Pipedrive

Pipedrive is a cloud-based customer relationship management (CRM) software designed to streamline the sales process for businesses of all sizes. It offers an intuitive interface and robust feature set that helps sales teams manage leads, automate tasks, and close deals more efficiently.

Key features:
- Sales Pipeline Management: Visualize and manage the sales process with customizable pipelines, allowing users to drag and drop deals to different stages for easy progress tracking.
- Activity-Based Selling: Focus on actions that drive sales, such as calls, emails, and meetings, rather than just outcomes.
- Email Integration: Sync with Gmail, Outlook, and other email services to manage communications directly within Pipedrive, including email tracking and templates.
- Contact Management: Store and organize contact information, track interactions, and merge duplicate entries.
- Reporting and Analytics: Generate detailed reports on sales performance, pipeline status, and team activities with customizable dashboards providing real-time insights.
- Mobile Apps: Access Pipedrive on the go with apps for Android and iOS, featuring call tracking, activity notifications, and a mobile-optimized Day View.
- LeadBooster: A lead generation tool that includes a customizable chatbot for capturing leads from your website.
- Workflow Automation: Automate repetitive tasks and set up alerts for missed steps in the sales process.
- Smart Contact Data: Automatically pull public information about contacts to enrich profiles.
- Custom Fields and Filters: Tailor the CRM to your business needs with custom fields and filters for better data management.
- Third-Party Integrations: Over 400 integrations available with various productivity tools and services.
- AI-Powered Sales Assistant: Provides insights and recommendations to optimize sales activities and improve efficiency.
- Task Automation: Automate routine tasks such as follow-up emails and activity scheduling to save time and reduce manual work.

How it works:
1. Users interact with Pipedrive through its web app or mobile apps for Android and iOS.
2. Sales pipelines can be customized to match specific sales processes, including adding custom stages, fields, and filters.
3. Email and calendar services are fully synchronized, allowing users to manage communications and schedule activities within the CRM.
4. Leads are captured through web forms, chatbots, or manual entry and moved through the sales pipeline using drag-and-drop functionality.
5. The LeadBooster chatbot can be added to a company's website to capture visitor information and automatically add new leads to the sales pipeline.
6. Automated workflows can be set up to send follow-up emails after meetings or alert team members if a deal has been stagnant for too long.

Integrations:
Google G Suite, Microsoft Office, Slack, Asana, MailChimp, ActiveCampaign, Brevo, Xero, QuickBooks, Zoom, Microsoft Teams, Google Meet, Zapier, Integromat

Use of AI:
Pipedrive leverages generative AI through its AI-powered sales assistant, which provides actionable insights and automates routine tasks. This functionality is built on advanced machine learning models that analyze sales data to offer recommendations and optimize workflows.

AI foundation model:
The AI functionality in Pipedrive is based on advanced machine learning models that analyze sales data to provide insights and recommendations.

Target users:
- Small to midsize businesses (SMBs)
- Sales teams looking for an intuitive and efficient CRM solution

How to access:
Pipedrive is available as a web app, mobile app (Android and iOS), and offers API and SDK for custom integrations. It is not open source.