Member-only story
Back to Pipedrive
When it comes to business, having a proper CRM and pipeline is crucial. Knowing who your current leads are, what stage they’re in, and when to respond is vitally important.
Many people track that kind of info in something like an Excel spreadsheet, and that’s really not bad. Simply having a place for that data puts you ahead of those that just wing it, but there are better ways to handle it.
I used Pipedrive years ago and it was great, but just didn’t quote offer enough data for me. To solve that, I built my own solution in Notion and we’ve been using it for quite a while now. You can read about that (and grab a free copy of the template I built) here.
While that Notion setup has worked well, I’ve been feeling the need for more power. I could potentially build out even more in Notion, but I recently took another look at Pipedrive and I’m very impressed with the improvements they’ve made over the years.
The main pipeline
At its core, Pipedrive is very similar to what I built in Notion — a kanban-style board of opportunities, like this:
As leads move through your sales process, you slowly drag them toward columns to the right. Nothing too magical there.
