{"id":25735,"date":"2024-11-23T21:44:49","date_gmt":"2024-11-23T21:44:49","guid":{"rendered":"https:\/\/fahimai.com\/?p=25735"},"modified":"2026-08-28T11:24:05","modified_gmt":"2026-08-28T08:24:05","slug":"how-to-use-pipedrive","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/pt\/how-to-use-pipedrive","title":{"rendered":"Como usar o Pipedrive: Principais recursos explicados em 2026?"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127351_89819f-95.kb-image-is-ratio-size, .kb-image127351_89819f-95 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127351_89819f-95.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127351_89819f-95 .kb-image-is-ratio-size{align-self:unset;}.kb-image127351_89819f-95 figure{max-width:350px;}.kb-image127351_89819f-95 .image-is-svg, .kb-image127351_89819f-95 .image-is-svg img{width:100%;}.kb-image127351_89819f-95 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127351_89819f-95\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23.png\" alt=\"Pipedrive logo\" class=\"kb-img wp-image-8933\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Pipedrive feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-pipedrive\">Getting Started<\/a> \u2014 Create your Pipedrive account and set up the basics<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-leads-management\">How to Use Leads Management<\/a> \u2014 Keep unqualified leads out of your sales pipeline until they are ready<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-manage-deals\">How to Use Manage Deals<\/a> \u2014 Drag deals between stages and watch deal progress update instantly<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-projects-management\">How to Use Projects Management<\/a> \u2014 Track delivery work after the sale without leaving your CRM software<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-easy-campaigns\">How to Use Easy Campaigns<\/a> \u2014 Send segmented broadcasts to contacts without a separate marketing tool<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-detailed-insights\">How to Use Detailed Insights<\/a> \u2014 Build custom reporting and forecast revenue from live pipeline data<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-ai-crm\">How to Use AI CRM<\/a> \u2014 Get AI suggestions on which deals need attention today<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-email-marketing\">How to Use Email Marketing<\/a> \u2014 Sync your mail, track opens, and reuse templates with placeholders<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-marketplace-integrations\">How to Use Marketplace Integrations<\/a> \u2014 Connect 500+ apps or build custom integrations with the REST API<\/li>\n\n\n\n<li><a href=\"#how-to-use-pipedrive-documents-templates\">How to Use Documents &amp; Templates<\/a> \u2014 Send trackable quotes and contracts with e-signatures from the deal<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#pipedrive-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#pipedrive-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#pipedrive-troubleshooting\">Troubleshooting<\/a> | <a href=\"#pipedrive-pricing\">Pricing<\/a> | <a href=\"#pipedrive-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have used Pipedrive for three years across two companies and tested every feature covered here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This Pipedrive tutorial comes from real hands-on work, not vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/How-to-use-Pipedrive.png\" alt=\"How to Use Pipedrive\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive is one of the best known pieces of <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155272\" target=\"_blank\" rel=\"noopener\">CRM<\/a> software in the world.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people only ever touch deals and contacts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Pipedrive properly, feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every step is short, with checkpoints so you know it worked.<\/p>\n\n\n\n<h2 id='pipedrive-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Pipedrive Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Pipedrive tutorial walks through each feature in order.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It starts at your first login and ends with the reporting your boss reads.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127351_89819f-95.kb-image-is-ratio-size, .kb-image127351_89819f-95 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127351_89819f-95.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127351_89819f-95 .kb-image-is-ratio-size{align-self:unset;}.kb-image127351_89819f-95 figure{max-width:350px;}.kb-image127351_89819f-95 .image-is-svg, .kb-image127351_89819f-95 .image-is-svg img{width:100%;}.kb-image127351_89819f-95 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127351_89819f-95\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23.png\" alt=\"Pipedrive logo\" class=\"kb-img wp-image-8933\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Pipedrive<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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 \u2014 no credit card needed.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\">TRY PIPEDRIVE NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/pipedrive\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/pipedrive-alternatives\">PIPEDRIVE ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-pipedrive'  id=\"boomdevs_3\" id=\"getting-started-with-pipedrive\" class=\"wp-block-heading\">Getting Started with Pipedrive<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Basic setup takes a few minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is my personal experience getting started:<\/p>\n\n\n<style>.kb-image8904_370c55-ed .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_370c55-ed size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"524\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7.png\" alt=\"Using Pipedrive\" class=\"kb-img wp-image-8941\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7-980x501.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7-480x246.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Visit the Pipedrive website and click Start free trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email, then choose a pricing plan for the 14-day trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive has no free plan, so pick the tier closest to what you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155287\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation mail.<\/p>\n\n\n\n<h4 id='step-2-sync-email-and-calendar'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Sync Email and Calendar<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive runs in any browser, plus a mobile app on iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155273\">Android<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open account settings and connect your email and calendar first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This one step makes tracking automatic instead of manual.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what you get once it is connected:<\/p>\n\n\n<style>.kb-image8904_5f0d01-0d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_5f0d01-0d size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"757\" height=\"421\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Top-Benefits.png\" alt=\"Pipedrive Top Benefits\" class=\"kb-img wp-image-181885\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Top-Benefits.png 757w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Top-Benefits-480x267.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 757px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your meetings appear in the Pipedrive activity calendar.<\/p>\n\n\n\n<h4 id='step-3-customize-your-pipeline'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Customize Your Pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Pipeline settings and rename the default stages to match your sales process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a probability to each stage so forecasts mean something.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then add team members and import your existing contacts from a spreadsheet or old <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155279\" target=\"_blank\" rel=\"noopener\">CRM<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> Your Pipedrive account is live and ready for the features below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-leads-manager'  id=\"boomdevs_7\" id=\"how-to-use-pipedrive-leads-management\" class=\"wp-block-heading\">How to Use Pipedrive Leads Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Leads Management<\/strong> lets you park early-stage leads in a separate Leads Inbox until they are qualified.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-leads-inbox'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Leads Inbox<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Leads in the left menu of your Pipedrive account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This inbox holds prospects you have not qualified yet.<\/p>\n\n\n\n<h4 id='step-2-add-or-import-leads'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add or Import Leads<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add lead, or import a spreadsheet of contacts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_372db2-b5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_372db2-b5 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"491\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-8.png\" alt=\"Leads feature of Pipedrive\" class=\"kb-img wp-image-8942\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-8.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-8-980x470.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-8-480x230.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your new lead appears in the Leads Inbox with a labelled source.<\/p>\n\n\n\n<h4 id='step-3-convert-qualified-leads'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Convert Qualified Leads<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Hit Convert to deal once a lead replies and shows real interest.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your leads and deals now live in separate views, so pipeline numbers stay honest.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build a filter for leads with no activity in 14 days. Clear it every Friday.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-manage-pipedrive-deals'  id=\"boomdevs_11\" id=\"how-to-use-pipedrive-manage-deals\" class=\"wp-block-heading\">How to Manage Pipedrive Deals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Deals<\/strong> lets you drag every deal through your sales pipeline and see deal progress in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-deal'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Create a Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add deal, then attach a person and an organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set the value and the expected close date now, not later.<\/p>\n\n\n\n<h4 id='step-2-move-it-through-stages'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Move It Through Stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag the deal card to the next stage when something real happens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_817a23-d2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_817a23-d2 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"331\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-5.png\" alt=\"Deals feature of Pipedrive\" class=\"kb-img wp-image-8939\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-5.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-5-980x317.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-5-480x155.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The deal card sits in its new stage and the pipeline total updates.<\/p>\n\n\n\n<h4 id='step-3-log-the-next-activity'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Log the Next Activity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Every deal needs one scheduled activity, such as a call or email.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your pipeline shows true deal progress instead of wishful thinking.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on Deal Rotting per stage. Rotting deals turn red after your chosen number of idle days.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-projects-manager'  id=\"boomdevs_15\" id=\"how-to-use-pipedrive-projects-management\" class=\"wp-block-heading\">How to Use Pipedrive Projects Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Projects Management<\/strong> lets you hand won deals to your delivery teams and track every task after the sale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-projects'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open Projects<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Projects in the left menu, then choose Add project.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can create a project straight from a won deal.<\/p>\n\n\n\n<h4 id='step-2-build-your-phases'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Build Your Phases<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add phases such as Kickoff, Build, and Handover.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_03ac82-42 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_03ac82-42 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"320\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-6.png\" alt=\"Projects feature of Pipedrive\" class=\"kb-img wp-image-8940\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-6.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-6-980x306.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-6-480x150.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your project board shows phases across the top and task cards below.<\/p>\n\n\n\n<h4 id='step-3-assign-tasks'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Assign Tasks<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add a task to each phase and give it an owner and a due date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Anyone on the team can comment on a task to keep context in one place.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Sales and delivery share one timeline, so nothing is dropped after signature.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Save your best client onboarding as a template. Reuse it on every won deal.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-easy-campaigns'  id=\"boomdevs_19\" id=\"how-to-use-pipedrive-easy-campaigns\" class=\"wp-block-heading\">How to Use Pipedrive Easy Campaigns<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Easy Campaigns<\/strong> lets you send segmented email blasts to your contacts with a drag-and-drop <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155277\" target=\"_blank\" rel=\"noopener\">builder<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-campaigns'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Open Campaigns<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Campaigns, then choose Create campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Campaigns is a paid add-on on every plan.<\/p>\n\n\n\n<h4 id='step-2-pick-your-segment'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Pick Your Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter recipients by stage, label, owner, or any custom field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_9c1bf8-9e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_9c1bf8-9e size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"608\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-4.png\" alt=\"Campaign feature of Pipedrive\" class=\"kb-img wp-image-8938\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-4.png 1014w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-4-980x588.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-4-480x288.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1014px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The preview pane shows your layout on both desktop and mobile.<\/p>\n\n\n\n<h4 id='step-3-design-and-send'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Design and Send<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag blocks into the editor, add your links, then schedule the send.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your campaign goes out and open rates land back on each contact record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Send to a small test segment first. Fix the subject line before mailing your whole list.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-detailed-insights'  id=\"boomdevs_23\" id=\"how-to-use-pipedrive-detailed-insights\" class=\"wp-block-heading\">How to Use Pipedrive Detailed Insights<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Detailed Insights<\/strong> lets you build custom dashboards and reporting that forecast revenue for your company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-insights'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open Insights<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Insights, then Add report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Explore the template library before you build a report from scratch.<\/p>\n\n\n\n<h4 id='step-2-choose-your-metrics'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Choose Your Metrics<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Group by owner, stage, or source, then set the date range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_2c0d16-ab .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_2c0d16-ab size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"436\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3.png\" alt=\"Pipedrive Insight\" class=\"kb-img wp-image-8937\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3-980x417.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3-480x204.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The chart renders and the underlying deals are one click away.<\/p>\n\n\n\n<h4 id='step-3-pin-it-to-a-dashboard'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Pin It to a Dashboard<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save the report and drop it onto a shared dashboard for your sales team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your team opens one dashboard instead of rebuilding spreadsheets every Monday.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Switch the pipeline to Forecast View. It groups deals by expected close date instead of stage.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-ai-crm'  id=\"boomdevs_27\" id=\"how-to-use-pipedrive-ai-crm\" class=\"wp-block-heading\">How to Use Pipedrive AI CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI CRM<\/strong> lets you let the AI Sales <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"Assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155274\">Assistant<\/a> suggest your next step on every open deal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-ai-sales-assistant'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Open the AI Sales Assistant<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the assistant icon in the top bar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It reads your activity history, not your private mail.<\/p>\n\n\n\n<h4 id='step-2-review-the-suggestions'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Review the Suggestions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Check flagged deals that have gone quiet or lost momentum.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_a1fac8-f9 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8904_a1fac8-f9\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"399\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-AI-CRM-1024x399.png\" alt=\"Pipedrive AI CRM\" class=\"kb-img wp-image-181889\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-AI-CRM-1024x399.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-AI-CRM-980x382.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-AI-CRM-480x187.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The assistant panel lists ranked suggestions with a reason under each one.<\/p>\n\n\n\n<h4 id='step-3-act-or-dismiss'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Act or Dismiss<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Schedule an activity from the card, or dismiss the tip to train it.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You start each day with a short list of deals that actually need you.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Use the AI email summary on long threads. It gives you the detail before a call in seconds.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-email-marketer'  id=\"boomdevs_31\" id=\"how-to-use-pipedrive-email-marketing\" class=\"wp-block-heading\">How to Use Pipedrive Email Marketer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Marketing<\/strong> lets you sync your inbox, track opens, and send templates with merge placeholders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-sync-your-email'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Sync Your Email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open account settings, then connect Gmail, Outlook, or any IMAP mail.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two-way sync pulls threads onto the matching contact automatically.<\/p>\n\n\n\n<h4 id='step-2-create-a-template'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Create a Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save your best outreach email with placeholders such as first name and company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_ae7564-e5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8904_ae7564-e5\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"411\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Email-marketing-1024x411.png\" alt=\"Pipedrive Email marketing\" class=\"kb-img wp-image-181890\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Email-marketing-1024x411.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Email-marketing-980x394.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Email-marketing-480x193.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The sent email appears in the deal timeline with a tracking icon.<\/p>\n\n\n\n<h4 id='step-3-send-and-track'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Send and Track<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Send from the deal, then watch open and click tracking on the timeline.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every conversation is stored on the deal, so any user can pick up the thread.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Set your signature and shared group inbox first. Then introduce templates to the team.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-marketplace-integrations'  id=\"boomdevs_35\" id=\"how-to-use-pipedrive-marketplace-integrations\" class=\"wp-block-heading\">How to Use Pipedrive Marketplace Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Marketplace Integrations<\/strong> lets you connect over 500 apps or build your own with the Pipedrive REST API.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-marketplace'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Open the Marketplace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the marketplace icon, then search for the app you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Apps sit in categories such as lead generation, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-real-estate-agents\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155271\" target=\"_blank\" rel=\"noopener\">accounting<\/a>, and phone.<\/p>\n\n\n\n<h4 id='step-2-install-and-authorise'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Install and Authorise<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Install, then sign in to the other tool to complete the handshake.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_b0390e-3c .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8904_b0390e-3c\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Marketplace-Integrations-1024x485.png\" alt=\"Pipedrive Marketplace Integrations\" class=\"kb-img wp-image-181892\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Marketplace-Integrations-1024x485.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Marketplace-Integrations-980x464.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Marketplace-Integrations-480x228.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The app shows as connected under Tools and apps in account settings.<\/p>\n\n\n\n<h4 id='step-3-map-your-data'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Map Your Data<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose which deals, contacts, and files sync in each direction.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your CRM software talks to the rest of your stack without manual copy and paste.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Developers can integrate through the REST API. Pipedrive publishes code examples in PHP and Node.js.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-pipedrive-documents-templates'  id=\"boomdevs_39\" id=\"how-to-use-pipedrive-documents-templates\" class=\"wp-block-heading\">How to Use Pipedrive Documents &amp; Templates<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Documents &amp; Templates<\/strong> lets you send quotes, proposals, and contracts with e-signatures from inside the deal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-documents'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open Documents<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open a deal, scroll to the Documents panel, then click Add document.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can associate different types of files with a deal, lead, or organization.<\/p>\n\n\n\n<h4 id='step-2-add-merge-fields'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add Merge Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drop in deal value, contact details, and product lines as merge fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8904_dfe067-f1 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8904_dfe067-f1\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"462\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Documents-and-templates-1024x462.png\" alt=\"Pipedrive Smart Docs\" class=\"kb-img wp-image-181891\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Documents-and-templates-1024x462.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Documents-and-templates-980x442.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-Documents-and-templates-480x217.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The document status changes from Draft to Sent on the deal timeline.<\/p>\n\n\n\n<h4 id='step-3-send-for-signature'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Send for Signature<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Share the link, then track opens and collect the e-signature.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Quotes go out in minutes and every version stays attached to the right deal.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Save your three most used contracts as templates. New reps then send correct paperwork on day one.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='pipedrive-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"pipedrive-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Pipedrive Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After three years of using Pipedrive daily, these are the tips that saved me the most time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Show every shortcut<\/td><td>Shift + ?<\/td><\/tr><tr><td>Search deals, contacts, and files<\/td><td>S<\/td><\/tr><tr><td>Create a new deal<\/td><td>D<\/td><\/tr><tr><td>Add an activity<\/td><td>A<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Deal Rotting:<\/strong> Set idle-day limits per stage. Stale deals turn red so you can chase or kill them.<\/li>\n\n\n\n<li><strong>Forecast View:<\/strong> Switch the pipeline view to group deals by expected close date and see the month ahead.<\/li>\n\n\n\n<li><strong>Smart Contact Data:<\/strong> Pipedrive pulls public company details onto a contact, saving you a research task.<\/li>\n\n\n\n<li><strong>Pipedrive Academy:<\/strong> Free crm training videos that introduce new staff faster than any live session.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Those crm training videos are cheaper than in-person training and your team can watch them anywhere.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='pipedrive-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"pipedrive-common-mistakes-to-avoid\" class=\"wp-block-heading\">Pipedrive Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Treating Every Lead as a Deal<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping a cold list straight into stage one of your pipeline.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Park cold prospects in the Leads Inbox and convert only the ones that reply.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping the Email Sync<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Working from your normal inbox and pasting notes in later, if at all.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Sync your mail on day one so every message is directed to the right deal automatically.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Building Reports Nobody Reads<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Creating twenty reports across ten dashboards in your first week.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Start with three: pipeline value, deals won, and activities completed per user.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='pipedrive-troubleshooting'  id=\"boomdevs_45\" id=\"pipedrive-troubleshooting\" class=\"wp-block-heading\">Pipedrive Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Are Not Syncing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The mail connection expired, or two-factor authentication changed on your provider.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open account settings, disconnect the email account, then reconnect and re-authorise it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Deals Show the Wrong Close Date<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Expected close dates were left blank, so Forecast View has nothing to work with.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Filter for deals with no close date, then bulk edit that field from the list view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported Contacts Created Duplicates<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The import matched on name instead of email, so near-matches became new organizations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Run the merge duplicates tool, then re-import matching on email only.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix it, search the knowledge base or post in the Pipedrive community.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-pipedrive'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Pipedrive?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pipedrive<\/strong> is CRM software designed to drive revenue for small and mid-sized sales teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a whiteboard of sticky notes that never falls off the wall.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every deal is a card, every stage is a column, and every card has a next action.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">New users understand the layout in minutes, which is why adoption rarely stalls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=406--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:406,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/ovvc6khddfU?si=2sNEGGCrvV7pzySY&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;ovvc6khddfU&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;PipeDrive CRM review | is it worth it?&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/ovvc6khddfU?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"PipeDrive CRM review | is it worth it?\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-406 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"ovvc6khddfU\"\n\t\tvideo-id=\"406\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Leads Management:<\/strong> Keep unqualified leads out of your sales pipeline until they are ready<\/li>\n\n\n\n<li><strong>Manage Deals:<\/strong> Drag deals between stages and watch deal progress update instantly<\/li>\n\n\n\n<li><strong>Projects Management:<\/strong> Track delivery work after the sale without leaving your CRM software<\/li>\n\n\n\n<li><strong>Easy Campaigns:<\/strong> Send segmented broadcasts to contacts without a separate marketing tool<\/li>\n\n\n\n<li><strong>Detailed Insights:<\/strong> Build custom reporting and forecast revenue from live pipeline data<\/li>\n\n\n\n<li><strong>AI CRM:<\/strong> Get AI suggestions on which deals need attention today<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Sync your mail, track opens, and reuse templates with placeholders<\/li>\n\n\n\n<li><strong>Marketplace Integrations:<\/strong> Connect 500+ apps or build custom integrations with the REST API<\/li>\n\n\n\n<li><strong>Documents &amp; Templates:<\/strong> Send trackable quotes and contracts with e-signatures from the deal<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/pipedrive\">Pipedrive review<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the interface you will be working in:<\/p>\n\n\n<style>.kb-image8904_0f3741-bf .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_0f3741-bf size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1258\" height=\"565\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Introduction.png\" alt=\"Pipedrive Introduction\" class=\"kb-img wp-image-181881\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Introduction.png 1258w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Introduction-980x440.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Introduction-480x216.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1258px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='pipedrive-pricing'  id=\"boomdevs_47\" id=\"pipedrive-pricing\" class=\"wp-block-heading\">Pipedrive Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Pipedrive costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Lite<\/td><td>$14\/user\/month<\/td><td>Solo sellers who need a pipeline and activity tracking<\/td><\/tr><tr><td>Growth<\/td><td>$24\/user\/month<\/td><td>Small teams that want email templates and basic reporting<\/td><\/tr><tr><td>Premium<\/td><td>$49\/user\/month<\/td><td>Teams using projects, documents, and revenue forecasting<\/td><\/tr><tr><td>Ultimate<\/td><td>$69\/user\/month<\/td><td>Larger companies needing permissions and unlimited reports<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes \u2014 14 days, no credit card required. There is no permanent free plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal guarantee. You can cancel before the trial ends.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add-ons such as Campaigns and LeadBooster are billed separately per company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the pricing page in detail:<\/p>\n\n\n<style>.kb-image8904_608056-a2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8904_608056-a2 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"351\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Pricing-1024x351.png\" alt=\"Pipedrive Pricing\" class=\"kb-img wp-image-181882\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Pricing-1024x351.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Pricing-980x336.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Pipedrive-Pricing-480x165.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Growth \u2014 it adds email tracking and automations without the Premium jump.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='pipedrive-vs-alternatives'  id=\"boomdevs_48\" id=\"pipedrive-vs-alternatives\" class=\"wp-block-heading\">Pipedrive vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">So how does Pipedrive compare? Here is the wider landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Pipedrive<\/strong><\/td><td>Visual sales pipeline<\/td><td>$14\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing plus sales<\/td><td>$20\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Salesforce<\/td><td>Large enterprise teams<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email automations<\/td><td>$19\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Built-in calling<\/td><td>$11\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Monday CRM<\/td><td>Custom workflows<\/td><td>$15\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Capsule CRM<\/td><td>Very small teams<\/td><td>$21\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Keap<\/td><td>Payments and quotes<\/td><td>$79\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Pipedrive \u2014 the cleanest pipeline for teams that sell every day<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Capsule CRM \u2014 simple contact management at a low monthly cost<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 a free tier and a huge knowledge base<\/li>\n\n\n\n<li><strong>Best for enterprise:<\/strong> Salesforce \u2014 endless configuration and granular access control<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Pipedrive Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Pipedrive alternatives? Here are the options worth a look:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155278\" target=\"_blank\" rel=\"noopener\">Small business<\/a> CRM software with built-in payments, quotes, and follow-up automations.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Stronger email automation than Pipedrive, with deep segmentation across the customer journey.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Free CRM tier and a huge knowledge base, useful if marketing and sales share one system.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Funnel builder first, CRM second. Good for course sellers and offer-driven businesses.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Folk:<\/strong> Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> Cold outreach at scale, with inbox rotation and warm-up that Pipedrive does not match.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>ClickUp:<\/strong> Tasks, docs, and a CRM view in one workspace for teams that live in project tools.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Colourful boards and flexible columns, easier to customize for non-sales work.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Capsule CRM:<\/strong> Simple and cheap, with clean contact management for very small teams.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> CRM plus project delivery, aimed at companies that run long delivery projects.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Built-in phone and chat, with a generous entry plan for growing sales teams.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Salesforce:<\/strong> Enterprise standard with endless configuration, at a much higher price and setup cost.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Zendesk:<\/strong> Support-led platform. Choose it when service tickets matter more than deals.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/pipedrive-alternatives\">Pipedrive alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Pipedrive Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Pipedrive stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel-vs-pipedrive\" title=\"Pipedrive vs GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155292\" target=\"_blank\" rel=\"noopener\">Pipedrive vs GoHighLevel<\/a>:<\/strong> GoHighLevel bundles marketing and agency tools. Pipedrive wins on clean pipeline management and daily usability.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-pipedrive\" title=\"Pipedrive vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155289\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Keap<\/a>:<\/strong> Keap adds invoicing and payments. Pipedrive is faster to learn and cheaper per user.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-activecampaign\" title=\"Pipedrive vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155275\" target=\"_blank\" rel=\"noopener\">Pipedrive vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign wins on automations and email depth. Pipedrive wins on visual deal tracking.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-pipedrive\" title=\"Pipedrive vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155276\" target=\"_blank\" rel=\"noopener\">Pipedrive vs HubSpot<\/a>:<\/strong> HubSpot has the free tier and marketing suite. Pipedrive stays cheaper once your team grows.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-pipedrive\" title=\"Pipedrive vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155286\" target=\"_blank\" rel=\"noopener\">Pipedrive vs ClickFunnels<\/a>:<\/strong> ClickFunnels builds landing pages. Pipedrive manages what happens after the lead converts.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-pipedrive\" title=\"Pipedrive vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155283\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Folk<\/a>:<\/strong> Folk is lighter and prettier for networking. Pipedrive handles real sales process and reporting.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-instantly\" title=\"Pipedrive vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155282\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Instantly<\/a>:<\/strong> Instantly sends cold email at volume. Pipedrive manages the deals those replies create.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-clickup\" title=\"Pipedrive vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155281\" target=\"_blank\" rel=\"noopener\">Pipedrive vs ClickUp<\/a>:<\/strong> ClickUp is a work platform with CRM bolted on. Pipedrive is a purpose-built CRM.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-monday\" title=\"Pipedrive vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155280\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Monday CRM<\/a>:<\/strong> Monday CRM is more flexible for mixed workflows. Pipedrive is sharper for pure sales.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-capsule-crm\" title=\"Pipedrive vs Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155285\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Capsule<\/a> CRM:<\/strong> Capsule is cheaper and simpler. Pipedrive gives you deeper insights and automations.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-insightly\" title=\"Pipedrive vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155284\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Insightly<\/a>:<\/strong> Insightly bundles project delivery. Pipedrive now covers that with Projects at a lower price.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-freshsales\" title=\"Pipedrive vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155288\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Freshsales CRM<\/a>:<\/strong> Freshsales includes calling on lower tiers. Pipedrive has the better pipeline interface.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-salesforce\" title=\"Pipedrive vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155290\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Salesforce<\/a>:<\/strong> Salesforce scales further for enterprise. Pipedrive gets a small team live in an afternoon.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-zendesk\" title=\"Pipedrive vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"155291\" target=\"_blank\" rel=\"noopener\">Pipedrive vs Zendesk<\/a>:<\/strong> Zendesk owns support tickets. Pipedrive owns revenue and deal tracking.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-pipedrive-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Pipedrive Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You now know how to use Pipedrive across every major feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Leads Management<\/li>\n\n\n\n<li>\u2705 Manage Deals<\/li>\n\n\n\n<li>\u2705 Projects Management<\/li>\n\n\n\n<li>\u2705 Easy Campaigns<\/li>\n\n\n\n<li>\u2705 Detailed Insights<\/li>\n\n\n\n<li>\u2705 AI CRM<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Marketplace Integrations<\/li>\n\n\n\n<li>\u2705 Documents &amp; Templates<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Manage Deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns35907_9cb940-9e{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns35907_9cb940-9e .kt-button{font-weight:normal;font-style:normal;}.kt-btns35907_9cb940-9e .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns35907_9cb940-9e .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns35907_9cb940-9e\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn35907_b26a43-50.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn35907_b26a43-50 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/pipedrive-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Pipedrive For free<\/strong><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Pipedrive and how does it work?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to effectively use Pipedrive?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customize your stages first, sync your email and calendar, then keep every open deal tied to a scheduled activity. Review your Insights dashboard weekly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Pipedrive easy to use?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What can I do with Pipedrive?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manage leads and deals, track email, run projects, send campaigns and documents, automate follow-up, and report on revenue across your whole sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Pipedrive used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Pipedrive\",\n      \"description\": \"Create your Pipedrive account, sync email and calendar, and customize your sales pipeline\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Visit the Pipedrive website, click Start free trial, enter your work email and choose a plan for the 14-day trial.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Sync Email and Calendar\",\n          \"text\": \"Open account settings and connect your email and calendar so activity tracking happens automatically.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Customize Your Pipeline\",\n          \"text\": \"Rename stages to match your sales process, set stage probabilities, add team members and import contacts.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-leads-management\",\n      \"name\": \"How to Use Pipedrive Leads Management\",\n      \"description\": \"Leads Management lets you park early-stage leads in a separate Leads Inbox until they are qualified.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Leads Inbox\",\n          \"text\": \"Click Leads in the left menu of your Pipedrive account. This inbox holds prospects you have not qualified yet.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add or Import Leads\",\n          \"text\": \"Click Add lead, or import a spreadsheet of contacts.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Convert Qualified Leads\",\n          \"text\": \"Hit Convert to deal once a lead replies and shows real interest.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-manage-deals\",\n      \"name\": \"How to Use Pipedrive Manage Deals\",\n      \"description\": \"Manage Deals lets you drag every deal through your sales pipeline and see deal progress in real time.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create a Deal\",\n          \"text\": \"Click Add deal, then attach a person and an organization. Set the value and the expected close date now, not later.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Move It Through Stages\",\n          \"text\": \"Drag the deal card to the next stage when something real happens.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Log the Next Activity\",\n          \"text\": \"Every deal needs one scheduled activity, such as a call or email.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-projects-management\",\n      \"name\": \"How to Use Pipedrive Projects Management\",\n      \"description\": \"Projects Management lets you hand won deals to your delivery teams and track every task after the sale.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open Projects\",\n          \"text\": \"Click Projects in the left menu, then choose Add project. You can create a project straight from a won deal.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Build Your Phases\",\n          \"text\": \"Add phases such as Kickoff, Build, and Handover.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Assign Tasks\",\n          \"text\": \"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.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-easy-campaigns\",\n      \"name\": \"How to Use Pipedrive Easy Campaigns\",\n      \"description\": \"Easy Campaigns lets you send segmented email blasts to your contacts with a drag-and-drop builder.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open Campaigns\",\n          \"text\": \"Click Campaigns, then choose Create campaign. Campaigns is a paid add-on on every plan.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Pick Your Segment\",\n          \"text\": \"Filter recipients by stage, label, owner, or any custom field.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Design and Send\",\n          \"text\": \"Drag blocks into the editor, add your links, then schedule the send.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-detailed-insights\",\n      \"name\": \"How to Use Pipedrive Detailed Insights\",\n      \"description\": \"Detailed Insights lets you build custom dashboards and reporting that forecast revenue for your company.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open Insights\",\n          \"text\": \"Click Insights, then Add report. Explore the template library before you build a report from scratch.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Choose Your Metrics\",\n          \"text\": \"Group by owner, stage, or source, then set the date range.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Pin It to a Dashboard\",\n          \"text\": \"Save the report and drop it onto a shared dashboard for your sales team.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-ai-crm\",\n      \"name\": \"How to Use Pipedrive AI CRM\",\n      \"description\": \"AI CRM lets you let the AI Sales Assistant suggest your next step on every open deal.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the AI Sales Assistant\",\n          \"text\": \"Click the assistant icon in the top bar. It reads your activity history, not your private mail.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Review the Suggestions\",\n          \"text\": \"Check flagged deals that have gone quiet or lost momentum.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Act or Dismiss\",\n          \"text\": \"Schedule an activity from the card, or dismiss the tip to train it.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-email-marketing\",\n      \"name\": \"How to Use Pipedrive Email Marketing\",\n      \"description\": \"Email Marketing lets you sync your inbox, track opens, and send templates with merge placeholders.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Sync Your Email\",\n          \"text\": \"Open account settings, then connect Gmail, Outlook, or any IMAP mail. Two-way sync pulls threads onto the matching contact automatically.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create a Template\",\n          \"text\": \"Save your best outreach email with placeholders such as first name and company.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Send and Track\",\n          \"text\": \"Send from the deal, then watch open and click tracking on the timeline.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-marketplace-integrations\",\n      \"name\": \"How to Use Pipedrive Marketplace Integrations\",\n      \"description\": \"Marketplace Integrations lets you connect over 500 apps or build your own with the Pipedrive REST API.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Marketplace\",\n          \"text\": \"Click the marketplace icon, then search for the app you need. Apps sit in categories such as lead generation, accounting, and phone.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Install and Authorise\",\n          \"text\": \"Click Install, then sign in to the other tool to complete the handshake.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Map Your Data\",\n          \"text\": \"Choose which deals, contacts, and files sync in each direction.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#howto-documents-templates\",\n      \"name\": \"How to Use Pipedrive Documents & Templates\",\n      \"description\": \"Documents & Templates lets you send quotes, proposals, and contracts with e-signatures from inside the deal.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open Documents\",\n          \"text\": \"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.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add Merge Fields\",\n          \"text\": \"Drop in deal value, contact details, and product lines as merge fields.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Send for Signature\",\n          \"text\": \"Share the link, then track opens and collect the e-signature.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"SoftwareApplication\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#software\",\n      \"name\": \"Pipedrive\",\n      \"description\": \"Pipedrive is CRM software built around a visual sales pipeline, with leads, deals, projects, campaigns, insights and over 500 integrations.\",\n      \"applicationCategory\": \"BusinessApplication\",\n      \"operatingSystem\": \"Web, iOS, Android\",\n      \"url\": \"https:\/\/fahimai.com\/get\/pipedrive-crm\",\n      \"offers\": {\n        \"@type\": \"AggregateOffer\",\n        \"priceCurrency\": \"USD\",\n        \"lowPrice\": \"14\",\n        \"highPrice\": \"69\",\n        \"offerCount\": \"4\",\n        \"offers\": [\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Lite\",\n            \"price\": \"14\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Growth\",\n            \"price\": \"24\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Premium\",\n            \"price\": \"49\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Ultimate\",\n            \"price\": \"69\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          }\n        ]\n      },\n      \"aggregateRating\": {\n        \"@type\": \"AggregateRating\",\n        \"ratingValue\": \"4.3\",\n        \"reviewCount\": \"1\",\n        \"bestRating\": \"5\",\n        \"worstRating\": \"1\"\n      },\n      \"featureList\": \"Leads Management, Manage Deals, Projects Management, Easy Campaigns, Detailed Insights, AI CRM, Email Marketing, Marketplace Integrations, Documents & Templates\"\n    },\n    {\n      \"@type\": \"FAQPage\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-pipedrive\/#faq\",\n      \"mainEntity\": [\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is Pipedrive and how does it work?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to effectively use Pipedrive?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Customize your stages first, sync your email and calendar, then keep every open deal tied to a scheduled activity. Review your Insights dashboard weekly.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Pipedrive easy to use?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What can I do with Pipedrive?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Manage leads and deals, track email, run projects, send campaigns and documents, automate follow-up, and report on revenue across your whole sales team.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is Pipedrive used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Sales teams use Pipedrive to track deal progress, organize contacts and organizations, automate admin tasks, and forecast revenue from live pipeline data.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What CRM is better than Pipedrive?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"It depends on the job. HubSpot suits marketing-heavy teams, Salesforce suits enterprises, and ActiveCampaign wins on email. Pipedrive wins on simple pipeline management.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Why is Salesforce better than Pipedrive?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Salesforce scales further, with deeper customization, granular permissions, and a bigger partner community. That power costs more money and far more setup time.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Why is Pipedrive better than HubSpot?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Pipedrive is cheaper per user at scale, faster to learn, and focused purely on sales. HubSpot spreads across marketing, service, and content.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What are the different user roles in Pipedrive?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Admins control account settings and billing. Regular users work their own deals. Custom permission sets and visibility groups limit what each user can access.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"CRM\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Pipedrive\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Pipedrive feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have used Pipedrive for three years across two companies and tested every feature covered here. This Pipedrive tutorial comes from real [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":25737,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"<!-- wp:kadence\/image {\"id\":25737,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_e75859-47\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_e75859-47 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/How-to-use-Pipedrive.png\" alt=\"How to use Pipedrive\" class=\"kb-img wp-image-25737\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:paragraph -->\n<p>Need help with messy spreadsheets and missed sales opportunities?<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Pipedrive is CRM software that helps your sales team stay organized and close more deals.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Think of it as a digital marketing command center for your company.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>This <a href=\"https:\/\/fahimai.com\/pipedrive-vs-activecampaign\" data-wpil-monitor-id=\"29692\">Pipedrive<\/a> tutorial will show you How to Use Pipedrive and its key features, like tracking deal progress and managing your sales pipeline.<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>We'll cover everything from setting up your Pipedrive <a href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" data-wpil-monitor-id=\"29693\">account<\/a> and customizing your account settings to exploring the knowledge base and Pipedrive Academy for those helpful CRM training videos.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>By the end, you'll be well on your way to <a href=\"https:\/\/fahimai.com\/instantly-crm\" data-wpil-monitor-id=\"29695\">boosting sales<\/a> and increasing revenue!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/rowlayout {\"uniqueID\":\"25735_c9d42f-07\",\"tabletLayout\":\"row\",\"collapseGutter\":\"none\",\"customRowGutter\":[0,\"\",\"\"],\"columnGutter\":\"none\",\"colLayout\":\"equal\",\"verticalAlignment\":\"middle\",\"columnsInnerHeight\":true,\"padding\":[0,\"\",25,\"\"],\"kbVersion\":2} -->\n<!-- wp:kadence\/column {\"id\":2,\"borderWidth\":[\"\",\"\",\"\",\"\"],\"uniqueID\":\"25735_e20b2a-73\",\"backgroundImg\":[{\"bgImg\":\"https:\/\/www.golfaro.com\/wp-content\/uploads\/2024\/03\/placeholder-image-blue-landscape.png\",\"bgImgID\":415,\"bgImgSize\":\"cover\",\"bgImgPosition\":\"center center\",\"bgImgAttachment\":\"scroll\",\"bgImgRepeat\":\"no-repeat\"}],\"textAlign\":[null,\"\",\"\"],\"textColor\":\"palette9\",\"direction\":[\"vertical\",\"\",\"\"],\"gutter\":[0,\"\",\"\"],\"gutterVariable\":[\"custom\",\"\",\"\"],\"height\":[400,\"\",300],\"padding\":[\"md\",\"md\",\"md\",\"md\"],\"mobilePadding\":[\"sm\",\"sm\",\"sm\",\"sm\"],\"kbVersion\":2,\"className\":\"inner-column-2\"} -->\n<div class=\"wp-block-kadence-column kadence-column25735_e20b2a-73 kb-section-dir-vertical inner-column-2\"><div class=\"kt-inside-inner-col\"><!-- wp:kadence\/image {\"id\":8933,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_8b5592-06\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_8b5592-06 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-23.png\" alt=\"Pipedrive logo\" class=\"kb-img wp-image-8933\"\/><\/figure>\n<!-- \/wp:kadence\/image --><\/div><\/div>\n<!-- \/wp:kadence\/column -->\n\n<!-- wp:kadence\/column {\"borderWidth\":[\"\",\"\",\"\",\"\"],\"uniqueID\":\"25735_5edc4e-c9\",\"paddingType\":\"rem\",\"verticalAlignment\":\"\",\"padding\":[\"md\",\"md\",\"md\",\"md\"],\"mobilePadding\":[\"sm\",\"sm\",\"sm\",\"sm\"],\"kbVersion\":2,\"className\":\"inner-column-1\"} -->\n<div class=\"wp-block-kadence-column kadence-column25735_5edc4e-c9 inner-column-1\"><div class=\"kt-inside-inner-col\"><!-- wp:kadence\/advancedheading {\"uniqueID\":\"25735_d46b3c-ab\",\"align\":\"center\",\"color\":\"palette3\",\"sizeType\":\"rem\",\"fontWeight\":\"700\",\"margin\":[\"\",\"\",\"xs\",\"\"],\"marginType\":\"rem\",\"markBorder\":\"\",\"markBorderStyles\":[{\"top\":[null,\"\",\"\"],\"right\":[null,\"\",\"\"],\"bottom\":[null,\"\",\"\"],\"left\":[null,\"\",\"\"],\"unit\":\"px\"}],\"tabletMarkBorderStyles\":[{\"top\":[null,\"\",\"\"],\"right\":[null,\"\",\"\"],\"bottom\":[null,\"\",\"\"],\"left\":[null,\"\",\"\"],\"unit\":\"px\"}],\"mobileMarkBorderStyles\":[{\"top\":[null,\"\",\"\"],\"right\":[null,\"\",\"\"],\"bottom\":[null,\"\",\"\"],\"left\":[null,\"\",\"\"],\"unit\":\"px\"}],\"colorClass\":\"theme-palette3\",\"htmlTag\":\"div\",\"fontSize\":[\"lg\",null,null],\"fontHeight\":[1.2,\"\",\"\"]} -->\n<div class=\"kt-adv-heading25735_d46b3c-ab wp-block-kadence-advancedheading has-theme-palette-3-color has-text-color\" data-kb-block=\"kb-adv-heading25735_d46b3c-ab\">Pipedrive<\/div>\n<!-- \/wp:kadence\/advancedheading -->\n\n<!-- wp:paragraph {\"align\":\"center\"} -->\n<p class=\"has-text-align-center\">Assistive AI is for everyone! Break down barriers and unlock your full potential with the power of <a data-wpil-monitor-id=\"29691\" href=\"https:\/\/fahimai.com\/devin-ai\">AI assistance<\/a>. Learn more about <a data-wpil-monitor-id=\"29690\" href=\"https:\/\/fahimai.com\/how-to-use-assistive\">Assistive AI<\/a> and discover a world of possibilities.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/advancedbtn {\"uniqueID\":\"25735_52e794-cd\",\"btns\":[],\"margin\":[{\"desk\":[\"xs\",\"xs\",\"xs\",\"xs\"],\"tablet\":[\"\",\"\",\"\",\"\"],\"mobile\":[\"\",\"\",\"\",\"\"]}]} -->\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns25735_52e794-cd\"><!-- wp:kadence\/singlebtn {\"uniqueID\":\"25735_819df2-01\",\"text\":\"Try Pipedrive For FREE\",\"link\":\"https:\/\/fahimai.com\/get\/pipedrive-crm\",\"widthType\":\"full\",\"color\":\"palette9\",\"background\":\"#ff7700\",\"gradient\":\"linear-gradient(134deg, var(\\u002d\\u002dglobal-palette1) 0%, var(\\u002d\\u002dglobal-palette2) 100%)\",\"colorHover\":\"palette1\",\"backgroundHover\":\"palette9\",\"borderStyle\":[{\"top\":[\"palette9\",\"\",\"\"],\"right\":[\"palette9\",\"\",\"\"],\"bottom\":[\"palette9\",\"\",\"\"],\"left\":[\"palette9\",\"\",\"\"],\"unit\":\"px\"}],\"borderHoverStyle\":[{\"top\":[\"palette1\",\"\",\"\"],\"right\":[\"palette1\",\"\",\"\"],\"bottom\":[\"palette1\",\"\",\"\"],\"left\":[\"palette1\",\"\",\"\"],\"unit\":\"px\"}],\"borderRadius\":[30,30,30,30],\"icon\":\"fas_arrow-right\",\"inheritStyles\":\"outline\",\"typography\":[{\"size\":[\"\",\"\",\"\"],\"sizeType\":\"px\",\"lineHeight\":[\"\",\"\",\"\"],\"lineType\":\"\",\"letterSpacing\":[\"\",\"\",\"\"],\"letterType\":\"px\",\"family\":\"\",\"google\":false,\"style\":\"normal\",\"weight\":\"bold\",\"variant\":\"\",\"subset\":\"\",\"textTransform\":\"\",\"loadGoogle\":true}],\"displayShadow\":true,\"displayHoverShadow\":true,\"shadow\":[{\"color\":\"#000000\",\"opacity\":0.2,\"spread\":0,\"blur\":4,\"hOffset\":0,\"vOffset\":2,\"inset\":false}],\"shadowHover\":[{\"color\":\"#000000\",\"opacity\":0.4,\"spread\":0,\"blur\":10,\"hOffset\":0,\"vOffset\":2,\"inset\":false}],\"noCustomDefaults\":true} \/-->\n\n<!-- wp:kadence\/singlebtn {\"uniqueID\":\"25735_137924-22\",\"text\":\"Read Full Review\",\"link\":\"https:\/\/fahimai.com\/pipedrive\",\"widthType\":\"full\",\"color\":\"palette9\",\"background\":\"#000000\",\"gradient\":\"linear-gradient(134deg, var(\\u002d\\u002dglobal-palette1) 0%, var(\\u002d\\u002dglobal-palette2) 100%)\",\"colorHover\":\"palette1\",\"backgroundHover\":\"palette9\",\"borderStyle\":[{\"top\":[\"palette9\",\"\",\"\"],\"right\":[\"palette9\",\"\",\"\"],\"bottom\":[\"palette9\",\"\",\"\"],\"left\":[\"palette9\",\"\",\"\"],\"unit\":\"px\"}],\"borderHoverStyle\":[{\"top\":[\"palette1\",\"\",\"\"],\"right\":[\"palette1\",\"\",\"\"],\"bottom\":[\"palette1\",\"\",\"\"],\"left\":[\"palette1\",\"\",\"\"],\"unit\":\"px\"}],\"borderRadius\":[30,30,30,30],\"icon\":\"fas_arrow-right\",\"inheritStyles\":\"outline\",\"typography\":[{\"size\":[\"\",\"\",\"\"],\"sizeType\":\"px\",\"lineHeight\":[\"\",\"\",\"\"],\"lineType\":\"\",\"letterSpacing\":[\"\",\"\",\"\"],\"letterType\":\"px\",\"family\":\"\",\"google\":false,\"style\":\"normal\",\"weight\":\"bold\",\"variant\":\"\",\"subset\":\"\",\"textTransform\":\"\",\"loadGoogle\":true}],\"displayShadow\":true,\"displayHoverShadow\":true,\"shadow\":[{\"color\":\"#000000\",\"opacity\":0.2,\"spread\":0,\"blur\":4,\"hOffset\":0,\"vOffset\":2,\"inset\":false}],\"shadowHover\":[{\"color\":\"#000000\",\"opacity\":0.4,\"spread\":0,\"blur\":10,\"hOffset\":0,\"vOffset\":2,\"inset\":false}],\"noCustomDefaults\":true} \/--><\/div>\n<!-- \/wp:kadence\/advancedbtn --><\/div><\/div>\n<!-- \/wp:kadence\/column -->\n<!-- \/wp:kadence\/rowlayout -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Getting Started with Pipedrive<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Alright, let's dive right in! Getting started with Pipedrive is super easy.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Signing Up and Exploring the Dashboard<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>First things first, you'll <a href=\"https:\/\/fahimai.com\/adcreative-ai\" data-wpil-monitor-id=\"29711\">need to create<\/a> a Pipedrive account. Just head over to their website and follow the simple signup process.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Once you're in, you'll land on your dashboard. Think of this as your home base in Pipedrive.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Here's what you'll see:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>Pipeline View:<\/strong> This is where you'll see all your deals laid out visually in different stages, like \"New Lead,\" \"Qualified,\" \"Proposal Sent,\" and \"Won.\" It's like a board game where you move your deals along as they progress.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>List View:<\/strong> If you prefer a list format, this view shows your deals, contacts, and activities in a neat and organized table.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Deal View:<\/strong> This is where you'll find all the juicy details about a specific deal, like the contact person, company, deal value, and any notes or emails related to it.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Don't worry if it seems a bit overwhelming at first. Pipedrive is designed to be user-friendly, and you'll quickly get the hang of it.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>They even have a bunch of helpful video tutorials &amp; a knowledge base to <a href=\"https:\/\/fahimai.com\/colossyan-vs-vidnoz\" data-wpil-monitor-id=\"29704\">guide<\/a> you.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8943,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_71cc24-52\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_71cc24-52 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive.png\" alt=\"Pipedrive Homepage\" class=\"kb-img wp-image-8943\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Customizing Your Pipeline<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Now, here's the cool part: you can customize your <a href=\"https:\/\/fahimai.com\/pipelinepro\" data-wpil-monitor-id=\"29705\">sales pipeline<\/a> in Pipedrive to match how your company sells.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Do you have a short sales cycle or a longer one with lots of steps? No problem!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You can easily add, remove, or rename the stages in your pipeline to <a href=\"https:\/\/fahimai.com\/julius-ai-alternatives\" data-wpil-monitor-id=\"29698\">fit your needs perfectly<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>For example, if you're <a href=\"https:\/\/fahimai.com\/teachable\" data-wpil-monitor-id=\"29700\">selling t-shirts online<\/a>, your pipeline might look like this:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>New Order:<\/strong> When someone places an order.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Processing:<\/strong> When you're getting the order ready.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Shipped:<\/strong> When the order is on its way.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Delivered:<\/strong> When the customer receives their awesome new shirt!<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>See? It's all about making Pipedrive work for <em>you<\/em>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You're right! It could be even more concise. Here's a shorter version of Section 3, <a href=\"https:\/\/fahimai.com\/how-to-use-keap\" data-wpil-monitor-id=\"29717\">keeping the 7th-grade reading<\/a> level in mind:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8942,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_12d6c0-2c\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_12d6c0-2c size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-8.png\" alt=\"Leads feature of Pipedrive\" class=\"kb-img wp-image-8942\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Essential Pipedrive Features<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Let's explore the cool tools that make Pipedrive so powerful!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Deals: Your Sales Superstars<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\"Deals\" are the heart of Pipedrive. Think of a deal like a card that holds all the important info about what you're selling.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You can move deals through your pipeline (like moving pieces on a game board!) as they get closer to being won.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8938,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_01b383-3a\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_01b383-3a size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-4.png\" alt=\"Campaign feature of Pipedrive\" class=\"kb-img wp-image-8938\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Contacts: Your People Place<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Contacts are all the people you work with \u2013 customers, leads, partners. Pipedrive helps you keep their info (names, numbers, emails) organized in one place.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Activities: Take a Beat!<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Activities are all the things you do to make a sale happen \u2013 calls, emails, meetings. Pipedrive helps you <a href=\"https:\/\/fahimai.com\/clockify-vs-clockit\" data-wpil-monitor-id=\"29718\">schedule and track<\/a> these so nothing falls through the cracks.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Insights and Reporting: Sales Detective Time<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Want to see how your sales are doing? <a href=\"https:\/\/fahimai.com\/keap-vs-pipedrive\" data-wpil-monitor-id=\"29710\">Pipedrive has reports<\/a> that show you how many deals you've won, how much money you've made, and which salespeople are rocking it.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8941,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_37a108-c0\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_37a108-c0 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7.png\" alt=\"Using Pipedrive\" class=\"kb-img wp-image-8941\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Communication and Email: All in One Place<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><a href=\"https:\/\/fahimai.com\/pabbly\" data-wpil-monitor-id=\"29712\">Connect your email<\/a> to Pipedrive! Send and <a href=\"https:\/\/fahimai.com\/how-to-use-heygen\" data-wpil-monitor-id=\"29706\">receive emails<\/a> without leaving Pipedrive. It keeps all your conversations organized and helps you track who's opening your emails.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Products: Show Off Your Stuff<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Selling products? Pipedrive lets you create a catalog of all your products and link them to your deals. This helps you see which products are popular and how much money you're making from each one.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Web Forms: Easy Lead Capture<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Want more leads? Create forms on your website with Pipedrive. When someone fills out the form, their info automatically goes into Pipedrive!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8937,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_545923-d2\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_545923-d2 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3.png\" alt=\"Pipedrive Insight\" class=\"kb-img wp-image-8937\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Advanced Pipedrive Features: Level Up Your Sales Game!<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Ready to take things to the next level? Pipedrive has some awesome features that make selling smoother and more efficient.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Automation: Pipedrive Does the Work!<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Imagine Pipedrive automatically <a href=\"https:\/\/fahimai.com\/woodpecker\" data-wpil-monitor-id=\"29707\">sending emails<\/a> and updating deals for you! With automation, you can set it up to do those repetitive tasks, <a href=\"https:\/\/fahimai.com\/pika-vs-canva\" data-wpil-monitor-id=\"29701\">saving you time<\/a> and effort. For the example, automatically send a welcome <a href=\"https:\/\/fahimai.com\/apollo-email-finder\" data-wpil-monitor-id=\"29699\">email to new leads<\/a> or move a deal to the next stage when a meeting is scheduled.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Integrations: Connect Your Favorite Tools<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Pipedrive works with other apps you might be using, like <a href=\"https:\/\/fahimai.com\/clockify\" data-wpil-monitor-id=\"29708\">Google Apps<\/a> and Mailchimp. Connect it to your email and <a href=\"https:\/\/fahimai.com\/coschedule\" data-wpil-monitor-id=\"29694\">calendar<\/a> to keep everything in one place.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8940,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_8a78ae-4a\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_8a78ae-4a size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-6.png\" alt=\"Projects feature of Pipedrive\" class=\"kb-img wp-image-8940\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Customization: Make it Your Own<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Pipedrive is flexible! Customize it to fit your needs. Add custom fields to track important info, create different pipelines for different deals, and build custom reports.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Mobile App: Sales on the Go!<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Access your deals and contacts from anywhere with the Pipedrive app. Perfect for salespeople who are always on the move.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Security and Privacy: Keeping Your Data Safe<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Pipedrive takes security seriously, using strong measures to protect your data and keep it private. Your information is safe with Pipedrive.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>With these advanced features, Pipedrive becomes a sales powerhouse that helps you close more deals and <a href=\"https:\/\/fahimai.com\/how-to-use-manychat\" data-wpil-monitor-id=\"29719\">grow your business<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8941,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_cecd84-5b\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_cecd84-5b size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-7.png\" alt=\"Using Pipedrive\" class=\"kb-img wp-image-8941\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Pipedrive Best Practices: Become a Pipedrive Pro!<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Want to use Pipedrive like an expert? Here are some tips to help you get the most out of it:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Keep Your Data Sparkling Clean<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Think of your Pipedrive account as your locker. You want to keep it neat. Make sure all the information is accurate and up-to-date.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Double-check names, phone numbers, and addresses. Good data means good results!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Master Your Pipeline<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Your pipeline is your roadmap to success. Make sure each stage is clearly defined, like levels in a game.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Regularly check your pipeline to see where your deals are and what needs your attention.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8939,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_543d8e-b4\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_543d8e-b4 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-5.png\" alt=\"Deals feature of Pipedrive\" class=\"kb-img wp-image-8939\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Automate, Automate, Automate!<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Use those cool automation features to <a href=\"https:\/\/fahimai.com\/later-vs-sprout-social\" data-wpil-monitor-id=\"29697\">save time<\/a>. Set up automatic emails, reminders, and tasks. It's like having a robot helper!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Level Up Your Skills<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Keep learning and improving how you use Pipedrive. Check out the Pipedrive Academy for helpful <a href=\"https:\/\/fahimai.com\/how-to-use-capcut\" data-wpil-monitor-id=\"29713\">videos and tutorials<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The more you learn, the better you'll be at <a href=\"https:\/\/fahimai.com\/close-crm\" data-wpil-monitor-id=\"29722\">closing<\/a> deals and reaching your sales goals.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Pipedrive Pricing and Plans: Choose the Right Fit<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Pipedrive <a href=\"https:\/\/fahimai.com\/hootsuite-vs-post-planner\" data-wpil-monitor-id=\"29721\">offers different plans<\/a> to fit various needs and budgets, just like choosing the right size of shoes!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>Essential Plan:<\/strong> This is the <a href=\"https:\/\/fahimai.com\/virbo-vs-captions-ai\" data-wpil-monitor-id=\"29709\">basic<\/a> plan, perfect for small teams just starting. It includes core features like deals, contacts, and pipeline management.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Advanced Plan:<\/strong> This <a href=\"https:\/\/fahimai.com\/plann-vs-later\" data-wpil-monitor-id=\"29720\">plan has more features<\/a>, like email tracking and automation, to help you streamline your sales process.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Professional Plan:<\/strong> This plan is for larger teams who <a href=\"https:\/\/fahimai.com\/ranktracker-review\" data-wpil-monitor-id=\"29715\">need more advanced features<\/a> like revenue forecasting and custom reporting.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Enterprise Plan:<\/strong> This is the top-tier plan with all the bells and whistles, including increased security and dedicated support.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Think about what features are important to you and how many people will be using Pipedrive.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You can also try out Pipedrive with a free <a href=\"https:\/\/fahimai.com\/how-to-use-surfer-seo\" data-wpil-monitor-id=\"29716\">trial to see which plan<\/a> is the best fit for your company.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>No matter which plan you choose, Pipedrive offers great value and can help you <a href=\"https:\/\/fahimai.com\/vidyard\" data-wpil-monitor-id=\"29702\">boost your sales<\/a> and achieve your goals.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:kadence\/image {\"id\":8937,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"uniqueID\":\"25735_5280aa-e7\"} -->\n<figure class=\"wp-block-kadence-image kb-image25735_5280aa-e7 size-full\"><img src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Pipedrive-3.png\" alt=\"Pipedrive Insight\" class=\"kb-img wp-image-8937\"\/><\/figure>\n<!-- \/wp:kadence\/image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>So, there you have it! We've explored the awesome world of Pipedrive and its key features.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>From managing deals and contacts to automating tasks and generating reports, Pipedrive is like a superpower for your <a href=\"https:\/\/fahimai.com\/smartlead-vs-apollo\" data-wpil-monitor-id=\"29696\">sales team<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Remember, Pipedrive is all about making your sales process smoother and helping you close more deals.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>By using the tips and best practices we've covered, you'll be well on your way to becoming a <a href=\"https:\/\/fahimai.com\/pipelinepro-vs-clickfunnel\" data-wpil-monitor-id=\"29714\">Pipedrive pro<\/a>!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Ready to give it a try? Sign up for a free trial and see how Pipedrive can transform your <a href=\"https:\/\/fahimai.com\/instantly-vs-mailshake\" data-wpil-monitor-id=\"29723\">sales<\/a> game. Happy selling!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Ready to give it a try? Sign up for a free trial and see how Pipedrive can transform your <a href=\"https:\/\/fahimai.com\/instantly-vs-mailshake\" data-wpil-monitor-id=\"29724\">sales<\/a> game.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Remember to explore the Pipedrive Academy for helpful <a href=\"https:\/\/fahimai.com\/synthesia-vs-vidyard\" data-wpil-monitor-id=\"29703\">videos and tutorials to boost<\/a> your skills even further. Happy selling!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Frequently Asked Questions<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:rank-math\/faq-block {\"questions\":[{\"id\":\"faq-question-1732396806036\",\"title\":\"\\u003cstrong\\u003eIs Pipedrive easy to use?\\u003c\/strong\\u003e\",\"content\":\"Absolutely! Pipedrive is known for its user-friendly interface. Even if you're new to CRM software, you'll find it easy to navigate and understand. Plus, Pipedrive offers tons of helpful resources like video tutorials \\u0026amp; a knowledge base to get you started.\",\"visible\":true},{\"id\":\"faq-question-1732396810356\",\"title\":\"\\u003cstrong\\u003eWhat is the best way to learn Pipedrive?\\u003c\/strong\\u003e\",\"content\":\"Pipedrive Academy is a great place to start! They offer free CRM training videos and courses to help you master the platform. You can also explore their knowledge base for articles and tutorials on specific features. Hands-on practice is key, so play around with your Pipedrive account and try out different features.\",\"visible\":true},{\"id\":\"faq-question-1732396817900\",\"title\":\"\\u003cstrong\\u003eCan I use Pipedrive on my phone?\\u003c\/strong\\u003e\",\"content\":\"Yes, you can! Pipedrive has a mobile app for both iOS \\u0026amp; Android devices. This allows you to access your sales pipeline, deals, and contacts from anywhere, making it perfect for salespeople on the go.\",\"visible\":true},{\"id\":\"faq-question-1732396825980\",\"title\":\"\\u003cstrong\\u003eHow much does Pipedrive cost?\\u003c\/strong\\u003e\",\"content\":\"Pipedrive offers different pricing plans to fit various needs and budgets. They have a free trial so that you can try it out. Paid plans start with the Essential plan and go up to Enterprise, with more features at each level.\",\"visible\":true},{\"id\":\"faq-question-1732396834756\",\"title\":\"\\u003cstrong\\u003eHow can Pipedrive help my sales team?\\u003c\/strong\\u003e\",\"content\":\"Pipedrive helps your sales team stay organized and efficient. It keeps track of all your deals, automates tasks, and provides insights into your sales performance. This enables you to close more deals and boost revenue.\",\"visible\":true}]} -->\n<div class=\"wp-block-rank-math-faq-block\"><div class=\"rank-math-faq-item\"><h3 class=\"rank-math-question\"><strong>Is Pipedrive easy to use?<\/strong><\/h3><div class=\"rank-math-answer\">Absolutely! Pipedrive is known for its user-friendly interface. Even if you're new to CRM software, you'll find it easy to navigate and understand. Plus, Pipedrive offers tons of helpful resources like video tutorials &amp; a knowledge base to get you started.<\/div><\/div><div class=\"rank-math-faq-item\"><h3 class=\"rank-math-question\"><strong>What is the best way to learn Pipedrive?<\/strong><\/h3><div class=\"rank-math-answer\">Pipedrive Academy is a great place to start! They offer free CRM training videos and courses to help you master the platform. You can also explore their knowledge base for articles and tutorials on specific features. Hands-on practice is key, so play around with your Pipedrive account and try out different features.<\/div><\/div><div class=\"rank-math-faq-item\"><h3 class=\"rank-math-question\"><strong>Can I use Pipedrive on my phone?<\/strong><\/h3><div class=\"rank-math-answer\">Yes, you can! Pipedrive has a mobile app for both iOS &amp; Android devices. This allows you to access your sales pipeline, deals, and contacts from anywhere, making it perfect for salespeople on the go.<\/div><\/div><div class=\"rank-math-faq-item\"><h3 class=\"rank-math-question\"><strong>How much does Pipedrive cost?<\/strong><\/h3><div class=\"rank-math-answer\">Pipedrive offers different pricing plans to fit various needs and budgets. They have a free trial so that you can try it out. Paid plans start with the Essential plan and go up to Enterprise, with more features at each level.<\/div><\/div><div class=\"rank-math-faq-item\"><h3 class=\"rank-math-question\"><strong>How can Pipedrive help my sales team?<\/strong><\/h3><div class=\"rank-math-answer\">Pipedrive helps your sales team stay organized and efficient. It keeps track of all your deals, automates tasks, and provides insights into your sales performance. This enables you to close more deals and boost revenue.<\/div><\/div><\/div>\n<!-- \/wp:rank-math\/faq-block -->","_et_gb_content_width":"","footnotes":""},"categories":[316],"tags":[932,1182],"class_list":["post-25735","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pipedrive","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/posts\/25735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/comments?post=25735"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/posts\/25735\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/media\/25737"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/media?parent=25735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/categories?post=25735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/pt\/wp-json\/wp\/v2\/tags?post=25735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}