What is Pipedrive CRM?
Pipedrive CRM is a simple yet powerful CRM and sales pipeline management programme used by many small and medium-sized businesses around the world. Pipedrive was created by professional website app developers and sales professionals, and you can use it to manage your company leads to gain a clear picture of your sales and focus on priority deals. Pipedrive is simple to use, and your sales team can utilize it on their PC or mobile device. It simply interacts with Google applications like Google Contacts and Google Calendar. Pipedrive has a strong direct sales basis. This solution can help you manage your company’s sales pipeline more effectively. In our Pipedrive review, we go into the software’s features, cost, and more.
The Key Features of Pipedrive CRM
- Control of User Access
- Data Protection
- Chatbot for Leads
- Activities Management
- Contact Management
- Sales Forecasting
Pipedrive integrates with a range of different applications, including Asana. It also integrates with platforms such as Zapier and Automate.io, allowing for additional connection with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox, and numerous G Suite products such as Gmail.
The platform is compatible with dozens of third-party plugins, which can be found in the Pipedrive Marketplace. Thumbs-up/thumbs-down ratings and user reviews help to determine how an app performs for other users.
Control of User Access:
You can manage user permissions and how users log in, whether with two-factor authentication or through a single sign-on (SSO) platform. A dashboard allows you to keep track of who logs in and where they are. You can set up the system to notify you when an unknown device signs in.
Pipedrive goes to great steps to protect your company’s data. Data encryption, daily backups, and GDPR compliance are also all part of this. It also includes a data protection officer and several certifications.
Chatbot for Leads:
This function, which is available as an add-on for a cost, gathers and qualifies leads 24/7. The chatbot can direct leads to anyone you choose, such as a stage or sales agent. It is linked to
sales rep schedules, so leads can arrange a meeting right from the chatbot conversations.
With these tools, sales staff can stay at the top of all pipeline-related activity at your organization. To-do items can be easily tracked using a scheduling tool, and reminder alerts can be delivered to a user’s email or mobile device. The system comes with a pre-defined list of activity types that can be customized to meet your specific requirements.
You can import contacts from existing or previous CRMs or spreadsheets, as well as sync contacts from Microsoft or Google. Contacts are stored in the system as businesses and persons, which you can then link with deals. A timeline of interactions, such as phone conversations and emails, serves as a record, allowing you to always know where things stand. You can view contact locations by integrating Google Maps.
This tool helps you in pursuing better deals and planning your strategy for open deals successfully. Individual views provide detailed information that is useful for sales representatives, whilst the Forecasting view is useful for managers who require a broader context. The Forecasting view is editable, allowing for deal filtering based on criteria such as start date or product.
Benefits or Advantages of Pipedrive CRM
Centralize Sales Connectivity:
The Sales Inbox function can connect with your email inbox, putting all of your client communication in one place and making it easily accessible. Because the sync is bidirectional, any emails you send from Pipedrive will also appear in your inbox. You can also directly add a list of activities to the Sales Inbox. Pipedrive offers Smart Email BCC for those with less complex demands, allowing you to send emails as usual and easily copy them into the platform.
Customize Your Features:
An open API allows you to have complete control over the system’s capabilities. To simply sync data, you can connect to a variety of third-party apps. You can use the API to create features that are tailored to your specific workflows and procedures for increased functionality.
Access from Anywhere:
Users can take their work with them on the go thanks to native apps for iOS and Android. You can sync contacts and calendars, check daily priorities, make audio notes, and upload files and items like new offers to Google Drive or Gmail.
Visualize Your Sales Pipeline:
Pipedrive’s visual interface and simple tools help sales staff in tracking each offer through the pipeline. This provides a clear view of the stage that each lead or customer is in, allowing your sales team to stay on top of the entire process. Custom fields can be added to your pipelines to capture any data you require and can be customized to match the stages of your specific sales.
Import Data Easily:
You have complete control over the process of importing data from another source, whether it’s a spreadsheet or a different CRM. Salesforce, SugarCRM, HubSpot, Pipeliner, Infusionsoft, MS Dynamics CRM, Zoho CRM, NetSuite CRM, and Insightly are among the top options that can be migrated.
Users can increase their performance with the help of a built-in AI technology called Sales Assist. It can send automated performance advice based on behavior, recommend which processes can be automated, and send notifications when system settings are changed. It also provides graphs that show positive and negative practices, allowing users to constantly improve their effectiveness.
Reduce the number of manual tasks:
The workflow automation feature of the solution allows you to automate repetitive processes by setting triggers and actions that the system will subsequently carry out. This includes automatically sending emails depending on pipeline movements, like moving a deal to a new step, to ensure that your interaction with leads is relevant and up to date. Other time-saving options include the ability to import social media data into the CRM, pre-qualify prospects with a single click, and deliver real-time push notifications via webhooks.
Currently, the following Pipedrive integrations are available:
- Google Apps Integration
- Google Maps Integration
- Bedrock Data Integration
- DropBox Integration
- Zoho CRM Integration
- Zapier Integration
- Salesforce Integration
- SugarCRM Integration
- ActiveCampaign Integration
- Base CRM Integration
- Batchbook Integration
- Capsule CRM Integration
- io Integration
- daPulse Integration
- Ecquire Integration
- Highrise CRM Integration
- Kato Integration
- MailChimp Integration
- Maximizer Integration
- NetSuite CRM Integration
- NiftyQuoter Integration
- Nimble Integration
- Nutshell Integration
- PandaDoc Integration
- PipelineDeals Integration
- Quote Roller Integration
- Redtail CRM Integration
- RightSignature Integration
- Sage ACT! Integration
- Salesforce Integration
- Saleslogix Integration
- SugarCRM Integration
- SupportBee Integration
- Torpio Integration
- Userlike Integration
- Woopra Integration
- Yesware Integration
- Nutshell Integration
Pipedrive CRM Pricing Options
Pipedrive pricing is available in the following options:
Pipedrive CRM’s pricing is straightforward, with three categories. The Essential tier (which we reviewed) costs $12.50 per user per month when billed annually (or $15 monthly). It includes smart email, 2 gigabytes (GB) of storage per user, full sales management for an unlimited number of users, native integrations and API access, and chat, email, and phone support. Pipedrive CRM Silver provides a lot for an entry-level plan.
The Advanced tier $24.90 per user per month, or $29 per month includes two-way full email sync and increases storage to 5GB per user. The Enterprise tier ($49.90 per user per month or $59 per month provides organizations with 100GB of storage per user as well as dedicated hosting. Pipedrive offers the first two months free with each level if you pay annually rather than monthly. Finally, the firm just launched an Enterprise tier, which costs $99 per user each month (with a minimum of 10 seats) but includes premium services such as a dedicated account manager, complete phone support, and more.
However, when it comes to pricing, Apptivo costs $10 per user each month and provides considerably more in terms of project management. The Basic plan of Insightly CRM costs the same when invoiced annually, but it can manage more areas of your organization.
You can begin your 14-day free trial from the Pipedrive site, and you will not be required for billing information until the trial expires or if you opt to test out the new LeadBooster chatbot creating feature. After that, Pipedrive CRM will save your data for two months; if you do not subscribe within that duration, your data will be deleted.
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