🟢 2026 Guide • 9 chapters • Free
Pipedrive Complete Guide
Master Pipedrive CRM for your sales team. Pipeline management, contacts, automations and reporting.
⏱️ TL;DR: Pipedrive is the #1 CRM for sales teams. Configure your pipeline in 5-7 stages, connect your email, set up automations, and track KPIs.
What You'll Learn
Visual Pipeline
See all your deals at a glance.
Activity-based
Focus on actions, not just data.
Automations
Eliminate repetitive tasks.
Insights
Track performance with dashboards.
All 9 Chapters
01→
02→
03→
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06→
07→
08→
09→
Configuration
Account setup and initial settings
Pipelines
Create effective sales pipelines
Contacts
Import and manage contacts
Custom Fields
Customize Pipedrive for your needs
Automations
Native workflow automations
Dashboards
Reporting and KPIs
Integrations
Connect your tools
Team
Permissions and visibility
Best Practices
Expert tips