Pipedrive 사용법: 2026년 주요 기능 설명

빠른 시작

이 가이드에서는 Pipedrive의 모든 기능을 다룹니다.

• 시작하기 — Create your Pipedrive account and set up the basics
• 리드 관리 사용 방법 — Keep unqualified leads out of your sales pipeline until they are ready
• 거래 관리 방법 — Drag deals between stages and watch deal progress update instantly
• 프로젝트 관리 사용 방법 — Track delivery work after the sale without leaving your CRM software
• 이지 캠페인 사용 방법 — Send segmented broadcasts to contacts without a separate marketing tool
• 상세 분석 정보 활용 방법 — Build custom reporting and forecast revenue from live pipeline data
• AI CRM 사용 방법 — Get AI suggestions on which deals need attention today
• 이메일 마케팅 활용 방법 — Sync your mail, track opens, and reuse templates with placeholders
• 마켓플레이스 연동 사용 방법 — Connect 500+ apps or build custom integrations with the REST API
• 문서 및 템플릿 사용 방법 — Send trackable quotes and contracts with e-signatures from the deal

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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 튜토리얼

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.

파이프드라이브

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.

지금 바로 PIPEDRIVE를 사용해 보세요 →

전체 리뷰 읽기 →

PIPEDRIVE 대안 →

Pipedrive 시작하기

Basic setup takes a few minutes.

Here is my personal experience getting started:

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

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.

✓ 검문소: 확인하세요 받은 편지함 for the confirmation mail.

Step 2: Sync Email and Calendar

Pipedrive runs in any browser, plus a mobile app on iOS and 기계적 인조 인간.

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:

✓ 검문소: 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

리드 관리 lets you park early-stage leads in a separate Leads Inbox until they are qualified.

다음은 단계별 사용 방법입니다.

1단계: 리드 받은 편지함을 엽니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: Your new lead appears in the Leads Inbox with a labelled source.

3단계: 적격 리드를 전환합니다

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

How to Manage Pipedrive Deals

거래 관리 lets you drag every deal through your sales pipeline and see deal progress in real time.

다음은 단계별 사용 방법입니다.

1단계: 거래 성사

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

프로젝트 관리 lets you hand won deals to your delivery teams and track every task after the sale.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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 사용 방법

이지 캠페인 lets you send segmented email blasts to your contacts with a drag-and-drop 건축업자.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: The preview pane shows your layout on both desktop and mobile.

3단계: 디자인 및 전송

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

Pipedrive 상세 분석 사용 방법

상세 분석 lets you build custom dashboards and reporting that forecast revenue for your company.

다음은 단계별 사용 방법입니다.

Step 1: Open Insights

Click Insights, then Add report.

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

2단계: 측정 지표 선택

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

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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 사용 방법

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

다음은 단계별 사용 방법입니다.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

2단계: 제안 사항 검토

Check flagged deals that have gone quiet or lost momentum.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

이메일 마케팅 lets you sync your inbox, track opens, and send templates with merge placeholders.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: The sent email appears in the deal timeline with a tracking icon.

3단계: 전송 및 추적

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

Pipedrive 마켓플레이스 통합 사용 방법

마켓플레이스 통합 lets you connect over 500 apps or build your own with the Pipedrive REST API.

다음은 단계별 사용 방법입니다.

1단계: 마켓플레이스를 엽니다.

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

Apps sit in categories such as lead generation, 회계그리고 전화.

Step 2: Install and Authorise

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

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: The app shows as connected under Tools and apps in account settings.

3단계: 데이터 매핑

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

Pipedrive 문서 및 템플릿 사용 방법

문서 및 템플릿 lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

다음은 단계별 사용 방법입니다.

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.

2단계: 병합 필드 추가

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

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: The document status changes from Draft to Sent on the deal timeline.

3단계: 서명 요청

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

Pipedrive 전문가 팁 및 단축키

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

• 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.
• 스마트 연락처 데이터: Pipedrive pulls public company details onto a contact, saving you a research task.
• 파이프드라이브 아카데미: 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 사용 시 흔히 저지르는 실수들을 피하는 방법

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Pipedrive 문제 해결

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Pipedrive란 무엇인가요?

파이프드라이브 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.

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• 리드 관리: Keep unqualified leads out of your sales pipeline until they are ready
• 거래 관리: Drag deals between stages and watch deal progress update instantly
• 프로젝트 관리: Track delivery work after the sale without leaving your CRM software
• 간편한 캠페인: Send segmented broadcasts to contacts without a separate marketing tool
• 상세 분석: Build custom reporting and forecast revenue from live pipeline data
• AI CRM: Get AI suggestions on which deals need attention today
• 이메일 마케팅: Sync your mail, track opens, and reuse templates with placeholders
• 마켓플레이스 연동: Connect 500+ apps or build custom integrations with the REST API
• 문서 및 템플릿: Send trackable quotes and contracts with e-signatures from the deal

자세한 내용은 저희 웹사이트를 참조하세요. Pipedrive 리뷰.

Here is the interface you will be working in:

Pipedrive 가격 책정

Here is what Pipedrive costs in 2026:

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

환불 보장: No formal guarantee. You can cancel before the trial ends.

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

자세한 가격 정보는 다음과 같습니다.

💰 최고의 가성비: Growth — it adds email tracking and automations without the Premium jump.

Pipedrive와 다른 대안들 비교

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

빠른 추천:

• 종합 최고상: Pipedrive — the cleanest pipeline for teams that sell every day
• 최고의 가성비: Capsule CRM — simple contact management at a low monthly cost
• 초보자에게 가장 적합: HubSpot — a free tier and a huge knowledge base
• 기업에 가장 적합: Salesforce — endless configuration and granular access control

🎯 Pipedrive 대안

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

• 🚀 고하이레벨: All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.
• 💰 킵: 소규모 사업체 CRM software with built-in payments, quotes, and follow-up automations.
• 🎨 액티브캠페인: Stronger email automation than Pipedrive, with deep segmentation across the customer journey.
• ⚡ 허브스팟: Free CRM tier and a huge knowledge base, useful if marketing and sales share one system.
• 🔒 클릭퍼널즈: Funnel builder first, CRM second. Good for course sellers and offer-driven businesses.
• 🧠 사람들: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 곧: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
• 🏢 클릭업: Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
• 🔧 월요일 CRM: Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 캡슐 CRM: Simple and cheap, with clean contact management for very small teams.
• ⭐ 통찰력 있게: CRM plus project delivery, aimed at companies that run long delivery projects.
• 🎯 프레쉬세일즈 CRM: Built-in phone and chat, with a generous entry plan for growing sales teams.
• 💼 세일즈포스: Enterprise standard with endless configuration, at a much higher price and setup cost.
• 📊 젠데스크: Support-led platform. Choose it when service tickets matter more than deals.

전체 목록은 다음을 참조하세요. Pipedrive 대안 가이드.

⚔️ Pipedrive 비교

Here is how Pipedrive stacks up against each competitor:

• Pipedrive vs 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 vs ActiveCampaign: 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.
• 파이프드라이브 vs 포크: 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 vs Monday CRM: Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.
• 파이프드라이브 vs 캡슐 고객 관계 관리(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.
• Pipedrive와 Freshales CRM 비교: Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.
• Pipedrive vs 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.

지금 바로 Pipedrive를 사용해 보세요

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

• ✅ 리드 관리
• ✅ 거래 관리
• ✅ 프로젝트 관리
• ✅ 간편한 캠페인
• ✅ 상세 분석
• ✅ AI CRM
• ✅ 이메일 마케팅
• ✅ 마켓플레이스 연동
• ✅ 문서 및 템플릿

다음 단계: Pick one feature and try it today.

대부분의 사람들은 '거래 관리'부터 시작합니다.

5분도 채 걸리지 않습니다.

자주 묻는 질문

Pipedrive란 무엇이며 어떻게 작동합니까?

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.

Pipedrive를 효과적으로 사용하는 방법은 무엇일까요?

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

Pipedrive는 사용하기 쉬운가요?

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.

Pipedrive로 무엇을 할 수 있나요?

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

Pipedrive는 무엇에 사용되나요?

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