The ONLY Tool Your Business Needs — The Best AI CRM

Peter drer once said the purpose of a business is to create and keep a customer simple right let's face it no customers equals no business trust me I've been there when I first launched my YouTube agency I quickly realized how crucial it is to keep everything organized and stay on top of client relationships but finding the right CRM yeah that's a journey after trying a bunch of them I finally landed on something that just works let me show you how I leveled up my CRM game the tool I'm talking about is pipe drive it's not just another CRM it's the first one built by sales people for sales people and honestly that's what makes all the difference I've tested more crms than I care to admit and it's painfully obvious when a toll is designed by someone who's never had to deal with real sales workflows pipe Drive gets it what sets pipe Drive apart right from the start is it super intuitive visual approach the main dashboard is like having your entire sales pipeline laid out in the can band board and you can customize it to your heart's content qualified leads follow-ups proposals and every step of your sales process is right there in front of you each deal is presented as a neat little card showing all the key details client info financials and even who's responsible for the next move and let's not forget about color coding it's not just functional it's a lifesaver for quickly spotting where things stand and that's just a deal step pipe Drive goes beyond that you've got dedicated tabs for everything leads projects campaign pain mail activities contacts you name it each one is designed to simplify your workflow not complicated ever use a CRM where you spend more time trying to figure out the butons than actually working yeah same P Drive Dodges that nightmare completely the interface is clean user friendly and makes on board in a breeze even if you're not a tech wizard you will feel like a pro in no time but it's not just about organization it's about action P drive keeps you proactive you're not just tracking deals you are actively nudged to follow up close deals and move things forward and Les beio and business and it's those timely nudges that turn potential into profit but let's not get ahead of ourselves let's talk about that leads tab for a minute this thing is as straightforward as it gets and I'm here for it what you're looking at is a customizable table where you can tweak The Columns to show exactly what matters most to you out of the box you'll see columns for titles labels data sources creation dates contact person and even the industry of the business the real MVP here the labels column this little gem lets you categorize leads as worm hot or cold with distin colors for each so with just a quick glance you will know exactly where to focus your energy it's like having your priorities colorcoded no more sifting through a sea of text trying to figure out who's worth following up with right now when you click on a lead it opens up its own detail Tab and here's where the magic happens all the important info notes and contact details are right at your fingertips no more jump in between apps or digging through files and the best part once the lead is ready to move to the next stage converting it into deal is as easy as clicking a button boom it's now in your deals tab ready to roll now let's revisit the deals tab real quick each deal also has its own tab packed with all the info you could need here's a cool feature the focus section this is where your team can collaborate like pros leave tasks drop messages plan events it's like having a mini Command Center for each deal and with a fall activity history track and progress is a breeze need to analyze what's working and what's slowing things down all the data is right there ready to help you optimize your sales flow let's talk about email because pipe Drive takes it to another level it's fully integrated with two-step synchronization meaning you can send and receive emails without ever leaving the platform you've got email templates to save time tracking features to see who's opening your messages and engagement metrics to gauge interest the coolest part while you are in the middle of an email thread all the key details about that deal are visible right there on the screen no switching tabs no guessing games it's a seamless way to ensure your emails are on point and your team stays in the loop let's dig a bit deeper into what makes pipe drive an allinone Powerhouse Beyond managing leads and Deals it's also so a fully integrated calendar sales teams can schedule calls set up launch meetings with clients plan follow-ups all within pipe Drive no hop in between calendars and crms everything's right here organized and streamlined and for supervisors it's a gold mine they get a burst ey view of every Deal's progress and can see what each team member is working on all without having to dig through countless updates or micromanage you've probably heard me rave about AI before but seriously pipe Drive got this feature called pulse and wo it's another

level it's in beta right now but I've been playing around with it and trust me it's not just some flashy AI buzzword this thing works the second you dive into pulse it's like having a supercharged sales assistant who laser focused on your leads for anyone drowning emails or juggling a million prospects this is a lifesaver pulse gives you the aid driven lead scoring system it's not throwing random numbers at you either it actually ranks your lead base on engagement and tell you how likely they are to close imagine having a crystal ball for your sales pipeline yeah it's that good you can instantly see who deserves your attention and who can chill in the queue for a bit and get this it also tracks engagement you will know exactly who's opening your emails who's clicking links and who's giving you the cold shoulder oh and those long email threats say goodbye to scroll in Forever pulse serves a bite siiz summaries so you get the gist without the GR and when it's time to reply the AI suggests responses that don't sound like a robot Road them it's quick it's personal and frees you up for bigger wins the real magic is that it clears out all the noise sales can get chaotic fast Lees everywhere follow up slipping through the cracks pulse cuts through that chaos and puts the most important stuff right in front of you it's like a personal trainer but for sales now here's where things get really impressive team collaboration pip Drive makes it ridiculously easy for team members to work together on deals and leads if one person needs help or can follow through someone else can jump in without a hitch no complex permission settings no red tape it's designed to keep momentum going with the kind of effortless teamwork that most CRM TOS just don't offer then there is the context tab think of it as your master list for every person organization you've ever interacted with and you get all the essentials names phone numbers Maes open deals and even more details that help you stay organized it's like a 11 Rolodex that keeps your entire team in the loop pip drives research even shows that companies using it see a 28% jump in Clos deals within the first year that's a serious boost and it's is no coincidence when you've got this level of visibility and collaboration you are set up to win more often but for me the crown jewel is the analytics tab if you are as into Data as I am this is where pipe Drive shines it's packed with insights you've got leads won and lost over time New Leads created average lead value conversion rates and way more the stats are fully interactive so you can drill down into the numbers spot Trends and get a clear view of what's working and what's not want to see how your lead generation is pacing against last quarter done need to analyze your conversion rates to find where deals might be getting stuck no problem the platform does all the calculations for you just update your deals and the analytics are always current with pipe Drive everything works together making it more than just a CRM it's like having an assistant a project manager and an analytics dashboard all in one place from planning calls to track and metrics it's buildt to keep you focused in what matters most closing deals and growing the business and if you were business deals with multiple products or Services pipe drives products tab is like your goto digital catalog here you can list every product or service you offer assign prices and add descriptions while it's not meant for full inventory management it's perfect for giv all product info in one place why because later when you are in a deal tab you can pull up relevant products in a couple of clicks over time you start building a digital profile for each client making it super easy to anticipate what they need next personalized offers those become a breeze practically building themselves and everything I've covered it's really just scratched in the surface pipe Drive doesn't just bundle a bunch of features together it's designed to integrate with over 500 other apps and services making it the ultimate hub for your business operations whether you are using Google workspace QuickBooks asena slack or kixie pipe Drive connects seamlessly centralizing your entire workflow think about it slack zapier Trello HubSpot these are household names at this point and there is a good chance your company is already working with a few of them integrating pipe Drive is a no-brainer streamline everything into a single organized system and hey pipe Drive gets that sales teams are always on the go that's why they offer mobile apps for both IOS and Android you can check on your deals look up contacts manage your schedule and update activities anytime anywhere whether you are a client's office on your way to meeting or just working from a coffee shop you've got the full power of pipe drive right in your pocket no downtime no waiting to get back to your desk it's

allall there keeping you productive wherever you are in my YouTube agency pipe drive has completely changed how we manage CRM it's simplified everything no more headaches or complex workarounds it's been smooth sailing from day one if you ready to experience that too start your 14-day free trial of pip drive today no credit card required and here's a little bonus use my exclusive Link in the description box below to get 20% off your subscription thanks spy drive for sponsoring this video thanks you guys for watching and I'll see you in the next one