The primary use case of Pipedrive is as a CRM tool for capturing leads, managing campaigns, sending emails, organizing pipelines, and supporting sales activities. It is used for daily sales activities, forecasting, KPIs, and following up on deals and leases.
Pipedrive handles deal management, sales arrangements, monitoring, and workflow automation. It covers the entire sales chain from lead generation to closing. It is used in conjunction with WhatsApp for daily communication, and customer information from various sources is automatically fed into Pipedrive for tracking deals.
The basic version of Pipedrive is used for tracking deals.