Hướng dẫn sử dụng Pipedrive: Các tính năng chính được giải thích vào năm 2026?

Hướng dẫn nhanh

Hướng dẫn này bao gồm mọi tính năng của Pipedrive:

• Bắt đầu — Create your Pipedrive account and set up the basics
• Cách sử dụng quản lý khách hàng tiềm năng — Keep unqualified leads out of your sales pipeline until they are ready
• Hướng dẫn sử dụng Quản lý giao dịch — Drag deals between stages and watch deal progress update instantly
• Cách sử dụng quản lý dự án — Track delivery work after the sale without leaving your CRM software
• Hướng dẫn sử dụng Easy Campaigns — Send segmented broadcasts to contacts without a separate marketing tool
• Cách sử dụng thông tin chi tiết — Build custom reporting and forecast revenue from live pipeline data
• Cách sử dụng AI CRM — Get AI suggestions on which deals need attention today
• Cách sử dụng tiếp thị qua email — Sync your mail, track opens, and reuse templates with placeholders
• Hướng dẫn sử dụng tích hợp Marketplace — Connect 500+ apps or build custom integrations with the REST API
• Hướng dẫn sử dụng tài liệu và mẫu — Send trackable quotes and contracts with e-signatures from the deal

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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.

Hướng dẫn sử dụng 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.

Truyền động đường ống

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.

THỬ PIPEDRIVE NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC PHƯƠNG ÁN THAY THẾ CHO PIPEDRIVE →

Hướng dẫn bắt đầu sử dụng Pipedrive

Basic setup takes a few minutes.

Here is my personal experience getting started:

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

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.

✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến 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:

✓ Điểm kiểm tra: 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

Quản lý khách hàng tiềm năng lets you park early-stage leads in a separate Leads Inbox until they are qualified.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Mở Hộp thư Khách hàng tiềm năng

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: Your new lead appears in the Leads Inbox with a labelled source.

Bước 3: Chuyển đổi khách hàng tiềm năng đủ điều kiện

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

How to Manage Pipedrive Deals

Quản lý giao dịch lets you drag every deal through your sales pipeline and see deal progress in real time.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Tạo thỏa thuận

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Quản lý dự án lets you hand won deals to your delivery teams and track every task after the sale.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng Pipedrive Easy Campaigns

Chiến dịch dễ dàng lets you send segmented email blasts to your contacts with a drag-and-drop thợ xây.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: The preview pane shows your layout on both desktop and mobile.

Bước 3: Thiết kế và gửi

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

Hướng dẫn chi tiết cách sử dụng Pipedrive

Thông tin chi tiết lets you build custom dashboards and reporting that forecast revenue for your company.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open Insights

Click Insights, then Add report.

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

Bước 2: Chọn các chỉ số đo lường

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng Pipedrive AI CRM

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

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

Bước 2: Xem xét các đề xuất

Check flagged deals that have gone quiet or lost momentum.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Tiếp thị qua email lets you sync your inbox, track opens, and send templates with merge placeholders.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: The sent email appears in the deal timeline with a tracking icon.

Bước 3: Gửi và theo dõi

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

Hướng dẫn sử dụng các tích hợp Pipedrive Marketplace

Tích hợp thị trường lets you connect over 500 apps or build your own with the Pipedrive REST API.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Mở Marketplace

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

Apps sit in categories such as lead generation, kế toánvà điện thoại.

Step 2: Install and Authorise

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: The app shows as connected under Tools and apps in account settings.

Bước 3: Lập bản đồ dữ liệu của bạn

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

Hướng dẫn sử dụng tài liệu và mẫu Pipedrive

Tài liệu & Mẫu lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Bước 2: Thêm các trường trộn

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: The document status changes from Draft to Sent on the deal timeline.

Bước 3: Gửi để lấy chữ ký

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

Mẹo và phím tắt hữu ích cho Pipedrive Pro

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

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• 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.
• Dữ liệu liên hệ thông minh: Pipedrive pulls public company details onto a contact, saving you a research task.
• Học viện 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.

Những lỗi thường gặp khi sử dụng Pipedrive cần tránh

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Khắc phục sự cố Pipedrive

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Pipedrive là gì?

Truyền động đường ống 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.

Hãy xem đoạn video tổng quan ngắn này:

Nó bao gồm các tính năng chính sau:

• Quản lý khách hàng tiềm năng: Keep unqualified leads out of your sales pipeline until they are ready
• Quản lý giao dịch: Drag deals between stages and watch deal progress update instantly
• Quản lý dự án: Track delivery work after the sale without leaving your CRM software
• Chiến dịch dễ dàng: Send segmented broadcasts to contacts without a separate marketing tool
• Thông tin chi tiết: Build custom reporting and forecast revenue from live pipeline data
• CRM AI: Get AI suggestions on which deals need attention today
• Tiếp thị qua email: Sync your mail, track opens, and reuse templates with placeholders
• Tích hợp với các nền tảng thương mại điện tử: Connect 500+ apps or build custom integrations with the REST API
• Tài liệu & Mẫu: Send trackable quotes and contracts with e-signatures from the deal

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá Pipedrive.

Here is the interface you will be working in:

Bảng giá Pipedrive

Here is what Pipedrive costs in 2026:

Dùng thử miễn phí: Yes — 14 days, no credit card required. There is no permanent free plan.

Đảm bảo hoàn tiền: No formal guarantee. You can cancel before the trial ends.

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

Dưới đây là trang giá cả chi tiết:

💰 Giá trị tốt nhất: Growth — it adds email tracking and automations without the Premium jump.

Pipedrive so với các giải pháp thay thế

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

Lựa chọn nhanh:

• Tốt nhất tổng thể: Pipedrive — the cleanest pipeline for teams that sell every day
• Ngân sách tốt nhất: Capsule CRM — simple contact management at a low monthly cost
• Phù hợp nhất cho người mới bắt đầu: HubSpot — a free tier and a huge knowledge base
• Phù hợp nhất cho doanh nghiệp: Salesforce — endless configuration and granular access control

🎯 Các giải pháp thay thế cho hệ thống truyền động bằng ống

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

• 🚀 GoHighLevel: All-in-one digital marketing platform for agencies, with funnels, calls, and CRM bundled together.
• 💰 Keap: Doanh nghiệp nhỏ 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.
• 🧠 Dân gian: Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 Ngay lập tức: 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 ngày thứ Hai: Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 Capsule CRM: Simple and cheap, with clean contact management for very small teams.
• ⭐ Thông minh: 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.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các giải pháp thay thế cho hệ thống truyền động đường ống hướng dẫn.

⚔️ So sánh Pipedrive

Here is how Pipedrive stacks up against each competitor:

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

Hãy bắt đầu sử dụng Pipedrive ngay bây giờ!

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

• ✅ Quản lý khách hàng tiềm năng
• ✅ Quản lý giao dịch
• ✅ Quản lý dự án
• ✅ Chiến dịch dễ dàng
• ✅ Thông tin chi tiết
• ✅ CRM AI
• ✅ Tiếp thị qua email
• ✅ Tích hợp với các nền tảng thương mại điện tử
• ✅ Tài liệu & Mẫu

Bước tiếp theo: Pick one feature and try it today.

Hầu hết mọi người bắt đầu với Manage Deals.

Chỉ mất chưa đến năm phút.

Câu hỏi thường gặp

Pipedrive là gì và nó hoạt động như thế nào?

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.

Làm thế nào để sử dụng Pipedrive hiệu quả?

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

Pipedrive có dễ sử dụng không?

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.

Tôi có thể làm gì với 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.

Pipedrive được sử dụng để làm gì?

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