CRM Mobile: Pipedrive

Pipedrive Inc.

About this app

Pipedrive’s CRM mobile version is an all-in-one sales pipeline and lead tracker, allowing you to access your prospects and schedule activities and events for leads on the go from one CRM app. This mobile CRM sales tracker is the perfect aid for both big and small businesses' marketing efforts.

What can you do with Pipedrive’s CRM mobile and sales tracker?

Stay organized and improve your marketing efforts:
• Access your to-do list and customer profiles instantly
• Use the CRM both on- and offline
• View planned activities and reminders
• Manage each sales team member’s activities by assigning tasks

Record all opportunities in your CRM mobile app’s pipeline:
• Note down sales prospect data each time you find customers
• Add client contact information, company and deal value to “Leads” or Customers”
• Oversee all details of a deal with just one tap

On-the-go contact management:
• Make calls and send emails using templates
• Schedule follow-ups and events in the Activity tab
• Use direct sales pipeline management to move a lead from one stage to another

Be in constant contact with your leads:
• Sync phone contacts to contact customers directly from the app
• Identify if an incoming call is related to a potential sale with Caller ID
• Automatically link outgoing calls with activities related to leads

Never lose any contact information:
• Add meeting notes to your client database – synced automatically with your web sales tracker (the desktop version of your Pipedrive dashboard)
• Remember key details for excellent customer management
• Log phone calls and caller details

Check customer analytics within the CRM:
• View calculated metrics via easy-to-understand graphs
• Use the data to analyze your sales pipeline and improve marketing for greater business success

The lead app includes functions essential for any big and small business that are useful for contact management. With the Pipedrive app, you don’t have to note down “Leads” or “ Customers” entries, all can be easily recorded in the CRM app and managed end-to-end, from the very beginning of a deal through its successful closure.

Although this is a free CRM mobile app, you’ll need a Pipedrive account to use Pipedrive for Android. You can sign up for a free trial from the app.

Ratings and reviews

This is my third CRM in as many years and I have found a winner! The differentiating factor for me has been the ease and the intuitiveness by which, for me personally, I've been able to not only schedule people and do things on the computer but also on the app as well. And the funny thing is that I found out about these guys through my networking group and otherwise I never would have known about them. So shout out to ONLE Networking as well for the introduction. :-)

Overall, it's a great app, fairly user-friendly, and helps me stay organized. There are some functions, however, that are not as user-friendly such as attaching files (which must be done one at a time, cannot upload multiple files simultaneously, i.e. pictures), and this can be time consuming and monotonous. Would also be nice if I could group my list of contacts by filter options (i.e. last name, address/city, etc). All that said, I really do like the app.

Terrible Experience. Wasted significant time trying to log in via SSO with the correct email and domain per my internal support team. When you enter the domain and click on the Login button, the app does absolutely nothing. No error message. It doesn't even appear to be checking the domain. It just sits there with the same message asking to type in the domain. Killing the app and starting from scratch yield the same results. Come on, guys! Think about the EUX! Show error messages!

What's new

What’s new with us? Why, thanks for asking! We’ve been busy making improvements to:
• Filters, giving you the power to sort and prioritize deals, activities and contacts
• Design improvements, because there is such a thing as beauty and brains
• Activities, letting you add important tasks and stay on top of your to-do list

When you’re this organized, people might think you have a personal assistant. Thanks for making Pipedrive your sales tool of choice.