Pipedrive: in summary
Pipedrive is a powerful CRM software designed to help small and medium-sized businesses effectively manage their sales process, track leads, and communicate more efficiently with their customers.
With its intuitive and visual interface, Pipedrive makes it easy for your sales teams to prioritize their tasks, keep track of deals, and collaborate with each other. Additionally, it offers features such as lead management, email integration, customizable dashboards, and mobile app access, to help you streamline your workflow and increase productivity.
Whether you're looking to improve your sales process, increase efficiency, or simply better manage your customer relationships, Pipedrive is a great solution to consider.
Its benefits
Its disadvantages
Appvizer's opinion
Pipedrive focuses 100% on sales teams and is considered the simplest CRM software to use, recommended for teams avoiding overly complex software with features they won't use.
Pipedrive is simple but also powerful, with task automation and creation system to streamline intermediate tasks like sending notifications or invoices after a sale.
The software also provides us with tools for converting web visitors with chatbots and web forms, and is fully mobile-friendly and syncs with Google Calendar.
For managers and supervisors like you and me, Pipedrive offers business intelligence tools for sales forecasting and real-time team performance evaluation, with customizable reports to analyze lost sales, contract renewals, and more. Overall, a comprehensive and easy-to-use CRM for human-sized teams!
Pipedrive: its rates and features
Pipedrive offers 4 different subscription plans:
- Essential: Basic CRM features for individuals or small teams starting out.
- Advanced: Advanced sales pipeline management for growing teams, with advanced reporting and integrations.
- Professional: Customizable sales process with territory management and forecasting, designed for larger teams and businesses.
- Enterprise: Customizable workflows and priority support, suitable for large enterprises with complex sales processes and teams.
All plans include features such as lead and deal management, activity tracking, email integration, and mobile app access. The differences lie in the level of customization, integrations, reporting, and support offered.
Essential - Starting at: $14.90 /month /user | Advanced $24.90 /month /user | Professional $49.90 /month /user | Enterprise $99.00 /month /user | |
|---|---|---|---|---|
Mobility | Mobility | Mobility | Mobility | Mobility |
Mobile App | ||||
Sales Force Automation | Sales Force Automation | Sales Force Automation | Sales Force Automation | Sales Force Automation |
Account Management | ||||
Automated Reminders | ||||
Business Proposition | ||||
Contact Management | ||||
Events History and Follow-Up | ||||
Lead Management | ||||
More features |
Pipedrive: the complete test
We can all agree that Pipedrive is a complete CRM and offers a very wide range of features. Let’s dig into some of them to have a clearer idea of how it can benefit you and your team. Some of the most important ones are: Sales pipelines, Automations, Lead generations, Report and insights, Security and privacy, Customizable workflows, Email integration
Let’s focus on 3 features for you to see how Pipedrive can help you on a daily basis.
Automations, improved efficiency, accuracy, productivity, and data insights in sales processes
The automation feature of Pipedrive enables users to automate repetitive tasks such as sending notifications, follow-up emails or even reminders.
The automation feature is designed to streamline workflow and reduce manual workload by automating these tasks.
We’re able to create custom automation rules and trigger actions based on specific events, such as a change in deal stage, reaching a deadline, or other pre-defined criteria. We significantly save time and ensure that important tasks are carried out consistently and efficiently.
Sales pipelines, visibility and optimization of sales processes
The sales pipeline in Pipedrive CRM is a visual representation of a sales team's process for managing and tracking deals. It displays the stages of a deal, from initial contact to closing, in a clear and organized manner. can create custom pipelines that align with your sales process, and move deals through the pipeline as you progress.
The pipeline provides an overview of the sales team's progress and performance, making it easy to spot areas that need improvement. The pipeline view also provides insights into key metrics, such as conversion rates and average deal size, which can help sales teams make data-driven decisions. With the sales pipeline, sales teams can manage their sales process more effectively, stay organized, and improve their overall sales performance.
Reports and insights, actionable data and informed decision making
The reports and insights feature of Pipedrive CRM allows you to generate and analyze data-driven reports on your sales performance and pipeline. This feature provides real-time data and insights into key metrics, such as deal velocity, win rate, and conversion rate. It also provides detailed information on deal progression, such as which stages are taking longer than expected and which deals are stuck. This information can help sales teams identify areas for improvement and optimize their sales process.
Additionally, the reports and insights feature allows you to create custom reports tailored to your specific needs, such as tracking the performance of individual sales reps or analyzing sales trends over time. With the reports and insights feature, sales teams can get a comprehensive understanding of their sales performance and make data-driven decisions to drive growth.
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