Pipedrive CRM Review: An In-Depth Look at the Sales-Focused Platform

Pipedrive is a deal-driven customer relationship management (CRM) solution that also functions as an account-management tool and has the capability to assist with marketing and the entire sales process. Pipedrive can also be used as a tool for managing accounts. The proactive nature of Pipedrive automatically tracks and organizes incoming calls and emails, as well as synchronizes schedules across all of a user’s devices. The capability of Pipedrive to visualize the sales process in its entirety, from beginning to end, is one feature that could be especially appealing to the vast majority of small and medium-sized businesses (SMBs). This has the potential to improve efficiency as well as eliminate a significant amount of second-guessing within teams, which is frequently the primary factor that contributes to the failure of CRM implementations.

Pipedrive is a customer relationship management platform with a primary focus on sales. It is a user-friendly option that comes with a wide variety of tools and integrations. It lags behind some competitors due to the limit of 1,000 names on an email list and the absence of more robust marketing automation features. Pipedrive CRM begins at $12.50 per user per month, but there are other tools available that offer comparable feature sets at prices that are even more affordable than Pipedrive CRM’s base price. Because of this, it is currently ranked third among our Editors’ Choice products, behind Zoho CRM and Salesforce Sales Cloud Lightning Professional. Nevertheless, this is a well-designed tool that, in our testing, was simple to install and operate. Therefore, if it is equipped with the features that your company requires, then Pipedrive is an excellent option. In addition to this, its offerings have been expanded to cater to large businesses.

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When compared to the amount of time and money that certain tools require for training and onboarding, Pipedrive’s user interface (UI) is very straightforward, making it easy to pick up and use right away. This is a significant benefit. Small and medium-sized businesses (SMBs) and sole proprietors who are responsible for CRM tasks will appreciate how simple it is to use. Despite this, the user interface has an excellent level of visual appeal; however, our third Editors’ Choice winner, Apptivo CRM, offers the same functionality at a price that is significantly lower. However, what this does mean is that you should investigate each package in depth in order to determine which one caters to your requirements the best.

HubSpot CRM is a popular option for small and medium-sized enterprises because of its many benefits. Its user-friendly interface and deal-driven workflow, which aids users in maintaining control of their customer relationship management process, are among the primary advantages. The CRM also offers great mobile apps, call and email synchronization, and mobile access and management of client information. There are a few drawbacks to take into account, though. There is no differentiation between lists of new leads and contacts, according to some users, and the functionality is constrained given the pricing. When deciding whether HubSpot CRM is the best option for your company, you may want to take into account these disadvantages.

Pipedrive CRM Pricing

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When it comes to pricing, Pipedrive CRM keeps things straightforward by offering three different tiers of service. The Essential tier has a cost of $12.50 per user per month when billed annually (or $15 per user on a month-to-month basis), as was discussed in the previous section. It offers intelligent email, two gigabytes (GB) of storage for each user, complete sales management for an unlimited number of users, native integrations and access to the application programming interface (API), and support through live chat, email, and telephone. Pipedrive CRM Silver is a great option for those who are just starting out because it provides a lot for the price.

The Advanced plan costs $24.90 per user per month or $29 on a month-to-month basis, and it increases user storage to 5 GB and includes full email sync in both directions. The Enterprise tier, which costs $49 per user per month or $59 on a month-to-month basis, provides businesses with 100 GB of storage space for each user in addition to dedicated hosting. Pipedrive offers businesses a discount of up to two months’ worth of service if they pay for the software on an annual basis rather than on a monthly basis. Finally, the company has just recently introduced an Enterprise tier, which costs $99 per user per month (with a minimum of 10 seats) but includes high-end features such as a dedicated account manager, full phone support, and more. The Enterprise tier is only available to customers who have a minimum of 10 seats.

Apptivo, on the other hand, charges $10 per user per month and provides a great deal more in terms of project management. This makes it the clear winner in terms of price comparison. Although the Basic plan of Insightly CRM does not change in price when billed annually, it is more capable of managing more facets of your company.

You can initiate your free trial of Pipedrive for a period of 14 days from the homepage, and you won’t be required to provide any billing information until the trial is over or if you choose to test out the new LeadBooster chatbot building functionality during that time. After that, Pipedrive CRM will store your information for a period of two months; however, if you do not subscribe during that period of time, your information will be deleted.

Simplified User Interface

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Pipedrive’s user interface is straightforward, much like the company’s pricing structure. The design is uncomplicated, and the straightforward organization is invigorating. When compared to Bitrix24 CRM and Insightly CRM, both of which offer seemingly endless options for customization, Pipedrive CRM has a startlingly clean interface, despite having a less dynamic and responsive feel overall.

The primary purpose of Pipedrive CRM, as one might infer from its name, is to offer a graphical representation of a pipeline for deals. When you first log in to Pipedrive CRM, it will automatically create a basic sales pipeline for you to use. Many companies will be able to immediately start entering their ideas and current deals here; however, if you need to change the pipeline or create an entirely new one, you can easily do so in Settings. Many businesses will be able to immediately start entering their ideas and current deals here. You have a lot of leeway to completely personalize your pipeline in order to make your life easier. If you make the appropriate adjustments to your settings, you will be able to advance deals along the pipeline by merely clicking and dragging the bar.

Pipedrive provides businesses with a number of features that can assist them in organizing their teams, contacts, and correspondence. Contact Timelines, for instance, make it easier for sales representatives to determine who they need to get in touch with next and when they need to conduct follow-ups. You can get a comprehensive view of your prospects, leads, and current customers by utilizing a feature called Smart Contact Data, which gathers public information about your contacts. In addition, the software can detect and combine duplicate contacts, ensuring that you never have more than one sales representative working on a single lead.

The software provides advanced user permissions, which allow users to restrict what other users can view and modify on their systems. Administrators can also organize their sales department into teams, monitor the teams’ achievements and set individualized objectives for each group they manage.

When you have everything configured the way you want it in Pipedrive CRM, adding a new deal is as easy as clicking the “Add Deal” button that is located at the very top of the Deals page. The next step is to specify who the contract for the deal is (or to create a new one), the organization, the current pipeline stage, and the anticipated date of closing. After you have finished entering all of the information, your new deal will appear in the pipeline alongside all of your other active deals. PipelineDeals and Pipedrive CRM are two competing pipeline-specific CRM platforms. Pipedrive CRM is not as customizable as PipelineDeals, but it is just as simple to operate.

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The icon that is displayed next to each deal in your pipeline is one of the most helpful features that can be found in Pipedrive CRM. You can tell at a glance whether you have any activities planned that are associated with this deal, whether you are behind schedule, and whether you still need to follow up on anything. In order to prevent you from scheduling the same event twice, the Activity Scheduler feature of your calendar will automatically add any existing appointments.

If you use email forwarding, the Mail tab will also assist you in keeping track of important emails that have been forwarded to you. As a result of Pipedrive CRM’s complete email and calendar sync with Google, Microsoft Office, and iCloud, you won’t have to constantly switch between it and your inbox to check messages or appointments. Within each contact entry in Pipedrive, you are able to view any and all emails that are associated with a particular deal or contact. Therefore, you are able to send emails from within Pipedrive CRM, and those emails will also appear in the email tool you use. On the other hand, anything you send from Gmail or Outlook will immediately be logged in Pipedrive CRM and attached to a contact or deal of your choosing.

You are able to connect emails with the associated deals as well as quickly determine the monetary value of the deals, as well as their stage in Pipedrive CRM and the next activity that is scheduled. You have the ability to create a new activity right from this page, or you can click the activities tab to view existing ones, filter them based on the type, and quickly see which ones are past due and which ones are still to come up. Users of Pipedrive CRM are assisted in comprehending the information presented on screen through the utilization of intuitive icons and color schemes.

Pipedrive provides users with both a library of pre-made email templates as well as a tool that can be used to create their own. Images, links, rich text, and various other design elements can all be included in an email signature. In addition, the templates have the ability to automatically fill in fields with customer data, and users with Gold or Platinum accounts have the ability to send emails to up to 100 users simultaneously.

The software also includes filters that allow users to create and export fully customizable lists. It also includes a redesigned bulk editing feature that allows users to change multiple fields at once (there is also a pen icon next to every cell in the list that allows users to edit individual fields). In addition, in the top right corner of the dashboard, you’ll find a selection of bulk export options, such as “Export to MailChimp.” Additional new filters consist of public filters that you can discuss with your coworkers and private filters that allow you to customize the view of your dashboard. Clicking the Edit Filter button and then selecting Private or Shared from the drop-down menu for the Visibility setting enables users to switch between different filter views.

A connection to the live dashboard can be accessed through the Statistics tab. In this section, you will be able to view the value of all of your new deals, as well as a summary of activities, won and lost deals, and the employee who has the most. You have the ability to filter these data based on the pipeline, the project, and the timeframe. Pipedrive CRM’s ability to be customized has also recently been improved, with the addition of custom columns that can be applied to specific filters. Users now have the ability to define a unique set of columns for each deal filter thanks to a new option that has been added to the Edit Filter window.

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Customizable Lead Generation Chatbot

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Leadbooster is a new lead generation tool that can be added to a company’s website and is equipped with a chatbot that can be customized to the user’s preferences. Leadbooster allows you to set up pre-programmed questions that can be used to collect new leads, which are then added to your pipeline.

In addition, the software includes workflow automation, which helps to standardize and automate time-consuming repetitive tasks, thereby saving employees time and also notifying them if they have skipped a step in the process.

Using the drag-and-drop functionality of Pipedrive CRM, you can effortlessly move contacts from one stage of the pipeline to another. As a direct consequence of this, lead management is straightforward. You are able to move a lead into the Contact Made column once you have communicated with that lead (or to a custom column). Utilizing the visual timeline that is located at the top of the page, you are able to change its status from the deal page that is dedicated to that individual.

Pipedrive CRM provides pipeline and contact information collection through Web Forms. However, it does not offer the sophisticated data collection features that are offered by Insightly. These forms can either be placed on your website or included in a newsletter that you send out. You have the option of including on the form any of the custom text fields, as well as single- and multiple-option fields, that you’ve already developed in Pipedrive.

You can create another pipeline with the help of a straightforward user interface that is based on forms if you want to keep your lead management distinct from, for example, your post-sales support. After that, you can transfer a deal to the other pipeline by dragging it down to the bottom of the screen and dropping it into a box that is labeled Other Pipeline. In this section, you can also move the deal to the Won or Lost areas, depending on the outcome.

The Pipedrive CRM does not differentiate between leads and contacts in any way. The individual who is involved in a transaction that you have just begun is considered to be a contact. This configuration is acceptable for use by smaller businesses provided that every new lead is evaluated and evaluated as a possible customer as soon as they are received. On the other hand, smaller businesses that prefer to manage their leads on an individual basis may fare better with a solution that is more narrowly focused, such as Less Annoying CRM.

Third-party Integrations and Reporting

Pipedrive CRM is compatible with a wide variety of well-known productivity applications, including Google G Suite, Google Maps, MailChimp, and Zapier, to name just a few of them. Additionally, it integrates with Xero to produce and keep track of invoices, as well as to enrich financial reporting. Pipedrive provides you with a forwarding address, allowing you to archive any pertinent emails and make them available to the team.

You will most likely need to make use of a few of these integrations in order to ensure that all facets of your company are covered. I was hoping to get more native functionality for the price per user, similar to what you get with Apptivo CRM. However, this was not the case. And of course, the sheer magnitude of the market that Salesforce provides is unmatched by anything else. A comparable customer relationship management (CRM) solution is Zendesk Sell, which was formerly known as Base CRM. Zendesk Sell also has its own marketplace of integrations as a result of its adoption into the Zendesk ecosystem.

With the Pipedrive CRM apps for Android and iPhone, you can get access to your deals no matter where you are. The mobile apps, much like the web version, are straightforward and easy to get around in. In addition, the software integrates with Google Assistant on Android devices so that voice commands can be issued.

You can quickly look at your transactions, activities, and contacts on either of the mobile platforms, or you can use the search function to dig up the information you need. In addition, Pipedrive CRM includes a number of features that boost productivity within mobile apps. These include the ability to log calls, make notes about them, link the calls and the notes to specific deals, and schedule activities to follow up on calls. Additionally, the apps include activity push notifications as well as a new Day View that combines previously scheduled appointments into a view that is optimized for mobile use. This results in increased sales productivity.

In terms of reporting, the Live Dashboard provides you with an overview of the current status of deals categorized according to Newness, Person, Activities, Wins, and Losses. You can find reports that cover a specific user or the entire company under the Statistics tab. Reports, much like the rest of the user interface for Pipedrive CRM, are visually appealing and straightforward to comprehend.

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Consider switching to Zoho CRM instead if personalization of your dashboard is a priority for your business. In spite of this, Pipedrive CRM has made significant strides in improving its reporting capabilities over the course of its existence. It has added several new views, some of which include charts for completed activities, deals won and lost, and more in-depth pipeline conversion analysis. You are able to view the number of deals that were started, won, and lost in relation to the product, values, and discounts offered, as well as the most active members of the sales team, from the dashboard. There are also views that are deal-centric, which show who initiated a deal, where it is located in the pipeline, or the status of all deals that were initiated during a certain time period.

You have many support options to choose from if you require assistance in getting Pipedrive CRM to function properly. In addition to numerous in-depth demonstration videos, you can search the knowledge base, call toll-free in the United States, the United Kingdom, or Canada, or look over the frequently asked questions. Live chat and email support are available 24/7. You can also contact the company through social media; a response to a tweet from you can be expected within 12 hours. The amount of support available is impressive, but considering how easy it is to use the software, you probably won’t need it. It is difficult to adequately communicate how simple it is to begin making use of this package.

An Attractive and Simple CRM Solution

Pipedrive CRM is one of the most user-friendly and cost-effective customer relationship management (CRM) services available. It will be easy for you to get it set up and running, and the user interface will be straightforward, allowing you to spend less time interacting with the software and more time focusing on making the next sale. Small and medium-sized businesses that are short on time and personnel will appreciate how simple and fast it is to implement Pipedrive CRM.

Consider our Editors’ Choices Zoho CRM, Apptivo CRM, or Salesforce Sales Cloud Lightning Professional if you are looking for a customer relationship management tool that can centralize all aspects of your business and provide extensive database capabilities. Check out Zendesk Sell if you’re interested in simplicity and ease of use comparable to that of Zendesk’s other products, but also crave a vast marketplace of integrations. You may find that Pipedrive is an excellent fit for your needs if you appreciate its deliberate focus on the sales pipeline for teams that are actively managing sales.

The Bottom Line

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Pipedrive CRM updates its solution geared toward small businesses with more advanced capabilities, the ability to create chatbots for websites, and improved reporting capabilities. The simplicity of use, however, continues to be one of Pipedrive CRM’s strongest points, as was the case with earlier versions.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.