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What is Pipedrive?

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

What is NexJ CRM?

We offer six specialized products designed specifically for various industries to assist you in reaching your business objectives. The CRM for Wealth Management empowers advisors to enhance their assets by fostering robust relationships with clients. Meanwhile, the CRM for Private Banking supports Relationship Managers in increasing assets under management by deepening client connections. In the realm of Commercial Banking, our CRM facilitates bankers in maximizing upsell and cross-sell opportunities through tailored service. For Corporate Banking, this CRM aids business bankers in boosting upsell and cross-sell potentials by linking insights and sales teams across diverse regions. The CRM for Sales, Research, Trading, and Research is designed to help users optimize profits and improve capital utilization, while our Insurance CRM assists agents in driving renewals and discovering cross-sell opportunities, ultimately leading to increased business growth. Together, our products comprehensively address all your CRM needs, integrating sales, service, and marketing functionalities that are customized for your specific industry. This holistic approach ensures that you have all the necessary tools to excel in your market.

Media

Media

Integrations Supported

Customerscore.io
Dex
Hipsocial
Keap
Kleene
MailerLite
Next Matter
ONLYOFFICE DocSpace
Quote Roller
ScaleXP
Shuup
SilFer Bots
Teammates.ai
Truto
Yodel.io
Zipteams
actiondesk
equipme
goDeskless
onetool

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Trial Offered?

Pricing Information

Please contact or book a demo with NexJ Systems for pricing information.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Pipedrive

Date Founded

2010

Company Location

United States

Company Website

www.pipedrive.com

Company Facts

Organization Name

NexJ Systems Inc.

Date Founded

2003

Company Location

Toronto, Ontario

Company Website

www.nexj.com

Categories and Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

AI CRM

Not specified

Automotive CRM

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Demand Generation

Not specified

Financial CRM

Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Territory Management

Go-To-Market

Not specified

Healthcare CRM

Campaign Management
Medical History Records
Patient Communications
Patient Management
Physician Management

Hotel CRM

Not specified

Inside Sales

Call List Management
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Pipeline Management
Prospecting Tools

Lead Nurturing

A/B Testing
Campaign Management
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Legal CRM

Not specified

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Member Database
Membership Management

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation

Sales

Not specified

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Risk Assessment

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Private Banking
Risk Management
Securities Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy

Campaign Management
Reporting/Analytics
Social Engagement

Customer Engagement

Analytics
Churn Management
Communication Management
Content Syndication
Feedback Collection
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Trend Analysis

Customer Loyalty

CRM
Customer Activity Tracking
Rewards Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Event Management

Attendee Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management

Financial Management

Cash Management
Financial Reporting
Investment Management
Project Management

Financial Services

Analytics
Compliance Management
Customer Engagement
Performance Management

Insurance CRM

Not specified

Social CRM

Not specified

Wealth Management

Not specified

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