Szybki start
W tym przewodniku omówiono wszystkie funkcje Pipedrive:
- Rozpoczęcie pracy — Create your Pipedrive account and set up the basics
- Jak korzystać z zarządzania leadami — Keep unqualified leads out of your sales pipeline until they are ready
- Jak korzystać z funkcji Zarządzaj ofertami — Drag deals between stages and watch deal progress update instantly
- Jak korzystać z zarządzania projektami — Track delivery work after the sale without leaving your CRM software
- Jak korzystać z łatwych kampanii — Send segmented broadcasts to contacts without a separate marketing tool
- Jak korzystać ze szczegółowych analiz — Build custom reporting and forecast revenue from live pipeline data
- Jak korzystać z CRM opartego na sztucznej inteligencji — Get AI suggestions on which deals need attention today
- Jak korzystać z marketingu e-mailowego — Sync your mail, track opens, and reuse templates with placeholders
- Jak korzystać z integracji z Marketplace — Connect 500+ apps or build custom integrations with the REST API
- Jak korzystać z dokumentów i szablonów — Send trackable quotes and contracts with e-signatures from the deal
Czas potrzebny: 5 minut na każdy film
Również w tym przewodniku: Profesjonalne porady | Typowe błędy | Rozwiązywanie problemów | Wycena | Alternatywy
Dlaczego warto zaufać temu przewodnikowi
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.
Samouczek 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.
Rozpoczęcie pracy z Pipedrive
Basic setup takes a few minutes.
Here is my personal experience getting started:
Przyjrzyjmy się teraz każdemu krokowi.
Krok 1: Utwórz swoje konto
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.
✓ Punkt kontrolny: Sprawdź swoje skrzynka odbiorcza 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:
✓ Punkt kontrolny: 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.
✅ Zrobione: Your Pipedrive account is live and ready for the features below.
How to Use Pipedrive Leads Manager
Zarządzanie leadami lets you park early-stage leads in a separate Leads Inbox until they are qualified.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz skrzynkę odbiorczą potencjalnych klientów
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.
Oto jak to wygląda:
✓ Punkt kontrolny: Your new lead appears in the Leads Inbox with a labelled source.
Krok 3: Konwertuj kwalifikowane leady
Hit Convert to deal once a lead replies and shows real interest.
✅ Wynik: Your leads and deals now live in separate views, so pipeline numbers stay honest.
💡 Wskazówka: Build a filter for leads with no activity in 14 days. Clear it every Friday.
How to Manage Pipedrive Deals
Zarządzaj ofertami lets you drag every deal through your sales pipeline and see deal progress in real time.
Oto jak z niego korzystać krok po kroku.
Krok 1: Utwórz ofertę
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your pipeline shows true deal progress instead of wishful thinking.
💡 Wskazówka: Turn on Deal Rotting per stage. Rotting deals turn red after your chosen number of idle days.
How to Use Pipedrive Projects Manager
Zarządzanie projektami lets you hand won deals to your delivery teams and track every task after the sale.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Sales and delivery share one timeline, so nothing is dropped after signature.
💡 Wskazówka: Save your best client onboarding as a template. Reuse it on every won deal.
Jak korzystać z kampanii Pipedrive Easy
Łatwe kampanie lets you send segmented email blasts to your contacts with a drag-and-drop budowniczy.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: The preview pane shows your layout on both desktop and mobile.
Krok 3: Projekt i wysyłka
Drag blocks into the editor, add your links, then schedule the send.
✅ Wynik: Your campaign goes out and open rates land back on each contact record.
💡 Wskazówka: Send to a small test segment first. Fix the subject line before mailing your whole list.
Jak korzystać ze szczegółowych analiz Pipedrive
Szczegółowe informacje lets you build custom dashboards and reporting that forecast revenue for your company.
Oto jak z niego korzystać krok po kroku.
Step 1: Open Insights
Click Insights, then Add report.
Explore the template library before you build a report from scratch.
Krok 2: Wybierz swoje metryki
Group by owner, stage, or source, then set the date range.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your team opens one dashboard instead of rebuilding spreadsheets every Monday.
💡 Wskazówka: Switch the pipeline to Forecast View. It groups deals by expected close date instead of stage.
Jak korzystać z Pipedrive AI CRM
CRM oparty na sztucznej inteligencji lets you let the AI Sales Asystent suggest your next step on every open deal.
Oto jak z niego korzystać krok po kroku.
Step 1: Open the AI Sales Assistant
Click the assistant icon in the top bar.
It reads your activity history, not your private mail.
Krok 2: Przejrzyj sugestie
Check flagged deals that have gone quiet or lost momentum.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: You start each day with a short list of deals that actually need you.
💡 Wskazówka: Use the AI email summary on long threads. It gives you the detail before a call in seconds.
How to Use Pipedrive Email Marketer
Marketing e-mailowy lets you sync your inbox, track opens, and send templates with merge placeholders.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: The sent email appears in the deal timeline with a tracking icon.
Krok 3: Wyślij i śledź
Send from the deal, then watch open and click tracking on the timeline.
✅ Wynik: Every conversation is stored on the deal, so any user can pick up the thread.
💡 Wskazówka: Set your signature and shared group inbox first. Then introduce templates to the team.
Jak korzystać z integracji Pipedrive Marketplace
Integracje z rynkiem lets you connect over 500 apps or build your own with the Pipedrive REST API.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz Marketplace
Click the marketplace icon, then search for the app you need.
Apps sit in categories such as lead generation, księgowośći telefon.
Step 2: Install and Authorise
Click Install, then sign in to the other tool to complete the handshake.
Oto jak to wygląda:
✓ Punkt kontrolny: The app shows as connected under Tools and apps in account settings.
Krok 3: Zmapuj swoje dane
Choose which deals, contacts, and files sync in each direction.
✅ Wynik: Your CRM software talks to the rest of your stack without manual copy and paste.
💡 Wskazówka: Developers can integrate through the REST API. Pipedrive publishes code examples in PHP and Node.js.
Jak korzystać z dokumentów i szablonów Pipedrive
Dokumenty i szablony lets you send quotes, proposals, and contracts with e-signatures from inside the deal.
Oto jak z niego korzystać krok po kroku.
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.
Krok 2: Dodaj pola scalania
Drop in deal value, contact details, and product lines as merge fields.
Oto jak to wygląda:
✓ Punkt kontrolny: The document status changes from Draft to Sent on the deal timeline.
Krok 3: Wyślij do podpisu
Share the link, then track opens and collect the e-signature.
✅ Wynik: Quotes go out in minutes and every version stays attached to the right deal.
💡 Wskazówka: Save your three most used contracts as templates. New reps then send correct paperwork on day one.
Porady i skróty dotyczące Pipedrive Pro
After three years of using Pipedrive daily, these are the tips that saved me the most time.
Skróty klawiaturowe
| Działanie | Skrót |
|---|---|
| Show every shortcut | Shift + ? |
| Search deals, contacts, and files | S |
| Utwórz nową ofertę | D |
| Add an activity | A |
Ukryte funkcje, których większość ludzi nie dostrzega
- 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.
- Inteligentne dane kontaktowe: Pipedrive pulls public company details onto a contact, saving you a research task.
- Akademia 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.
Typowe błędy w Pipedrive, których należy unikać
Mistake #1: Treating Every Lead as a Deal
❌ Źle: Dumping a cold list straight into stage one of your pipeline.
✅ Po prawej: Park cold prospects in the Leads Inbox and convert only the ones that reply.
Mistake #2: Skipping the Email Sync
❌ Źle: Working from your normal inbox and pasting notes in later, if at all.
✅ Po prawej: Sync your mail on day one so every message is directed to the right deal automatically.
Mistake #3: Building Reports Nobody Reads
❌ Źle: Creating twenty reports across ten dashboards in your first week.
✅ Po prawej: Start with three: pipeline value, deals won, and activities completed per user.
Rozwiązywanie problemów z Pipedrive
Problem: Emails Are Not Syncing
Przyczyna: The mail connection expired, or two-factor authentication changed on your provider.
Naprawić: Open account settings, disconnect the email account, then reconnect and re-authorise it.
Problem: Deals Show the Wrong Close Date
Przyczyna: Expected close dates were left blank, so Forecast View has nothing to work with.
Naprawić: Filter for deals with no close date, then bulk edit that field from the list view.
Problem: Imported Contacts Created Duplicates
Przyczyna: The import matched on name instead of email, so near-matches became new organizations.
Naprawić: Run the merge duplicates tool, then re-import matching on email only.
📌 Notatka: If none of these fix it, search the knowledge base or post in the Pipedrive community.
Czym jest 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.
Obejrzyj ten krótki przegląd:
Zawiera następujące kluczowe funkcje:
- Zarządzanie klientami: Keep unqualified leads out of your sales pipeline until they are ready
- Zarządzaj ofertami: Drag deals between stages and watch deal progress update instantly
- Zarządzanie projektami: Track delivery work after the sale without leaving your CRM software
- Łatwe kampanie: Send segmented broadcasts to contacts without a separate marketing tool
- Szczegółowe informacje: Build custom reporting and forecast revenue from live pipeline data
- CRM oparty na sztucznej inteligencji: Get AI suggestions on which deals need attention today
- Marketing e-mailowy: Sync your mail, track opens, and reuse templates with placeholders
- Integracje z Marketplace’ami: Connect 500+ apps or build custom integrations with the REST API
- Dokumenty i szablony: Send trackable quotes and contracts with e-signatures from the deal
Aby zapoznać się z pełną recenzją, zobacz naszą Recenzja Pipedrive.
Here is the interface you will be working in:
Cennik Pipedrive
Here is what Pipedrive costs in 2026:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Lekki | 14 USD/użytkownik/miesiąc | Solo sellers who need a pipeline and activity tracking |
| Wzrost | 24 USD/użytkownik/miesiąc | Small teams that want email templates and basic reporting |
| Premia | 49 USD/użytkownik/miesiąc | Teams using projects, documents, and revenue forecasting |
| Ostateczny | 69 USD/użytkownik/miesiąc | Larger companies needing permissions and unlimited reports |
Bezpłatny okres próbny: Yes — 14 days, no credit card required. There is no permanent free plan.
Gwarancja zwrotu pieniędzy: No formal guarantee. You can cancel before the trial ends.
Add-ons such as Campaigns and LeadBooster are billed separately per company.
Oto strona z cenami w szczegółach:
💰 Najlepszy stosunek jakości do ceny: Growth — it adds email tracking and automations without the Premium jump.
Pipedrive kontra alternatywy
So how does Pipedrive compare? Here is the wider landscape:
| Narzędzie | Najlepsze dla | Cena | Ocena |
|---|---|---|---|
| Pipedrive | Wizualny kanał sprzedaży | 14 USD/mies. | ⭐ 4.3 |
| HubSpot | Marketing plus sales | 20 USD/mies. | ⭐ 4,5 |
| Salesforce | Duże zespoły przedsiębiorstw | 25 USD/mies. | ⭐ 4.4 |
| Aktywna kampania | Email automations | 19 USD/mies. | ⭐ 4.4 |
| Freshsales CRM | Wbudowane połączenia | 11 USD/mies. | ⭐ 4.4 |
| Poniedziałkowy CRM | Niestandardowe przepływy pracy | 15 USD/mies. | ⭐ 4.6 |
| Kapsułkowy CRM | Bardzo małe zespoły | 21 USD/mies. | ⭐ 4.4 |
| Zachować | Payments and quotes | 79 USD/mies. | ⭐ 4.1 |
Szybkie typy:
- Najlepszy ogółem: Pipedrive — the cleanest pipeline for teams that sell every day
- Najlepszy budżet: Capsule CRM — simple contact management at a low monthly cost
- Najlepsze dla początkujących: HubSpot — a free tier and a huge knowledge base
- Najlepsze dla przedsiębiorstw: Salesforce — endless configuration and granular access control
🎯 Alternatywy dla Pipedrive
Looking for Pipedrive alternatives? Here are the options worth a look:
- 🚀 Przejdź na wysoki poziom: All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.
- 💰 Trzymaj: Mała firma CRM software with built-in payments, quotes, and follow-up automations.
- 🎨 Aktywna kampania: 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.
- 🧠 Ludowy: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
- 👶 Natychmiast: Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.
- 🏢 Kliknij w górę: Tasks, docs, and a CRM view in one workspace for teams that live in project tools.
- 🔧 Poniedziałkowy CRM: Colourful boards and flexible columns, easier to customize for non-sales work.
- 🌟 CRM kapsułkowy: Simple and cheap, with clean contact management for very small teams.
- ⭐ Wnikliwie: 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.
Aby zobaczyć pełną listę, zobacz naszą Alternatywy dla Pipedrive przewodnik.
⚔️ Porównanie Pipedrive
Here is how Pipedrive stacks up against each competitor:
- Pipedrive kontra GoHighLevel: GoHighLevel bundles marketing and agency tools. Pipedrive wins on clean pipeline management and daily usability.
- Pipedrive kontra Keap: Keap adds invoicing and payments. Pipedrive is faster to learn and cheaper per user.
- Pipedrive kontra ActiveCampaign: ActiveCampaign wins on automations and email depth. Pipedrive wins on visual deal tracking.
- Pipedrive kontra HubSpot: HubSpot has the free tier and marketing suite. Pipedrive stays cheaper once your team grows.
- Pipedrive kontra ClickFunnels: ClickFunnels builds landing pages. Pipedrive manages what happens after the lead converts.
- Pipedrive kontra Folk: Folk is lighter and prettier for networking. Pipedrive handles real sales process and reporting.
- Pipedrive kontra Instantly: Instantly sends cold email at volume. Pipedrive manages the deals those replies create.
- Pipedrive kontra ClickUp: ClickUp is a work platform with CRM bolted on. Pipedrive is a purpose-built CRM.
- Pipedrive kontra poniedziałkowy CRM: Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.
- Pipedrive kontra Capsule CRM: Capsule is cheaper and simpler. Pipedrive gives you deeper insights and automations.
- Pipedrive kontra Insightly: Insightly bundles project delivery. Pipedrive now covers that with Projects at a lower price.
- Pipedrive kontra Freshsales CRM: Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.
- Pipedrive kontra Salesforce: Salesforce scales further for enterprise. Pipedrive gets a small team live in an afternoon.
- Pipedrive kontra Zendesk: Zendesk owns support tickets. Pipedrive owns revenue and deal tracking.
Zacznij korzystać z Pipedrive już teraz
You now know how to use Pipedrive across every major feature:
- ✅ Zarządzanie leadami
- ✅ Zarządzaj ofertami
- ✅ Zarządzanie projektami
- ✅ Łatwe kampanie
- ✅ Szczegółowe informacje
- ✅ CRM oparty na sztucznej inteligencji
- ✅ Marketing e-mailowy
- ✅ Integracje z Marketplace’ami
- ✅ Dokumenty i szablony
Następny krok: Pick one feature and try it today.
Większość osób zaczyna od opcji Zarządzanie ofertami.
Zajmie to mniej niż pięć minut.
Często zadawane pytania
Czym jest Pipedrive i jak działa?
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.
Jak efektywnie korzystać z 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.
Czy Pipedrive jest łatwy w użyciu?
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.
Co mogę zrobić za pomocą 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.
Do czego służy Pipedrive?
Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.
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