- author: Melissa Till
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.
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.
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.
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.
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.
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.
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
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 & SupportThere is 24/5 support available to all users regardless of package.
Phone SupportThere 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 ChatLive chat is available to all users.
Video TutorialsThere are a number of “how-to” videos available on their support center page.
FAQThere is a comprehensive FAQ section covering both basic and advanced topics.
Community ForumIt’s only a developer’s community.
BlogThe blog is updated very inconsistently and covers topics related to sales, lead generation, lead and sales management, etc.
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.