Pipedrive Review

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  • Maximize sales & deliver projects with ease
  • Flexible pricing & excellent customer support
  • Productivity-focused sales processes
  • Fully customizable
Good For
Sales Forecasting
Support
10 /10
Trial/Demo
14-day free trial
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  • author: Melissa Till
  • 19.08.18
  • Comments
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Rating

  • "Price"
    9 /10
  • "Features"
    9 /10
  • "Ease of USe"
    9 /10
  • "Help and Support"
    10 /10

Overview

Pipedrive is a CRM system that proves particularly useful for small businesses looking to more efficiently manage their sales operations. The tool’s app is quite friendly and easy to use, so it’s great for first-timers who have no prior experience with CRM software.

Plans & Pricing

Pipedrive has three major packages, each of which comes with a 14-day free trial version.

Essential

This plan costs $12.50/user per month and offers up to 2GB of storage space. Users on this package option also get smart email BCC, all sales management provisions, email and chat support, API access, and all native system integrations.

Advanced

This plan is $24.90/user per month and offers 5GB of storage space. Users also get two-way email sync in addition to the features in the Silver package.

Professional

This package costs $49.90/user per month. It offers 100GB of storage space. Subscribers get all the features in the above packages as well as advanced security features and dedicated hosting.

Enterprise

This plan costs $99/user billed annually. It gives you all the features in Professional alongside personalized setup and support, including a dedicated account manager, enhanced security, and even more user permissions.

 

Essential
$12.50/user
Advanced
$24.90/user
Platinum
$49.90/user
Enterprise
$99/user

Features and Functionality

Sales Management Simplified

The most prominent aspect of this system is sales management. It provides users with a thorough synopsis of the sales pipeline. It also contains effective sales strategies and with its “Timeline” view, it helps sales managers prioritize the right deals.

Deal Closure Provisions

It is very easy to add deals with the Deal Closure Provisions tool. A single click on the “Add Deal” tab will allow you to populate necessary data. The software also has an activity scheduler to help set up meetings and plan for upcoming events without the common double entry risk.

Customization Options

Almost every aspect of this system is customizable based on user preferences. This helps sales managers to modify the existing sales pipeline steps to better suit the business. With the bulk editing feature, you can also choose the colors you wish on different tabs. Additionally, communication with prospects can be personalized using a variety of editing filters available.

Deployment and Access

Pipedrive can be used on almost any operating system, including iOS, Android, Windows, Linux, and web-based options. It is a cloud-hosted system that does not require extensive installation or maintenance. The system works with all major browsers.

Ease of Use

The user interface is very easy to learn and use and does not have a steep learning curve. The layout is open, making it easy to navigate. It appears clean and minimalist at first glance which is a refreshing experience.

The customization options allow users to adapt it to their individual needs and preferences. Additionally, the system has many demo videos, and the support center is available on a toll-free number in Canada, the US, and the UK.

Contacts & Users

Managing contacts on this CRM is just as simple as most other operations. It uses a drag and drop function. The only limitation here is that the leads and contacts are not separated. This means that after initiating contact you need to move the lead to a separate column.

Moreover, the CRM system provides the collection of contact and pipeline information with the use of web forms. This makes it easier to funnel all leads onto the CRM. In order to separate lead management from other elements, you can use a form-based user interface to create an additional pipeline.

Reporting & Integrations

Pipedrive offers integration with most of the big names associated with CRM software. Most popular applications are available for integration, such as Google Suite, MailChimp, Zapier, and Google Maps. The live dashboard on the system also makes it easy to get a quick overview of performance in real time.

It has the options of checking the status of different deals by filtering by Person, Name, Wins, Losses, and Activities. All reports on the system are easy to comprehend and are visually appealing. The latest version of the software has other useful additions like charts and graphs for analysis purposes.

Pros & Cons

  • Ease of use
  • Plenty of customization options
  • Multiple pipelines
  • Leads and contacts not separated

Customer support

In addition to the toll-free number available for some countries, the Pipedrive support team is also accessible via social media. They have a response time of about 12 hours on Twitter, as well as a comprehensive FAQ section. They also offer email support and live chat as well as training for newbies. The options are equal regardless of the pricing package selected.

  • 24/7 Help & Support
    There is 24/5 support available to all users regardless of package.
  • Phone Support
    There is 24/5 phone support. The company can be reached Mon-Fri 9:00AM - 5:00PM across EU and US time zones and offers support in English & Portuguese.
  • Live Online Chat
    Live chat is available to all users.
  • Email
    There is an email address to connect with support.
  • Video Tutorials
    There are a number of “how-to” videos available on their support center page.
  • FAQ
    There is a comprehensive FAQ section covering both basic and advanced topics.
  • Community Forum
    It’s only a developer’s community.
  • Blog
    The blog is updated very inconsistently and covers topics related to sales, lead generation, lead and sales management, etc.

Final Word

Pipedrive CRM’s friendly design, together with its customization options makes it a perfect fit for most small to medium-sized businesses. Its focus on a single aspect of business and sales make it perfectly tailored to improve conversion rates, as well as provide accurate reports to assess performance.

The package rates are somewhat on the higher side, but Pipedrive’s customization option offers a lot of value as it fits in with existing systems and most user preferences. Simplicity is evident in every aspect of its design, and the friendly customer support team is a big plus. Overall, it is a good product for small businesses looking for sales management solution.

Melissa Till
author

As a marketing and sales wizard, Melissa creates and manages marketing campaigns. She helps major companies with their branding through email marketing and social media, and works closely with sales teams to help focus their message to prospects and customers.

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Questions & Answers

Fred Richardson
Guest
Fred Richardson

Is there a start up cost for install of program for each of the levels, Silver, Gold and Platinum, and if so, what is the price? I was able to find the monthly, but did not see any initial start up fee? Please advise.
Thank you

Answer
Hi Fred! There is no additional startup fee to install or begin using the software. You can use the free trial to see which of the plans best suits you, and then purchase the software and opt to be billed on a monthly or an annual basis.
Best,
Melissa
Mikayle
Guest
Mikayle

Hi, can i ask u a question about this?
We are a real estate agency and sell property, can this crm can send email to our customers, like mailchimp?

Answer
Hi Mikayle,
With Pipedrive, you're able to see customer emails from your email client in the CRM system. You can also integrate a number of different email marketing tools with Pipedrive so that you can easily communicate with your customers.
Hope this helps!
Thanks,
Melissa
Claudia Vittozzi
Guest
Claudia Vittozzi

Can the CRM send out bulk emails to customer base?

Answer
Hi Claudia,

At the moment, Pipedrive Workflow Automation feature cannot be used as a mass email campaign tool — such as sending one email to thousands of your contacts simultaneously — as Pipedrive is still subject to the sending and receiving restrictions of the synced email account used for the automation.

We recommend using an email automation tool alongside your CRM. You can find our top email marketing recommendations here: https://top5emailmarketingservices.com/

Best,

Melissa
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