- Highly customizable
- 30-day free trial
- Superb customer service
- Data-rich reports
- No built-in online payments
- Lack of refunds
Pipedrive is a cloud-based CRM platform that strives to streamline sales processes. Its user-friendly tools allow companies to smoothly manage sales pipelines with a clear view of the process and real-time tracking of each stage. Almost every aspect of the platform is customizable, and its wide range of lead-management features and insightful reports help marketing and sales teams work collaboratively.
With over 300 integrations available and superb customer service, Pipedrive is the go-to platform for businesses looking to increase client retention and manage leads. It’s also the perfect place to store and track all customer-related data, such as shopping preferences and purchasing history. All this is available for affordable prices, starting at $14.90 per user per month.
Opting for annual billing gives you a 25% discount on the monthly plan, but you don’t have to open your wallet just yet. Before committing, users can take advantage of the 30-day free trial to fully test the service, including all add-on features.
With Pipedrive, teams from different departments can work collaboratively, thanks to the deals dashboard. It displays a 360-degree view of the selling process phases, making the pipeline visible to the entire organization.
Other types of data can be easily managed as well, such as customer and business contacts. Information fields are customizable and it’s possible to import contact lists from CSV files.
A meeting scheduler lets companies share meeting availability with customers, which is a way to facilitate communication with high-potential clients, increasing the chances of converting prospects into deals.
Users can set their time and day availability, fill in meeting details like name and description, and integrate with Zoom, Teams, and Google Meet. Then, the platform generates a link where customers can easily check the company’s calendar and book a meeting.
There’s also a Projects page that shows related activities and ongoing tasks in a Kanban or list view. This allows everyone in the team to monitor the progress of new and ongoing projects in real time, so nobody loses track of important data.
Additionally, Smart Docs lets users upload documents and sign them electronically, as well as connect to their Google Drive, Microsoft OneDrive, or SharePoint accounts. The unique feature makes project-related files easily accessible directly from the platform, saving you time.
Pipedrive states it’s designed by salespeople, for salespeople, which makes sense considering how easy it is to keep track of sales stages. The pipeline shows a clear view of the client’s journey, and the sales process is divided into neatly displayed stages that help businesses map out and manage their sales activities.
Additionally, when users create a contact form, they can choose which stage that lead appears in the pipeline. The pre-set pipeline stages are customizable – much like almost every other aspect of Pipedrive – so it’s possible to tailor them to your company’s needs.
But the focus isn’t solely on current sales. Revenue predictions for the upcoming months are forecasted by the software by using the value of past and current deals. Without this data, it’s difficult for the sales team to know which activities and deals to keep an eye on in order to meet targets.
On top of all this, users can save time by automating the pipeline management processes to trigger specific actions like moving deals to a new stage.
Email marketing plays a significant role in sales, so it’s excellent that Pipedrive Campaigns is spot on. It helps companies engage with customers through customizable emails, increasing the chances of closing deals with prospects. Better yet, the tool allows marketing agents to tailor campaigns according to the potential client’s behavior and interests.
The marketing team can also take advantage of the platform’s email builder, which provides templates that can be easily customized using drag-and-drop tools. Once created, a preview of how the email will be seen by the recipient is available and email campaigns can even be automated.
Keeping customers who check emails on the go happy, email layouts are mobile optimized. As part of the next stage, users receive real-time insights and reports of the emails sent.
Furthermore, regular email syncing works smoothly, letting users seamlessly reply, forward, and delete emails directly from the platform. As for managing social media communications, integrations with Facebook Messenger and WhatsApp let users import contacts, assign conversations to team members, and reply to leads and clients.
Pipedrive allows companies to communicate with customers in various ways. For starters, it’s possible to quickly create web forms, as there are premade templates for numerous types of forms.
Also, the forms are highly customizable, and when clients submit them, the stage they appear in your Pipedrive account depends on the form’s answers.
Once forms are created, the dashboard shows their metrics in a simple and easy-to-understand way. Additionally, the data displayed provides relevant information, such as number of views, interactions, and submissions, as well as the conversion rate. While web forms are only available as part of an add-on package, it’s worth the investment, as the package also comes with useful tools like a chatbot and live chat.
The ‘Insights’ page helps businesses analyze their teams’ performance with easy-to-read sales, leads, and task reports. By being simple to understand, Pipedrive’s thorough reports make it easier for users to analyze essential metrics to identify whether their business is on the path to success.
While these reports are logical and accessible, they’re also extensive. Sales reports display deals won over time, the conversion path from qualified to closed, products sold, and more. Additionally, the marketing team can benefit from reports showing the leads created by users and those converted by sources.
There are even reports that display all activities planned and completed, so managers can measure team performance KPIs. What’s more, users can filter important data according to their preferences, and all reports can be exported in PDF or PNG formats.
Setting up workflow automation with Pipedrive is effortless and can be done in a snap. Repetitive tasks can be quickly and intuitively automated, saving users time and boosting productivity.
Admin users can set up a trigger, add one or multiple conditions, and choose the corresponding action. For example, it’s possible to automatically create a project when a deal is closed. Also, various premade automation templates are divided into categories, so users can promptly find the one that best suits their needs.
Additionally, the Web Visitors add-on is an excellent tool for companies focused on building a data-driven marketing strategies, as it shows who is visiting a company’s website, how they found it, and whether they’re already engaging with the content and campaigns. The visitors can even be filtered by country, Google AdWords campaigns, or pages they interact with.
Pipedrive is a cloud-based platform with no desktop version. However, a mobile app is available for iOS and Android.
The layout on mobile is entirely different from the web version. Still, it’s intuitive and easy to use, with most of the web version tools available and running as smoothly. It’s also possible to match incoming calls to your Pipedrive contacts so you know when it’s a customer calling.
Moreover, with the mobile app, users are still able to manage their business processes even when they run out of internet connection. Moving deals along pipeline stages, adding activities, and everything else is available offline, with the changes being automatically updated once the phone reconnects to the internet.
Ease of Use
Pipedrive’s interface is simple and clean, with intuitive tools that don’t require extensive training or complex setups to start using. This makes it the go-to platform for those starting their journey with CRM software. The platform’s tools are divided into tabs and neatly displayed in the dashboard, where there’s also a handy search box to find information quickly.
Overall, the experience using Pipedrive is enjoyable, with drag-and-drop functionalities, well-categorized tools, and infinite customization options. All this makes it possible for users to adapt the software to their unique needs. Additionally, there’s a dedicated space for beginners to learn the ropes, with comprehensive materials like courses, video tutorials, and webinars.
CRM software needs to allow users to streamline their sales processes directly from one platform. Pipedrive meets this requirement, not only with its built-in resources but also with over 300 integrations available. The apps sync seamlessly, so all data can be kept and managed without jumping from one platform to another.
Integration with major communication apps like Teams, accounting apps like QuickBooks, and project management software like Asana is available. Although the platform doesn’t offer tools for users to build proposals and contracts, this can be done via the integration with PandaDoc and other similar apps. The icing on the cake is the Zapier integration, allowing users to connect Pipedrive with thousands of other apps.
Considering all it provides, Pipedrive’s prices are fair. The plans are billed monthly or annually, with the latter providing a discount of up to 25%. There are four pricing plans: Essential, Advanced, Professional, and Enterprise. If paid annually, the Essential plan costs $14.90 per user per month. It has all the most basic sales, leads, and calendar management features. However, other important time-saving resources like automations and the meeting scheduler are left out.
Although there are no refund policies, the 30-day free trial lets users thoroughly test every aspect of the software, including add-ons. On top of this, the platform provides sample data for the trial and no credit card is required.
The Advanced plan has many email-related features, such as customizable templates and email signatures, as well as email open and click tracking. Additionally, this plan is the go-to option for companies that are seeking to automate their workflow.
Finally, the Professional plan has the whole package, including Smart Docs, which is available as an add-on in the lower-tier plans.
It’s important to reinforce that some features like the live chat, chatbot, web forms, Web Visitors, and Campaigns are only available as add-ons for all plans, which are charged per company, not per user.
Pipedrive goes out of its way to provide superb customer service. For starters, 24/7 live chat support is available for English and Portuguese speakers. The support team can be easily contacted through the help button on the platform, and it usually takes less than half an hour for an agent to respond to the most varied inquiries. Additionally, German, French, and Spanish support is available during business hours. Phone support is only available for Enterprise users.
There are also resources like an FAQ page and articles about Pipedrive’s many tools and how to get the most out of them. Finally, Pipedrive has a strong presence on social media, where it shares news about the company and insightful articles about its features.