We earn commission when you buy through affiliate links.
This does not influence our reviews, ranking, or recommendations.Learn more.
Pipedrive
Pipedrive is a cloud sales CRM software for advanced and fast-moving sales and marketing teams.
What Is Pipedrive CRM?
Pipedrive is a sales pipeline management platform that works as a centralized sales hub.
It has an intuitive and easy-to-use interface that does not come with a learning curve.
Pipedrive is ideal for small and medium-sized businesses (SMBs).
Sales teams, marketers, and business owners widely use it.
Pipedrive was founded in 2010 in Estonia.
It has offices in eight countries, including the USA and the UK.
The company has over 850 employees, and 100,000+ companies use its CRM.
8 Pipedrive CRM Features
Despite being a sales CRM, Pipedrive offers features beyond that.
you could customize the pipeline with custom fields and add as many stages as you want in the pipeline.
It helps you visualize revenue, projects, status, communication status, and many more.
Pipedrive sale pipeline insights are available for real-time data visualization as reports and dashboards.
It allows you to fully automate a large number of time-consuming administrative tasks related to your deals.
Pipedrive offers 40+ templates focusing on leads, deals, work optimization, and external apps.
Apart from these, you might create your own automated workflows using the lists of actions and triggers.
It took me some minutes to understand the process; from then, it was a smooth sail.
Pipedrive lets you access automations created by you or anyone else from your organization.
To sync an email, click onSales Inboxand then select theSettingsicon on the right of the screen.
The Email Sync page will open.
type your preferred email and proceed with the prompts by allowing Pipedrive with the necessary permissions.
you might also enable prefs to track when the recipients open an email or punch a link.
Its Leads Inbox stores all your leads where you might edit, filter, and sort them.
It helps you have better pre-sales communication with prospects before you’re free to qualify them as leads.
you could even filter and group results for a clear visual summary of your sales performance.
Some popular reports are lead reports, revenue forecasts, and business tracking.
Using the data, you could improve your strategy to increase conversion rates.
To generate a report, select theInsightsicon from the left menu and tap on theAdd Itembutton.
ChooseReportand then punch your preferred entity and report throw in.
The tool will generate the report instantly, which you might export.
Customizable Dashboards
Pipedrive has a kanban-style dashboard that helps you visualize your sales pipeline.
It also allows you to customize your deal cards by adding relevant fields.
It offers Highlights View to help you plan the day, focusing on the most relevant and urgent tasks.
Third-Party Integrations
Pipedrive offers500+ app integrationsfor various stages of lead management.
How Does Pipedrive CRM Work?
Go tohttps://www.pipedrive.com/and press the Try it free button to get the following screen.
it’s possible for you to drop your work email or tap on Google.
I did the latter.
It asked me to choose my preferred Google email, which I did.
Then, I clicked the Continue button to accept the terms and conditions of using Pipedrive.
It redirected me to the Pipedrive interface, which is ready to use.
Step 3: Using Lead Management Tools
you could also use Pipedrive tools to manage leads.
To add lead data manually, press the+Leadbutton.
you’ve got the option to send the leads emails or call them to nurture them.
Pipedrive reminds you about any future activity, so you dont forget that.
From the left menu panel, hit the three dots and select Automation.
It has a collection of automated templates for emails, campaigns, leads, activities, and deals.
If the templates fail to meet your needs, you’re able to create automated workflows from scratch.
3 Pipedrive CRM Use Cases
Pipedrive CRM offers solutions for diverse sales needs.
Explore key use cases below to understand how Pipedrive can empower different teams and organizations.
For Small Businesses
Pipedrive is a valuable tool for small businesses for whom customer relationship management is crucial.
Pipedrive ensures that all customer inquiries are addressed promptly and professionally with automated email sequences and personalized communication tools.
For Marketing Teams
Your marketing teams can also use Pipedrive to maximize their productivity.
This data is useful to understand the success rate of a campaign and adjust strategies accordingly.
Moreover, Pipedrives robust lead management features help with lead nurturing through personalized communication and identify high-potential prospects.
What are the Benefits of Pipedrive CRM?
The benefits of Pipedrive CRM are listed below.
Pipedrive AI
Pipedrive has a number of AI tools that automatically perform many tasks.
It offers app recommendations for integration based on the unique needs of your business.
Thus, it increases the sales performance of your company and saves time.
These improve the productivity of your team and make business workflows simple.
Here are the top AI tools of Pipedrive.
As you provide the prompt, it even detects your language and offers suitable suggestions.
Overall, it proactively empowers sales teams to optimize their workflows and help them achieve greater sales success.
Pipedrive Pricing
Pipedrive offers 5 pricing tiers, starting at$14/seat per month.
Each plan has a14-day free trial, and Ive summarized the details in the below table.
Pipedrive CRM Integration
Pipedrive CRM supports integration with500+ applications.
Here are some notable software that you might integrate with your Pipedrive account and and enhance its functionality.
Thus, you might use data from these applications in your Pipedrive account.
Check out ourTrello reviewto learn more about this tool.
It lets you send personal deal updates and search for a deal.
Zapier:Zapier is an automation tool that moves data between Pipedrive and the other apps you use.
Pipedrive CRM Support
Pipedrive offers customer support using various channels.
Live Chat support is available in 5 languages to everyone except Essential plan users.
Besides, Power or Enterprise plan users can also avail of phone support.
Pipedrive CRM is an excellent choice for small to medium-sized businesses, especially those focused on sales growth.
If your sales department is looking for an intuitive CRM with AI-powered tools, it is ideal for you.
Pipedrives lead management tools benefit startups that need these features.
Companies in the real estate, B2B, travel, non-profit, and media industries should use it.
Who Shouldnt Use Pipedrive CRM?
Despite being a popular software for sales teams, it may not be the best fit for everyone.
If your business relies on niche software or less common software, Pipedrive is not suitable for you.
Moreover, companies with complex marketing automation and advanced reporting requirements should not use it.
Pipedrive CRM Ratings and Recognition
Pipedrive received rave ratings in different software reviews and news platforms.
Pipedrive CRM Verdict
Pipedrive is a user-friendly sales CRM for SMBs, startups, and sales-focused organizations.
you could easily store contacts and visualize the entire lifecycle of leads and deals.
From my experience, I can say that learning to run Pipedrive does not take much time.
