Как использовать Pipedrive: основные функции, которые будут доступны в 2026 году?

Быстрый старт

В этом руководстве описаны все функции Pipedrive:

• Начиная — Create your Pipedrive account and set up the basics
• Как использовать управление лидами — Keep unqualified leads out of your sales pipeline until they are ready
• Как использовать функцию «Управление сделками» — Drag deals between stages and watch deal progress update instantly
• Как использовать управление проектами — Track delivery work after the sale without leaving your CRM software
• Как использовать простые кампании — Send segmented broadcasts to contacts without a separate marketing tool
• Как использовать подробные аналитические данные — Build custom reporting and forecast revenue from live pipeline data
• Как использовать CRM на основе ИИ — Get AI suggestions on which deals need attention today
• Как использовать email-маркетинг — Sync your mail, track opens, and reuse templates with placeholders
• Как использовать интеграцию с маркетплейсами — Connect 500+ apps or build custom integrations with the REST API
• Как использовать документы и шаблоны — Send trackable quotes and contracts with e-signatures from the deal

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

I have used Pipedrive for three years across two companies and tested every feature covered here.

This Pipedrive tutorial comes from real hands-on work, not vendor screenshots.

Pipedrive is one of the best known pieces of CRM software in the world.

Most people only ever touch deals and contacts.

This guide shows you how to use Pipedrive properly, feature by feature.

Every step is short, with checkpoints so you know it worked.

Учебное пособие по Pipedrive

This How to Use Pipedrive tutorial walks through each feature in order.

It starts at your first login and ends with the reporting your boss reads.

Пайпдрайв

Stop losing deals in a spreadsheet. Pipedrive gives your sales team one visual pipeline, automatic activity reminders, and reporting that forecasts revenue. Start the 14-day free trial — no credit card needed.

ПОПРОБУЙТЕ PIPEDRIVE ПРЯМО СЕЙЧАС →

ПРОЧИТАТЬ ПОЛНЫЙ ОБЗОР →

АЛЬТЕРНАТИВЫ ДЛЯ СИСТЕМЫ ...

Начало работы с Pipedrive

Basic setup takes a few minutes.

Here is my personal experience getting started:

Теперь давайте рассмотрим каждый шаг.

Шаг 1: Создайте свою учетную запись

Visit the Pipedrive website and click Start free trial.

Enter your work email, then choose a pricing plan for the 14-day trial.

Pipedrive has no free plan, so pick the tier closest to what you need.

✓ Контрольная точка: Проверьте свой входящие for the confirmation mail.

Step 2: Sync Email and Calendar

Pipedrive runs in any browser, plus a mobile app on iOS and Android.

Open account settings and connect your email and calendar first.

This one step makes tracking automatic instead of manual.

Here is what you get once it is connected:

✓ Контрольная точка: Your meetings appear in the Pipedrive activity calendar.

Step 3: Customize Your Pipeline

Open Pipeline settings and rename the default stages to match your sales process.

Add a probability to each stage so forecasts mean something.

Then add team members and import your existing contacts from a spreadsheet or old CRM.

How to Use Pipedrive Leads Manager

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте папку «Входящие заявки».

Click Leads in the left menu of your Pipedrive account.

This inbox holds prospects you have not qualified yet.

Step 2: Add or Import Leads

Click Add lead, or import a spreadsheet of contacts.

Вот как это выглядит:

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

Шаг 3: Преобразование квалифицированных лидов в реальных клиентов.

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

How to Manage Pipedrive Deals

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Заключите сделку

Click Add deal, then attach a person and an organization.

Set the value and the expected close date now, not later.

Step 2: Move It Through Stages

Drag the deal card to the next stage when something real happens.

Вот как это выглядит:

✓ Контрольная точка: The deal card sits in its new stage and the pipeline total updates.

Step 3: Log the Next Activity

Every deal needs one scheduled activity, such as a call or email.

How to Use Pipedrive Projects Manager

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

Вот пошаговая инструкция по его использованию.

Step 1: Open Projects

Click Projects in the left menu, then choose Add project.

You can create a project straight from a won deal.

Step 2: Build Your Phases

Add phases such as Kickoff, Build, and Handover.

Вот как это выглядит:

✓ Контрольная точка: Your project board shows phases across the top and task cards below.

Step 3: Assign Tasks

Add a task to each phase and give it an owner and a due date.

Anyone on the team can comment on a task to keep context in one place.

Как использовать Pipedrive Easy Campaigns

Простые кампании lets you send segmented email blasts to your contacts with a drag-and-drop строитель.

Вот пошаговая инструкция по его использованию.

Step 1: Open Campaigns

Click Campaigns, then choose Create campaign.

Campaigns is a paid add-on on every plan.

Step 2: Pick Your Segment

Filter recipients by stage, label, owner, or any custom field.

Вот как это выглядит:

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

Шаг 3: Создайте дизайн и отправьте.

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

Как использовать Pipedrive: подробная аналитика

Подробный анализ lets you build custom dashboards and reporting that forecast revenue for your company.

Вот пошаговая инструкция по его использованию.

Step 1: Open Insights

Click Insights, then Add report.

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

Шаг 2: Выберите свои метрики

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

Вот как это выглядит:

✓ Контрольная точка: The chart renders and the underlying deals are one click away.

Step 3: Pin It to a Dashboard

Save the report and drop it onto a shared dashboard for your sales team.

Как использовать Pipedrive AI CRM

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

Вот пошаговая инструкция по его использованию.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

Шаг 2: Ознакомьтесь с предложениями.

Check flagged deals that have gone quiet or lost momentum.

Вот как это выглядит:

✓ Контрольная точка: The assistant panel lists ranked suggestions with a reason under each one.

Step 3: Act or Dismiss

Schedule an activity from the card, or dismiss the tip to train it.

How to Use Pipedrive Email Marketer

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

Вот пошаговая инструкция по его использованию.

Step 1: Sync Your Email

Open account settings, then connect Gmail, Outlook, or any IMAP mail.

Two-way sync pulls threads onto the matching contact automatically.

Step 2: Create a Template

Save your best outreach email with placeholders such as first name and company.

Вот как это выглядит:

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

Шаг 3: Отправка и отслеживание.

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

Как использовать интеграции с торговой площадкой Pipedrive

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте Marketplace

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

Apps sit in categories such as lead generation, бухгалтерский учети телефон.

Step 2: Install and Authorise

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

Вот как это выглядит:

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

Шаг 3: Составьте карту ваших данных

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

Как использовать документы и шаблоны Pipedrive

Документы и шаблоны lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

Вот пошаговая инструкция по его использованию.

Step 1: Open Documents

Open a deal, scroll to the Documents panel, then click Add document.

You can associate different types of files with a deal, lead, or organization.

Шаг 2: Добавьте поля слияния

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

Вот как это выглядит:

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

Шаг 3: Запрос на подпись

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

Советы и сочетания клавиш для Pipedrive Pro

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

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

• Deal Rotting: Set idle-day limits per stage. Stale deals turn red so you can chase or kill them.
• Forecast View: Switch the pipeline view to group deals by expected close date and see the month ahead.
• Интеллектуальные контактные данные: Pipedrive pulls public company details onto a contact, saving you a research task.
• Академия Pipedrive: Free crm training videos that introduce new staff faster than any live session.

Those crm training videos are cheaper than in-person training and your team can watch them anywhere.

Распространенные ошибки Pipedrive, которых следует избегать.

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Устранение неполадок Pipedrive

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Что такое Pipedrive?

Пайпдрайв is CRM software designed to drive revenue for small and mid-sized sales teams.

Think of it like a whiteboard of sticky notes that never falls off the wall.

Every deal is a card, every stage is a column, and every card has a next action.

New users understand the layout in minutes, which is why adoption rarely stalls.

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• Управление потенциальными клиентами: Keep unqualified leads out of your sales pipeline until they are ready
• Управление сделками: Drag deals between stages and watch deal progress update instantly
• Управление проектами: Track delivery work after the sale without leaving your CRM software
• Простые кампании: Send segmented broadcasts to contacts without a separate marketing tool
• Подробная информация: Build custom reporting and forecast revenue from live pipeline data
• ИИ CRM: Get AI suggestions on which deals need attention today
• Email-маркетинг: Sync your mail, track opens, and reuse templates with placeholders
• Интеграция с маркетплейсами: Connect 500+ apps or build custom integrations with the REST API
• Документы и шаблоны: Send trackable quotes and contracts with e-signatures from the deal

Полный обзор смотрите в нашем разделе Обзор Pipedrive.

Here is the interface you will be working in:

Цены на Pipedrive

Here is what Pipedrive costs in 2026:

Бесплатная пробная версия: Yes — 14 days, no credit card required. There is no permanent free plan.

Гарантия возврата денег: No formal guarantee. You can cancel before the trial ends.

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

Вот подробная информация на странице с ценами:

💰 Лучшее соотношение цены и качества: Growth — it adds email tracking and automations without the Premium jump.

Pipedrive против альтернатив

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

Краткий выбор:

• Лучший вариант в целом: Pipedrive — the cleanest pipeline for teams that sell every day
• Оптимальный бюджет: Capsule CRM — simple contact management at a low monthly cost
• Лучший вариант для начинающих: HubSpot — a free tier and a huge knowledge base
• Лучший вариант для предприятий: Salesforce — endless configuration and granular access control

🎯 Альтернативы Pipedrive

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

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

Полный список смотрите в нашем Альтернативы Pipedrive гид.

⚔️ Сравнение Pipedrive

Here is how Pipedrive stacks up against each competitor:

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

Начните использовать Pipedrive прямо сейчас!

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

• ✅ Управление потенциальными клиентами
• ✅ Управление сделками
• ✅ Управление проектами
• ✅ Простые кампании
• ✅ Подробная аналитика
• ✅ AI CRM
• ✅ Email-маркетинг
• ✅ Интеграция с маркетплейсами
• ✅ Документы и шаблоны

Следующий шаг: Pick one feature and try it today.

Большинство людей начинают с раздела «Управление сделками».

Это займет меньше пяти минут.

Часто задаваемые вопросы

Что такое Pipedrive и как он работает?

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.

Как эффективно использовать Pipedrive?

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

Легко ли пользоваться Pipedrive?

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.

Что я могу делать с Pipedrive?

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

Для чего используется Pipedrive?

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