Pipeline CRM improves its small business-focused solution with advanced capabilities, chatbot creation for websites, and efficient reporting. But as we’ve seen with previous iterations, ease of use remains one of Pipedrive CRM’s best features.
WHAT WE LIKE
- One of the most affordable CRM solutions
- Easy to use with an abundance of training
- Excellent 24/7 support
COULD BE BETTER
- No "forever free" plan
- No separation between lists of new leads and contacts
- Ease of Use 9.9/10
- Support 9.7/10
- Pricing 9.7/10
- Features 9.9/10
What is Pipedrive?
Pipedrive is the current leader of our CRM software category. In extensive tests of all popular solutions on the market our review team found Pipedrive to be the best performing CRM and sales pipeline management system for sole vendors and developing businesses, and the robust feature suite offered by the vendor definitely confirms it.
Built by sales people and hardcore web app developers, Pipedrive organizes your business leads in a way that will give you an excellent overview of your sales, and allow you to focus on the deals that you want to prioritize. Setting up an account takes only a minute, and other vital operations that used to be difficult and time consuming are also very straightforwad and fast.
The app is friendly enough for most sales teams to love it at first sight, and this has a lot to do with the system being fully mobile optimized. You can also easily integrate it with Google Calendar, Google Contacts, and other Google apps and many popular third-party business systems.
But what is it that makes Pipedrive so convenient? The critical catch of this system are direct sales. With this software, you will certainly get a solution capable of efficiently managing your company’s sales pipeline. The downright intuitiveness of the system helps you distinguish hot leads and priority deals, and develop an individual approach for each of them without wasting too much time. Negotiating a deal, or maintaining lead relationships in general is a fully flexible process, and you can quickly customize it to promote your brand, or adjust the conditions you no longer agree with. In fact, Pipedrive allows you to switch on/off entire modules, and guarantees there will be no side effect on the quality of your service.
On top of it all, Pipedrive is a universally applicable system where you can tweak all of your workflows, regardless of how complicated they may be. Pipedrive is available in 13 languages to serve almost all geographies, and works with a wide range of currencies including leading and minor ones. As we already mentioned, its open API configuration ensures it can blend seamlessly with every software landscape, and be applied in harmony with all business systems, including Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and many more.
Finally, the vendor offers a flexible pricing plan which ensures all companies should be able to find a package suitable for their budget. You can also check the Pipedrive free trial to see how the software works before making a purchase decision (no credit card is required to sign up).
Is Pipedrive right for your business?
A wide variety of small businesses will love the features and benefits that Pipedrive provides thanks to the robust assortment of CRM tools. Since Pipedrive is also incredibly inexpensive, it’s perfect for small teams or even solopreneurs who want to organize leads, generate leads, or improve their sales process.
Just about any small business owner who generates leads, closes deals, or sells services could make wise utilization of Pipedrive. If your website generates leads or sells products, then Pipedrive offers a generous collection of smart marketing and CRM tools that are reasonably priced.
Overview of Pipedrive Features
- Great Sales Pipeline View
- Email integration
- Goal Setting & Reporting
- Contact History
- Google Calendar & Contacts Integration
- Powerful API
- Mobile Apps
- Full Customization
- Roles & Organizational Hierarchy
- 24/7 Support
- Timeline view
- Sales reporting
- Reliable and safe
- Google Apps integration
- Email tracking
- Google Maps integration
- Powerful API
- Multi-language and multi-currency
- Simple data import & export
Overview of Pipedrive Benefits
With Pipedrive, your business will always have an efficient and user-friendly overview of the sales pipeline. Your sales team and deal makers will love the software, because of the sales pipeline methodology that is built into it. Your deals will be displayed according to different sales stages, allowing you to see the progress of your team and check which deals should be pushed. You can also follow the progress of your sales team members as well as deals offered to leads.
Efficient sales management
Pipedrive acts as your personal sales manager that helps you pick the right activities and deals to focus on. This is why the tool is a real blessing for business owners and sales managers, and a useful and effective application for sales people. The app can give you a clear overview of your sales pipeline and effective sales methodology is built into the software. You can become a better closer with the app’s Timeline View which helps to select the right deals and activities to focus on. Pipedrive is also a highly secure app that is trusted by thousands of customers around the globe. It offers solid hosting infrastructure as well as nightly backups in multiple locations.
Quick deal closure
Adding deals in Pipedrive couldn’t be simpler: all you need to do is to click on the Add Deal button on top of the deals section, and fill in the data required in the pop up dialog box (associated organizations, closure expectancy dates, stages, and scheduled activities). The advanced Activity Scheduler makes it easy to plan events and appoint meetings in your calendar with no risk of double entries. In this aspect, make sure you familiarize with the Mail tab, as it is there where all of your emails will be synced, and from where you can forward documents and close specific deals with contacts that are not displayed on your Pipedrive list. The bulk editing feature has been redesigned to modify several fields at ones, and gives you the freedom to choose colors and symbols you expect contacts to understand.
Well-organized lead collection
The minimalist layout of this system facilitates lead management, and so do the seemingly infinite configuration possibilities. The system collects contact information using customizable Web Forms, which can be placed directly on the user’s website or newsletter, or created manually within the Settings section. As expected, the numerous CRM and contact management integrations allow the user to import leads from other systems, regardless of their number.
With Pipedrive, you can customize literally everything. It’s possible to add customized fields to modify your sales pipeline stages according to your business needs. You can also turn on and off whole modules with just one click. When communicating with your clients, you will have access to a variety of modern editing filters to personalize messages, or share/publish files you think would be relevant for your colleagues. Group discussions are also available.
Top notch Statistics and Reporting
One of the most helpful tabs in this system is Statistics, which can also be linked to the dashboard and presented to other colleagues for better understanding of critical metrics. There, you can follow the performance of individual agents, the value of each separate deal, or the history of every lead. Recent improvements made in the system empower critical comparisons, such as the one between closed and lost deals. As for reporting, note that Pipedrive has the capacity to store all conversations and relevant information in a centralized database, from where you can export it to other systems, or use your own app to pull out detailed summaries. You can also give the Live Dashboard a look, and follow the status of your Wins, Loses, People, Activities, and Newness, or customize a special report that will display all aspects of your performance.
Full mobile optimization
Pipedrive allows you to take your sales pipeline with you anywhere you go because of its mobile apps. If you are a tablet user, you can use the app’s mobile web version using your favorite browser from anywhere in the world. You can also take notes during a meeting or call using this application. All data is also backed up in real time to a separate server.
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Pipedrive Pricing Overview
Pipedrive pricing starts at $12.50 per user, per month.They do not have a free version.Pipedrive offers a free trial.See additional pricing details below.
Pricing information for Pipedrive is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Pipedrive must be conducted with the seller.
Essential – The Essential plan starts at only $12.50 per month. At only $12.50, this is a smart starting point so you can develop a transparent sales process quickly and easily. This plan grants you the ability to define your pipelines and activities and quickly manage your sales performance.
Advanced – The Advanced plan costs $24.90 per month. This package is ideal if you want to take your Pipedrive account into overdrive with robust email marketing features.
Email templates, email tracking, and email syncing come with the Advanced plan. You can also enrich your existing data by pulling from social platforms like LinkedIn.
Professional – The Professional plan is $49.90 per month. This plan includes everything in the Advanced plan plus more sales features. The Professional plan is ideal if your marketing team wants to utterly crush your sales performance and objectives.
The Professional plan includes advanced features such as one-click calls, call recording, revenue dashboards, custom permissions, and team management tools.
Enterprise – The Enterprise plan is $99 per month and must be paid annually. This is Pipedrive’s best package and contains everything in the Professional plan plus added onboarding and hand-holding features.
With the Enterprise plan, you can expect extra customization, enhanced security, set-up help, and user permissions.
Getting started with Pipedrive — how easy is it to use?
Considering Pipedrive is one of the least expensive CRM platforms you’ll ever encounter, getting started is a surprisingly low-stress endeavor. Overall, Pipedrive’s simple, seamless UI make it one of the more user-friendly options on the market.
The best news about Pipedrive is that it’s free to start. Meaning, you can register an account without a credit card and begin to click-clack your way to better sales without any stress or financial burden.
The even better news is that the ridiculously low priced $99 Enterprise plan includes custom onboarding. You can get started quickly on the right foot without taking out a mortgage on your house (or place of business).
What other people say about Pipedrive
If you look closely, you’ll find a small handful of diehard supporters who love Pipedrive. Below you’ll find some of our favorite comments and mentions on Twitter.
Image Source: Twitter
Frequently Asked Questions
What is Pipedrive used for?
Pipedrive is perfect for small business owners, agencies, or small firms that want to improve their lead generation flow and sales process.
Since Pipedrive is very inexpensive, it’s ideal for companies that need better sales insights without spending thousands of dollars on a big-budget CRM. Over 90,000 organizations from 170 different countries use Pipedrive, so if you decide to give it a whirl, you’ll be in great company.
Who owns Pipedrive?
According to Crunchbase, Pipedrive launched on June 21, 2010. The founders are:
- Martin Henk
- Martin Tajur
- Ragnar Sass
- Timo Rein
- Urmas Purde
Pipedrive boasts offices in six locations worldwide and employs 500+ employees. As you can see, Pipedrive is quite the heavy-hitting organization with plenty of social proof.
Does Pipedrive integrate with Microsoft Outlook?
Yes, there are a handful of handy ways that you can integrate Pipedrive with Outlook. If you search in the Pipedrive marketplace, you will find third-party apps that allow a seamless connection of Pipedrive and Outlook.
This way, you can easily connect your calendar and your contacts. You can also check out the Zapier integration to integrate Zapier and Outlook.
Pipedrive is an easy-to-use CRM that’s perfect for small businesses that want to improve the sales process of their teams from top to bottom. If that's you, then you can’t go wrong with Pipedrive, and you can try it for free.