in account settings.

Passaggio 3: Mappa i tuoi dati

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

Documenti e modelli

Consente di creare proposte e contratti con campi a compilazione automatica. lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

Ecco come usarlo, passo dopo passo.

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.

Passaggio 2: Aggiungere i campi di unione

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

Ecco come si presenta:

✓ Punto di controllo: The document status changes from Draft to Sent on the deal timeline.

Passaggio 3: Inviare per la firma

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

Dopo aver testato Pipedrive per oltre due anni, ecco i miei migliori consigli.

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

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• 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.
• Fai clic sul pulsante "Arricchisci" su qualsiasi contatto per estrarre automaticamente le informazioni pubbliche da LinkedIn e dai siti web aziendali. Risparmia ore di ricerca manuale. Pipedrive pulls public company details onto a contact, saving you a research task.
• Consente di collegare un numero illimitato di account email e di inviare migliaia di email al giorno. 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.

Errore n. 1: Saltare la pianificazione delle attività

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Il tuo provider di posta elettronica ha bloccato la connessione oppure il token di sincronizzazione è scaduto.

Problem: Emails Are Not Syncing

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

Aggiustare: 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.

Aggiustare: 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.

Aggiustare: 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.

Che cos'è 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.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Importa, monitora e filtra i lead con Smart Views. Keep unqualified leads out of your sales pipeline until they are ready
• Lavagna Kanban con funzionalità drag-and-drop per la gestione visiva del flusso di lavoro. Drag deals between stages and watch deal progress update instantly
• Trasforma gli accordi conclusi in progetti di consegna organizzati Track delivery work after the sale without leaving your CRM software
• Approfondimenti dettagliati: Send segmented broadcasts to contacts without a separate marketing tool
• Crea report e dashboard personalizzati per i tuoi dati di vendita Build custom reporting and forecast revenue from live pipeline data
• Integrazioni con i marketplace: Get AI suggestions on which deals need attention today
• Marketing via e-mail: Sync your mail, track opens, and reuse templates with placeholders
• Collega oltre 500 app direttamente al tuo CRM Connect 500+ apps or build custom integrations with the REST API
• Crea proposte con segnaposto a compilazione automatica Send trackable quotes and contracts with e-signatures from the deal

Per una recensione completa, consulta la nostra Ecco quanto costerà Pipedrive nel 2026:.

Here is the interface you will be working in:

Prezzi Pipedrive

Here is what Pipedrive costs in 2026:

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

Garanzia di rimborso: No formal guarantee. You can cancel before the trial ends.

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

Ecco la pagina con i prezzi nel dettaglio:

💰 Miglior rapporto qualità-prezzo: Growth — it adds email tracking and automations without the Premium jump.

Pipedrive contro alternative

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

Scelte rapide:

• Il migliore in assoluto: Pipedrive — the cleanest pipeline for teams that sell every day
• Miglior budget: Capsule CRM — simple contact management at a low monthly cost
• Ideale per principianti: HubSpot — a free tier and a huge knowledge base
• Ideale per le aziende: Salesforce — endless configuration and granular access control

🎯 Alternative 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.
• 💰 Mantenere: Piccola impresa CRM software with built-in payments, quotes, and follow-up automations.
• 🎨 Campagna attiva: 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.
• 🧠 Gente: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 Immediatamente: 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 del lunedì: Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 CRM in capsule: Simple and cheap, with clean contact management for very small teams.
• ⭐ Approfondito: 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.

Per l'elenco completo, consultare il nostro Alternative a Pipedrive guida.

⚔️ Confronto tra Pipedrive

Here is how Pipedrive stacks up against each competitor:

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

Hai imparato a utilizzare tutte le principali funzionalità di Pipedrive:

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

• ✅ Automazione dei flussi di lavoro
• ✅ Monitora le aziende
• ✅ Campagne facili
• ✅ Approfondimenti dettagliati
• ✅ CRM basato sull'intelligenza artificiale
• ✅ Integrazioni con i marketplace
• ✅ Marketing via email
• ✅ Documenti e modelli
• La maggior parte delle persone inizia con la gestione dei lead.

Passo successivo: Pick one feature and try it today.

Utilizza il tuo CRM per tenere traccia di ogni lead, impostare promemoria per i follow-up e automatizzare le attività ripetitive. In Salesmate, puoi creare flussi intelligenti per assegnare automaticamente i lead, inviare sequenze di email e ricevere notifiche quando i potenziali clienti interagiscono, in modo da non perdere nessuna opportunità.

Ci vogliono meno di cinque minuti.

Domande frequenti

Pipedrive è un CRM orientato alle vendite che aiuta i team a gestire i lead e a concludere le trattative. Il suo funzionamento si basa su pipeline visive in cui è possibile trascinare le trattative attraverso le diverse fasi. Ogni trattativa è associata ad attività, contatti e note, in modo che il team sappia sempre qual è il passo successivo.

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.

Inizia personalizzando le fasi della tua pipeline in modo che corrispondano al tuo processo di vendita. Quindi aggiungi tutti i tuoi lead e pianifica le attività per ciascuno di essi. Utilizza le automazioni per gestire le attività ripetitive, come l'invio di email di follow-up. Controlla settimanalmente la dashboard di Insights per individuare i colli di bottiglia.

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 è facile da usare?

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.

Cosa posso fare 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.

A cosa serve Pipedrive?

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