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Are you in search of an efficient CRM system for your business requirements? If this is the case, then there are high chances that while searching for it, you may have come across Pipedrive CRM.
So, now if you are thinking to choose this option, but you are not sure about how it is going to work out, then you have come to the right place!
Here, we will focus on talking about almost everything about the Pipedrive CRM software which will help to clear all your concerning doubts.
All that you need is to read this honest Pipedrive CRM review to decide whether it is a perfect suit for your requirements or not. So, without wasting any further time, let’s get ahead to the detailed review:
Pipedrive Introduction
As per a recent announcement, Pipedrive has now been declared an official unicorn startup which has swiftly increased its recognition.
Another important thing to note is that since its inception, this CRM has been growing at an exponential rate. Presently, it operates in more than 180 distinct countries, and it has been employed by more than 100,000 customers globally.
It includes a diverse range of businesses such as startups, small firms, and global enterprises.
Pipedrive is known to be a full-service sales-focused CRM platform that aids in boosting the revenue of around 100,000 businesses and that too with precision.
This software again allows you to visualize your sales procedure so that you can automate sales, manage leads and generate email campaigns from one specific platform.
Irrespective of the industry you are operating in, Pipedrive will aid in effectively boosting your sales procedures.
Now, the main question that arises in this aspect is how this software performs and whether it is a perfect fit for your business or not.
Well, to understand this well, you will have to read this comprehensive review on Pipedrive CRM from start to finish.
Pipedrive CRM Review 2023:
Pipedrive CRM Review
Ease of Use (4.8/5)
Features (4.5/5)
Automation and Reporting (4.7/5)
Contact and Deal Management (4.7/5)
Help and Support (4.5/5)
Value for Money (4.5/5)
Pipedrive CRM Review
What Is Pipedrive CRM?
Pipedrive is generally referred to as a cloud-based CRM software that businesses can utilize, irrespective of their size, whether it’s small or large, for efficiently managing their customer relationships.
It was established in the year 2010 and from that time, it has been identified as one of the prominent CRM providers globally.
By utilizing Pipedrive Software, the sales department can effortlessly close more deals as it helps them to manage their sales pipeline in a much better way.
This platform does this by assisting users to track their Pipedrive deals, opportunities, and leads.
Not only that, but it tends to provide a comprehensive range of tools and features which again helps them to convert more leads into consumers.
Another best thing to note about Pipedrive is that it provides a diverse range of integrations with other business apps.
It again, helps the users to get the most out of their CRM system. You can focus on integrating it with more than 250 mobile applications for effectively managing your sales processes on the go.
Some of the key features of Pipedrive worth noting include communication tracking, deal, and lead management, activity and deal reports, and finally an AI-powered sales assistant which is referred to as Smart AI.
So, it has proved to be an amazing tool for sales professionals and teams who are in search of an easy-to-use CRM with visual sales pipeline tools.
Pipedrive CRM Overview Details
Pipedrive CRM is a cost-effective and easy-to-use cloud tool that comes with a range of customization alternatives and features.
Pipedrive pricing starts from $9.90 per month per user (Essentials plan) which can go up to $59.90 (Enterprise plan).
The Advanced plan of this software which costs $19.90 per month per user comes with specific features like customizable email templates, two-way email sync, and a lot more.
All of these features make it a worthy option to choose, in case you are a growing business.
Key Pipedrive CRM Features
Pipedrive CRM tends to offer many interesting features that aid in streamlining both the communication and processes of your sales team. This platform allows you to sort out and narrow down deals by utilizing labels and filters.
As a result, you would be able to find out which particular ones to focus on. It is again capable of tracking your sales activities and prospects for understanding patterns which enhances your overall performance.
Not only that, but it is well equipped with security and privacy for protecting your business data.
Note that the core features of the Pipedrive Sales Platform incorporate tools that help you to manage contacts, leads, deals, and organizations. You can export and import these data from any other CRM system or a spreadsheet.
It also lets you create a tailored catalog of the pricing and products of your company.
Again, the deal rotting feature of this platform provides you with the notification when any deal remains in a stage longer than a specified period.
We will provide you with a detailed insight about its important features in the following section to help you to get a much better understanding:
1. Communication Tracking
With the aid of Pipedrive Software, you would be able to view the history of linked deals, activities, and communications of your contacts. It again provides you with the notification whenever any of your consumers opens your document or email.
So, it means that you can follow up with them at the proper time. Other than that, it also lets you search for nearby contacts, see impending sales activities and share your availability for a meeting, all by utilizing Google Maps.
Again, the caller feature of Pipedrive enables you to directly make outbound calls from your CRM. It automatically logs your call as an activity under the pertinent contact. Not only that, but this particular feature helps you to facilitate call recording as well as download the recorded file.
2. Pipedrive Automation
Pipedrive is identified as an amazing CRM tool that helps you to streamline the sales processes and successfully eliminate repetitive manual tasks of your team with the help of automated workflows.
It includes creating a new deal with the addition of a contact, sending personalized emails, and transferring ownership of a task whenever any particular deal is moved to another stage.
You can even choose to receive push notifications which will remind you of any forthcoming activity.
As already mentioned above, the Pipedrive Sales CRM comes with the Smart AI sales assistant which automatically provides you recommendations on what to do next.
Along with that, it also suggests how you can improve depending on your past performance.
Pipedrive again possesses a smart contact data feature that lists valuable insights about leads automatically from social and web platforms.
3. Document Management
The Smart Docs feature of Pipedrive lets you send trackable proposals, contracts, and quotes within the CRM. Whenever the document is opened, it provides you with a notification.
You can again consider removing the branding of Pipedrive from any of your documents along with attaching e-signatures.
Other than that, it lets everyone in your organization get access to these files. Also, with Pipedrive data, you can auto-fill the templates which effectively minimizes copy-pasting errors, and helps you to send quotes more rapidly.
4. Reporting and Analytics
Pipedrive lets you generate customizable reports on your activities, leads, deals, and revenue. It possesses interactive visual dashboards which help viewers effortlessly interpret key metrics at a glance.
Along with that, it also allows you to create goals for teams, individuals, or the company and track them effectively on a custom dashboard.
The best part is that you can successfully share these reports with anyone in your company, you want to be utilizing its live dashboard link.
5. Pipedrive Sales CRM Mobile Application
Pipedrive is also known for offering mobile applications for both iOS and Android devices. With the aid of this Pipedrive app, you can easily access as well as update records of your activities, deals, and contacts.
You can even do several other things with its help such as taking notes, searching for information, and seeing all your impending meetings and calls.
It again allows you to make calls by tapping on a contact, viewing the caller ID on incoming calls, and locating nearby contacts.
Additionally, you can consider adding Google Drive files or directly creating new ones within the CRM.
6. Pipedrive 3rd Party Integrations
Third-party Pipedrive integration is also possible. You can focus on improving and extending the capabilities of Pipedrive by integrating it with other services and applications.
The marketplace of the Pipedrive Sales tool is again known for offering more than 150 application integrations under distinct categories.
It includes apps for email marketing, customer support, messaging, analytics, accounting, marketing automation, lead generation, and web forms.
7. Pipedrive CRM Customer Support
Pipedrive is known for offering 24/7 customer support through chat and email across all plans. Whenever you consider doing a Pipedrive CRM login, you will get the option to submit a support ticket.
All that you need is to tap on the Quick Help question mark icon and initiate a conversation with the Pipedrive support team through chat.
Other than that, you can also learn from sales and marketing experts in the community forum of Pipedrive. You will again find Pipedrive knowledge base which provides you with access to self-help resources.
It is designed in a manner to help you understand how to set up as well as configure Pipedrive.
If you need comprehensive training for leveling up your CRM skills, then you can gain access to free courses and tutorial videos that are available on the Pipedrive Academy.
It also contains training videos that will help you to learn about the best ways to maximize particular Pipedrive features.
Topics mainly include integration platforms, customer support, overcoming objections in sales, Pipedrive CRM sales pipelines, workflow automation, and lead nurturing.
8. Ease Of Use
It is incredibly easy to use and learn Pipedrive. Even beginners can effortlessly utilize this platform. It again comes with a simple and clean layout.
Also, the configuration options that you will find in Pipedrive CRM are not that overwhelming.
You can view all your menu options at a single glance. It means that you do not require to choose a lot of actions for accomplishing any particular task.
You can even migrate your data from any other CRM and that too with only a click. Again, the drag-and-drop functionality of this makes it very easy for you to customize dashboards and pipelines.
Pipedrive CRM Pros And Cons
To gain a thorough understanding of Pipedrive CRM, you should clearly understand its pros and cons which we are going to discuss in the forthcoming section.
Pros
- Simple To Use: This software is designed in an efficient manner which makes it incredibly easy to navigate. So, even if you are a complete beginner, you will find it to be straightforward to utilize.
- Cost-Effective: The pricing of Pipedrive Sales CRM typically starts from $18 per month per user which can go up incrementally and thereby making it to be a cost-effective service for small businesses.
- Pipedrive Support: Pipedrive CRM is involved in offering 24/7 support through email and chat on every plan.
- Pipeline Management: You are given boundless properties and pipelines which will help you effectively organize your sales process.
Cons
- No Email Marketing: Pipedrive CRM fails to provide you with the email marketing feature.
- 2-Way Syncing: In this platform, syncing with your email client i.e., Gmail is reserved only for higher plans.
- No Free Plan: One of the major limitations of the Pipedrive CRM is that it does not come with a free plan.
Pipedrive CRM Pricing Plans
The pricing of Pipedrive CRM is usually divided into four paid plans. Also, it is important to more than the monthly fees start at $11.90 per user, per month. But, if you consider billing annually, then you will have to pay $9.90 per user, per month.
Irrespective of any tiers you choose, you are assured to get 24/7 customer support, mobile apps, an artificial intelligence (AI)-powered assistant, visual dashboards, deal and activity reports, and basic deal and contact management.
If you wish to explore its capabilities and features, then one of the best ideas would be to sign up for a 14-day free trial.
Now, let’s have a quick look at its pricing plans:
Pipedrive Essential Plan
Pipedrive’s Essential plan starts at only $9.90/month. By investing just $9.90, you would be able to develop a transparent sales process effortlessly and swiftly.
The best part about this plan is that it provides you with the capability to define your activities and pipelines. And thus, you can quickly manage your sales performance.
Pipedrive Advanced Plan
The cost of the Advanced plan is $19.90/month. This plan is considered to be ideal, in case, you wish to take your Pipedrive account into overdrive with solid email marketing features.
You will get email tracking, email templates, and email syncing with the Advanced plan. Not only that, but you can also augment your existing data by pulling from social platforms such as LinkedIn.
Pipedrive Professional Plan
The pricing of this plan is $39.90/month. By opting for this plan, you will get all the features of the Advanced plan. Along with that, you will also get more sales features in this case.
It is the ideal plan to choose, in case your marketing team wants to crush your sales performance along with objectives.
You will again get some advanced features like team management tools, custom permissions, revenue dashboards, call recording, and one-click calls with this plan.
Pipedrive Enterprise Plan
This plan will cost you $59.90/month and you will be charged annually. It is the best package of Pipedrive as you will find everything that comes under the Professional plan.
Along with that, you will also get hand-holding and onboarding features. Finally, with this plan, you can expect set-up help, enhanced security, extra customization, and user permissions.
Is Pipedrive CRM The Ideal And Best CRM Software For Your Requirements?
If you are thinking about whether Pipedrive CRM is best for your business requirements or not, then this particular section will clear all your concerning doubts.
Recommended If:
In case, you are in search of a tool that allows you to effectively manage your sales procedures, then Pipedrive CRM can be an option that you can depend on.
Its design is clean which means that even beginners will find this to be easy to navigate. As a result, this tool allows anyone to make the most out of the available features.
Not Recommended If:
If you are looking for a free CRM, then Pipedrive is not for you. Instead, you can check out other available options like Freshworks or HubSpot. But keep in mind that their free plans do come with some restrictions.
Again, in case you are in search of an all-in-one marketing and sales service, then you must know that Pipedrive lacks marketing features like email marketing.
So, in that case, too, you will have to choose any other available options that provide you with similar features.
Pipedrive CRM Alternatives
If you are in search of an easy-to-use yet robust CRM tool, then it becomes important to have a look at the Pipedrive CRM alternatives.
One of the most commonly used and popular alternatives is HubSpot which tends to offer a generous free CRM plan. But, whenever you move onto a premium plan, you will find a jump in price.
Two other CRM tools that you can check out include ActiveCampaign and Freshworks CRM. Both of these options provide an amazing mix of marketing and sales features.
If you are serious about automation, then ActiveCampaign can be a really good option for you to choose. Zoho CRM is another option that you can try out.
But, it is not generally recommended because of some user experience problems.
Our Final Verdict On Pipedrive CRM
Pipedrive CRM Reviews 2023
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🥰 Ease of Use
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❤️ Features and Ease of Setup
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😇 Automation and Reporting
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😘 Contact and Deal Management
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👍 Customer Support
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🙃 Pricing
4.8
Final Verdict
From this detailed Pipedrive CRM review, one can easily say that it is the best CRM software to choose for small to medium-sized businesses. It tends to possess all the features which you will require for managing your leads, contacts, and deals with much ease.
And, by utilizing this tool, you would be able to effectively save your time with its workflow automation, group emails, and templates. It is effortless to navigate from the moment you first open this platform.
Another best part is that it allows you to simply drag and drop deals as they move especially through the sales pipeline. It is again highly customizable and provides you with limitless deal pipelines and superb reporting capabilities. Try Pipedrive CRM for free.
Although Pipedrive does an outstanding job at helping your team to manage deals and set up meetings with prospective clients, we have found that the functionality and scope of this platform are limited when compared to the other CRM software available.
You will only find the most basic Pipedrive email marketing tools in this case and also, it fails to offer any specific features for project management.
Additionally, for utilizing lead generation features such as chatbots and web forms, you will need a paid add-on.
So, it means that Pipedrive can work effectively for those businesses that are looking forward to upgrading to a CRM for the very first time.
However, it may not be a great option for those businesses who are in search of a scalable and comprehensive CRM solution.
In such cases, Apptivo and Zoho CRM are considered to be better alternatives to choose from. Hopefully, you have found this review post to be valuable.
Frequently Asked Questions About Pipedrive CRM
Is Pipedrive A CRM Tool?
Yes, it is an effective CRM tool that will help you effortlessly manage your sales processes and contacts.
What Is Pipedrive Mainly Utilized For?
Pipedrive is considered to be a perfect option to choose for small firms, agencies, or small business owners who wish to enhance their lead generation flow along with the sales process.
As Pipedrive is cost-effective and so, those companies who are looking for better sales insights on a constrained budget will find this tool to be very useful.
As Pipedrive is cost-effective and so, those companies who are looking for better sales insights on a constrained budget will find this tool to be very useful.
Who Is The Owner Of Pipedrive?
Pipedrive was launched on 21st June 2010. And its founders include the following:
✔️ Martin Tajur
✔️ Martin Henk
✔️ Urmas Purde
✔️ Timo Rein
✔️ Ragnar Sass
✔️ Martin Tajur
✔️ Martin Henk
✔️ Urmas Purde
✔️ Timo Rein
✔️ Ragnar Sass
Is It Possible to Integrate Pipedrive with Microsoft Outlook?
Yes, there are several ways in which you can integrate Pipedrive with Outlook. In case, you search in the Pipedrive marketplace, you will discover 3rd party applications which allow a seamless connection between Outlook and Pipedrive.
This way, you can effortlessly connect your contacts and your calendar. You can even check out the Zapier integration for integrating Outlook and Zapier.
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