Pipedrive provides customer relationship management software solutions for small businesses with multiple customization tools and abilities and many workflow automation options. Continue reading this review to know more about Pipedrive to decide whether it is the right CRM for your business.
Pipedrive is a deal-driven CRM software solution provider that also offers account management tools that will be of great help in marketing and the whole sales process from start to end. Pipedrive’s system will automatically track and organize any call that you get or any email you receive and synchronize all of your data and schedules across all devices. Pipedrive’s ability to visualize the sales process from start to end is a feature that can be very helpful for small and mid-sized businesses (SMBs). This feature can improve efficiency and increase productivity and spare teams the burden of manually communicating and transferring data between departments.
Pipedrive’s CRM features focus mostly on sales and all the processes related to that. Its ease of use and the many features, tools, and integration make it an attractive option for small and mid-sized businesses. One of the things that might make you want to consider another CRM provider is the fact that Pipedrive limits you with only 1,000 names on an email list. It also lacks some advanced features and marketing automation tools that bigger companies may need, in addition to Pipedrive’s lack of scalability. However, only you know your business needs and can judge whether Pipedrive CRM solutions are enough for you.
Pipedrive CRM’s sales features serve individuals and teams across different industries and offer them the functionalities needed at any stage. Below are some of the features you will find in your Pipedrive CRM:
If you think about or try to measure the number of hours your sales team puts into administrative tasks, you will be surprised at how these tasks take most of their time. Since sales environments are highly sensitive to time, every minute matters. This is why you need CRM software that can automate your sales tasks to save you a lot of time. This also includes providing you with dedicated software and artificial intelligence tools to help you process repetitive tasks.
Pipedrive provides you with automation tools for almost every single step of the sales process. For example, you can automate an action that sends personalized email templates whenever you create a deal or move a deal forward in the pipeline. This can help your team focus on more important tasks. Pipedrive also offers an AI-powered sales mentor that can provide personalized tips and recommendations for which features and tools you should use.
The sales process is not an easy one and requires a lot of hard work and focused efforts to bring out the best results. There are multiple challenges that salespeople can face on a daily that make the sales process more difficult, like the length of some sales cycles, lead generation, prospecting, qualification and nurturing, and more.
As part of customer relationship management, Pipedrive provides a unique CRM software solution. CRM software is mainly used by sales teams, as it targets sales-specific issues in addition to other tasks and more general needs. Below are some of the things CRM systems provide and enable for sales teams:
- Nurture leads
- Drive more sales
- Manage all sales-related tasks from a unified platform
- Automate administrative sales tasks
- Improve team collaboration
- Obtain actionable insights
Pipedrive sales CRM software provides the best value for money with its inclusive, simple, user-friendly interface and custom reports that can be of great help for any business, in addition to providing an easy-to-use mobile app.
No two businesses are the same or have the same needs; so, Pipedrive allows you to tailor your system according to your business needs. With Pipedrive CRM, you can customize the software according to your own sales workflow, specific KPIs, when and how you want to get in touch with prospects, what information you need to collect for each lead to close a deal, and more. If you use a fixed CRM, you will not be able to properly reflect your business's unique style.
Your Pipedrive CRM allows you to standardize all processes and activities for each and every deal to make them go in your own style. This also helps you make sure everyone is familiar with the system to avoid any miscommunication, missing information, human errors, and any mistakes that can lead to lost opportunities.
Regardless of your industry or the product or service you provide, Pipedrive CRM’s customization tools will be perfect for you. You can own the system completely by customizing pipeline stages, adding custom fields, using Pipedrive’s open API to connect the software with any other software, and doing much more.
Email and communications
This is a feature you should always look for in a CRM software system for your business; your software should allow your company to create optimized campaigns in which you can address customers’ specific needs to acquire and retain them. Even with the many new marketing tools and technologies, email remains one of the most affordable and effective marketing tools. You need to develop a robust email marketing strategy to help you seamlessly connect with your target audience, improve communication with prospects, capture leads and move them through the sales funnel using some of the many features like open and click tracking, and by using email templates and email automation tools.
With Pipedrive’s multiple email features, you will be able to stay in contact with your prospects, communicate and engage with them, and retain customers by building trust and brand awareness. You will also be able to initiate contact with leads at the right time, not a minute earlier or later than needed.
Insights and reports
Your sales team will have vital sales information scattered around different channels; you need a software system that can consolidate all this data in one place to make sure your team never misses a lead. Your system should also provide you with reports and insights that you can extract and make use of.
You need your sales reports to understand which products or services make the best sales and which ones are only costing you and not bringing revenue. You can also see which agents and representatives are doing well and in which areas so you can always put the right person in the right place. This will help you analyze your sales and recognize your winning patterns so you can then optimize your business accordingly.
The Pipedrive CRM software is exceptional on its own, but what makes it even better is that it can seamlessly connect with other third-party software and applications. Integrations with other apps allow for a smooth workflow between different systems to improve and empower different functionalities. Even though your business might only use a small number of integrations or none at all at this point, larger companies need more integrations, and as a business grows, it will need more and more integrations, so you should be prepared in advance.
No matter what your business size and needs are, Pipedrive will have you covered; it offers more than 275 integrations to connect your CRM with so many third-party tools and apps in different categories, including video calls, phone solutions, customer support, lead generation, and more.
Lead management is one of the most important activities for a sales business to be successful, as every single lead needs extra care from the very first moment to the moment of conversion. And so, having robust sales lead management software helps your sales team make the most of every lead as an opportunity for conversion, using specific features dedicated to lead generation, qualification, and prioritization.
Pipedrive CRM comes with a list of lead management features, including Leads Inbox, Web Forms, Chatbot, Prospector, Web Visitors, and many more. With these features, your team can do the following:
- Reduce the time needed for closing a deal by 46%
- Increase the average value of their closed deals by 21%
- Increase the number of deals in their pipeline by an average of 93%
Pipedrive offers four plans with different coverage levels and different prices:
This plan charges $12.50 per user per month if billed annually ($150 per user per year). However, if you choose to pay on monthly basis, you will be charged $15 per user per month. The Essential plan offers a long list of features, including the following:
- Lead, deal, calendar, and pipeline management
- Simple data import and easy customization
- 24/7 support
- 275+ integrations
This plan charges $24.90 per user per month if billed annually ($298.8 per user per year). However, if you choose to pay on monthly basis, you will be charged $29 per user per month. The Advanced plan includes everything in the Essential plan plus the following features:
- Full email sync with templates and scheduling
- Group emailing
- Open and click tracking
- Workflow builder with triggered automation
This plan charges $49.90 per user per month if billed annually ($598.8 per user per year). However, if you choose to pay on monthly basis, you will be charged $59 per user per month. The Professional plan includes everything in the Advanced plan plus the following features:
- One-click calling
- Call tracking
- Create, manage, and eSign documents and contracts
- Revenue projections, forecasts, and enhanced custom reporting
This plan charges $99.00 per user per month if billed annually ($1188 per user per year). However, if you choose to pay on monthly basis, you will be charged $119 per user per month. The Enterprise plan includes everything in the Professional plan plus the following features:
- Unlimited user permission and visibility settings
- Additional and heightened security preferences
- Implementation program and phone support
- No feature usage limits
You can also enrich your plans with extra features and add-ons, including:
This easy-to-use lead generation toolset helps you get more leads; not only can you engage inbound leads using Chatbot and Live Chat as mentioned before, but you can also do so using your WebForms. You can also find outbound leads with Prospector. You can add this feature to any Pipedrive plan. This add-on includes Chatbot, Live Chat, Prospector, Web Forms, and Scheduler.
The pricing starts at $32.50 per company per month when billed annually and $39 per company per month if billed monthly.
Web Visitors add-on
This feature allows you to see which organizations are browsing and visiting your website. It reveals to you how they have found you, what actions they have taken, how long they have stayed on your website, and more. You can utilize this feature to understand your audience as leads and existing customers.
The pricing starts at $41.00 per company per month when billed annually and $49 per company per month if billed monthly.
Smart Docs add-on
The whole documentation process can be centralized for you by sending trackable quotes, proposals, and contracts, all from within Pipedrive. When any document is opened by a customer, you will be immediately notified. You can also request eSignatures for your clients to help you close deals faster. You can use any tools your team is comfortable with, like Google Docs, Slides, Sheets, MS Docs, PDFs, and more. You can also remove the Pipedrive logo and set up template sharing across the whole company.
The pricing starts at $32.50 per company per month when billed annually and $39 per company per month if billed monthly. This plan can be added to the Essential and Advanced plans, as it already comes for free with the Professional and Enterprise plan subscriptions.
To reach out to Pipedrive’s customer support, you need to log in to your Pipedrive account and click on the Quick Help question mark and Talk to Us buttons to open up a chat. You can also reach out without having an account by sending an email to firstname.lastname@example.org.
Pipedrive also offers an extensive knowledge base with video guides and frequently asked questions that can help with almost every single inquiry you may have. In addition to that, Pipedrive has an academy section that offers videos and blogs to help you get started and troubleshoot any problems.
Pipedrive CRM is, undoubtedly, a great option for small and mid-sized businesses, as it offers a long list of features, add-ons, and integrations for very affordable prices. All four plans come with a 14-day free trial with no need to add your credit card information. You can try Pipedrive CRM for free before making any commitment.
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