So, you are considering Pipedrive.
You’ll be wondering if it's a good choice for you if its feature set compares well to other options on the market and if it is priced affordably enough for what you get.
This article will break all that down for you and more.
Plus, at the end of the article, you’ll find links to alternatives to Pipedrive as well as our top picks for the options in this category.
Or, just go straight to Our top picks for Best CRM.
Without further ado, let’s get started.
Pipedrive makes sales-related tasks easier by fetching leads 24/7 and emphasizes the right opportunity so you can convert it into a deal from the sales pipeline. Pipedrive has a flexible and user-friendly interface that simplifies the transition to the CRM tool for businesses, lessening the workload of the sales team.
Here are some features offered by Pipedrive:
- Lead Management: Pipedrive offers an unsophisticated sales pipeline with several functionalities that provide a fully visual sales experience to improve efficiency and close deals faster. Users can track opportunities through all stages of the sales funnel and customize the dashboard to move all leads at one place for smoother interaction and prioritization. Moreover, Pipedrive provides users with an AI-powered sales mentor for personalized insights.
- Communication Tracking: Pipedrive allows businesses to manage contacts and group them into “People” and “Organization” so the sales representative knows the clients' role in the company and approaches them accordingly. Pipedrive provides a visual representation of call history and other modes of communication with the client giving a cutting edge to your business in negotiations. You can also make outbound phone calls within the Pipedrive and auto-link them with the relevant contacts.
- Sales Automation System: Pipedrive allows users to automate every sales process and take their business to the next level. You will be notified: at the earliest about any changes to the lead phases and account settings to prevent misuse of your CRM. Pipedrive’s Automation sends customized notifications to the clients at the right time to increase the chances of getting engagement and successfully closing a deal.
- Insights and Reports: You can create customizable fields for analytical reports regarding deals, leads, revenue, activities and add them to the dashboard for quick access. Pipedrive also offers employee management services to create goals for teams and individuals. It helps in evaluating the performances and assigning the tasks based on merit, which increases the chances of getting a positive outcome for every sales opportunity.
- Privacy and Security: Pipedrive offers a dedicated security dashboard to give users complete control and transparency over user permissions and privacy settings. You can see how many users are logged in to the Pipedrive account and prevent mischievous entities from getting hold of your data. Moreover, you can see how recently the password has been altered, devices using your account and whether there has been any attempt to change the admin settings.
Pipedrive has 4 pricing options for users to choose between depending on their requirements.
The “Essential” plan is priced at $15/month, giving users access to pipeline management, customer support, and data importation.
The “Advanced” plan is priced at $29/month, providing all features of “Essential” plus email scheduling, click tracking, and workflow creation.
The "Professional" plan is priced at $59/month, providing all features of "Advanced" plus call tracking, document creation, and revenue forecasting.
The “Enterprise” plan is priced at $119/month and gives access to all features of Pipedrive.
You can get add-ons to get the most out of the Pipedrive CRM subscription.
LeadBooster add-on starts at $32.5/month upon annual billing and helps large businesses to engage with leads more frequently.
Web Visitors add-on starts at $41/month upon annual billing and helps you recognize how your clients found out about services that can improve your marketing strategy.
Pipedrive Discount and Coupons
There are currently no discount offers on Pipedrive CRM. However, you can opt for annual billing and save up to 17% on all subscription plans, including add-ons.
Pipedrive Free Trial
You can get a 14-day free trial for any subscription plan of your choice at Pipedrive without entering card details or any obligation to buy. Just sign up through a google account or an email; fill in details regarding your company size, business niche, workforce, and you're all set.
Pipedrive, a short how-to guide
Pipedrive’s homepage will show you the sales pipeline, where you can handle leads and move them onto the other phases. Click on "Create new deal" to add a lead. The left side of the screen has a menu bar through which you can navigate all features of Pipedrive.
Click on the target icon to access the “Leads inbox”. Here, you can see all business opportunities, engage through chatbots, create web Forms and check out the most valuable marketing sources through "Web Visitors".
Click on the message icon to access the "Mailbox", where you can send new emails to clients, see archived messages, use drafts and view incoming mails by integrating Pipedrive with your email account.
Go to “Contacts” to view clients' addresses. Click on “+ Person” to create a new entry.
Head to the "Insights", and you'll see all the statistical information regarding your business and sales process. Click on “Edit Report” to change parameters for analysis.
Click on "Products" to add price quotations to your company's services and items. You can access other features by clicking on the option below “Products”.
What is the #1 Best CRM To Use?
In short, It's Hubspot.
It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Capsule.
Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Hubspot Review.