Managing sales efficiently requires the right tools. Pipedrive Products is a powerful feature within Pipedrive CRM that allows businesses to organize, track, and manage the products or services they sell. By using this tool, sales teams can streamline deal management, automate pricing, and gain real-time insights into product performance.
In this guide, we’ll explore what Pipedrive Products is, its key features, benefits, and how businesses can leverage it for better sales results
What is Pipedrive Products?
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Pipedrive Products is a feature designed to help businesses manage their product catalog directly inside the Pipedrive CRM. It allows users to add, track, and manage products or services associated with deals, ensuring that pricing, discounts, and stock levels remain consistent across the sales process.
With Pipedrive Products, sales teams can:
- Maintain a structured product database
- Link products directly to sales deals
- Automate pricing and discount calculations
- Track sales performance by product
This feature is especially useful for businesses that offer multiple products or service plans, helping them eliminate manual errors and improve efficiency.
Key Features of Pipedrive Products
1. Centralized Product Catalog
Pipedrive allows businesses to store all products in a single database. Users can add:
- Product Name
- Description
- Price & Tax Rate
- SKU (Stock Keeping Unit)
- Custom Fields
Read More: 7 Pipedrive Products You’re Missing Out On
2. Link Products to Deals
Each product in the catalog can be attached to sales deals, ensuring that every transaction reflects the actual products or services being sold.
✅ Example: A sales rep can quickly add a specific software license package to a client’s deal instead of manually entering product details.
3. Automated Pricing and Discount Management
Sales teams can:
– Apply predefined pricing
– Offer automated discounts
– Ensure consistent pricing across all deals
This reduces manual pricing errors and enhances customer trust by maintaining transparency.
4. Real-Time Sales Insights & Reporting
Businesses can analyze:
1. Top-selling products
2. Most profitable deals
3. Trends in product demand
By leveraging real-time analytics, companies can adjust pricing strategies, optimize inventory, and improve sales forecasting.
5. Product Variants & Customization
If your business offers multiple product variations (such as sizes, colors, or subscription plans), Pipedrive allows you to add custom fields to differentiate them.
Example: A SaaS company selling software can offer Basic, Pro, and Enterprise plans, tracking their popularity directly within Pipedrive.
Benefits of Using Pipedrive Products
Faster Sales Process
Sales reps no longer need to manually enter product details. By selecting pre-added products, deals can be closed faster.
Reduced Human Errors
Automated pricing and product linking ensure that invoices, discounts, and quotes remain accurate and consistent.
Improved Revenue Tracking
By monitoring which products contribute the most revenue, businesses can focus on high-performing items.
Better Customer Experience
Accurate product tracking ensures that sales teams provide customers with correct pricing and availability information.
How to Set Up Pipedrive Products
Follow these steps to enable Pipedrive Products for your business:
- Go to Pipedrive Settings → Navigate to Company Settings > Select Products
- Add Your Product List → Enter name, price, SKU, and description
- Link Products to Deals → When creating a deal, attach relevant products
- Customize Reporting → Use Pipedrive analytics to track product sales
- Train Your Team → Ensure sales teams utilize product automation features
Who Should Use Pipedrive Products?
Pipedrive Products is ideal for:
- E-commerce businesses managing multiple product SKUs
- SaaS companies offering subscription-based services
- B2B companies selling packaged service solutions
- Retail businesses tracking inventory within a CRM
Whether you’re in manufacturing, consulting, or digital marketing, Pipedrive Products can help you optimize sales operations and increase revenue.
Case Study: How a Growing Business Used Pipedrive Products
A fast-growing digital marketing agency offering SEO and social media packages struggled with pricing inconsistencies. By implementing Pipedrive Products, they:
- Standardized service pricing across all deals
- Reduced invoicing errors by 80%
- Increased sales efficiency by 40%
Why Pipedrive Products is Essential for Sales Teams
By integrating Pipedrive Products into your sales workflow, businesses can:
✔️ Automate pricing and product tracking
✔️ Improve sales performance with real-time reporting
✔️ Enhance customer experience with accurate product information
If you’re serious about improving your CRM efficiency, Pipedrive Products is a must-have feature for managing your sales pipeline.