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Customer success
Customer success
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Calling all sales leaders who use Pipedrive as a Customer Success tool

Our deal sizes range from $3000 per year to $250,000 per year. 

Need a centralized place for:

  1. Deal management
  2. Invoicing
  3. Tracking Renewal and Upsell Dates
  4. Tracking requirements for upsell
  5. Tracking Account Health

Is anyone else doing this ? I know you're out there :)

Thank you


Brandon Barron

Verifiable, Inc (

Customer success

How are you using PD after winning the deal? 
As in customer success? 

Thanks for your tips and opinions.

Use cases for Customer Success?

Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.