This AI CRM Tool Will Blow Your Mind! Effortless Lead Tracking...

there are three little letters that consent to shiver down a lot of business owners spins CRM but if you think about it managing your relationships with customers is the hardbeat of any business whether you're selling pizzas or software sure you could technically call a CRM just a spreadsheet of names and phone numbers but in practice it's so much more than that and in this video I'm going to introduce you to the CRM I personally use and give you a rundown of how it all works I ended up choosing pipe Drive the very first CRM built by salespeople specifically for sales people with a whole goal of helping you grow your business honestly it's hands down the best CRM I've ever tried from the second you open it to the moment you close it down you can tell it was created by folks who live and breathe Sals every button sits exactly where you'd expected each feature does what it's meant to do and there is zero fuss or a waste of time and stuff you don't need it it's like someone finally trimmed all the corporate fat office CRM and gave us just the good parts rather than dump in an endless Ma of menus on you pipe drive keeps it visual its main dashboard works like a can band board that you can customize to your heart's content this layout makes it super easy to learn if you're not sure where something belongs just drag and drop it on your board your deals show up as little cards that include all the important details client contact info finances and whose responsible for taking the next step plus right there on the same board you can see every stage of your process leads proposals follow-ups laid out in a nice organized way it's all housed under the deals Tab and because pipe Drive is built around activity based selling it Smooths out that tricky leap from a simple lead to a confirmed sale each deal also gets its own page loaded with every single piece of information you might need but here's something I personally love the focus section this is like your team's mini War Room your squad can dump tasks here leave messages plan calls or meetings and basically rally around each specific deal you can even dig into the full activity history so it's super easy to see how far you've come when you're itching to improve your process or figure out where things might be stalling you've got all the data in one place ready to help you optimize your sales flow automated reminders and follow-ups here also save you a ton of time on repetitive tasks making sure nothing slips through the cracks pipe drive keeps things clean and organized by splitting everything into neat tabs deals leads projects campaigns mail activities contexts and so on so instead of digging through endless menus just to find that one lead or contact you get exactly what you need at a glance each tab is super visual zero fluff and because this platform was built by salespeople every tab drills down what truly matters in your dayto day you can even tweak pip drive to reflect your own company's branding or and privacy preferences so it not only feels familiar to your team but also keeps sensitive data loged down one of my favorite features is the built-in calendar everything leads deals events sanks up here so your sales Squad can schedule calls plan follow-ups set client meetings and basically manage their entire workflow right inside pipe drive that means no more juggling separate calendars and crms each person on your team gets their own calendar view which keeps everyone on track without any confusion and if you're curious about what a specific salesperson is up to you can just glance at their calendar instead of peppering them with messages all day long it's one of those simple but powerful tools that Smooths out communication like magic pipe drive also has this awesome visual pipeline that takes the pain out of managing clients the interface makes track and leads feel almost effortless and highlighting New Opportunities become super straightforward plus it's actually fun to monitor Key activities because you can see each stage of the process right on your screen if someone in your team is swamped or needs a hand another colleague can easily jump in no complicated permission settings or bureaucratic Hoops required that smooth frictionless teamwork is a rare find in a CRM let me tell you and because most sales teams are always on the Move jetting to client offices traveling to conferences or just grabbing coffee at the local cafe pipe drives mobile app for IOS and Android are so cool you can check up on deals hunt down contact info update your schedule or track activities from anywhere in the world you're never stuck waiting until you can get back to your desk the full power of pipe Drive is right there on your phone it's all about keeping your momentum going no matter where the day takes you all right let's Circle back to those tabs and take a closer look at leads think of the section like a super flexible spreadsheet that's yours to customize by default you'll see columns for things like titles labels data sources when the lead was created the contact person and even the client's industry the real MVP

here is definitely the labels column where you can categorize leads as warm hot or cold it's colorcoded so at a glance you'll know exactly which leads need your attention ASAP no more scrolling through pages of text wondering who's urgent when you click on a lead you get a detail view with all the key info plus contact details and once that lead is ready to level up turning it into a deal is literally one click it instantly moves over to your deals tab ready for the next steps Next Step there's the analytics tab which is basically your One-Stop shop for all your performance metrics it shows you wins and losses over time New Leads average lead value conversion rates the works these are interactive so you can really dig in and see where deals might be hitting the snag when to compare your lead gen to Las water or track when conversions drop the system calculates all that for you just keep your deals updated and the analytics stay in sync automatically managers and Reps can then spot exactly which processes need the most TLC no guess workor at all for a quick rundown of every single contact in your pipeline head to the contacts tab there you'll find names phone numbers emails open deals everything you need to stay organized it's like a live sharable Rolodex remember those for your entire team pipe Drive even has its own data showing that companies see an average 28% boost in Clos deals during their first year using it and honestly it's no surprise when the whole team is discoordinated and transparent good things happen if you're juggling multiple products or Services the products tab acts like a digital catalog you can list all your offerings set prices and toss in descriptions it's not full-blown Inventory management but it's perfect for consolidating everything in one convenient spot later on while you're working on any deal you can easily attach the right product with just a couple of clicks that way you'll have a record of what each client has already purchased or might be interested in next so you can personalize future pctures without breaking the sweat pipe Drive really steps up its email game by fully syncing with your inbox that means you can send or receive messages right inside the platform without that annoying back and forth window juggling they've got ready to use email templates too so you don't have to keep typing the same thing over and over even better pipe Drive tracks opens and clicks letting you gauge interest at a glance my favorite part when you are an email thread all the key deal details are displayed on the same screen no tab hopping or guess work necessary everything is neat organized and your whole team stays in the loop you can even automate newsletters and campaigns directly which is a lifesaver if you've got a big contact list or unlimited time all these features work together so seamlessly that pipe Drive feels like way more than just a CRM it's part personal assistant minus the coffee runs part project manager and part analytics wi from setting up calls to diving into performance reports it's engineered to keep you zeroed in on the most important thing closing deals and expanding your business and with only scratch the surface pip Drive doesn't just offer a bunch of useful features it also connects with over 500 other apps and services Google workspace QuickBooks AA slack kixie if you're already using it pipe Drive can link up with it this means everything in your workflow gets centralized into one super organized system whether you want to hook up sappier Trello or HubSpot it's a in pipe drive has genuinely changed the way we handle our CRM tasks it's a massive shortcut cutting out all those clunky steps we used to dread and honestly it's been smooth sailing right from day one if you are curious to see how it might help your own setup just give the for the portrait and AIU HD modes are special's face check out my unique Link in the description to snack 20% off thanks pipe drive for sponsoring this video thanks you guys for hanging out with me and I will see you in the next video