Pipedrive
Core pick
- What it does
- Pipeline CRM for small sales teams.
- Best for
- SMB sales teams
- Jobs we pick it for
- Pipeline by bank and stage; Pipeline
- Picked in 2 industries
- Mortgage brokers, Real estate brokerages
- Watch out
Keep stage names matching each bank's process.
Agree stage names across the team.
- Pricing
- Set by Pipedrive and changes often. Check the current plans on their site.