Customer Account Management

AndrewTheodent Member Posts: 3
First Comment Photogenic
edited March 2023 in Sales CRM #1

Pipedrive is a phenomenal tool for organizing leads and driving sales, though I feel it's seriously lacking the ability to handle customers once a deal has been won. We are an e-commerce business selling globally, and I would love the ability to segment my customers and distributors and manage them all within Pipedrive. Is there any way to currently do this better? If not, is this something Pipedrive is looking to add in the near future?




  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes

    How do you want to segment the customers? Can you use a custom details field and then crate filters to accomplish this?