Pipedrive

Visual sales pipeline CRM with intuitive drag-and-drop deal management.

About Pipedrive

Pipedrive is a visual, deal-driven CRM designed for SMB to mid-market brokers, carriers, and small 3PLs. Its drag-and-drop pipeline interface makes it easy to track deals across customizable sales stages. Features include built-in email sync, activity reminders, contact history tracking, web forms for lead capture, and AI-powered sales assistant recommendations. The platform integrates with 500+ tools and offers mobile apps for managing relationships on the go.

Listed capabilities

  • Visual Pipeline - Drag-and-drop deal management
  • AI Sales Assistant - Lead and deal recommendations
  • Email Integration - Two-way sync with inbox
  • Workflow Automation - Trigger-based task automation
  • Revenue Forecasting - Predictive sales analytics
  • Mobile App - Full CRM on iOS and Android

These are catalog-listed capabilities. Confirm current availability and any plan or setup requirements directly with the provider.

Listed integrations

  • Slack
  • Zoom
  • Gmail
  • Outlook
  • Zapier
  • Trello
  • Asana

Ask the provider to confirm the supported connection and implementation requirements for your systems.

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