Início rápido
Este guia abrange todas as funcionalidades do Pipedrive:
- Começando — Create your Pipedrive account and set up the basics
- Como usar o gerenciamento de leads — Keep unqualified leads out of your sales pipeline until they are ready
- Como usar o recurso Gerenciar Negócios — Drag deals between stages and watch deal progress update instantly
- Como usar o gerenciamento de projetos — Track delivery work after the sale without leaving your CRM software
- Como usar o Easy Campaigns — Send segmented broadcasts to contacts without a separate marketing tool
- Como usar insights detalhados — Build custom reporting and forecast revenue from live pipeline data
- Como usar um CRM com IA — Get AI suggestions on which deals need attention today
- Como usar o marketing por e-mail — Sync your mail, track opens, and reuse templates with placeholders
- Como usar as integrações do Marketplace — Connect 500+ apps or build custom integrations with the REST API
- Como usar documentos e modelos — Send trackable quotes and contracts with e-signatures from the deal
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
Tutorial do 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.
Primeiros passos com o Pipedrive
Basic setup takes a few minutes.
Here is my personal experience getting started:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
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.
✓ Ponto de verificação: Verifique o seu caixa de entrada 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:
✓ Ponto de verificação: 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.
✅ Concluído: Your Pipedrive account is live and ready for the features below.
How to Use Pipedrive Leads Manager
Gestão de Leads lets you park early-stage leads in a separate Leads Inbox until they are qualified.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra a caixa de entrada de 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.
Eis como isso se parece:
✓ Ponto de verificação: Your new lead appears in the Leads Inbox with a labelled source.
Etapa 3: Converter leads qualificados
Hit Convert to deal once a lead replies and shows real interest.
✅ Resultado: Your leads and deals now live in separate views, so pipeline numbers stay honest.
💡 Dica profissional: Build a filter for leads with no activity in 14 days. Clear it every Friday.
How to Manage Pipedrive Deals
Gerenciar negócios lets you drag every deal through your sales pipeline and see deal progress in real time.
Veja aqui como usá-lo passo a passo.
Passo 1: Criar um acordo
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your pipeline shows true deal progress instead of wishful thinking.
💡 Dica profissional: Turn on Deal Rotting per stage. Rotting deals turn red after your chosen number of idle days.
How to Use Pipedrive Projects Manager
Gestão de Projetos lets you hand won deals to your delivery teams and track every task after the sale.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Sales and delivery share one timeline, so nothing is dropped after signature.
💡 Dica profissional: Save your best client onboarding as a template. Reuse it on every won deal.
Como usar as campanhas fáceis do Pipedrive
Campanhas fáceis lets you send segmented email blasts to your contacts with a drag-and-drop construtor.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: The preview pane shows your layout on both desktop and mobile.
Etapa 3: Criar e enviar
Drag blocks into the editor, add your links, then schedule the send.
✅ Resultado: Your campaign goes out and open rates land back on each contact record.
💡 Dica profissional: Send to a small test segment first. Fix the subject line before mailing your whole list.
Como usar o Pipedrive: Informações detalhadas
Informações detalhadas lets you build custom dashboards and reporting that forecast revenue for your company.
Veja aqui como usá-lo passo a passo.
Step 1: Open Insights
Click Insights, then Add report.
Explore the template library before you build a report from scratch.
Etapa 2: Escolha suas métricas
Group by owner, stage, or source, then set the date range.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your team opens one dashboard instead of rebuilding spreadsheets every Monday.
💡 Dica profissional: Switch the pipeline to Forecast View. It groups deals by expected close date instead of stage.
Como usar o Pipedrive AI CRM
CRM de IA lets you let the AI Sales Assistente suggest your next step on every open deal.
Veja aqui como usá-lo passo a 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.
Etapa 2: Analise as sugestões
Check flagged deals that have gone quiet or lost momentum.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: You start each day with a short list of deals that actually need you.
💡 Dica profissional: 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 por e-mail lets you sync your inbox, track opens, and send templates with merge placeholders.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: The sent email appears in the deal timeline with a tracking icon.
Etapa 3: Enviar e rastrear
Send from the deal, then watch open and click tracking on the timeline.
✅ Resultado: Every conversation is stored on the deal, so any user can pick up the thread.
💡 Dica profissional: Set your signature and shared group inbox first. Then introduce templates to the team.
Como usar as integrações do Pipedrive Marketplace
Integrações de Marketplace lets you connect over 500 apps or build your own with the Pipedrive REST API.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra o Marketplace
Click the marketplace icon, then search for the app you need.
Apps sit in categories such as lead generation, contabilidadee telefone.
Step 2: Install and Authorise
Click Install, then sign in to the other tool to complete the handshake.
Eis como isso se parece:
✓ Ponto de verificação: The app shows as connected under Tools and apps in account settings.
Etapa 3: Mapeie seus dados
Choose which deals, contacts, and files sync in each direction.
✅ Resultado: Your CRM software talks to the rest of your stack without manual copy and paste.
💡 Dica profissional: Developers can integrate through the REST API. Pipedrive publishes code examples in PHP and Node.js.
Como usar documentos e modelos do Pipedrive
Documentos e Modelos lets you send quotes, proposals, and contracts with e-signatures from inside the deal.
Veja aqui como usá-lo passo a 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.
Etapa 2: Adicionar campos de mesclagem
Drop in deal value, contact details, and product lines as merge fields.
Eis como isso se parece:
✓ Ponto de verificação: The document status changes from Draft to Sent on the deal timeline.
Etapa 3: Enviar para assinatura
Share the link, then track opens and collect the e-signature.
✅ Resultado: Quotes go out in minutes and every version stays attached to the right deal.
💡 Dica profissional: Save your three most used contracts as templates. New reps then send correct paperwork on day one.
Dicas e Atalhos do Pipedrive Pro
After three years of using Pipedrive daily, these are the tips that saved me the most time.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Show every shortcut | Shift + ? |
| Search deals, contacts, and files | S |
| Criar um novo acordo | D |
| Add an activity | A |
Características ocultas que a maioria das pessoas não percebe
- 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.
- Dados de contato inteligentes: 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.
Erros comuns a evitar no Pipedrive
Mistake #1: Treating Every Lead as a Deal
❌ Errado: Dumping a cold list straight into stage one of your pipeline.
✅ Direita: Park cold prospects in the Leads Inbox and convert only the ones that reply.
Mistake #2: Skipping the Email Sync
❌ Errado: Working from your normal inbox and pasting notes in later, if at all.
✅ Direita: Sync your mail on day one so every message is directed to the right deal automatically.
Mistake #3: Building Reports Nobody Reads
❌ Errado: Creating twenty reports across ten dashboards in your first week.
✅ Direita: Start with three: pipeline value, deals won, and activities completed per user.
Solução de problemas do Pipedrive
Problem: Emails Are Not Syncing
Causa: The mail connection expired, or two-factor authentication changed on your provider.
Consertar: 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.
Consertar: 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.
Consertar: Run the merge duplicates tool, then re-import matching on email only.
📌 Observação: If none of these fix it, search the knowledge base or post in the Pipedrive community.
O que é 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Gestão de Leads: Keep unqualified leads out of your sales pipeline until they are ready
- Gerenciar negócios: Drag deals between stages and watch deal progress update instantly
- Gestão de Projetos: Track delivery work after the sale without leaving your CRM software
- Campanhas fáceis: Send segmented broadcasts to contacts without a separate marketing tool
- Informações detalhadas: Build custom reporting and forecast revenue from live pipeline data
- CRM com IA: Get AI suggestions on which deals need attention today
- Marketing por e-mail: Sync your mail, track opens, and reuse templates with placeholders
- Integrações com o Marketplace: Connect 500+ apps or build custom integrations with the REST API
- Documentos e modelos: Send trackable quotes and contracts with e-signatures from the deal
Para uma análise completa, consulte nosso artigo. Análise do Pipedrive.
Here is the interface you will be working in:
Preços do Pipedrive
Here is what Pipedrive costs in 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Lite | US$ 14 por usuário por mês | Solo sellers who need a pipeline and activity tracking |
| Crescimento | US$ 24 por usuário por mês | Small teams that want email templates and basic reporting |
| Premium | US$ 49 por usuário por mês | Teams using projects, documents, and revenue forecasting |
| Final | US$ 69 por usuário por mês | Larger companies needing permissions and unlimited reports |
Teste grátis: Yes — 14 days, no credit card required. There is no permanent free plan.
Garantia de reembolso: No formal guarantee. You can cancel before the trial ends.
Add-ons such as Campaigns and LeadBooster are billed separately per company.
Aqui está a página de preços detalhada:
💰 Melhor custo-benefício: Growth — it adds email tracking and automations without the Premium jump.
Pipedrive vs. Alternativas
So how does Pipedrive compare? Here is the wider landscape:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Pipedrive | funil de vendas visual | US$ 14/mês | ⭐ 4,3 |
| HubSpot | Marketing plus sales | US$ 20/mês | ⭐ 4,5 |
| Salesforce | Equipes de grandes empresas | US$ 25/mês | ⭐ 4,4 |
| ActiveCampaign | Email automations | US$ 19/mês | ⭐ 4,4 |
| Freshsales CRM | Chamadas integradas | US$ 11/mês | ⭐ 4,4 |
| CRM de segunda-feira | Fluxos de trabalho personalizados | US$ 15/mês | ⭐ 4,6 |
| CRM Cápsula | Equipes muito pequenas | US$ 21/mês | ⭐ 4,4 |
| Keap | Payments and quotes | US$ 79/mês | ⭐ 4.1 |
Escolhas rápidas:
- Melhor no geral: Pipedrive — the cleanest pipeline for teams that sell every day
- Melhor orçamento: Capsule CRM — simple contact management at a low monthly cost
- Ideal para iniciantes: HubSpot — a free tier and a huge knowledge base
- Melhor opção para empresas: Salesforce — endless configuration and granular access control
🎯 Alternativas ao 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: Pequena empresa 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.
- 🧠 Povo: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
- 👶 Imediatamente: 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 de segunda-feira: Colourful boards and flexible columns, easier to customize for non-sales work.
- 🌟 CRM Cápsula: Simple and cheap, with clean contact management for very small teams.
- ⭐ Perspicaz: 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.
Para ver a lista completa, consulte nosso Alternativas ao Pipedrive guia.
⚔️ Comparação do Pipedrive
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.
- Pipedrive vs Folk: Folk is lighter and prettier for networking. Pipedrive handles real sales process and reporting.
- Pipedrive vs Instantaneamente: 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.
- Pipedrive vs. 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 vs Freshsales CRM: 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.
Comece a usar o Pipedrive agora mesmo
You now know how to use Pipedrive across every major feature:
- ✅ Gestão de Leads
- ✅ Gerenciar Negócios
- ✅ Gestão de Projetos
- ✅ Campanhas fáceis
- ✅ Informações detalhadas
- ✅ CRM com IA
- ✅ Marketing por e-mail
- ✅ Integrações com o Marketplace
- ✅ Documentos e Modelos
Próximo passo: Pick one feature and try it today.
A maioria das pessoas começa com o Gerenciamento de Negócios.
Leva menos de cinco minutos.
Perguntas frequentes
O que é o Pipedrive e como funciona?
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.
Como usar o Pipedrive de forma eficaz?
Customize your stages first, sync your email and calendar, then keep every open deal tied to a scheduled activity. Review your Insights dashboard weekly.
O Pipedrive é fácil de usar?
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.
O que posso fazer com o 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.
Para que serve o Pipedrive?
Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 