Pipedrive 的使用方法：2026 年主要功能详解？

快速入门

本指南涵盖了 Pipedrive 的所有功能：

• 入门 — Create your Pipedrive account and set up the basics
• 如何使用销售线索管理 — Keep unqualified leads out of your sales pipeline until they are ready
• 如何使用“管理交易”功能 — Drag deals between stages and watch deal progress update instantly
• 如何使用项目管理 — Track delivery work after the sale without leaving your CRM software
• 如何使用简易营销活动 — Send segmented broadcasts to contacts without a separate marketing tool
• 如何利用详细洞察 — Build custom reporting and forecast revenue from live pipeline data
• 如何使用人工智能客户关系管理 — Get AI suggestions on which deals need attention today
• 如何使用电子邮件营销 — Sync your mail, track opens, and reuse templates with placeholders
• 如何使用市场集成 — Connect 500+ apps or build custom integrations with the REST API
• 如何使用文档和模板 — Send trackable quotes and contracts with e-signatures from the deal

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 客户关系管理 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.

Pipedrive教程

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.

管道驱动

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.

立即体验 Pipedrive →

阅读完整评测 →

管道驱动替代方案 →

Pipedrive入门指南

Basic setup takes a few minutes.

Here is my personal experience getting started:

现在让我们一步一步来。

第一步：创建您的帐户

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.

✓ 检查点： 检查你的 收件箱 for the confirmation mail.

Step 2: Sync Email and Calendar

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

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:

✓ 检查点： 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 客户关系管理.

How to Use Pipedrive Leads Manager

销售线索管理 lets you park early-stage leads in a separate Leads Inbox until they are qualified.

以下是使用步骤详解。

第一步：打开潜在客户收件箱

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.

这就是它的样子：

✓ 检查点： Your new lead appears in the Leads Inbox with a labelled source.

步骤三：转化合格潜在客户

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

How to Manage Pipedrive Deals

管理交易 lets you drag every deal through your sales pipeline and see deal progress in real time.

以下是使用步骤详解。

第一步：达成交易

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.

这就是它的样子：

✓ 检查点： 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

项目管理 lets you hand won deals to your delivery teams and track every task after the sale.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Pipedrive 简易营销活动

简易活动 lets you send segmented email blasts to your contacts with a drag-and-drop 建筑商.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： The preview pane shows your layout on both desktop and mobile.

步骤 3：设计并发送

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

如何使用 Pipedrive 详细洞察

详细见解 lets you build custom dashboards and reporting that forecast revenue for your company.

以下是使用步骤详解。

Step 1: Open Insights

Click Insights, then Add report.

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

第二步：选择指标

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

这就是它的样子：

✓ 检查点： 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.

如何使用 Pipedrive AI CRM

人工智能客户关系管理 lets you let the AI Sales 助手 suggest your next step on every open deal.

以下是使用步骤详解。

Step 1: Open the AI Sales Assistant

Click the assistant icon in the top bar.

It reads your activity history, not your private mail.

步骤二：查看建议

Check flagged deals that have gone quiet or lost momentum.

这就是它的样子：

✓ 检查点： 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

电子邮件营销 lets you sync your inbox, track opens, and send templates with merge placeholders.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： The sent email appears in the deal timeline with a tracking icon.

步骤 3：发送和跟踪

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

如何使用 Pipedrive Marketplace 集成

市场整合 lets you connect over 500 apps or build your own with the Pipedrive REST API.

以下是使用步骤详解。

第一步：打开市场

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

Apps sit in categories such as lead generation, 会计以及电话。

Step 2: Install and Authorise

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

这就是它的样子：

✓ 检查点： The app shows as connected under Tools and apps in account settings.

步骤 3：绘制数据图

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

如何使用 Pipedrive 文档和模板

文档和模板 lets you send quotes, proposals, and contracts with e-signatures from inside the deal.

以下是使用步骤详解。

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.

步骤二：添加合并字段

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

这就是它的样子：

✓ 检查点： The document status changes from Draft to Sent on the deal timeline.

步骤三：送交签字

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

Pipedrive 专业技巧和快捷键

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

键盘快捷键

大多数人错过的隐藏功能

• 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.
• 智能联系人数据： Pipedrive pulls public company details onto a contact, saving you a research task.
• Pipedrive学院： 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.

Pipedrive常见错误及避免方法

Mistake #1: Treating Every Lead as a Deal

Mistake #2: Skipping the Email Sync

Mistake #3: Building Reports Nobody Reads

Pipedrive故障排除

Problem: Emails Are Not Syncing

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

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

Problem: Deals Show the Wrong Close Date

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

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

Problem: Imported Contacts Created Duplicates

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

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

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

Pipedrive是什么？

管道驱动 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.

观看这段快速概览：

它包含以下主要特点：

• 销售线索管理： Keep unqualified leads out of your sales pipeline until they are ready
• 管理交易： Drag deals between stages and watch deal progress update instantly
• 项目管理： Track delivery work after the sale without leaving your CRM software
• 简易活动： Send segmented broadcasts to contacts without a separate marketing tool
• 详细分析： Build custom reporting and forecast revenue from live pipeline data
• 人工智能客户关系管理： Get AI suggestions on which deals need attention today
• 电子邮件营销： Sync your mail, track opens, and reuse templates with placeholders
• 市场整合： Connect 500+ apps or build custom integrations with the REST API
• 文档和模板： Send trackable quotes and contracts with e-signatures from the deal

如需完整评测，请参阅我们的 Pipedrive评测.

Here is the interface you will be working in:

Pipedrive 定价

Here is what Pipedrive costs in 2026:

免费试用： Yes — 14 days, no credit card required. There is no permanent free plan.

退款保证： No formal guarantee. You can cancel before the trial ends.

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

以下是详细的定价页面：

💰 性价比最高： Growth — it adds email tracking and automations without the Premium jump.

Pipedrive 与其他方案的比较

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

快速精选：

• 综合最佳： Pipedrive — the cleanest pipeline for teams that sell every day
• 最佳预算： Capsule CRM — simple contact management at a low monthly cost
• 最适合初学者： HubSpot — a free tier and a huge knowledge base
• 最适合企业使用： Salesforce — endless configuration and granular access control

🎯 Pipedrive替代方案

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： 小型企业 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.
• 🧠 民间： Lightweight contact-first CRM that pulls in people from LinkedIn and your mail.
• 👶 即刻： 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.
• 🔧 星期一客户关系管理： Colourful boards and flexible columns, easier to customize for non-sales work.
• 🌟 胶囊型客户关系管理： Simple and cheap, with clean contact management for very small teams.
• ⭐ 洞察： 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.

完整列表请参见我们的 Pipedrive 的替代方案 指导。

⚔️ Pipedrive 对比

Here is how Pipedrive stacks up against each competitor:

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

立即开始使用 Pipedrive

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

• ✅ 销售线索管理
• ✅ 管理交易
• ✅ 项目管理
• ✅ 轻松开展活动
• ✅ 详细分析
• ✅ 人工智能客户关系管理
• ✅ 电子邮件营销
• ✅ 市场集成
• ✅ 文档和模板

下一步： Pick one feature and try it today.

大多数人都是从“管理交易”开始的。

只需不到五分钟。

常见问题解答

Pipedrive是什么？它是如何工作的？

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.

如何有效使用 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.

Pipedrive 容易使用吗？

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.

Pipedrive 能做什么？

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是用来做什么的？

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