CRM Software

Pipedrive Review

If you operate within a small business or are a part of a marketing team, then Pipedrive offers an efficient and easy-to use-CRM that boasts smart marketing tools to help you actively sell your products and services.

Pipedrive is economically priced, ridiculously easy to use, and is made by sales experts, for sales experts. If you want to invigorate your lead generation and sales flow from top to bottom, then Pipedrive can be a smart investment.

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Quick Hits

What We Like

  • One of the most affordable CRM solutions
  • Easy to use with an abundance of training
  • Excellent 24/7 support

Could Be Better

  • No "forever free" plan
  • The first-tiered Essential plan includes branded web forms
  • Potentially a limiting feature set

Recommended For

  • Fast Onboarding
  • Freelancers
  • Sole proprietor
  • Small Business
  • Mid Sized Business

The Blueprint Score

Determined and ranked by our resident expert based on firsthand knowledge and unbiased research.

Ease of Use 9/10
Support 7/10
Pricing 9/10
Features 7/10
8.2 out of 10
Updated September 19, 2019
Summary

Summary

If you operate within a small business or are a part of a marketing team, then Pipedrive offers an efficient and easy-to use-CRM that boasts smart marketing tools to help you actively sell your products and services.

Pipedrive is economically priced, ridiculously easy to use, and is made by sales experts, for sales experts. If you want to invigorate your lead generation and sales flow from top to bottom, then Pipedrive can be a smart investment.

Audience

Is Pipedrive right for your business?

A wide variety of small businesses will love the features and benefits that Pipedrive provides thanks to the robust assortment of CRM tools. Since Pipedrive is also incredibly inexpensive, it’s perfect for small teams or even solopreneurs who want to organize leads, generate leads, or improve their sales process.

Just about any small business owner who generates leads, closes deals, or sells services could make wise utilization of Pipedrive. If your website generates leads or sells products, then Pipedrive offers a generous collection of smart marketing and CRM tools that are reasonably priced.

Features

Pipedrive features

Imagine if you could quickly glance at an efficient and beautiful dashboard to see which deals are due to close this month. Or imagine if your entire team could quickly access your lead flow from an easy-to-understand dashboard. Let’s take a much more in-depth look at the many features that Pipedrive offers. That way, you can get a solid indication of how Pipedrive can help stimulate your sales team.

Pipeline management

Pipeline management puts your lead generation and sales process front and center using a proven methodology. Now you and your team will know which moves to make to increase conversions and stay on target.

Managing Leads Screen

You’ll never lose track of a lead again.

In your main Pipedrive dashboard, you can see the status of every step in the sales stage, so your team knows which steps to take next. The dashboard is very intuitive, so you can understand your priorities and focus your marketing efforts like a laser beam.

Pipedrive’s best pipeline management features:

  • Easily find the exact stats you’re seeking. You can easily spot trends and find answers to questions that you have about your lead generation process in just a glance.
  • You can quickly and easily customize each level of your pipeline to match your unique sales and marketing process.
  • You can easily add deals, activities, and contacts using the intuitive visual layout.

Email integration

Have you ever been irritated when a prospect asks you for help, but you have no clue who they are or how they found you? If so, then you’re wasting a ton of time and effort.

Wouldn’t it be better if you knew who each prospect was, and where they were in your marketing process? Pipedrive makes this easy by connecting your emails with your contacts.

Dealing with a disorganized lead flow can cost your small company big bucks! Especially if a client catches that you are unprepared or disorganized.

Pipedrive makes it ridiculously easy to track your leads and email conversions. You’ll know the status of every prospect and which emails they open. You’ll also know their exact status so you can focus on offering stellar support, follow ups, or sales.

Pipedrive’s best email integration features:

  • Easily sync your emails to your email inbox, so your marketing and lead-gen data are easy to access and centralized.
  • Pipedrive helps you stay organized, big time. You can send emails directly from Pipedrive and have that email synced on your email accounts as well.
  • Real-time notifications inform you as soon as prospects open emails or click on links. This way, you can follow up when you’re fresh on your prospect’s mind, like magic!

Activities and goals

For your small business, knowledge is power. The activities and goals feature that Pipedrive boasts provides insights into what’s happening in your business, and what’s coming up. It's also flexible so that you can define different tasks and activities according to your business needs. If you want to schedule your deals so that you never miss an upcoming meeting, sales call, or deal milestone, then you’ll love this feature. You can easily sync your entire to-do list with Google calendar. You’ll always know what’s coming up so you can prepare with utmost diligence.

Pipedrive’s best activities and goals features:

  • Easily assign tasks to individual team members so everyone can take advantage of their unique skills.
  • Use the "deal rotting" feature to quickly identify missed meetings or flubbed opportunities.
  • You’ll always know what’s coming next in your entire pipeline and sales flow so you can adequately plan for the best impact.

Lead generation

You can have the most trustworthy business in the world, but if you don’t generate (and close) your leads, then you’re nearly guaranteed to fail. That’s why you’ll love the prospect generation features that Pipedrive offers.

Pipedrive can help you launch and deploy a smart bot that can collect leads on your website. You can then route those leads to your best sales representative automatically. That way, you never let your website visitors fall through the cracks. You can also take advantage of your sales team using smart automation and leverage.

Pipedrive’s best lead generation features:

  • Capture leads right on your website with a chatbot, so you never let a warm lead go cold.
  • Immediately route your leads to your best sales team representatives so that you can turn that warm lead into a sizzling-hot scorcher!
  • Let your website visitors schedule meetings, calls, or consultations right on your website using bots. Bots rock your marketing world because they never call out sick, sleep, or ignore your prospect’s interest.

Sales reporting

Reporting Screen

Reports in Pipedrive are easy to create and beautiful to view.

Data is useless if you can’t readily understand its implications. On the other hand, information is arguably your single most valuable marketing asset if it’s super easy to understand.

That’s why Pipedrive boasts a magnificent sales reporting dashboard. You can readily understand the key performance indicators that make your business boom (or whimper).

Pipedrive reporting features make it straightforward to visualize your top performers and also your struggling sales team members.

Pipedrive’s best sales reporting features:

  • Easily visualize your key performance indicators so you can see what’s working, and what isn’t.
  • Quickly grasp important information in beautiful charts and graphs that reveal details about your business.
  • Straightforward reporting allows you to enhance your marketing and sales objectives at every level.

Sales forecasting

Imagine if you had an intelligent forecasting tool that could help you choose which deals and prospects to focus on in your marketing efforts. As small business owners and marketers, we don’t have infinite amounts of time every day. That’s why it’s so essential for us to make the most out of every moment. With Pipedrive, you’ll have absolute clarity so you can choose the right activities and deals to focus on every time.

Pipedrive’s best sales forecasting features:

  • Zero in on deals that are most likely to close so that you can make the most out of your valuable time.
  • Empower your marketing managers and sales team to focus relentlessly on low-hanging fruit.
  • Customize your forecasts to focus on dates, products, deals, and more.
Benefits

How Pipedrive can benefit your business

The main benefits that Pipedrive offers are related to the way your business generates and interacts with leads. At the same time, you can track every single moving part in your marketing process so you can optimize for performance.

One of the most unfortunate things in the marketing world is when you’re disorganized. Imagine if you had a swath of hungry leads, eagerly chomping at the bit to ask you questions, but you were too busy to follow up?

Even worse, imagine if your website was inadequately optimized to collect information, answer questions, or generate the lead in the first place.

What if there were leaks in your marketing game that were difficult to grasp, or even notice? Pipedrive quickly addresses all of these issues without breaking the bank.

Pricing

Pipedrive pricing

There are four affordable Pipedrive pricing points to be aware of, so there’s no stress or feel of financial obligation when you get started. Please note that the prices below reflect monthly payments. You can also pay annually for a discount. You can also test out Pipedrive with a free trial period, but note that there is no option to stay at a free plan forever.

Essential – The Essential plan starts at only $15 per month. At only $15, this is a smart starting point so you can develop a transparent sales process quickly and easily. This plan grants you the ability to define your pipelines and activities and quickly manage your sales performance.

Advanced – The Advanced plan costs $29 per month. This package is ideal if you want to take your Pipedrive account into overdrive with robust email marketing features.

Email templates, email tracking, and email syncing come with the Advanced plan. You can also enrich your existing data by pulling from social platforms like LinkedIn.

Professional – The Professional plan is $59 per month. This plan includes everything in the Advanced plan plus more sales features. The Professional plan is ideal if your marketing team wants to utterly crush your sales performance and objectives.

The Professional plan includes advanced features such as one-click calls, call recording, revenue dashboards, custom permissions, and team management tools.

Enterprise – The Enterprise plan is $99 per month and must be paid annually. This is Pipedrive’s best package and contains everything in the Professional plan plus added onboarding and hand-holding features.

With the Enterprise plan, you can expect extra customization, enhanced security, set-up help, and user permissions.

Usability

Getting started with Pipedrive -- how easy is it to use?

Considering Pipedrive is one of the least expensive CRM platforms you’ll ever encounter, getting started is a surprisingly low-stress endeavor.

The best news about Pipedrive is that it’s free to start. Meaning, you can register an account without a credit card and begin to click-clack your way to better sales without any stress or financial burden.

The even better news is that the ridiculously low priced $99 Enterprise plan includes custom onboarding. You can get started quickly on the right foot without taking out a mortgage on your house (or place of business).

What other people say about Pipedrive

If you look closely, you’ll find a small handful of diehard supporters who love Pipedrive. Below you’ll find some of our favorite comments and mentions on Twitter.

Twitter Owl Screen

Image Source: Twitter

Twitter Calacanis

Image Source: Twitter

FAQ

Frequently Asked Questions

If you’re looking at Pipedrive, then there’s a good chance you have one of the questions in this FAQ section. Spend a few minutes reviewing the answers so you can get the best results possible.

What is Pipedrive used for?

Pipedrive is perfect for small business owners, agencies, or small firms that want to improve their lead generation flow and sales process. Since Pipedrive is very inexpensive, it’s ideal for companies that need better sales insights without spending thousands of dollars on a big-budget CRM. Over 90,000 organizations from 170 different countries use Pipedrive, so if you decide to give it a whirl, you’ll be in great company.

Who owns Pipedrive?

According to Crunchbase, Pipedrive launched on June 21, 2010. The founders are:

  • Martin Henk
  • Martin Tajur
  • Ragnar Sass
  • Timo Rein
  • Urmas Purde

Pipedrive boasts offices in six locations worldwide and employs 500+ employees. As you can see, Pipedrive is quite the heavy-hitting organization with plenty of social proof.

Does Pipedrive integrate with Microsoft Outlook?

Yes, there are a handful of handy ways that you can integrate Pipedrive with Outlook. If you search in the Pipedrive marketplace, you will find third-party apps that allow a seamless connection of Pipedrive and Outlook. This way, you can easily connect your calendar and your contacts. You can also check out the Zapier integration to integrate Zapier and Outlook.

Not the right fit?

Check out these other CRM tools:

How Pipedrive Compares

Free Trial/Demo Fast Onboarding Flat Rate Pricing User Forum In-Person Training
Pipedrive x x x
Agile CRM x x x
Vtiger x x
Bitrix24 x x x
Sugar x x x x

Pipedrive is an easy-to-use CRM that’s perfect for small businesses that want to improve the sales process of their teams from top to bottom. If that's you, then you can’t go wrong with Pipedrive, and you can try it for free.

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