Articles

Learn how to create, edit, and manage Pipedrive custom fields to track key details, improve reporting, and tailor your CRM to match your sales process.

Discover how Pipedrive protects your CRM data with enterprise-grade security. Learn about encryption, GDPR compliance, 2FA, audit logs, and best practices for 2025.

Discover (and master) the simple, visual tool that helps improve your sales process and smash more of your sales targets.

Discover the top features designed to help your sales team stay organised, avoid wasting time, and close deals faster.

Following up consistently is the difference between closing deals and losing prospects to competitors. Yet many sales professionals struggle with the chaos of sticky notes, scattered reminders, and forgotten callbacks. Enter Pipedrive's Activity dashboard – your command center for turning follow-up chaos into a systematic, revenue-generating machine.

The disconnect between your numbers in Pipedrive and Xero is completely normal and expected. Pipedrive tracks sales commitments (deals won), while Xero tracks actual financial transactions (invoices created)...