Pipedrive

How to Set Up Recurring Revenue and Pay Installments in Pipedrive [VIDEO]

If your business earns recurring revenue or bills in installments, a single deal value hides the thing that matters most: when the cash actually lands. You’ve charged a big number, but you can’t see when you’re due to be paid … Read MoreRead More

What People Really Think About Salespeople [VIDEO]

Pipedrive just put out a report on how people feel about the sales profession. Not how salespeople feel about their tools. How the public, and salespeople themselves, feel about the job. The numbers are lower than you’d hope, and a … Read MoreRead More

How to Use Pipedrive on a Daily Basis [VIDEO]

A lot of salespeople feel like their CRM is slowing them down. In this post I’m going to share the Pipedrive daily routine I’ve refined over the last 11 years that has helped me to close more sales. This is … Read MoreRead More

5 Pipedrive Updates – April 2026 [VIDEO]

Pipedrive has shipped five meaningful updates in April 2026 that address some of the most common workflow pain points for active users: bulk activity scheduling, automatic email logging, bulk change revert, task-based automation triggers, and deal participant shortcuts. … Read More

Pipedrive Contact Timeline, Stop Losing Customers After the Sale [VIDEO]

Client acquisition gets all the attention. Calls, demos, proposals, follow-ups, negotiations. A lot of effort goes into winning a new customer. And then… most teams move on. Very little effort goes into maintaining the relationship. That’s the gap, that’s where … Read MoreRead More

Pipedrive Automations, Getting Started Guide [VIDEO]

If your sales process relies on your team remembering what to do next, it’s already broken. One of the biggest mistakes we see businesses make with Pipedrive is using it purely as a place to log deals and notes, while … Read MoreRead More

5 Common Pipedrive Mistakes (And How to Avoid Them) [VIDEO]

We’ve worked with hundreds of businesses to help set up Pipedrive, and we see the same common mistakes being made again and again. The good news? They’re easy to fix. In this guide, we’ll walk through what deal scoring is, … Read MoreRead More

Deal Scoring in Pipedrive: Prioritise the Right Deals [VIDEO]

Not all sales opportunities deserve your attention, but most CRMs treat them like they do. Sales teams waste a huge amount of time manually reviewing deals, relying on gut feel, or chasing opportunities that were never a good fit to … Read MoreRead More

Is Pipedrive the Right CRM for Your Business? [VIDEO]

Choosing a sales CRM is one of those decisions that sounds simple, until you actually start comparing tools. Before long, you’re juggling spreadsheets, inboxes, trials, feature lists, and opinions, and you’re no closer to knowing what will actually work for … Read MoreRead More

How to Set and Track Your 2026 Sales Goals in Pipedrive (Step-by-Step Guide) [VIDEO]

Most sales teams think they’re setting goals, revenue targets, KPIs, quarterly ambitions…But very few actually build a system inside Pipedrive that helps them hit those goals. Instead, goals end up in a spreadsheet somewhere, never connected to day-to-day sales activity. … Read MoreRead More