Pipedrive is the first CRM software designed by salespeople for salespeople, aiming to enable businesses to do more and grow. It facilitates easy pipeline creation, automatic progress tracking, and the power of AI technology for sales growth. It provides a comprehensive platform for tracking leads, spotting opportunities, measuring key activities, streamlining sales workflows, and focusing on sales success.
Key Features
- Visual Sales Pipeline: A glance-over view of the entire sales process, with deals updatable through drag-and-drop functionality.
- Customizable Pipeline: Tailor your pipeline to mirror your sales cycle, incorporating custom stages and fields.
- Team Collaboration: Enables sharing of deal and activity updates among colleagues, ensuring everyone stays in the loop about sales operations and victories.
- Activity Reminders: Never miss a follow-up with scheduled reminders for all sales activities.
- Segment Leads: Create targeted lists for personalized communications by filtering, categorizing, segmenting, and sorting leads.
- Contact History: A comprehensive history of all interactions, be it calls, emails, meetings, or notes, for each deal and contact.
- Web Forms: Enhance your lead quality by integrating fully customizable online forms on your website.
- Reporting and Dashboards: Gain insights from detailed sales and activity reports and keep track of goal progress via the dashboard.
- Revenue Forecasting: Get accurate sales volume and revenue predictions based on your pipeline, updated automatically as deals progress.
Use Cases
- For businesses aiming to boost sales and lead conversion.
- For sales teams, both small and enterprise scale, seeking a holistic CRM solution to improve sales outcomes.
- Ideal for teams wanting to minimize repetitive tasks, with automated reminders and follow-ups.
- Suitable for businesses needing real-time sales reporting and activity measurement.
Pricing
Pipedrive offers a range of pricing plans for its CRM software. Here’s a brief overview of the pricing plans:
- Essential: The Essential plan costs $9.90 per user per month when billed annually. It helps you get organized and set up simple sales processes quickly.
- Advanced: The Advanced plan costs $19.90 per user per month when billed annually. It includes easy-to-use email and automations so you never miss the next step.
- Professional: The Professional plan costs $39.90 per user per month when billed annually. It is the most popular plan and includes more customizations and reporting to optimize performance.
- Power: The Power plan costs $49.90 per user per month when billed annually. It is the best value plan and empowers larger teams with flexible collaboration and support.
- Enterprise: The Enterprise plan costs $59.90 per user per month when billed annually. It offers Pipedrive without limits and ultimate peace of mind.
Pipedrive also offers a free 14-day trial for all its plans, with no credit card required.
You can check out their pricing page for more information about each plan to make the best decision for your business.
User Experience
Pipedrive boasts a clean, user-friendly interface with a primary focus on visualizing the sales pipeline. For many, the platform is intuitive, but as with many CRMs, there might be a learning curve for those new to such tools.
Customer Support
Pipedrive offers various support channels, including email, live chat, and a comprehensive knowledge base. Depending on the pricing tier, users may also have access to 24/7 phone support.
Community and Learning Resources
- Community: A platform for users to discuss, share, and learn.
- Knowledge Base: A comprehensive database of information and solutions.
- Academy: Provides tutorials, lessons, and in-depth insights.
- FAQs: Addresses common questions and issues.
- Blog: Regular updates, tips, and industry news.
Integration
Pipedrive can integrate with numerous tools and platforms, ranging from email marketing solutions, calendar apps, to e-commerce platforms. Some of the noteworthy ones include Zapier, Slack, Asana, Zoom, Gmail, and Hubspot. Their marketplace offers various integrations and plugins to enhance the software’s capabilities.
