Industries
Pipedrive by Industry
How Pipedrive implementations differ per industry. SaaS, agencies, recruitment, manufacturing, logistics and more, each with an example setup.
A CRM setup that works for a SaaS company will frustrate a manufacturer. Not because the software differs, but because the sales motion does. Deal length, order patterns, who decides, what a "won" deal even triggers. Copying a generic template into your industry is how accounts end up with stages nobody recognises.
These guides show what changes per industry when you implement Pipedrive. Each one follows the same shape. What is genuinely different about selling in this sector. An example pipeline you can copy and adapt. The fields and automations that fit the motion. The mistakes we keep seeing in accounts from that industry. And a short FAQ with the questions those teams ask us first.
We wrote them from implementations, not from vertical marketing pages. Where an industry needs something Pipedrive does not do well, the guide says so, including when a connected tool or a different system is the honest answer. If your sector is not listed yet, the six step method applies everywhere and is the right starting point.
All guides in this series
- Pipedrive for SaaS Companies: A Working SetupTrials, demos, MRR fields and renewal handoffs. An example SaaS pipeline with the fields and automations that fit, and the common mistakes.
- Pipedrive for Agencies: From Pitch to RetainerHow agencies model pitches, retainers and project handoffs in Pipedrive. Example pipeline, fields, automations and common mistakes.
- Pipedrive for Recruitment: Candidates and ClientsRunning both client deals and candidate placements in Pipedrive. Twin pipelines, fields, automations and the mistakes to avoid.
- Pipedrive for Manufacturing and Industrial SalesLong quote cycles, dealers and repeat orders. An example manufacturing pipeline with fields, automations and clear ERP boundaries.
- Pipedrive for Logistics and Transport CompaniesLane quotes, tenders and contract renewals in Pipedrive. An example pipeline, fields and automations for logistics sales teams.
- Pipedrive for Professional Services FirmsProposals, scoping and partner led sales in Pipedrive. An example pipeline for consultancies, accountants and law firms.
- Pipedrive for Real Estate: Listings and BuyersModelling listings, buyers and viewings in Pipedrive. Example pipelines, fields, automations and the mistakes agents make.
- Pipedrive for Wholesale and DistributionNew accounts versus repeat orders, price lists and rep territories. An example wholesale setup with fields and automations.
Not sure whether your setup is ready for this?
Ten questions about process, data, ownership and reporting. You get a readiness score on screen, and the written advice by email.
Ten questions, a score on screen, no sales call.