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

Essential

This plan costs $14/user per month (billed annually), and is designed to help businesses quickly get organized and set up simple sales processes.

This plan includes comprehensive tools for managing leads, calendars, and pipelines, along with seamless data import and access to over 400 integrations. You’ll benefit from activity, deal, and contact reports, as well as personalized onboarding to ensure a smooth start.

With a limit of 3,000 open deals per company and 30 custom fields per day, the Essential Plan offers the ability to manage opportunities with a complete overview of each brand and deal, including pipeline progress, ownership, communications, and activity history. The plan also features customizable pipelines, a product catalog, a leads inbox, deal rotting notifications, and tools to manage people and organizations.

Additional features include calendar view and activity management, an email inbox, sales assistant, API access, webhooks, and smart app recommendations. Security is robust, with SAML SSO login, two-factor authentication, SOC 2 compliance, AES-256 encryption, and a security dashboard. The plan also supports native mobile integration for Android and iOS, marketplace access to 400+ integrations, contact sync with Google and Microsoft, and more.

The app supports 22 languages, with an online help center and chatbot support available.

Advanced

This plan is $34/user per month (billed annually), it builds on all the features of the previous plan, adding full email sync capabilities, including customizable templates, open and click tracking, and group emailing. You can automate your email sequences with the Automations Builder, streamlining your communication efforts.

In addition to advanced email management, the Advanced Plan includes tools for scheduling meetings, emails, and video calls, with general availability scheduling links for easy booking. You can customize email templates and signatures, use merge fields for personalization, and track the effectiveness of your emails with open and click tracking.

Other features include Smart Contact Data for better customer insights, subscription revenue reports to keep track of recurring income, and live chat support for instant help when you need it.

Professional

This package costs $49/user per month (billed annually). It offers 100GB of storage space. Subscribers get all the features in the above packages, plus an AI-powered Sales Assistant and advanced emailing tools to help you optimize your sales performance.

With this plan, you also get contract and proposal management features, complete with e-signatures, making it easier to close deals efficiently. Streamlined lead routing and team management tools ensure that the right opportunities go to the right team members at the right time.

Finally, this plan offers revenue forecasting and custom field reporting, giving you deeper insights into your sales pipeline. It includes extra data entry and data quality settings to help maintain accurate and up-to-date information across your CRM.

Power

This plan is priced at $64/user per month (billed annually). Building on all the features of the Professional plan, it adds project planning, tracking, and delivery tools, making it easier to manage complex projects from start to finish.

The Power Plan also offers increased control over account permissions and visibilities, with support for up to 15 teams per company, 15 custom visibility groups, and 10 custom permission sets. With this plan, you can handle up to 200,000 open deals per company, create 500 custom fields per day, and generate up to 250 reports per user. Additionally, you can set up to 90 active automations per user, streamlining repetitive tasks and improving efficiency.

To ensure your team is always supported, the Power Plan includes 24/7 live chat support and phone support. Like the other plans, it comes with a free 14-day trial, allowing you to explore its powerful features before committing.

Enterprise

Finally, there is the Enterprise option. This plan costs $99/user per month (billed annually) and offers the most comprehensive CRM experience with no limits, ensuring ultimate peace of mind for your business. Building on all the features of the Power plan, you receive enhanced security preferences, giving you greater control over your data and user access.

It also grants complete access to all of Pipedrive’s features, along with unlimited reports and customizations, allowing you to tailor the CRM precisely to your business needs. Additionally, this plan maximizes the number of automations and email syncs per seat, enabling your team to operate at peak efficiency.

You can leverage Pipedrive’s full potential, backed by advanced AI tools and unrestricted access to features, making it the ideal choice for businesses that need the most robust and flexible CRM solution.

Pipedrive CRM is particularly useful for small businesses looking to more efficiently manage their sales operations. The tool’s app is friendly and easy to use, making it great for first-time users who have no prior experience with CRM software.

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.

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.

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.

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.