If there’s one piece of advice we give every client—no matter their industry or sales process—it’s this:
👉 Use Activities. Religiously.
In CRM terms, "Activities" are the tasks, calls, emails, meetings, and follow-ups that move your leads forward. While different CRMs may use different names — like Tasks (HubSpot, Salesforce), To-Dos (Zoho), or Events (Outlook integrations) — the concept is always the same: these are the scheduled actions that keep your deals alive.
In Pipedrive, they’re called Activities, and they’re central to how the entire platform is designed to function. They’re the heartbeat of your pipeline. And if you’re not using them well, chances are you’re missing opportunities, losing visibility, and creating chaos.
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Activities in Pipedrive are time-based actions that you assign to leads, deals, people, or organisations. These could be:
Every action has a date, time, and context — and when done right, you’ll always know what’s next. No deal gets left behind.
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When Activities are assigned and scheduled, you’ve got a clear next step. No more “I’ll get to it later” or “Who was supposed to follow up with that lead?” Everyone knows what’s due and when.
Your pipeline isn’t just a bunch of deals sitting in limbo. With Activities in place, you know which deals are moving, which are stuck, and what actions are needed to keep momentum.
Want to predict revenue more accurately? Activities feed into Pipedrive’s Insights and reporting tools. The more complete your activity data, the more reliable your pipeline forecasts become.
Instead of logging in and wondering what to work on next, sales reps can go straight to their Activity list. It’s a built-in daily to-do list, automatically filtered by priority.
When your team consistently logs and completes Activities, you can analyse what’s working and where things break down. That’s the first step to systemising and scaling.
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✅ Set default Activity types for each pipeline stage so reps know exactly what kind of action to log next.
✅ Use colour-coded views to highlight overdue or upcoming Activities at a glance.
✅ Automate follow-ups based on Activity outcomes (e.g., if a call isn’t answered, auto-schedule another).
✅ Track Activity completion rates to identify coaching opportunities or process gaps.
✅ Make Activities mandatory when moving deals between stages — this encourages consistent next steps.
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Even if your CRM calls them something else, the practice of scheduling and tracking next steps is critical. It’s not about the label — it’s about building momentum. A CRM without Activities is just a fancy contact database.
Whether you're using Pipedrive, Salesforce, HubSpot, Zoho, or something niche — if you're not logging what’s next, you're not managing your pipeline. You’re babysitting it.
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If you already have a CRM in place and you’re not using Activities (or the equivalent task scheduling feature), you’re missing out on the very thing that gives your system value.
You might be tracking contacts, logging notes, or reviewing deal stages — but without Activities, your CRM is passive. It’s reactive. It holds information but doesn’t drive momentum. You’ll find yourself or your team relying on memory, inbox searches, or sticky notes to remember what’s next.
It’s not just about being more organised. It’s about:
In short: Activities turn your CRM from a storage system into a sales engine.
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Prefer to see it in action? Check out our quick video on how to use Activities in Pipedrive: 🎥 Watch on YouTube
At Motii, we’ve implemented hundreds of CRMs across dozens of industries, and there’s one common denominator in every successful rollout: consistent use of Activities.
Want to close more deals, reduce stress, and build a system that scales? Start with Activities.
Need help setting it up or training your team? Book a free call with our CRM experts and let’s get your pipeline working the way it should.
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At Motii, we’ve implemented hundreds of CRMs across dozens of industries, and there’s one common denominator in every successful rollout: consistent use of Activities. Want to close more deals, reduce stress, and build a system that scales? Start with Activities.
The buzzwords aren’t going away. But as business leaders, our job is to cut through the noise, to spot the fluff, act on the real stuff, and turn the AI hype into hard results.If your team is still just scratching the surface of AI, now is the time to start testing, exploring, and integrating. Not because it’s trendy… but because the businesses who understand and act now are more likely the ones that will win later.Still unsure? Let me know which terms still feel fuzzy or what you would like to see demystified.
