About
Pipedrive is a cloud-based CRM and sales pipeline management platform designed to help sales teams track leads, manage deals, and automate follow-ups. In AEC, it is used by business development teams at contractors, consultants, and design firms to manage project pursuits and client relationships in the pre-construction phase.
How teams use it
By audience
- Business Development
- BD teams use Pipedrive to manage project pursuit pipelines, tracking leads from initial contact through proposal and award.
- Sales reps at specialty contractors can log site visits, calls, and proposals against each deal record to maintain client history.
- Firms use Pipedrive's deal-stage reporting to forecast new-work revenue across active pursuits.
- Automated reminders ensure follow-ups don't fall through when chasing GC relationships or public bid opportunities.
By phase
- Pre-Construction
- Contractors track pre-qual submissions, RFQ responses, and bid invitations as Pipedrive deal stages.
- BD managers set activity sequences so estimators are alerted when a pursuit moves to the bid-prep stage.
- Pre-construction teams link contacts (owners, GCs, architects) to active deal records for centralized relationship tracking.
Integrations (6)
| Direction | Integrates with | Connection | Details |
|---|---|---|---|
| Both | PartnerPipedrive Xero app | ||
| Both | NativePipedrive QuickBooks Online app | ||
| Both | iPaaSZapier connector | ||
| Both | Nativemonday.com Native Integration | ||
| Inbound | iPaaSZapier | ||
| Inbound | iPaaSZapier connector |
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