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Pipedrive was built by salespeople for sales and marketing professionals. Pipedrive is designed to make it easy to use, flexible and help you focus on what's important, so you can keep selling and marketing.

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A pipedrive partner in New Zealand
Getting the drive for your business

As an accredited software partner for pipedrive, we are dedicated to helping businesses optimise their sales processes and drive growth. Our team of certified consultants possesses in-depth knowledge of pipedrive's CRM software and best practices, allowing us to deliver customised solutions that align with our clients' sales strategies.

From implementation and configuration to training and ongoing support, we work closely with our clients to design tailored CRM solutions that streamline sales workflows, boost sales productivity, and enhance sales performance. With Pipedrive's intuitive interface and robust features, combined with our expertise, businesses can effectively manage their sales pipeline, close deals faster, and achieve their sales targets.

Pipedrive is absurdly simple to use. This CRM software is quick and easy to set up and use. Create your staged process in accordance with your sales procedure, keep an eye on deals, and use the fantastic drag and drop functionality to advance those transactions into "DONE DEAL."

Pipedrive helps you focus on the tasks that will get you there rather than "the sale." Plan phone calls and emails, and concentrate on the route rather than the final destination.

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Pipedrive features and benefits

Focus on the steps that will bring you there rather than the destination—the sale. Anything that advances your deals toward closure is considered a sales activity. A phone call, lunch, a meeting, an email, or anything in between can be used. Schedule plenty of activities and let Pipedrive remind you what to do next.

CRM and sales lead management software
A successful sales organisation understands the importance of lead management since each lead must receive specific care and consideration if they are to become paying customers. Utilising features specifically designed to assist with lead creation, qualifying, and prioritising, sales lead management software enables salespeople to maximise every opportunity.

CRM Email tracking and communications
Using tools like open and click tracking, sales templates, and email automations, a solid email strategy may help you connect with your target audience, nurture dialogue with prospects, and drive leads through the sales funnel.

Sales automation system
You can automate practically every phase of your sales process using Pipedrive. keeping leads warm as you concentrate on things of high importance. Your performance is further improved by Pipedrive's AI-powered sales mentor, who gives you specific advice and suggests which Pipedrive features and app integrations can handle the tedious job for you.

Sales CRM reports and insights
The knowledge and data in your CRM are invaluable for expanding your business. Using sales reports to use your CRM data is the secret to your success. You may use Pipedrive's sales insights tool to better analyse data and put it to use. Additionally, it's so simple to use that you'll inevitably become a true data wizard!

CRM privacy and security
Your CRM is a treasure trove of priceless and extremely private customer data. Therefore, a trustworthy CRM must respect the highest standards of CRM security policy at all levels in order to protect your information and keep it from getting into the wrong hands. Pipedrive is dedicated to keeping you informed at all times and on all levels about the security of your data.

CRM and sales integrations
Even if your CRM is a stand-alone system that excels, you may still improve it by smoothly integrating it with other programs. More than 300 pre-built CRM connections are available in the Pipedrive Marketplace to link Pipedrive to your preferred products in a variety of areas, such as video calls, lead generation, phone solutions, and customer support.

How does Pipedrive help?

Pipedrive Support

Struggling to harness the full potential of Pipedrive for your business? At optimate.me we have a dedicated support team who ensure you maximise your sales and customer relationship management efforts. With our specialised Pipedrive CRM expertise, we'll work closely with your team to streamline your processes, enhance your sales pipeline, and boost your overall efficiency. Whether you're a Pipedrive newbie or a seasoned user looking to optimise your CRM strategy, we have the solutions you need.  Click the button below to view our support services.

Helps you set up your pipeline stages in no time
Your sales process is represented visually by your pipeline. It can be completely altered to meet the way you work. Choose a template or name the stages after the actions you follow for deals to conclude. You're now prepared to fill it with sales.

Helps you track progress towards goals
Pipedrive acts as a coach by keeping tabs on your performance as you complete tasks and move deals forward. It determines your average conversion rate so you may know how many fresh leads to obtain and what tasks to finish in order to reach your goals. Real-time reports let you know if you're on track and allow you to change your course as necessary.

Easy to use

Single view

Deal management


Better view of communications

Dashboards and Reporting

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Case Studies

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Haines Hunter


Since the early 1980s, Haines Hunter New Zealand has been 100% locally owned and operated. Haines Hunter is one of the leading builders and retailers of beautifully crafted and high-quality leisure boats in New Zealand.

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