CRM Tool and Pipedrive CRM management Services

Work more effectively and close more deals with Pipedrive, the premiere
CRM program made by salespeople, for salespeople

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The best CRM tool and the guidance to leverage it
to its full potential

To succeed in sales, you need every advantage you can get, and in the information age, that means cutting-edge IT. Pipedrive CRM takes the tedium and legwork out of your sales operations with powerful organization and automation features, and provides valuable data to inform your sales strategy. As an affiliate partner of Pipedrive CRM, OPTIMA will assist you with implementing it into your systems and instruct employees at every level on how to get the most out of it. Your sales managers will get unprecedented insight into all your sales activities, and your sales reps will have enough extra time and intel to close more deals.

Key benefits of Pipedrive CRM Implementation:

  • More time to put toward innovation, getting more leads, and closing deals
  • Valuable statistics and reports to measure goals and inform strategy
  • Greater visibility into client communications for better scheduling and reduced errors
  • New digital tools to gather and qualify leads

Features of Pipedrive CRM Include:

Integration with mobile apps

Integration with mobile apps

Access your CRM on the go through convenient mobile app integration.

Customizable lead profiles

Customizable lead profiles

Convert more leads by prioritizing them more effectively.

A highly-rated CRM at your disposal

Used by over 100,000 companies in 179 countries, Pipedrive delivers results for every industry

28%

average increase in close rate after users’ first year

#1

CRM in Software Reviews’ Data Quadrant 2018 and 2019

$85B

worth of closed deals for 100,000+ companies

60

seconds or less customer support response time

4.5

Star rating for ‘ease of use’ by Capterra

Who benefits from Pipedrive CRM Implementation?

Pipedrive enables your sales team to work more efficiently, provides senior management access to real-time dashboard and reporting, and gives your clients better follow-up from your team

Executives and C-level

Sales Reps

Sales Managers

Marketing

IT Team

Customer Service

Your current and future clients

Customize Pipedrive for your business with OPTIMA

As Thailand's only certified Premier Partner of Pipedrive, OPTIMA has the expertise to create a customized Pipedrive CRM that fits your business needs. Get in touch with us to learn more.

Try Pipedrive now

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Proven, Active Methodology

FACE-TO-FACE TRAINING PLUS WEB-BASED INSTRUCTIONROLE PLAYS & REHEARSALS USING REAL-LIFE CLIENT CASESPERSONALIZED INSTRUCTION FOR OPTIMAL IMPLEMENTATIONONGOING FEEDBACK FROM YOUR OPTIMA CONSULTANT

Choose the best plan for you


(Save up to 14%)

Lite

Now with AI

Organize your sales in one simple, intuitive workspace

US$14

One payment of US$ 168 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Key features

View and manage leads, deals, contacts, calendar events and more in one dashboard.

Lead, calendar and pipeline management

Generate reports using text input or choose from pre-written prompts

AI-powered report creation

Track follow-ups and identify overdue tasks an new opportinities in a smart, focused workspace.

Real-time sales feed

Easily import data from a spreadsheet or CRM. Integrate with 500+ apps, including Zapier, Zoom and Lemlist.

500+ integrations

Recieve custom onboarding from a strategic partner to streamline your Pipedrive setup.

Personalized onboarding

See all features

Growth

Now with AI

Automate emails and follow-ups so you can focus on closing

US$24

One payment of US$ 288 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Lite Plan +

Fully sync Gmail, Outlook or your company email. Send bulk emails and track opens and link clicks in real time.

Full email sync with tracking

Automate repetitive tasks and complex workflows. Create sequences of personalized emails and follow-ups to nurture deals over time.

Automations and nurturing sequences

Sell and track products billed as subscriptions or installments, and anticipate revenue with built-in forecasts.

Subscriptions and forecast reports

Let customers pick a meeting time that works for you both, and view a full history of interactions in the contacts timeline.

Meeting scheduler and contacts timeline

Chat live with our award-winning support team during business hours, Monday to Friday.

Live chat support

See all features

MOST POPULAR

Premium

Now with AI

Drive success from lead to close with full-cycle sales tools

US$49

One payment of US$ 588 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Growth Plan +

Capture high-quality inbound and outbound leads with LeadBooster, the route them automatically to the right reps for faster follow-ups.

Lead generation and routing

Create custom scoring models tailors to your sales process and enrich company data with fields like industry, size and revenue.

Custom scoring and company data enrichment

Write, summarize, and reply to emails instantly with AI Collaborate through shared team inboxes and sync multiple email accounts at once.

AI-powered multi-email tools

Send and track quotes, proposals, and contracts directly in Pipedrive with built-in e signatures.

Contracts and e-signatures

Improve data quality with required and pipeline-specific fields, automate deal calculations with formula fields and build reports with custom data. Control visibility and access with flexible permissions at group and individual levels.

Enhanced customization for teams, reports and data fields

See all features

Ultimate

Now with AI

Optimize your sales results with the full power of Pipedrive

US$69

One payment of US$ 828 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Premium Plan +

Secure your account with alerts for suspicious account activity. Add password security requirements and IP- and time-based access restrictions.

Fortified account security with rules and alerts

Quickly enrich contact data with email and phone number info for more personalized outreach.

Phone and email data enrichment

Get higher Pipedrive limits to support every team workflow.

Maximized usage limits

Test setups and workflows safely in a sandbox account, without risk to your live environment.

Sandbox testing account

See all features

Implementation services and user training are available in English
& Thai and quoted separately

Our clients share their experience using Pipedrive

With a rapidly growing Business Development team at Morphosis, it was necessary to adopt new technologies to support our team’s growth and manage our sales opportunities. OPTIMA was engaged to assist us in this transformation, conducting a thorough discovery of our needs and sales processes, allowing for a seamless implementation of Pipedrive, a CRM solution, which remains a cornerstone to our business.

Their professional and systematic approach to solving our needs enabled our team to become more effective and close more deals!

Chris Regel
Chris Regel

Chris Regel
Senior Partner, Head of Business Development
Morphosis & Seven Peaks Software

With Pipedrive CRM, we've been able to automate numerous processes, freeing up our team to focus on more strategic initiatives. This automation not only enhances efficiency but also ensures consistency and accuracy across our sales operations.

Its user-friendly interface, robust features, and unparalleled support have made it an indispensable asset to our sales team. Thanks to OPTIMA Consulting, we've not only streamlined our sales processes but also achieved greater productivity and effectiveness. I wholeheartedly recommend Pipedrive and OPTIMA to any organization looking to elevate their sales operations and drive sustainable growth.

Chris Regel
Warit Sasisech

李蒙LiMeng(Lemon)
Vice President / Head of Sales Department
Focus Media