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Pipedrive is much more than a CRM. With their intuitive visual interface, you’ll find it easy to get started using this tool for your business. Find out what makes it so great in our review today!
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Pipedrive is a customer relationship management (CRM) program that allows users to create visual pipelines and automate sales processes. Lead and deal management, communication monitoring, activity and deal reporting, and Smart AI, an artificial intelligence (AI)-powered sales assistant, are among its primary features. It’s ideal for salespeople and teams that want a simple CRM with visible sales pipeline capabilities.
Go to Pipedrive.com.
Pipedrive’s Recommendations
Pipedrive’s key CRM capabilities include Automation and visual sales pipelines to streamline sales operations and reporting. It also features email marketing tools and a smartphone app for field sales representatives. Each tier of pricing provides a different amount of customization, security settings, and reporting options.
Who Is Pipedrive Beneficial To?
- Teams in need of a simple CRM with pipeline visualization features: Pipedrive’s drag-and-drop capability enables you to design visual pipelines and personalize reporting dashboards. It makes complicated CRM data simpler to grasp and evaluate by simplifying it. As a result, it’s one of our top recommendations for the finest easy CRM systems.
- Businesses looking for a CRM with email management capabilities should: An email inbox, customized email layouts, email tracking, and bulk email sending are just a few of Pipedrive’s capabilities. Check out our list of the top CRM software for email marketing for more comparable alternatives.
- Pipedrive provides a mobile CRM with caller, geolocation, and calendar sync for salespeople on the go. They may use it to keep track of their connections and transactions, as well as find local prospects for sales calls. Pipedrive is one of the top mobile CRM applications on the market.
- Real estate agents who need to divide their connections in order to target certain niches: Real estate agents may divide their leads into customized mailing lists using Pipedrive’s solution. Send drip marketing to buyers, sellers, and investors, for example, for the best conversion outcomes. As a result, it is the most effective CRM for real estate agents.
Pipedrive Isn’t Right for You
- Pipedrive does not provide a free plan for small companies searching for a CRM solution. Furthermore, its pricing plan may be too costly for startups and small Enterprises. If you’re looking for a free and economical CRM solution, look at Zoho CRM. You may also have a look at our list of the best free CRM software.
- Pipedrive’s caller function is only accessible in the two highest levels, so it’s not ideal for sales teams that make a lot of outbound calls. If you require a CRM with a built-in phone system across all tiers, Freshsales is a good option. Check out how Pipedrive compares to Freshsales.
- Pipedrive does not provide white label CRM systems, therefore you will not be able to alter or resell it under your own name. Check out Bitrix24 or our list of the top white label CRM systems if you’re looking for a solution that you can rebrand or combine with your own services.
- Pipedrive is a wonderful option for contact management, however they don’t provide much in the way of marketing materials for real estate brokers. Check out HubSpot and other free real estate CRMs with marketing capabilities if you’re seeking for a CRM platform with built-in marketing features.
Overview of Pipedrive
Go to Pipedrive.com.
Pricing for Pipedrive
Pipedrive has four paid options, with monthly prices beginning at $15 per user, per month (or $12.50 per user, per month if paid yearly). Basic contact and deal management, Reports on transactions and activities, visual dashboards, an AI-powered assistant, App for mobile deviceslications, and 24/7 customer support are all included in all levels. To test its features and capabilities, you may join up for a 14-day free trial.
Add-ons for Pipedrive:
- LeadBooster (a suite of lead creation tools) costs $32.50 per month per firm.
- $41 per month for online visitors (web tracking and lead ranking).
Essential
Users may manage contacts, organizations, transactions, visual pipelines, meetings, sales activities, and user access with Pipedrive’s basic subscription. You may also configure fields and pipelines, as well as import and export data and combine duplicate entries. Emails relating with contacts and transactions may be automatically linked and sent to Pipedrive. Aside from that, you can use Google Maps to check where your contacts are and attach files to emails and offers.
Basic reporting capabilities in the Essential plan include insights into sales and activity, a shared visual dashboard, and individual and organizational goal monitoring. This tier also gives you access to the Application Programming Interface (API), which you may use to create bespoke features or modules that aren’t already included in your CRM program. APIs may be used to extract financial data from an accounting program, save proposal requests, and compute sales commissions, among other things.
Advanced
Product catalogs, two-way email sync, customisable emails and templates, email tracking, and customizable email signatures are all included when you upgrade to the Advanced plan. You may also submit tamper-proof quotations, proposals, and contracts. Automation of work processes, single sign-on (SSO) login, and Recurring income reporting are all available at this level.
Professional
On top of the capabilities featured in the Advanced plan, the Professional tier includes bulk emailing, E-signatures, in-app calling, company-wide document sharing, and unbranded documents. Fields that may be customized and reports, Estimated revenues, infinite graphic dashboards, and team goal management are among the extra reporting features.
Pipedrive’s two higher-tiered services have more sophisticated privacy and security capabilities. You receive a security dashboard where you can track user access and security-related activity for your account. Stricter login constraints, such as time-based access limitations and password expiry, may be added. You can also get notifications about questionable logins and data breaches, as well as monitor all of your team’s transactions, contacts, and inventory.
Enterprise
The top tier includes all of the features of the Professional tier, as well as tailored onboarding and support. It also includes 100 process Automations, which is more than the 60 included in Professional. Aside from that, you may create an endless number of permission sets for various degrees of user access.
Features of Pipedrive
Pipedrive has capabilities that make your sales team’s operations and communication easier to manage. It uses filters and labels to help you sort and narrow down the bargains so you can figure out which ones need to be prioritized. It also keeps track of your opportunities and sales efforts in order to spot trends that might help you enhance your results. Aside from that, it has privacy and security measures to safeguard your company’s data.
Take a look at some of Pipedrive’s most important features:
Characteristics
- Management of deals and leads
- Management of contacts and organizations
- Pipelines that can be customized
- Fields that may be customized
- Catalog of Products
- Deal with the rotten
Pipedrive’s core features include tools for managing deals, leads, contacts, and organizations. You can import and export these data from a spreadsheet or another CRM system. It also allows you to create a customizable catalog of your company’s products and pricing. Its Deal with the rotten feature notifies you when a deal that stays in a stage longer than a defined period of time.
Pipedrive’s negotiation phases are shown as a pipeline (Source: Pipedrive)
Tracking of Communication
- View contact and organization activity and communication history.
- Tracking of emails and sales documents
- Caller
- Scheduler for meetings
- Viewing the calendar and managing your activities
- Map of Contacts
The in-app caller in Pipedrive (Source: Pipedrive)
You can see the history of related transactions, messages, and activities for your connections in Pipedrive. It also alerts you when your consumer opens your email or documents, allowing you to follow up with them at the appropriate moment. Aside from that, you may use Google Maps to identify local contacts, communicate your availability for a meeting, and check forthcoming sales events.
You may make outgoing calls right from your CRM using Pipedrive’s caller function. It records your call as an action under the appropriate contact. You may also record calls and download the resulting file.
Management of Documents
- Docs that are smart (trackable quotes, contracts, and proposals)
- Templates that are pre-filled
- Integration with Google Drive and OneDrive
- Document and template sharing throughout the company
- Sending and signing without branding
- E-signatures
Smart Docs is a Pipedrive tool that allows you to organize, monitor, and share your papers. (Image courtesy of Pipedrive)
Smart Docs in Pipedrive enables you to send trackable estimates, contracts, and proposals directly from the CRM. It also lets you know when the document has been opened. You may remove the Pipedrive branding from any of your papers, add e-signatures, and make these files accessible to everyone in your business. To reduce manual copy-pasting mistakes and deliver quotations quicker, you may auto-fill the templates using Pipedrive data.
Automation
- Intelligent Artificial Intelligence (sales assistant)
- Automation of work processes
- Data on smart contacts
- Reminders for activities
Pipedrive’s Automation of work processes feature (Source: Pipedrive)
Pipedrive’s automated workflows let you reduce tedious manual chores and simplify your team’s sales procedures. Sending tailored emails, generating a new deal when a contact is added, and transferring ownership of a task when a deal is moved to a different stage are just a few examples. You can also set up push alerts to remind you of forthcoming activities.
The Smart AI sales assistant automatically gives you suggestions on what to do next and how to improve based on your past performance. Pipedrive also has a Data on smart contacts feature that automatically lists valuable insights about leads from the web and social platforms.
App for mobile devices
- Apps for Android and iOS
- Deals and activities are tied to caller ID.
- Calls from a computer to a mobile device
- Call tracking that is done automatically
- Maps of the client’s location
- Google and Microsoft contacts and calendars are synced.
- Google Drive synchronization
- Gmail plugin for Chrome
Log phone conversations, plan follow-up actions, manage deals, and find leads in your area (Source: Pipedrive)
Pipedrive offers App for mobile devicess for both Android and iOS devices. The app allows you to access and update records of your contacts, deals, and activities. You can also see your upcoming calls and meetings, search for information, and take notes. It also lets you make calls by tapping a contact, see the caller ID on incoming calls, and locate nearby contacts. In addition, you can add Google Drive files or create new ones directly within the CRM.
Reporting & Analytics
- Reports on transactions and activities
- Fields that may be customized and reports
- Recurring income
- Estimated revenue
- With a shared link, you may create a visual dashboard.
- Management of team performance
- Individual, team, and corporate objectives
The transaction performance report from Pipedrive (Source: Pipedrive)
You can customize reports on your deals, leads, activity, and income with Pipedrive. It offers dynamic visual dashboards that allow visitors to quickly analyze crucial data. It also allows you to set objectives for individuals, teams, or the whole firm, which you can follow on an unique dashboard. Using the live dashboard link, you may share these reports with anybody in your business.
Integrations with third-parties
- Zapier
- Messenger on Facebook
- Zoom Meetings are online meetings that take place over the internet.
- Xero
- Trello
- HubSpot
- QuickBooks
- Seamless.AI
- For Slack, there’s a dealbot.
- JotForm
The Marketplace on Pipedrive displays all of Pipedrive’s integration possibilities.
Integrate Pipedrive with other applications and services to expand and improve its features. Its Marketplace has over 150 app integrations divided into different categories. Accounting, analytics, communications, Service to Customers, email marketing, lead creation, marketing automation, and online forms are among the tools available.
Service to Customers
Across all plans, Pipedrive provides email and chat assistance 24 hours a day, seven days a week. When you’re signed into your Pipedrive account, you may also file a support request. Simply click the Quick Help question mark icon to initiate a chat session with the support staff. Aside from that, the Pipedrive community forum offers you the opportunity to learn from sales and marketing specialists. A knowledge repository providing self-help information on how to set up and operate Pipedrive is also available.
Pipedrive Academy’s featured video courses (Source: Pipedrive)
If you need in-depth training to level up your CRM skills, you can access free tutorial videos and courses on the Pipedrive Academy. It also features training videos on how to maximize specific Features of Pipedrive. Topics include lead nurturing, Automation of work processes, sales pipelines, overcoming objections in sales, customer support, and integration platforms.
User-Friendliness
Even for novices, Pipedrive is simple to understand and utilize. It features a clean, straightforward design, and the setup choices aren’t overpowering. All of your menu selections are displayed at a glance, so you don’t have to choose from a long list of alternatives to complete a job. With a simple click, you can easily move your data from another CRM. Customizing pipelines and dashboards is simple because to its drag-and-drop feature.
Alternatives to Pipedrive
Whether you’re not sure if Pipedrive is perfect for you, have a look at our list of the best small company CRMs.
What Users Have to Say About Pipedrive
Most Pipedrive users like its simplicity, User-Friendliness, intuitive interface, and visual sales pipelines. They also appreciate its reporting capabilities, Automation of work processes, and customizability. As of the date this article was written, it has earned the following scores from the most popular review sites:
Some users said its email management features could be buggy at times, especially on the App for mobile devices. Others mentioned that the cost of its plans could be expensive for small businesses. While many acknowledge that it is not as robust as other CRMs like Salesforce, the majority of the users think that it is a great tool for organizing their contacts, deals, and sales pipelines.
Conclusion
Pipedrive is an easy-to-use CRM that offers a visual sales pipeline and tools for managing leads, contacts, deals, and activities. It also has a built-in dialer, email and document tracking features, and an AI-powered sales assistant. Go to Pipedrive.com.’s website to sign up for a 14-day free trial.
Go to Pipedrive.com.
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Pipedrive is a CRM (customer relationship management) software that helps small businesses. It’s designed to provide an easy way for users to manage their sales, marketing, and customer service. Reference: best crm for small business.
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