CRM roles and responsibilities
Find the right CRM for your needs with our guides to how it could support each role at your company. Based on your role and responsibilities, this section will help you find customer relationship management software that works for you and everyone else.
Join over 100,000 companies
Why this construction firm’s sales team, directors and quantity surveyors all use Pipedrive
McKeon Group and its sister company Hereworks have been using Pipedrive across the company for four years. Now 26 of their 80 employees use it, including sales, directors and quantity surveyors.
Using the CRM has helped the team save 40 hours a week, essentially the value of a whole new colleague, and they are averaging 60 proposals a month across all divisions.
Pipedrive has helped them strategically focus their efforts and increase their annual revenue by 186% in four years.
Work anywhere, anytime
Our Android and iOS apps turn your Pipedrive sales hub into a mobile CRM that keeps all of your leads, contacts and deals at the tips of your fingers.
- Access all information from anywhere, anytime
- Take notes while on the go, during a call or a meeting
- Make calls directly from the app and automatically track them in Pipedrive
- Schedule activities wherever you are, even when offline
- Use the search option to recap before a follow-up
- Plan your day with the Focus View to zero in on the most pressing tasks
- Snap a picture with your phone and add it to a deal or contact
- Use the “Nearby” feature to see which clients are close
