Pipedrive CRM Software Review

Pipedrive
4
4 of 5 stars 1 review
  • Pricing
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  • Features
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  • Support
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User Rating 0 (0 reviews)

Pros

  • Affordable plans
  • Free trial
  • Ease of use
  • Comprehensive pipelining tools
  • Solid marketing toolset

Cons

  • No free tier
  • Not ideal for managing existing clients

ABOUT

Companies across a broad spectrum of fields are making the jump to cloud-powered CRM services that help them stay ahead of the pack. Pipedrive is one such tool. Its relatively affordable cost, coupled with its ease of use and robust tools, is a perfect fit for organizations that wish to boost their business. If you have a product or service to sell, Pipedrive helps you market your brand the right way with an expansive list of features geared towards marketing and sales. In this article, I take a deep-dive into what makes Pipedrive such a compelling piece of software.

Who Is Pipedrive For?

Be it an entrepreneur kickstarting a startup or a mid-sized enterprise, Pipedrive gives your business a much-needed shot in the arm with its comprehensive CRM tools. Teams of all sizes can take advantage of their features. Your organization can generate leads and improve revenue with novel marketing strategies. Further, it gives you the ability to customize your workflow based on what your employees require, improving effectiveness, and cutting redundancy. Its wallet-friendly plans help ease the monetary burden on smaller teams.

PRICING

Pipedrive offers firms four plans that offer different features at varying price points. This unprecedented level of flexibility lets you scale your business when needed. Besides, these plans charge your organization based on your team count. All you have to do while expanding your team is to pay for more licenses. In effect, your data and workflow remain unaffected. Also, if you choose to pay annually, you get a discount on all the plans on offer.

Plans

Essential

Advanced

Professional

Enterprise

Yearly Cost

$12.50 per user per month

$24.90 per user per month

$49.90 per user per month

$99 per user per month (minimum of 10 employees)

Monthly Cost

$15 per user per month

$29 per user per month

$59 per user per month

Unavailable

Web Forms

Branded

Non-branded

Non-branded

Non-branded

Customizable Pipelines

Yes

YesYesYes

Contact Management

YesYesYesYes

Data Import And Export

YesYesYesYes

Workflow Automation

No

Up to 30

Up to 60

Up to 100

Products Catalog

No

Yes

Yes

Yes

Team Management

No

No

YesYes

Group Emailing

No

No

YesYes

Team Reports And Goals

No

No

YesYes

Cumulative Review Forecast

No

No

Yes

Yes

Pricing Tiers

While Pipedrive offers its users several plans that cater to different sorts of organizations, it does not offer a free plan. Plans start at $15 per user per month. The basic Essential plan gives you a lot of bang for your buck. It provides you the tools to develop a sales funnel with absolute ease and allows you to effectively manage performance and other key metrics. Stepping up to a $29 per user per month, Advanced plan grants you even more tools. WIth sophisticated email campaigns and workflow automation, you can boost an already impressive workflow.

The $59 per user per month Professional plan is geared towards more sales-related features. It lets you handily beat sales targets and objectives by offering revenue dashboards and team management tools that can significantly aid collaboration. If you wish to experience the very best that Pipedrive offers, look no further than the $99 per user per month Enterprise plan. It offers your organization all the features that Professional plan users enjoy, and then some. Also, it grants your team robust onboarding features. Should you wish to test the waters, all the plans offer free trials that let you test the waters before investing.

FEATURES​

  1. Pipeline Management
  2. Web Forms
  3. Contact Management
  4. Email Inbox
  5. Calendar
  6. Sales Assistant
  7. Reports

1 – Pipeline Management

Pipedrive offers your organization a comprehensive pipelining framework that lets you take control of every facet of your pipeline. Also, it grants you the ability to keep tabs on the metrics you deem necessary. The clarity offered by the tool lets you make the right decisions concerning the future of your organization. Sales stages segregate your deals. In effect, this provides you and your team a better understanding of where you need to put your efforts and shift priorities accordingly.

Pipedrive also provides a reliable statistics tool. It gets you the answers you need, like the stages of your pipeline that need your attention. With intuitive data visualizations, analyze the parts of your organization and make improvements when needed. Only the power of your creative prowess limits sales stages. The suite lets you have as many as you want, in addition to the team members or activities that may pertain to these stages.

2 – Web Forms

Forms are an essential part of any marketing campaign. Pipedrive’s powerful, customizable form builder offers you the possibility of gaining quality leads. The form creation tool is intuitive and easy to use, giving you the ability to craft personalized forms with ease. Also, replies to forms are automatically stored in your contact database, letting your pipeline access them automatically.

This automation gives your organization vital details of potential clients, information that can be used to build better pipelines. You can share the forms across a variety of platforms, be it as a web form on a page or via email or social media campaigns. In effect, your forms can reach a wide audience with the help of Pipedrive’s powerful forms.

3 – Contact Management

Pipedrive offers your firm an effective means of managing essential contacts and organizations. The suite lets you view entire timelines of contact activity history. Once contacts have been added, you can add people to deals accordingly. Also, you can cut down on the hassle of migrating from a different service by seamlessly importing your contacts from Google or Microsoft’s powerful suites. A Contacts Timeline gives you a bird’s eye view of all the activities concerning any contact, letting you follow up old conversations and pick up new leads with ease.

4 – Email Inbox

Email campaigns are a powerful means of gaining new leads and customers. Live notifications keep you in sync with the developments in your organization. In effect, these notifications show you when an email has been clicked or viewed, giving you the chance to follow up with a suitable marketing pitch. Also, the powerful built-in email builder offers your organization multiple templates from which you can choose. You can also create your emails and use merge fields to auto-populate data. The suite sends emails in batches like lead segments, which lends your campaign a degree of personalization.

5 – Calendar

Pipedrive lets you manage your schedule effectively with a capable calendar application. The Calendar view lets you see your tasks based on day, week, or month. Further, you can also see your tasks neatly arranged as a to-do list, keeping things simple and effective. Besides, you can sync this calendar with popular calendars such as Google Calendar or Outlook to ensure that you never miss out on crucial details. The suite grants you the option of scheduling calls or emails with organizations and contacts to seal deals and generate new leads. Reminders sent by Pipedrive ensure that you never forget any follow-up of sorts.

6 – Sales Assistant

Think of Pipedrive’s Sales Assistant as a supercharged AI-powered sales mentor. It offers you tips personalized based on your pipeline. In effect, these automated hints are based on your behavior, ensuring that you are continuously improving your workforce without training or consultants. It takes care of repetitive tasks for you, giving you app integration and feature options that can do the heavy lifting for you.

Further, it also shows you graphs that depict good and bad performance trends. This visual information helps you determine what works well in your organization and what can be improved. You can also automate critical sectors of your pipeline to cut down on time spent and devote more time to matters that are of significance. With the help of triggers and actions, you can automate any stage of your sales funnel. Also, your email campaigns can be automated to go out based on deal creation or at a particular stage of a deal. This automation ensures that high-priority tasks are dealt with suitably.

7 – Reports

Yet another essential facet of any firm is its documentation. Pipedrive offers comprehensive reports on products and activities, highlighting key metrics that help you understand your business better. In effect, this lets you gain valuable insights that can impact the decision-making process and boost sales. Sales reports give you the ability to visualize tables and charts with custom filters to focus on relevant information. Next, activity reports focus on the efficiency of the members of your organization. You can view the activities that have been added and the ones that have been completed. You can also see the emails sent and received by a particular user. Product reports let you design a catalog of products that you can attach to deals.

INTEGRATIONS

In addition to Pipedrive’s impressive toolset, take advantage of rich third-party integrations that let you automate key portions of your workflow. This feature, in turn, allows your employees to devote more time to the tasks that matter more. Pipedrive offers its users a fully-featured marketplace, letting you look for the right tool for your requirements. You can sync contacts and essential details with Google and Microsoft’s powerful contact database services. Further, you can sync your firm’s calendar with your calendar as well. This synching ensures that you are always on top of deadlines and pending tasks. Zapier’s store offers thousands of apps that can work in tandem with Pipedrive’s marketing and CRM tools. It uses triggers to determine appropriate actions for a plethora of scenarios and situations.

Pipedrive lets you integrate services from the following categories:

  • Messaging
  • Accounting
  • Invoicing
  • Marketing
  • Analytics
  • Customer Support
  • Calendars
  • Contact Management
  • Task Management

More About Pipedrive CRM Software

Setup And Ease Of Use

Pipedrive offers organizations a reasonably straightforward setup process. First, you will have to fill in the necessary details and information regarding payment. Next, you can import your contacts, pick preferences, and get to work. Its intuitive interface lets even a novice at lead generation, and marketing kickstart your firm’s ambitions. Further, the mobile apps that embody the same design philosophy are also driven by simplicity and performance, letting you get work done wherever you are.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

While the desktop client is the primary place to get work done on Pipedrive, its mobile offerings are just as capable. In addition to a summary that lets you get a big picture view of your day, they also allow you to edit deals and contacts from the comfort of your couch. Work on the go with apps designed for both Android and Apple smartphones. These apps let you create tasks and notes with a few swipes and presses. Further, these changes are synced instantly and seamlessly with the desktop browser app, letting you focus on more pressing matters.

Customer Support

All Pipedrive customers are entitled to the suite’s excellent customer support solution. A team of professionals works tirelessly to answer your queries and resolve issues. You can either send an email or call them directly. Further, comprehensive tutorials and webinars give your firm a good idea on how to start developing pipelines that sell and craft compelling marketing strategies.

PROS AND CONS

PROS

  • Affordable plans
  • Free trial
  • Ease of use
  • Comprehensive pipelining tools
  • Solid marketing toolset

CONS

  • No free tier
  • Not ideal for managing existing clients

CONCLUSION

Pipedrive is quickly becoming the go-to CRM platform for organizations across the globe. Its ease of use and powerful pipelining tools give your firm insights into your performance, letting you craft the right strategies and make the right decisions. Besides, its ease of use and flexibility enables you to get off the ground without complexity holding you back. While it does not offer a free tier, its plans are relatively affordable in comparison to other popular CRM suites. In conclusion, Pipedrive is a valuable asset to close sales and boost business. Invest in a subscription today!

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