Pipedrive

What it is

Pipedrive is a customer relationship management system designed around a visual sales process. It helps small and midsize teams manage contacts, companies, potential deals, follow-up activities, email, automation, forecasts, and reports without the breadth of a larger customer platform.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Define visible sales stages with clear requirements for moving forward.
• Require a next activity for every active opportunity.
• Track founder and sales-team follow-up commitments.
• Forecast likely sales and inspect deals that have stalled.
• Move completed sales into onboarding or delivery workflows.