Pipedrive is a customer relationship management (CRM) program that offers visual pipeline tools that make it easy to see where sales opportunities are in your sales process at any given time. Its features include contact management, sales pipeline management, and deal tracking. Its pricing ranges from $15-$99/user/month. It is ideal for users who want to visualize pipeline tracking.
Pipedrive Pros and Cons
Has a simple and clean interface
Cheapest-priced plan does not include contact data enrichment and workflow automation features
Offers robust visual sales pipeline tools
Phone support is limited to the most expensive plan
Provides users with automated workflows
Who Pipedrive is Best For
- Sales agents and users with repetitive tasks: Pipedrive offers automated workflows to help you manage recurring tasks such as updating lead information and sending emails, allowing you to save time and focus on other deliverables.
- Users who want a visual sales pipeline: Pipedrive offers easy-to-understand and simple-to-organize visual sales pipelines to help you efficiently track the progress of your various pipelines in Kanban boards.
Pipedrive pricing has four subscription options: Essential ($15/user/month), Advanced ($29/user/month), Professional ($59/user/month), and Enterprise ($99/user/month). The main differences between the plans include the number of live dashboards, as well as access to premium features such as workflow automation, contact data enrichment, and revenue forecasting.
*Annual plans are paid in full at the beginning of the billing cycle
Pipedrive’s four subscription plans are designed to cater to various kinds of users, giving them the option to choose which one best fits the requirements of their business. They can also opt to subscribe to a 14-day free trial to evaluate the performance of the software before paying for a subscription.
The Essential plan is Pipedrive’s most basic plan offering. With this plan, you can access essential CRM tools such as branded web forms to generate leads, sales pipeline management and automation, an email account, and sales insights. For me, the most remarkable feature in this plan is its ability to provide users with business insights to help them scale their business such as sales and activity reports, individual and company goals, and revenue forecast views.
The Advanced plan builds on the features of the Essential plan and provides you with additional tools such as unbranded web forms and contact data enrichment that lets you collate important information about your customers. The great additions for me in this plan are the workflow automation feature which allows you to automate recurring, important tasks, as well as the email open and click tracking for better evaluation of email marketing campaign performance.
The Professional plan builds on the features of the Advanced plan, with a few additions such as increased allocation for automated workflows, group emailing, advanced meeting scheduler, team reports, and customizable dashboards. The great addition for me in this plan is the cumulative revenue forecast, which enables you to compare your revenue forecast against individuals, teams, and overall company goals.
The Enterprise plan is Pipedrive’s most advanced subscription offering. It has almost the same features as the Professional plan with additional tools such as unlimited advanced user permissions and increased automated workflows. It is also the only plan that provides you with phone support. All the other lower-priced plans only offer chat support.
Pipedrive Alternatives 2020
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Pipedrive provides you with an extensive set of CRM tools to help you manage your customer relationships better and continuously grow your business. Below are some of its key features:
Pipedrive provides you with a simple interface that makes it easy to quickly add contacts, search for information, and keep track of both leads and customers. Contacts are automatically linked to sales opportunities you create, and you can track both individuals and the businesses or organizations they represent.
Deal Tracking and Monitoring
Pipedrive allows you to easily create and manage deals, while keeping track of the sales activities associated with closing each deal. It also allows you to track your communications by sending emails directly from this interface, which keeps the important information linked in the right place. You can upload proposals, and even add custom fields for fine-tuning the way your business handles sales opportunities and deals.
Sales Pipeline Management
Pipedrive’s visual sales pipeline tool is meant to help you keep focused on moving deals through your sales process by giving you a quick look at where each deal is and what action is necessary. In addition to dragging deals through each stage, you can see the value of a deal, when you last contacted them as well as send an email from this feature.
This feature enables you to understand the areas where you are losing deals, identify opportunities for improvement, and forecast results based on collective sales data. Through this feature, you can see how many activities you have scheduled and completed, learn activities that bring the best conversion rates, see deals that got closer to a sale, and have visibility on the overall health of your pipeline.
Most Helpful Pipedrive Reviews
The Pipedrive reviews I gathered online are mostly positive. A lot of users raved about the intuitiveness and simplicity of using the software. They also like its detailed pipelines that enable them to easily and efficiently keep track of all their leads. On the other hand, a negative comment I noticed is its lack of marketing automation tools.
Most helpful positive review: Provides users with an organized and systematic way to track their leads and deals
“Pipedrive keeps track of all our prospects in an easy to view format. It keeps us organized and on-track with all our lead outreach efforts. Pipedrive requires you to indicate a ‘next action’ step at all times, which keeps deals moving along and gives the whole team a record of what is going on. We have earned a lot of clients from our on-going, methodical follow-up through Pipedrive.”
Most helpful negative review: Lacks marketing automation tools
“I love this app so much! But I do have one thing I feel they could improve—they could develop a marketing automation platform to expand their offers and services. They have done such an amazing job with the sales side, I would love to see what they could do with a marketing automation tool. They do have the ability to integrate with a lot of different tools, but they should design their own, it would be far better and easier than integrating a third party tool.”
Pipedrive Frequently Asked Questions (FAQs)
Can I upgrade or downgrade plans at any time?
Yes. Users can easily upgrade and downgrade between plans. When downgrading, excess funds will remain as credit. Switching between plans can be done at any time in the billing cycle.
Does Pipedrive have a mobile app?
Yes. Pipedrive has a mobile solution for Android and iOS devices.
Can coworkers subscribe to the free trial simultaneously?
Yes, you can invite as many people as you want to join your Pipedrive trial. Simply click on your profile in the top right corner of your screen and select “Add more users” from the drop-down menu.
Our Top CRM Provider Picks
If you are not sure if Pipedrive is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.