Pipedriveの使い方：2026年に解説する主要機能とは？

クイックスタート

このガイドでは、Pipedriveのすべての機能について説明します。

• はじめる — Create your Pipedrive account and set up the basics
• リード管理の使い方 — Keep unqualified leads out of your sales pipeline until they are ready
• 取引管理機能の使い方 — Drag deals between stages and watch deal progress update instantly
• プロジェクト管理の使い方 — Track delivery work after the sale without leaving your CRM software
• イージーキャンペーンの使い方 — Send segmented broadcasts to contacts without a separate marketing tool
• 詳細なインサイトの活用方法 — Build custom reporting and forecast revenue from live pipeline data
• AI CRMの使い方 — Get AI suggestions on which deals need attention today
• メールマーケティングの活用方法 — Sync your mail, track opens, and reuse templates with placeholders
• マーケットプレイス連携機能の使い方 — Connect 500+ apps or build custom integrations with the REST API
• ドキュメントとテンプレートの使い方 — Send trackable quotes and contracts with e-signatures from the deal

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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.

Pipedriveチュートリアル

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.

パイプドライブ

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.

今すぐPIPEDRIVEをお試しください →

レビュー全文を読む →

パイプドライブの代替案 →

Pipedriveを使い始める

Basic setup takes a few minutes.

Here is my personal experience getting started:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

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.

✓ チェックポイント: チェックしてください 受信トレイ for the confirmation mail.

Step 2: Sync Email and Calendar

Pipedrive runs in any browser, plus a mobile app on iOS and アンドロイド.

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:

✓ チェックポイント: 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

リード管理 lets you park early-stage leads in a separate Leads Inbox until they are qualified.

以下に、その使用方法をステップごとに説明します。

ステップ1：リード受信トレイを開く

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.

これがその様子です。

✓ チェックポイント: Your new lead appears in the Leads Inbox with a labelled source.

ステップ3：見込み客を顧客に転換する

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

How to Manage Pipedrive Deals

取引の管理 lets you drag every deal through your sales pipeline and see deal progress in real time.

以下に、その使用方法をステップごとに説明します。

ステップ1：取引を作成する

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.

これがその様子です。

✓ チェックポイント: 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

プロジェクト管理 lets you hand won deals to your delivery teams and track every task after the sale.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

Pipedrive Easy Campaignsの使い方

簡単なキャンペーン lets you send segmented email blasts to your contacts with a drag-and-drop ビルダー.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: The preview pane shows your layout on both desktop and mobile.

ステップ3：デザインして送信する

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

Pipedriveの詳細な使い方

詳細な分析 lets you build custom dashboards and reporting that forecast revenue for your company.

以下に、その使用方法をステップごとに説明します。

Step 1: Open Insights

Click Insights, then Add report.

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

ステップ2：指標を選択する

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

これがその様子です。

✓ チェックポイント: 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.

Pipedrive AI CRMの使い方

AI CRM lets you let the AI Sales アシスタント suggest your next step on every open deal.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

ステップ2：提案内容を確認する

Check flagged deals that have gone quiet or lost momentum.

これがその様子です。

✓ チェックポイント: 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

メールマーケティング lets you sync your inbox, track opens, and send templates with merge placeholders.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: The sent email appears in the deal timeline with a tracking icon.

ステップ3：送信と追跡

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

Pipedrive Marketplace連携機能の使い方

マーケットプレイスとの連携 lets you connect over 500 apps or build your own with the Pipedrive REST API.

以下に、その使用方法をステップごとに説明します。

ステップ1：マーケットプレイスを開く

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

Apps sit in categories such as lead generation, 会計、そして電話。

Step 2: Install and Authorise

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

これがその様子です。

✓ チェックポイント: The app shows as connected under Tools and apps in account settings.

ステップ3：データのマッピング

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

Pipedriveのドキュメントとテンプレートの使い方

ドキュメントとテンプレート lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

以下に、その使用方法をステップごとに説明します。

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.

ステップ2：差し込みフィールドを追加する

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

これがその様子です。

✓ チェックポイント: The document status changes from Draft to Sent on the deal timeline.

ステップ3：署名依頼を送信する

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

Pipedrive Proのヒントとショートカット

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

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• 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.
• スマートコンタクトデータ： Pipedrive pulls public company details onto a contact, saving you a research task.
• Pipedriveアカデミー： 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.

Pipedriveでよくある間違いを避ける方法

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Pipedriveのトラブルシューティング

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Pipedrive とは何ですか?

パイプドライブ 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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• リード管理： Keep unqualified leads out of your sales pipeline until they are ready
• 取引の管理: Drag deals between stages and watch deal progress update instantly
• プロジェクト管理： Track delivery work after the sale without leaving your CRM software
• 簡単なキャンペーン： Send segmented broadcasts to contacts without a separate marketing tool
• 詳細な分析： Build custom reporting and forecast revenue from live pipeline data
• AI CRM： Get AI suggestions on which deals need attention today
• メールマーケティング: Sync your mail, track opens, and reuse templates with placeholders
• マーケットプレイスとの連携： Connect 500+ apps or build custom integrations with the REST API
• ドキュメントとテンプレート: Send trackable quotes and contracts with e-signatures from the deal

詳細なレビューについては、こちらをご覧ください。 Pipedriveのレビュー.

Here is the interface you will be working in:

Pipedriveの価格

Here is what Pipedrive costs in 2026:

無料トライアル: Yes — 14 days, no credit card required. There is no permanent free plan.

返金保証: No formal guarantee. You can cancel before the trial ends.

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

料金の詳細については、こちらのページをご覧ください。

💰 最もお得な価格: Growth — it adds email tracking and automations without the Premium jump.

Pipedriveと代替案の比較

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

おすすめ商品：

• 総合ベスト： Pipedrive — the cleanest pipeline for teams that sell every day
• ベスト予算： Capsule CRM — simple contact management at a low monthly cost
• 初心者におすすめ： HubSpot — a free tier and a huge knowledge base
• 企業向けに最適： Salesforce — endless configuration and granular access control

🎯 Pipedriveの代替案

Looking for Pipedrive alternatives? Here are the options worth a look:

• 🚀 ゴーハイレベル: All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.
• 💰 キープ： 中小企業 CRM software with built-in payments, quotes, and follow-up automations.
• 🎨 アクティブキャンペーン: Stronger email automation than Pipedrive, with deep segmentation across the customer journey.
• ⚡ ハブスポット： Free CRM tier and a huge knowledge base, useful if marketing and sales share one system.
• 🔒 クリックファネル: Funnel builder first, CRM second. Good for course sellers and offer-driven businesses.
• 🧠 フォーク： Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 即座に: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
• 🏢 クリックアップ: Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
• 🔧 月曜日のCRM: Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 カプセルCRM: Simple and cheap, with clean contact management for very small teams.
• ⭐ 洞察力： CRM plus project delivery, aimed at companies that run long delivery projects.
• 🎯 フレッシュセールス CRM: Built-in phone and chat, with a generous entry plan for growing sales teams.
• 💼 セールスフォース: Enterprise standard with endless configuration, at a much higher price and setup cost.
• 📊 ゼンデスク: Support-led platform. Choose it when service tickets matter more than deals.

全リストについては、こちらをご覧ください。 Pipedriveの代替品 ガイド。

⚔️ Pipedriveとの比較

Here is how Pipedrive stacks up against each competitor:

• Pipedrive 対 GoHighLevel: GoHighLevel bundles marketing and agency tools. Pipedrive wins on clean pipeline management and daily usability.
• Pipedrive vs Keap: Keap adds invoicing and payments. Pipedrive is faster to learn and cheaper per user.
• PipedriveとActiveCampaignの比較: ActiveCampaign wins on automations and email depth. Pipedrive wins on visual deal tracking.
• Pipedrive vs HubSpot: HubSpot has the free tier and marketing suite. Pipedrive stays cheaper once your team grows.
• Pipedrive vs 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 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 と Monday CRM の比較: Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.
• Pipedrive 対 Capsule CRM: Capsule is cheaper and simpler. Pipedrive gives you deeper insights and automations.
• Pipedrive vs Insightly: Insightly bundles project delivery. Pipedrive now covers that with Projects at a lower price.
• PipedriveとFreshsales CRMの比較: Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.
• PipedriveとSalesforceの比較: 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.

今すぐPipedriveを使い始めましょう

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

• ✅ リード管理
• ✅ 取引の管理
• ✅ プロジェクト管理
• ✅ 簡単なキャンペーン
• ✅ 詳細な分析
• ✅ AI CRM
• ✅ メールマーケティング
• ✅ マーケットプレイスとの連携
• ✅ ドキュメントとテンプレート

次のステップ： Pick one feature and try it today.

ほとんどの人は「取引の管理」から始めます。

5分もかかりません。

よくある質問

Pipedriveとは何ですか？また、どのように機能しますか？

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.

Pipedriveを効果的に活用するには？

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 は使いやすいですか?

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.

Pipedriveで何ができるの？

Manage leads and deals, track email, run projects, send campaigns and documents, automate follow-up, and report on revenue across your whole sales team.

Pipedriveは何に使われますか？

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