Web CRM in Pipedrive

Watch a recorded CRM flow inside Pipedrive on desktop web. Every screen and interaction is captured step by step — see exactly how Pipedrive designs the CRM experience for web users.

Business, Collaboration Tools

Pipedrive is a user-friendly customer relationship management (CRM) tool designed to streamline sales processes. It helps sales teams track leads, manage pipelines, and automate tasks with intuitive visual dashboards. The platform integrates with various apps and offers mobile access, ensuring that sales professionals can manage deals and collaborate efficiently from anywhere.

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  • Web
Showing 27 Flows
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In this video
  • Deals
  • Contacts
  • Add contact
  • Add label
  • Add contact
  • Add details
  • Set visibility
  • Saving
  • Contacts added
  • Send request
  • Send message
  • Request sent
  • Add note
  • Add mention
  • Contact details
  • Edit details
  • Activities
  • Select start date
  • Set time
  • Set status
  • Add details
  • Add guests
  • Set location
  • Integrations
  • Description
  • Add description
  • Set status
  • Organizations
  • Save
  • Saved
  • Scheduler
  • Propose times
  • Set name
  • Add note
  • Invitee Details
  • Share
  • Link copied
  • Activities
  • File upload
  • File uploaded
  • Document
  • Manage
  • Transfer ownership
  • Action menu
  • Set visibility
  • Organizations
  • Customize column
  • Action menu
  • Filters
  • No search results
  • Timeline
  • Activity details
  • Add to schedule
  • Pop-ups
  • Filter by date
  • Filtered results
  • Filters
  • Filtered results
  • Edit filter
  • Confirm delete
  • Deleted
  • Organizations
  • Timeline
  • Contacts
  • Bulk edit
  • Email settings
  • Set visibility
  • Set status
  • Confirm change
  • Editor
  • Set status
  • Filtered results
  • Customize column
  • More information
  • Add label
  • Bulk edit
  • Send email
  • Set visibility
  • Connect email address
  • Send message
  • Action menu
  • Timeline
  • Organizations
  • Add label
  • Quick edits
  • Filters
  • Filtered results
CRM 96 Screens
CRM screenshot
Deals
CRM screenshot
Contacts
CRM screenshot
Add contact
CRM screenshot

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Add label
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Add contact
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Add details
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Set visibility
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Saving
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Contacts added
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Send request
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Send message
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Request sent
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Add note
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Add mention
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Contact details
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Edit details
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Activities
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Select start date
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Set time
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Set status
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Add details
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Add guests
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Set location
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Integrations
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Description
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Add description
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Set status
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Organizations
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Save
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Saved
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Scheduler
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Propose times
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Propose times
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Set name
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Add note
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Invitee Details
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Share
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Link copied
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Activities
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File upload
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File uploaded
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Document
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Manage
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Transfer ownership
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Action menu
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Set visibility
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Organizations
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Customize column
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Action menu
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Filters
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No search results
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Timeline
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Activity details
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Add to schedule
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Pop-ups
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Filter by date
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Filtered results
CRM screenshot

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Filters
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Filtered results
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Edit filter
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Confirm delete
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Deleted
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Organizations
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Timeline
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Contacts
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Bulk edit
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Email settings
CRM screenshot

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Set visibility
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Set status
CRM screenshot

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Confirm change
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Editor
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Set status
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Filtered results
CRM screenshot

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Customize column
CRM screenshot

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More information
CRM screenshot

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Add label
CRM screenshot

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Bulk edit
CRM screenshot

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CRM screenshot

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Send email
CRM screenshot

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Set visibility
CRM screenshot

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Connect email address
CRM screenshot

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Send message
CRM screenshot

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Action menu
CRM screenshot

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Timeline
CRM screenshot

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Organizations
CRM screenshot

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Add label
CRM screenshot

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Quick edits
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Filters
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Filtered results
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Pipedrive Flows

  • Deals
  • Contacts
  • Add contact
  • Add label
  • Add contact
  • Add details
  • Set visibility
  • Saving
  • Contacts added
  • Send request
  • Send message
  • Request sent
  • Add note
  • Add mention
  • Contact details
  • Edit details
  • Activities
  • Select start date
  • Set time
  • Set status
  • Add details
  • Add guests
  • Set location
  • Integrations
  • Description
  • Add description
  • Set status
  • Organizations
  • Save
  • Saved
  • Scheduler
  • Propose times
  • Set name
  • Add note
  • Invitee Details
  • Share
  • Link copied
  • Activities
  • File upload
  • File uploaded
  • Document
  • Manage
  • Transfer ownership
  • Action menu
  • Set visibility
  • Organizations
  • Customize column
  • Action menu
  • Filters
  • No search results
  • Timeline
  • Activity details
  • Add to schedule
  • Pop-ups
  • Filter by date
  • Filtered results
  • Filters
  • Filtered results
  • Edit filter
  • Confirm delete
  • Deleted
  • Organizations
  • Timeline
  • Contacts
  • Bulk edit
  • Email settings
  • Set visibility
  • Set status
  • Confirm change
  • Editor
  • Set status
  • Filtered results
  • Customize column
  • More information
  • Add label
  • Bulk edit
  • Send email
  • Set visibility
  • Connect email address
  • Send message
  • Action menu
  • Timeline
  • Organizations
  • Add label
  • Quick edits
  • Filters
  • Filtered results

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Pipedrive CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside Pipedrive's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Pipedrive's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Pipedrive specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Pipedrive CRM flow cover?

The recording captures the full CRM sequence inside Pipedrive on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Pipedrive's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Pipedrive also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare Pipedrive's approach against competitors and alternatives.

How up to date is the Pipedrive CRM recording?

Recordings are refreshed when Pipedrive ships notable redesigns, so the CRM flow reflects the current web experience.