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Pipedrive
CRM and Sales Pipeline Tool
Pipedrive is a cloud-based CRM platform designed to help sales teams manage leads, track deals, and automate follow-ups. Built around a visual pipeline, it gives teams a clear overview of where every deal stands and what actions are needed to move it forward.
It integrates with a wide range of tools and is used by small and mid-sized businesses to streamline their sales processes and improve conversion rates.
Key features:
- Visual sales pipeline management
- Lead and deal tracking
- Email integration and tracking
- Sales automation and workflows
- Reporting and forecasting
- Mobile app
- 400+ integrations
Case studies using Pipedrive
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Metawork.Studio
Metawork Studio is an automation agency whose sales, meetings and project notes used to sit in separate tools. Enquiries now reach Pipedrive automatically. Tasks, meeting records a…
- Sales enquiries
- Project setup
- Project knowledge
- Client updates
- Team planning
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Immodea
Immodea runs coworking spaces and flexible offices in Switzerland under the ORBIZ brand. Booking enquiries and invoices once needed separate handling. Website enquiries now reach P…
- Sales enquiries
- Space bookings
- Invoices
- Memberships
- Newsletters
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Bloombar Watches
Bloombar Watches sells preowned luxury watches in the UK. Repeating listings and chasing enquiries took time. Watch listings now pass to marketplaces automatically, while enquiries…
- Watch sales
- Marketplace listings
- Offer follow ups
- Customer messages
- Contact details
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Tim von Loh (TVL)
TVL is a German vehicle leasing and fleet business whose team needed enquiries, offers and subscriptions to work together. Website enquiries now enter Pipedrive automatically, and…
- New enquiries
- Vehicle browsing
- Offer choices
- Subscription billing
- Vehicle delivery
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Stromeus
Stromeus helps customers compare electricity and gas plans. Sales staff needed to move enquiries, call results and commission details between tools. Enquiries and call outcomes now…
- Energy comparison
- Sales enquiries
- Calls
- Commission accounting
- Sales support
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Record Express
Record Express Delivery is a Belgian courier business whose team needed to connect quotes, payments and shipments. Customer requests now enter Pipedrive automatically, shipping det…
- Customer records
- Quote requests
- Shipping options
- Payment and shipment
- Customer details
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Embark Law
Embark Law is a Swiss law firm whose team used to set up clients and prepare monthly bills across separate tools. New client work now creates matching time tracking records automat…
- New client work
- Time reports
- Monthly invoices
- Payment updates
- Expenses
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Liquor License FL
Liquor License FL helps Florida businesses apply for liquor licences. County rules and lengthy forms made each application harder to manage. Forms now create Pipedrive deals automa…
- Application forms
- Applicant tracking
- Applicant emails
- Financing enquiries
- Missing submissions
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Neuwagen Online GmbH
Neuwagen Online GmbH is a German vehicle sales and fleet business whose enquiries arrive through forms, dealers and brokers. Enquiries now create or update Pipedrive records automa…
- Incoming enquiries
- Customer records
- Vehicle details
- Dealer handover
- Sales follow up
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Heilberufeberatung
Heilberufeberatung advises medical professionals on their finances. Advisors previously had to copy client details into planning sheets. Client information now fills planning templ…
- Client intake
- Financial planning
- Client forms
- Advisor access
- Reports
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Dr. Schauer
Dr. Schauer is a German tax and advisory firm. Client enquiries and follow up depended on manual handovers. Form answers now reach Pipedrive automatically, and staff can look up cl…
- New enquiries
- Follow up
- Team tasks
- Client records
- Meeting notes
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Derek Rose
Derek Rose is a UK luxury clothing brand. Staff had to find product images, copy order details and assemble sales reports by hand. Product images and order updates now reach Pipedr…
- Sales records
- Product images
- Orders
- Customer follow up
- Customer groups
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Creatingway | AI outbound on Pipedrive
Creatingway is a manufacturing partner whose sales team had to research contacts and prepare outreach by hand. Contacts now enter Pipedrive automatically, receive tailored messages…
- New contacts
- Outreach
- Replies
- Contact preferences
- Sales follow up
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Plenish
Plenish offered furniture rental and rent-to-own subscriptions through its online shop. Its sales team needed shop orders and recurring payment dates in Pipedrive without copying t…
- Rental & shop orders
- Payment dates
- Subscriptions
- Checkout
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PraxisMachen
PraxisMachen advises and coaches medical practices whose teams needed to connect enquiries, email follow up and billing. Forms now save contacts in Pipedrive automatically, email o…
- New enquiries
- Email interest
- Approved sales
- Contact details
- Team access
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Resort Club
The Resort Club is a US membership travel company. Staff once relied on individual colleagues to know each member’s booking and support history. Pipedrive now keeps that work visib…
- Member records
- Website enquiries
- Member support
- Membership groups
- Booking documents
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Astos | Pipedrive to sevdesk invoicing
Astos builds software for the space industry. Its team needed to keep sales, invoice approvals and payments together without checking separate records by hand. Invoices now follow…
- Sales records
- Invoices
- Approvals
- Payment updates
- Licence renewals
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Railwayhero
Railwayhero sells premium rail journeys. Its team had to retype emailed enquiries into sales records and wait for website edits. Enquiries now enter Pipedrive automatically, and th…
- Travel enquiries
- Booking details
- Journey catalogue
- Website changes
- Enquiry protection
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American AllWaste
American AllWaste is a US waste management company whose team needed to keep calls, enquiries and project approvals together. Incoming calls and forms now update Pipedrive automati…
- Incoming calls
- Website enquiries
- Project approvals
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MIND | Pipedrive for M&A mandates
MIND Partners advises on buying and selling companies. Its team used spreadsheets for client paperwork and investor contacts. Form submissions now create Pipedrive records automati…
- Client intake
- New assignments
- Investor outreach
- Documents
- Team handover
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South Florida Doors and Closets
South Florida Doors and Closets sells and installs doors and storage in Florida. Its team needed to track enquiries without manually matching calls to sales records. Calls now crea…
- Incoming calls
- Sales progress
- Follow ups
- Referrals
- Messages
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LCMD
LCMD makes software for planning construction projects. Keeping subscription dates and sales records aligned took manual updates. Pipedrive now updates subscription details and bil…
- Subscriptions
- Sales updates
- Quotes and invoices
- Ongoing care
- Payment setup
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TRC: The Resort Club
The Resort Club manages holiday bookings and membership benefits. Booking paperwork and points needed to stay in step with member records. Pipedrive and Make now create booking doc…
- Bookings
- Member points
- Booking documents
- Membership materials
- Customer care
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Doli Bottle
Doli Bottle is a sustainable drinks brand whose sales team needed help following up enquiries and preparing quotes. Website enquiries now enter Pipedrive automatically, follow up e…
- New enquiries
- Follow up emails
- Quotes and invoices
- Sales tasks
- Email quality
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RoofTech
RoofTech makes roofing and fall protection products in Germany. Staff had to keep sales enquiries, quotes and orders aligned across separate tools. Pipedrive and Xentral now keep c…
- Customer records
- Quotes and orders
- Enquiry follow ups
- Customer outreach
- Appointments
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CARRY Products
CARRY Products sells beverage containers and lifestyle accessories. Moving customer records and passing won orders to fulfilment took manual work. Pipedrive now holds the sales rec…
- Won orders
- Customer records
- Sales handover
- Team training
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Merlin Digital Solutions | Follow-ups from the call
Merlin Digital Solutions is a German digital agency. Its sales team had to turn call notes into follow ups and keep project details aligned by hand. Call summaries now reach Pipedr…
- Call notes
- Follow up drafts
- Sales reminders
- Telephone sales
- Additional sales
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MACVAD
MACVAD distributes and sells products across several regions. Scattered sales records and spreadsheets made orders harder to follow. Pipedrive now brings leads and orders together,…
- Sales enquiries
- Regional currencies
- Team email
- Products and orders
- Sales visibility
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InsuroLink | Pipedrive rebuild and migration
InsuroLink is a German insurance provider whose sales team needed cleaner customer records and less manual follow up. Its rebuilt Pipedrive account now creates deals from bookings,…
- Customer history
- Bookings
- Customer onboarding
- Call results
- Calculations
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hiyer
Hiyer is a German network for recruitment consultancies. At launch, the founder needed to manage leads and outreach without juggling separate lists. Pipedrive, Apollo and Lemlist n…
- Sales workspace
- New contacts
- LinkedIn outreach
- Personal follow up
- Meeting booking