Overview

Pipedrive is packed with powerful tools designed to help sales teams close more deals efficiently. But many users only scratch the surface. This article highlights underused features that can boost productivity, automate tasks, and provide deeper insights — if you know where to look.

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🔍 1. Workflow Automation

What It Does:

Automates repetitive tasks like sending emails, updating deal stages, or assigning owners.

Why You Should Use It:

• Save time on follow-ups
• Reduce manual errors
• Keep your pipeline moving automatically

📌 Example: Send a welcome email when a new deal is added.

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✨ 2. Smart Docs

What It Does:

Create, send, and manage sales documents (proposals, quotes, contracts) within Pipedrive.

Why You Should Use It:

• Use templates for faster document creation
• Track views and opens
• eSign documents without leaving Pipedrive

📌 Pro Tip: Combine with custom fields for dynamic document content.

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📅 3. Scheduler Tool

What It Does:

Lets prospects book meetings with you via a public calendar link.

Why You Should Use It:

• Eliminate back-and-forth emails
• Syncs with your calendar
• Fully customizable availability

📌 Pro Tip: Add your Scheduler link to email templates and email signatures.

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📊 4. Insights & Custom Reports

What It Does:

Provides visual reports and dashboards on sales performance and KPIs.

Why You Should Use It:

• Track conversion rates, deal velocity, and revenue forecast
• Customize reports per team or individual
• Make data-driven decisions

📌 Example: Build a dashboard showing deals won by product category.

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🔄 5. Email Tracking & Templates

What It Does:

Track when emails are opened or clicked, and send templated emails with one click.

Why You Should Use It:

• Identify engaged leads
• Personalize outreach at scale
• Analyze email performance over time

📌 Tip: Use merge tags to automatically fill in names, company info, and deal data.

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🔗 6. Integrations & Marketplace

What It Does:

Connect Pipedrive with 350+ apps including Zoom, Asana, Trello, Zapier, Slack, and QuickBooks.

Why You Should Use It:

• Automate cross-platform workflows
• Improve collaboration
• Centralize your tools

📌 Tip: Use Zapier to automate tasks between Pipedrive and tools like Gmail or Google Sheets.

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🔐 7. Permissions & Visibility Groups

What It Does:

Control who can see and do what within your Pipedrive account.

Why You Should Use It:

• Secure sensitive data
• Maintain clean pipelines
• Scale access as your team grows

📌 Example: Limit interns to view-only access in specific pipelines.

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📁 8. Custom Fields & Labels

What It Does:

Customize deal, contact, and activity records with fields and color-coded labels.

Why You Should Use It:

• Tailor Pipedrive to your business
• Categorize deals for better filtering
• Highlight priorities visually

📌 Tip: Create dropdown fields for deal types, lead sources, or project stages.

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📦 9. Products Catalog

What It Does:

Track what products or services are associated with each deal.

Why You Should Use It:

• Monitor sales volume per product
• Create more accurate revenue forecasts
• Improve inventory tracking

📌 Tip: Use filters to analyze which products sell best by team or territory.

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📍 10. Leads Inbox

What It Does:

Gives you a separate workspace to capture and qualify early-stage leads before moving them into your main pipeline.

Why You Should Use It:

• Keep your sales pipeline clean
• Avoid clutter from unqualified leads
• Convert more leads by organizing outreach

📌 Tip: Use web forms and chatbot integrations to feed leads into the inbox automatically.

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Final Thoughts

Pipedrive is more than just a pipeline — it’s a sales engine. Unlocking these underused features can drive better results, save time, and give your team a competitive edge.