Hoe Pipedrive te gebruiken: Belangrijkste functies uitgelegd in 2026?

Snelstart

Deze handleiding behandelt alle functies van Pipedrive:

• Aan de slag — Create your Pipedrive account and set up the basics
• Hoe gebruik je leadmanagement? — Keep unqualified leads out of your sales pipeline until they are ready
• Hoe beheer ik deals? — Drag deals between stages and watch deal progress update instantly
• Hoe projectmanagement te gebruiken — Track delivery work after the sale without leaving your CRM software
• Hoe gebruik je Easy Campaigns? — Send segmented broadcasts to contacts without a separate marketing tool
• Hoe u gedetailleerde inzichten kunt gebruiken — Build custom reporting and forecast revenue from live pipeline data
• Hoe AI CRM te gebruiken — Get AI suggestions on which deals need attention today
• Hoe e-mailmarketing te gebruiken — Sync your mail, track opens, and reuse templates with placeholders
• Hoe u marktplaatsintegraties kunt gebruiken — Connect 500+ apps or build custom integrations with the REST API
• Hoe documenten en sjablonen te gebruiken — Send trackable quotes and contracts with e-signatures from the deal

Benodigde tijd: 5 minuten per film

Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven

Waarom zou je deze gids vertrouwen?

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-handleiding

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.

Pijpleiding

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.

PROBEER PIPEDRIVE NU →

LEES DE VOLLEDIGE RECENSIE →

ALTERNATIEVEN VOOR PIPEDRIVE →

Aan de slag met Pipedrive

Basic setup takes a few minutes.

Here is my personal experience getting started:

Laten we nu elke stap eens doornemen.

Stap 1: Maak uw account aan

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.

✓ Controlepunt: Controleer uw inbox 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:

✓ Controlepunt: 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

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open de inbox met leads.

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.

Zo ziet het eruit:

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

Stap 3: Gekwalificeerde leads omzetten in klanten

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

How to Manage Pipedrive Deals

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Create a Deal

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.

Zo ziet het eruit:

✓ Controlepunt: 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

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe gebruik je Pipedrive Easy-campagnes?

Eenvoudige campagnes lets you send segmented email blasts to your contacts with a drag-and-drop bouwer.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

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

Stap 3: Ontwerpen en verzenden

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

Gedetailleerde inzichten in het gebruik van Pipedrive

Gedetailleerde inzichten lets you build custom dashboards and reporting that forecast revenue for your company.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open Insights

Click Insights, then Add report.

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

Stap 2: Kies uw meetwaarden

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

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe gebruik je Pipedrive AI CRM?

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

Stap 2: Bekijk de suggesties

Check flagged deals that have gone quiet or lost momentum.

Zo ziet het eruit:

✓ Controlepunt: 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

E-mailmarketing lets you sync your inbox, track opens, and send templates with merge placeholders.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

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

Stap 3: Verzenden en volgen

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

Hoe Pipedrive Marketplace-integraties te gebruiken

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open de marktplaats

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

Apps sit in categories such as lead generation, boekhoudingen telefoon.

Step 2: Install and Authorise

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

Zo ziet het eruit:

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

Stap 3: Breng uw gegevens in kaart.

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

Hoe Pipedrive-documenten en -sjablonen te gebruiken

Documenten en sjablonen lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Stap 2: Voeg samenvoegvelden toe

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

Zo ziet het eruit:

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

Stap 3: Verzenden voor ondertekening

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

Pipedrive Pro-tips en sneltoetsen

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

Toetsenbord sneltoetsen

Verborgen functies die de meeste mensen over het hoofd zien

• 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.
• Slimme contactgegevens: Pipedrive pulls public company details onto a contact, saving you a research task.
• Pipedrive Academy: 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.

Veelvoorkomende fouten bij het inbrengen van een pijpleiding die u moet vermijden

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Probleemoplossing voor Pipedrive

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Wat is Pipedrive?

Pijpleiding 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.

Bekijk dit korte overzicht:

Het omvat de volgende belangrijke kenmerken:

• Leadmanagement: Keep unqualified leads out of your sales pipeline until they are ready
• Deals beheren: Drag deals between stages and watch deal progress update instantly
• Projectmanagement: Track delivery work after the sale without leaving your CRM software
• Eenvoudige campagnes: Send segmented broadcasts to contacts without a separate marketing tool
• Gedetailleerde inzichten: Build custom reporting and forecast revenue from live pipeline data
• AI CRM: Get AI suggestions on which deals need attention today
• E-mailmarketing: Sync your mail, track opens, and reuse templates with placeholders
• Marktplaatsintegraties: Connect 500+ apps or build custom integrations with the REST API
• Documenten en sjablonen: Send trackable quotes and contracts with e-signatures from the deal

Voor een volledige recensie, zie onze Pipedrive-recensie.

Here is the interface you will be working in:

Pipedrive-prijzen

Here is what Pipedrive costs in 2026:

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

Geld-terug-garantie: No formal guarantee. You can cancel before the trial ends.

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

Hieronder vindt u de gedetailleerde prijslijst:

💰 Beste prijs-kwaliteitverhouding: Growth — it adds email tracking and automations without the Premium jump.

Pipedrive versus alternatieven

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

Snelle keuzes:

• Beste overall: Pipedrive — the cleanest pipeline for teams that sell every day
• Beste budget: Capsule CRM — simple contact management at a low monthly cost
• Het meest geschikt voor beginners: HubSpot — a free tier and a huge knowledge base
• Het meest geschikt voor bedrijven: Salesforce — endless configuration and granular access control

🎯 Alternatieven voor 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: Klein bedrijf CRM software with built-in payments, quotes, and follow-up automations.
• 🎨 ActiveCampaign: 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.
• 🧠 Volk: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 Meteen: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
• 🏢 Klik omhoog: Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
• 🔧 Maandag CRM: 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.
• ⭐ Inzichtelijk: CRM plus project delivery, aimed at companies that run long delivery projects.
• 🎯 Freshsales CRM: 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.

Voor de volledige lijst, zie onze Alternatieven voor Pipedrive gids.

⚔️ Pipedrive vergeleken

Here is how Pipedrive stacks up against each competitor:

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

Begin nu met het gebruik van Pipedrive.

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

• ✅ Leadmanagement
• ✅ Deals beheren
• ✅ Projectmanagement
• ✅ Eenvoudige campagnes
• ✅ Gedetailleerde inzichten
• ✅ AI CRM
• ✅ E-mailmarketing
• ✅ Marktplaatsintegraties
• ✅ Documenten & Sjablonen

Volgende stap: Pick one feature and try it today.

De meeste mensen beginnen met Deals beheren.

Het duurt minder dan vijf minuten.

Veelgestelde vragen

Wat is Pipedrive en hoe werkt het?

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.

Hoe gebruik je Pipedrive effectief?

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

Is Pipedrive gebruiksvriendelijk?

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.

Wat kan ik met Pipedrive doen?

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

Waarvoor wordt Pipedrive gebruikt?

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