How to easily and quickly keep track of clients with Pipedrive

At Wordflirt we want to help you grow, so we provide tools and tips and tricks that might make things easier for you, improving your productivity so you can spend more time ON your business, and hopefully less time IN your business.

Have you ever forgotten to get back with a client, or to follow up with them?

This month we’re highlighting Pipedrive, a CRM tool we’ve come to love. It is allowing us to easily keep track of our potential clients, as well as what our current clients need, with appropriate visibility so nothing falls through the cracks.

Here is what we really like about it:

  1. “Deals” and “Contacts”. A contact is obviously a person or a company, but a Deal is a potential sale with a dollar amount. This means you can have multiple Deals with one Contact! Thus, you have one client that wants two different services from you, and they may be at different stages of signing on with you. Or you may have won a Deal and are working on a 2nd Deal.An example at Wordflirt is we offer Website Design/Development, Social Media Marketing for small businesses, Social Media Marketing for large businesses, SEO, etc. Some of our clients want multiple services, others don’t, and will purchase them at different times.
  2. Multiple Pipelines. You can create a pipeline for the way you market a product or service and keep them separate. At Wordflirt we have a pipeline for our Website services, Social Media services, and a couple of others. It’s helps us to focus on EXACTLY what we need to do next.
  3. Customized status fields. You can create your own status fields to reflect how you work, such as Active, Dormant, On-Hold, etc.
  4. Ability to filter your views. This allows you to drill down on what is most important to you such as the deals each person on your team has created, your own custom status, older deals, etc. We’ve talked about Trello in the past, and this is one of the features that really distances Pipedrive from Trello.
  5. Connection with a prospect’s email. Once you have the person’s email, then anything emailed back and forth will be recorded in Pipedrive. This is really nice to be able to keep track, between team members, communication.

We recorded a short video to show you how to get started; it’s really easy. Plus they have plenty of videos on their site to help you. If you really need some help, let us know, and we can work with you to set it up!

If you’d like to get started, if you use our affiliate link, you’ll get 30 days free , which is twice as long as you’d get on your own. And full disclosure, if you sign up, we get some free time, which saves us a little money.

< Older Post

Newer Post >

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

A woman is holding a phone on a tripod in a room recording a selfie video.

8 Ways to Use ChatGPT for Real Estate

By Claudia Loens • February 15, 2024
A Game-Changer for Realtors® Imagine having a super-smart buddy who's always ready to help you with your homework, except this time, your "homework" is all about real estate. That's what it’s like to use ChatGPT for real estate agents! It's like having a digital sidekick that's on standby 24/7, ready to jump in and help […]
A man in a suit and white shirt is smiling in front of a house.

5 Reasons Why Every Independent Agent Needs Their Own Website

By Claudia Loens • February 1, 2024
Who Needs a Website? Are you an independent agent looking to make a mark in your industry? Whether you're a loan officer, Realtor®, financial advisor, insurance agent, or any other entrepreneur, having a strong online presence is vital. While it's important to have a page on your company's website, there are significant advantages to creating […]
A woman is holding a cup of coffee and a cell phone.

10 Reasons to Optimize Your LinkedIn Profile

By Claudia Loens • October 21, 2023
Your LinkedIn Profile Matters Are you making the most of your LinkedIn profile? If you haven't given it much thought, it's time to reconsider. LinkedIn is not just a platform for job seekers; it's a powerful tool that can help entrepreneurs, consultants, and coaches build their personal brand, expand their network, and drive business growth. […]
Two women are hugging each other and smiling for the camera.

Social Media Content Tips for Reverse Mortgage Professionals

By Claudia Loens • September 28, 2023
Using Social Media Platforms to Connect with Different Audiences: A Guide for Reverse Mortgage Loan Professionals In today's fast-paced digital world, maintaining an online presence is essential for any professional, especially for those in the financial sector. For a reverse mortgage loan officer, leveraging various social media platforms can make the difference between reaching your […]
A man is sitting at a desk using a laptop computer.

10 YouTube Tips for Reverse Mortgage Professionals

By Claudia Loens • September 19, 2023
Grow Your Reach and Reverse Mortgage Authority with YouTube Videos YouTube is not just for cat videos and vlogs anymore! Today, it stands as the second-largest search engine and a critical platform for professionals from diverse fields, including the reverse mortgage industry. Whether you're a seasoned HECM advisor or a newbie, the world of YouTube […]
A man is standing in a picture frame on a yellow background.

What is a Social Media Influencer?

By Claudia Loens • August 31, 2023
Definition of a Social Media Influencer In today's digital age, the term "influencer" has become a buzzword in the world of marketing. But what exactly does it mean? In this blog post, we'll break down what an influencer is and why they are important for businesses looking to grow their audience and make more sales. […]
Twitter logo icon

Navigating the World of Hashtags for social media

By Claudia Loens • August 22, 2023
Hashtags for Social Media Understanding and effectively using hashtags in the realm of social media is very important for businesses, professionals, and individuals aiming for effective digital communication. Here's a deep dive into the significance and application of hashtags across various platforms. What Exactly is a Hashtag? At its core, a hashtag is a word […]
A group of people are sitting around a cell phone.

Six Tips for Using LinkedIn’s Creator Mode

By Claudia Loens • June 8, 2023
Unlock Creator Mode - Here's Why... Have you ever wished there was a way to bolster your presence and amplify your voice on LinkedIn, one of the world's largest professional networking platforms? Great news! LinkedIn Creator Mode is a great way to do just that. Let's dive into what LinkedIn Creator Mode is, why it's […]
A woman is sitting at a table using a laptop computer.

10 LinkedIn Features You May Not Know About

By Claudia Loens • May 30, 2023
Essential Features for Marketing and Selling to Prospects on LinkedIn LinkedIn is not only a platform for professional networking but also a powerful tool for marketing and selling your products or services to potential customers. With its vast user base of professionals, LinkedIn provides a unique opportunity to connect with decision-makers and build relationships that […]
Pinterest icon stack

Unlock the Potential of Pinterest for Real Estate Marketing

By Claudia Loens • May 24, 2023
Can Pinterest Help YOU Grow Your Real Estate Business? In the ever-evolving landscape of digital marketing, staying ahead of the curve and leveraging new platforms can be a game-changer. With over 478 million active users, Pinterest is one such platform that can be a goldmine for real estate marketers. This article will explore the potential […]
Show More