Pipedrive

What Stevin gets out of Pipedrive

Pipedrive does one thing very well: making a sales pipeline visual and easy to grasp. Drag deals through stages, see at a glance where things stall, without needing a manual. For SMB teams that want to start fast, that is exactly why it is so popular. We see the flip side too: Pipedrive shows the pipeline, but it does not chase deals. The automation it ships with is basic, and the moment you want more than a few simple rules you hit the limits. Where teams get stuck is that leads have to be entered by hand and that after a new lead the follow-up gets left, because the system waits for someone to do something. Stevin connects to Pipedrive and your lead sources through the API, creates new leads as deals automatically, and turns a stalling deal into a signal with a concrete next action. The person reviews every action first.

What you pair it with

Choosing Pipedrive means you get a clear pipeline, but you have to arrange the smart follow-up and the connection to your lead sources yourself. The built-in automation is thin, so count on something that pulls leads in and watches that follow-up actually happens, instead of a deal sitting quiet in a stage. Connect it to your forms and ad channels, otherwise retyping leads stays handwork and information leaks away along the way. The question that remains: who makes sure a new lead gets the right action within the hour instead of waiting until someone happens to look.

Common mistakes

• →Retyping leads by hand because the connection to your lead sources is missing.
• →Assuming a visible pipeline is the same as followed-up deals.
• →Stretching the basic automation into a tangle of rules nobody can follow anymore.
• →Letting a new lead wait because the system sets nothing in motion on its own.