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What is Pipedrive and How Does It Work?

Pipedrive is a sales-focused CRM designed to give sales teams a simple, visual system for managing their pipeline and daily activities. Founded in 2010 by salespeople frustrated with overly complex CRM tools, Pipedrive was built around the principle that a CRM should guide sales activity rather than simply record it. Its pipeline-centric interface, intuitive deal tracking, and straightforward setup make it particularly popular with small and mid-sized sales teams that want a reliable pipeline management tool without the complexity of Salesforce or the breadth of HubSpot. Learn more at Pipedrive.

How Pipedrive Is Structured

Pipedrive is organized around deals, contacts, organizations, and activities. A deal is an opportunity in your sales pipeline. A contact is the person associated with the deal. An organization is the company the contact belongs to. An activity is any action taken to advance a deal — a call, an email, a meeting, or a task. The relationship between these objects mirrors the real-world sales process, making it intuitive for sales reps to enter and update data as they work their pipeline.

The Pipeline View

Pipedrive’s defining feature is its Kanban-style pipeline view, which displays all active deals as cards organized in columns representing your pipeline stages. Sales reps can drag and drop deals between stages, see deal value and age at a glance, and filter the pipeline by owner, value, or custom criteria. This visual pipeline view gives sales teams immediate clarity on the overall health of their pipeline and makes it easy to identify which deals need attention.

Activity-Based Selling

Pipedrive is built around the concept of activity-based selling — the idea that consistent execution of the right sales activities leads to consistent revenue outcomes. When a deal is moved to a stage, Pipedrive prompts the rep to schedule the next activity, ensuring that every deal in the pipeline always has a scheduled next step. This activity-centric approach reduces the number of deals that go cold through neglect and keeps sales reps focused on the actions that move opportunities forward.

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Daniel Suky

Founder, Elevate Labs | We help executives to lead RevOps and GTM Operations.

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