Pipedrive is a very user-friendly customer relationship management (CRM) that powers at least 95,000 businesses worldwide. It showcases intelligent marketing tools to help small and medium-sized businesses sell their products and services actively.
The focus of Pipedrive CRM is on sales management. It is designed to help salespeople manage their leads and deals more efficiently to close more business.
While there's no free plan, it's very affordable and accessible. So, if you want to refresh your sales flow and lead management from top to bottom, this might just be the CRM tool for you.
Pipedrive was developed in 2010 by a team of five sales experts or salespeople. They aimed to build a CRM that fixated on the sales aspect of a business, unlike other CRMs that were more generic in their approach. Pipedrive is designed to give salespeople the power to control their own sales process and manage their own deals without relying on a middleman.
The founders set out to create a software solution focused on activity-based selling, an ideology that encourages salespeople to focus on the key activities that lead to a sale rather than the end result.
This philosophy has raised Pipedrive's customer base to more or less 95,000 businesses in 150 countries. Pipedrive values simplicity in terms of setup, function, and design. Best of all, it's made by salespeople for salespeople. So, you can guarantee that the features are designed with sales in mind.
The core features of this CRM are designed to streamline reports and sales processes using visual sales pipelines and automation. Some will love these features, while others find them a little too sales-driven for their needs. Let's take a look at who Pipedrive CRM is best suited for:
Pipedrive lets you build visual sales pipelines and personalize reporting dashboards via its drag-and-drop functionality. Generally, it cleans up complex CRM data. Hence, making it much easier and faster for sales teams to digest, understand, and examine CRM data.
Pipedrive provides a fully-fledged mobile app for both iOS and Android devices. The app can be synced with a sales expert's calendar, geolocation, and caller ID. Additionally, they can use it to manage their deals and contacts and locate nearby leads.
Pipedrive includes bulk email sending, email tracking, customizable email templates, and email inbox. These features are designed to help salespeople manage their email communications with clients and leads all in one place.
Pipedrive allows users to segment their contacts into different categories for niche targeting. For example, a real estate agent could segment their contacts by investors, sellers, buyers, or renters for optimal conversion results.
Your CRM and sales software should offer the functionality and features to serve your needs. If you're looking into Pipedrive, here are some key features to be aware of.
With Pipedrive, you can easily see your contact's history of activities, communications, and linked deals. Also, it notifies you when your document or email is opened by your customers. Hence, you can quickly follow up with them.
Additionally, Pipedrive lets you share your availability for meetings, locate nearby contacts via Google Maps, and see upcoming sales activities. Aside from that, Pipedrive's caller feature allows you to make outbound calls from your CRM. Imagine never having to leave your software to make a phone call again!
Also, it automatically logs or records your call as an activity under the contact. Best of all, you can download the recorded file and save it for future reference.
The Smart Docs feature of Pipedrive lets you send trackable proposals, contracts, and quotes within the CRM. Also, it notifies you when the document is viewed. You can easily attach e-signatures and get legally binding approvals from your customers. Moreover, you can auto-fill the templates with data from your CRM to save time. Thus, eliminating human errors and sending quotes faster.
Another feature that makes Pipedrive stand out is its automation capabilities. It enables you to get rid of repetitive tasks and simplifies your team's sales processes. And these include creating new deals when a contact is added, sending follow-up emails, and transferring task ownership.
Also, you can opt to receive push notifications to keep you informed about your sales pipeline. Moreover, the Smart AI sales assistant automatically guides you on how to improve your sales performance and what to do next. Pipedrive has a smart contact data feature as well. It automatically lists insights about your contact, such as their social media profile, company size, and industry.
Pipedrive has a mobile app that lets you manage your sales pipeline and deals on the go. It's available for both iOS and Android devices. The mobile app lets you access and gives an update on your activities, deals, and contacts.
What's more, Pipedrive's mobile app lets you manage upcoming meetings and calls, take notes, and search for information. Aside from that, you can create files or add Google Drive files within the CRM.
One of the best things about Pipedrive is its reporting and analytics feature. It allows you to create customizable reports on your revenue, activities, leads, and deals.
Plus, it has interactive visual dashboards that allow you to view key metrics at a glance. Best of all, you can create goals for your team and track your progress, and share reports in your organization.
Enhance and extend the capabilities of Pipedrive by integrating it with other services and applications. The Pipedrive Marketplace offers at least 150 app integrations under different categories. And these include apps for web forms, marketing automation, lead generation, email marketing, customer support, messaging, analytics, and accounting.
Let's explore the things you'll like and dislike about Pipedrive.
Pipedrive pricing is split into four paid plans:
This plan costs $15 per user per month. It's suited for small sales teams focused on managing their sales pipeline. The plan includes tools for managing user access, sales activities, meetings, visual pipelines, deals, organizations, and contacts.
Also, it lets you customize pipelines and fields, import and export data, and merge duplicate entries. While the features are limited on this plan, it's still a good deal considering the price.
This plan costs $29 per user per month. It's suited for growing sales teams needing automation. In this plan, you get everything from the Essential plan plus two-way email sync, product catalogs, customizable templates and emails, and email tracking. What's more, you can send trackable contracts, proposals, and quotes.
This plan costs $59 per user per month. It's suited for mid-sized businesses with multiple sales teams. The plan adds unbranded documents, company-wide document sharing, in-app calling, e-signatures, and bulk emailing on top of the features in the Advanced plan. Moreover, this tier feature more advanced security and privacy features.
This plan costs $99 per user per month. It's suited for large companies. This tier has everything in the Professional plan plus access to custom customer support and onboarding. Also, it offers about 100 workflow automation, and you have an unlimited number of permissions for various user access levels.
Q. What is Pipedrive best for?
A. Pipedrive is best for small to medium businesses that need a sales pipeline and project management tool.
Q. Is Pipedrive free?
A. No, Pipedrive does not have a free plan.
Q. Is Pipedrive easy to use?
A. Absolutely! It's to get started with and offers a wide range of features for managing your sales pipeline.
Q. Does Pipedrive integrate with Zoom?
A. Yes, Pipedrive integrates with Zoom for video conferencing.