> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mini CRM Features

> Learn how to use the Pipedrive Mini CRM to manage contacts, notes, tasks, and deals directly from WhatsApp

## Overview

The Pipedrive Mini CRM allows you to manage your sales activities directly from WhatsApp without switching applications. Create contacts, add notes, manage tasks, and create deals based on your WhatsApp conversations.

<Note>
  Make sure you have [connected your Pipedrive
  account](/en/integrations/pipedrive/account-connection) before using these
  features.
</Note>

***

## Opening the Mini CRM

<Steps>
  <Step title="Click the Pipedrive Logo">
    In the Eazybe panel, click on the **Pipedrive logo** to open the Mini CRM sidebar.

    <img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-08-features.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=f561b17befab179c13815fa5e40a2531" alt="Mini CRM Features Overview" width="1380" height="594" data-path="images/pipedrive-08-features.png" />

    <Info>
      The Mini CRM appears as a sidebar panel within WhatsApp Web, giving you quick access to Pipedrive features.
    </Info>
  </Step>
</Steps>

***

## Mini CRM Features

Under Mini CRM, you can manage your Pipedrive data directly from WhatsApp:

<img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-08-features.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=f561b17befab179c13815fa5e40a2531" alt="Mini CRM Features Overview" width="1380" height="594" data-path="images/pipedrive-08-features.png" />

***

## Creating Contacts

<Steps>
  <Step title="Open a WhatsApp Chat">
    Select the chat for which you want to create a contact in Pipedrive.
  </Step>

  <Step title="Open Mini CRM">
    Click on the Pipedrive logo to open the Mini CRM.
  </Step>

  <Step title="Create Contact">
    Under Mini CRM, click on **Create Contact**.

    <img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-09-contacts.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=a198c5505b736d93665dc2d08c2dc407" alt="Create Contact in Pipedrive" width="1380" height="594" data-path="images/pipedrive-09-contacts.png" />

    The contact will be created based on the information from the open WhatsApp chat.
  </Step>
</Steps>

***

## Adding Notes and Creating Tasks

<Steps>
  <Step title="Open a WhatsApp Chat">
    Select the chat for which you want to add a note or create a task.
  </Step>

  <Step title="Open Mini CRM">
    Click on the Pipedrive logo to open the Mini CRM.
  </Step>

  <Step title="Create Notes or Tasks">
    Under Mini CRM, you can add notes and create tasks based on your WhatsApp conversations.

    <Tip>
      Add important details from your WhatsApp conversation to keep your Pipedrive records updated.
    </Tip>
  </Step>
</Steps>

***

## Creating Deals

<Steps>
  <Step title="Open a WhatsApp Chat">
    Select the chat for which you want to create a deal.
  </Step>

  <Step title="Open Mini CRM">
    Click on the Pipedrive logo to open the Mini CRM.
  </Step>

  <Step title="Create Deal">
    Under Mini CRM, click on **Deals** and create a new deal.

    <Info>
      The deal will be associated with the contact from your open WhatsApp chat.
    </Info>
  </Step>
</Steps>

***

## Chat Backup View

<Steps>
  <Step title="View Chat Backup">
    Under Pipedrive contact view, access the **Chat Backup** view to see all WhatsApp conversations associated with contacts.

    <img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-12-chat-backup.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=19d73ad1a0c9064f3f0fed7a4c974381" alt="Chat Backup View" width="1380" height="595" data-path="images/pipedrive-12-chat-backup.png" />

    <Info>
      Chat backup allows you to review conversation history directly within the contact view.
    </Info>
  </Step>
</Steps>

***

## One-Click Contact Redirect

Use the **One Click Contact Redirect** button to directly open the contact's Pipedrive page. This is useful when you need to view complete contact details or history in Pipedrive.

<img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-10-notes-tasks.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=68e646dd6d2f8869af03e3a996160280" alt="Notes and Tasks in Mini CRM" width="1380" height="594" data-path="images/pipedrive-10-notes-tasks.png" />

<img src="https://mintcdn.com/eazybe/_ugmIm3JqvCzIeI_/images/pipedrive-11-deals.png?fit=max&auto=format&n=_ugmIm3JqvCzIeI_&q=85&s=cc5f7f193f7fd6ed46f3202a553c1532" alt="Create Deal in Pipedrive" width="1380" height="595" data-path="images/pipedrive-11-deals.png" />

***

## Quick Reference

| Feature              | Description                               |
| -------------------- | ----------------------------------------- |
| **Create Contact**   | Add WhatsApp contacts to Pipedrive        |
| **Notes**            | Add notes to contacts from conversations  |
| **Tasks**            | Create and manage tasks for follow-ups    |
| **Deals**            | Create deals based on sales conversations |
| **Contact Redirect** | Open contact's full Pipedrive page        |
| **Chat Backup**      | View WhatsApp chat history in contacts    |

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Account Connection" icon="gear" href="/en/integrations/pipedrive/account-connection">
    Learn how to connect Pipedrive with Eazybe.
  </Card>

  <Card title="Disconnect" icon="right-from-bracket" href="/en/integrations/pipedrive/disconnect">
    Learn how to disconnect the Pipedrive integration.
  </Card>
</CardGroup>

***

## Need Help?

<Card title="Contact Support" icon="envelope">
  If you have any questions or need further assistance, reach out to us at
  **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!
</Card>