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

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%)

Essential

Get organized and set up simple sales processes quickly

US$12

One payment of US$ 144 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

Easily import data from a spreadsheet or CRM. Integrate with 400+ apps, including Zapier, Zoom and Lemlist.

Seamless data import and 400+ integrations

Track custom sales activities to uncover winning patterns. See which accounts bring the most revenue and how many opportunities you win or lose.

Activity, deal and contact reports

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

Personalized onboarding

See all features

Advanced

Never miss the next step with easy-to-use email and automations

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.

Essential Plan +

Fully sync Gmail, Outlook or your company email. Send bulk emails to contact groups and get notified when a recipient opens your email or clicks on a link you’ve sent.

Full email sync with templates, open and click tracking and group emailing

Create automated workflows for routine tasks. Schedule automated email sequences, calls, meetings and more anytime a prospect moves to a new stage.

Automations builder, including email sequences

Schedule emails ahead of time and let customers pick a meeting time that works best for you both. Automatically set up video calls for meetings via Zoom, Microsoft Teams or Google Meet.

Meeting, email and video call scheduling

Start a live chat with a member of our award-winning support team Monday to Friday during business hours.

Live chat support

See all features

MOST POPULAR

Professional

Now with AI

Optimize performance with more customizations and reporting

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.

Advanced Plan +

Receive suggestions on which deals are most likely to close and the next best actions to take. Create emails with custom prompts and summarize emails in seconds.

AI-powered Sales Assistant and emailing tools

Send trackable quotes, proposals and contracts from within Pipedrive. Sign documents online.

Contract and proposal management with e-signatures

Set up rules to auto-assign and distribute deals within teams for faster follow-ups. Create custom permissions and visibilities and manage user access at group and individual levels.

Streamlined lead routing and team management

Use in-depth historical sales data to optimize your processes, predict future deals’ value and determine revenue. Use custom fields when filtering and building custom reports.

Revenue forecasts and custom field reporting

Improve data quality by setting up required and pipeline-specific fields and customizations for your team. Automate deal calculations and eliminate human error with formula fields.

Extra data entry and data quality settings

See all features

BEST VALUE

Power

Now with AI

Empower larger teams with flexible collaboration and support

US$59

One payment of US$ 708 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Professional Plan +

Map out complex projects directly in Pipedrive with our Kanban board view. Create to-do lists with tasks and subtasks and easily track projects with labels, custom fields and filters.

Project planning, tracking and delivery

Better facilitate and enable collaboration with five times as many custom permission sets, custom visibility groups and teams.

Increased control of account permissions and visibilities

Start a live chat with a member of our award-winning support team 24/7, including holidays.

24/7 live chat support

Request a call from a member of our award-winning support team.

Phone support

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Enterprise

Now with AI

Experience Pipedrive without limits and have ultimate peace of mind

US$79

One payment of US$ 948 per seat/year

Per seat per month, billed annually

Try it free

Free 14-day trial. No credit card required.

Power Plan +

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

Enhanced security preferences

Gain unrestricted access to every feature and functionality that Pipedrive has to offer.

Complete access to all features

Create unlimited deals, custom fields, reports, teams, custom permissions sets, custom visibility groups and more.

Unlimited reports and customizations

Have up to 180 active automations and sync up to 5 emails per seat.

Maximize the number of automations and email syncs per seat

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

As our sales team has always been using the traditional way to keep track of our customers' activity reports, we realize that to optimize our productivity we need a better platform that can allow us to better perform. OPTIMA has been very helpful in providing us with the platform required for sales CRM as well as assisting us in every process of building the sales approaches; this goes from the configuration of the data field, products generation, the generation of sales stages, and the KPI dashboards. All of which have been specifically tailored to our sales team from the coaching session.

This had helped reinforce the core of our sales and we highly recommend OPTIMA for their enthusiastic mindset and professionalism.

Chris Regel
Warit Sasisech

Warit Sasisech
Sales & Product Engineer
CDG Group Thailand