Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Revisit quiet construction bids with a relevant prospect email.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Record the gap between a revised construction quote and the approved amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Send approved build contracts for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Draft a respectful response when a prospect declines a bid.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Draft bid proposals from project requirements and approved costs.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.