Pipedrive Review

overview

The first CRM platform designed by salespeople, for salespeople.

What is pipedrive?

Pipedrive is a customer relationship management system solution that also works as an account-management tool with the ability to help with marketing and sales. It has a proactive nature and will automatically track, organize calls and emails, It will also synchronize schedules across devices.

Pipedrive is a best CRM solution where you can manage your customers and also keep track of calls, emails, and schedules. It automatically tracks when it’s best for follow-ups to occur.

If your organisation is in the market for a CRM, then Pipedrivecom may be worth looking into. One capability that may be especially attractive to most SMBs- business that are small or medium-sized by industry standards – is its ability to visualise the sales process from start to finish. This can improve both efficiency and cut through a lot of second-guessing within teams, which is often the main reason CRM implementations fail.

It’s also one of few at this price point which gives you unlimited users for $12 per month-$6 less than Salesforce Lightning Professional ($18/month) and Zoho Cloud($25/month) The only downside: 1,000 names on an email contact list limit; more full featured competitors have higher limits without increasing cost much.

How Pipedrive works

Pipedrive is an online CRM solution that helps businesses to track and organize the entire sales process. It also integrates with marketing, alongside being able to send proactive alerts across devices automatically. Pipedrive has an Automated Activity Tracker which takes care of all your calls and emails for you too!

1. Setup your CRM pipeline

Pipedrive CRM system will also helps you with marketing and the rest of your sales process. It tracks your calls and emails proactively, syncs across all devices, and automatically organises them for you.

2. Track progress

Stay on track with deals and alerts. Sales forecasts update automatically as you move a deal down the funnel.

3. Automate growth

Use AI technology to analyse your sales data and identify opportunities for closing more deals. Save time on routine tasks, such as admin work and customer research, with Pipedrive email automation software. Make Sales Success Inevitable With Pipedrive automation.

Pipedrive Top Features

1.Visual sales pipeline

See your entire sales pipeline at a glance. Update deals by dragging and dropping them into place.

2.Customizable pipeline

Set up your pipeline to match your sales cycle. Add custom stages and fields.

3.Activity reminders

Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow up.

4.Team collaboration

Collaborate on deals and activities with colleagues. Share updates on sales activities and wins.

5.Segment leads

Filter, categorise, segment and sort leads to create targeted lists for personalised follow up.

6.Contact history

See a full history of all calls, emails, meetings and notes associated with every deal and contact.

7.Web Forms

Generate quality leads for your pipeline with fully customizable online forms placed right on your website.

8.Reporting and dashboards

Get detailed reporting on sales and key activities. Track progress against goals in your dashboard.

9.Revenue forecasting

Forecast sales volume and revenue based on your pipeline. Automatically recalculated as deals are updated.

10.Email integration

Send, receive and track emails directly from Pipedrive. Fully syncs with Gmail, Outlook and more.

11.Mobile app

View your CRM pipeline, activity reports, deals and contract summaries from your phone. Works on iOS and Android.

12.AI-powered automation

Automatically generate high-quality leads through the AI engine. Provides you with a targeted list of prospects.

Campaigns by Pipedrive:

Create best-in-class email campaigns with Pipedrive

Pipedrive’s Campaigns app is designed to help you create beautiful marketing emails, engage your customers and manage all of your data from one place. If you are tired of importing contacts or exporting them then switch to Pipedrive, this is the perfect email marketing tool for you.

Pipedrive will also help you with webinar. The webinar hosts are often in charge of welcoming the audience and outlining the agenda of the discussion. A host is sometimes referred to as the “master of ceremony” because they lead the presentation. The host is often the person who will point out the chat, question, and poll tabs on the webinar software. They may invite audience members to use these tabs to interact with the presenters.

4 steps to creating effective campaigns with Pipedrive

Step 1: Create a new campaign

Pipedrive has designed campaigns that you can easily customize, allowing you to quickly create beautiful designs and save time on your marketing efforts.

Step 2: Nurture your contacts

Pipedrive offers marketing campaigns that help you nurture your prospects into hot leads. Send accurate email to the right sales contacts by segmenting them with contact filter

Step 3: Know your audience

With Pipedrive campaigns, you can improve audience engagement by viewing reports and insights. See what campaign won their heart with real-time reporting including delivery rates, opens and clicks.

Step 4: Relax

The platform does not have a fourth step, because your sales and marketing teams are aligned in one place. All customer interactions can happen on the same page! Come relax and enjoy the fruits of your labour.

Pipedrive Pricing

When you sign up for Pipedrive, there are four affordable pricing points to be aware of. Once you’re set up and starting with pipedrive, it won’t feel like any financial obligation at all. You can also pay annually for a discount or try out their product with a free trial period- but note that there is no option to stay on the free plan forever. Following are cost and pricing plans:

Essential – The Essential plan starts at only $15 per month. At this price, it is a great starting point for developing transparent sales processes quickly and easily. This plan grants you the ability to define your pipelines and activities in order to manage your sales performance fasty

Advanced –You can use the Advanced plan to take your Pipedrive account into overdrive. It comes with robust email marketing features, templates and tracking. And by pulling in data from social platforms like LinkedIn you can enrich what’s already there.

Professional –The Professional plan is $59 per month and includes everything found in the Advanced Plan. The Professional plan is ideal if you are looking to utterly crush your sales performance objectives.

The Professional plan will include advanced features like one-click calls, call recording, revenue dashboards, custom permissions for team members and management tools.

Enterprise – Pipedrive’s Enterprise plan is $99 a month, but it must be paid annually. This package includes everything in the Professional plan as well as added features like training and guidance.

The Enterprise plan includes extra customization, enhanced security, set-up help, and user permissions.

Pipedrive: The Good things

Pipedrive is an excellent CRM tool for agencies or marketing and sales teams who want to deliver a high level of service to their leads, clients, and customers. Keep reading to find out more about what we love (and don’t) about this CRM and CRM pipeline management tool.

Smart In-Platform Tips

The Pipedrive sales assistant provides features and app integration tips based on how your team uses the software.

This feature highlights tweaks you can make for more efficiency or effectiveness.

Not only does it let you know when a change has been made to your account settings, but it notifies the team so that everyone is always up-to-date.

The sales assistant only appears in the most relevant moments, so it’s not intrusive. It will show up at the right time and in this context, then disappear when it is no longer needed.

Workflow Automation:

Pipedrive has top-notch automation capabilities.

You can do just about anything with automation, and that includes emailing leads or adding them to a pipeline. You could also create tasks based on certain events like sending personalised emails whenever a deal is created.

You don’t need any coding knowledge. Pipedrive is simple to use and has a drag-and-drop interface for quickly creating automation.

Ideal lead nurturing allows you to keep your leads warm while having time for other high-priority sales activities.

End-to-end Campaign Management:

Pipedrive helps you generate and manage leads in a number of ways, with support from several key features.

With the Leads Inbox, you can begin a campaign by filtering out the unnecessary leads and communications so that only what you need is available when it matters.

Pipedrive will help you deploy web forms, live chat widgets, and chatbots on your website for better lead capturing. You can also take advantage of the data Pipedrive captures about visitors to your site by learning more about them.

Smart Contact Data:

Customer relationship management is all about understanding your leads as much as possible. But with your busy daily life, do you have the time to do a deep dive into each one?

Pipedrive’s smart contact data automatically collects information from the web, using your contacts’ email addresses. One click of a button and you have valuable information to import without having to coax it out of leads themselves.

Serious Reporting Features:

The most common reports that you’ll need when managing your campaigns and customers are deal tracking, leads reporting, and revenue forecasting.

That’s why Pipedrive reports are fully customizable. These templates allow you to track the metrics and create a special report for the average age of deals, or really get into the basic and track hyper specific metrics relevant only to your business.

You can search for and categorise your data-rich results, so you can get a clear view and the overall success of your sales performance.

Sales Dashboards:

Pipedrive dashboards are a glimpse into the future of sales data. More than just static charts and formulas, they provide information in an immersive way that is easy to understand – no matter how much you know about your business!

Winning strategies will stand out as your eyes flow from left to right, spotting bottlenecks and performance gaps in real time.

Pros

Ease of Use
Intuitive UI design
Custom Reporting Capabilities
A long list of app integrations
Communication tracking is top-notch
Very affordable options
Can create custom pipelines and deal stages
I would highly recommend the Pipe Drive because it will allow you to automate difficult bureaucratic steps in a sales process and effectively improve your results.
This is really helpful when you’re looking for potential clients to follow up with in a single glance.
PipelineDeal helps increase the movement of deals forward. I like how you can customise pipelines to fit various sales campaigns, and the new caller app is so helpful!

Cons

Meant for small to mid-scale businesses
Doesn’t offer integrations with larger scale companies such as SAP or Oracle
Limited solutions and features to handle marketing
The functionality is terrible and it’s unclear if we misunderstood the product.

How Pipedrive can benefit your business

Pipedrive is a sales management app that offers benefits related to how your business generates and interacts with leads. At the same time, you can track every single part of your marketing process so you can optimise for performance.

One of the worst things that can happen in marketing is when you are disorganised. Imagine if you had a herd of hungry leads, eagerly chomping at the bit to ask questions, but were too busy to follow up?

What if your website was poorly optimised for collecting information, answering questions, or generating leads in the first place?

Pipedrive is a CRM tool that fixes all of these leaks in your marketing game. Pipedrive does not break the bank, and it’s quick to fix any problem you might have with no hassle!

Frequently Asked Questions

What is Pipedrive used for?

Pipedrive is best crm for small business owners, agencies, or small firms that are looking to improve their lead generation and sales processes.

Pipedrive is a business management application that has many features, but it doesn’t cost as much as other CRMs. Over 90,000 organisations from 170 countries use Pipedrive – if you decide to give it a try we’re sure you’ll find success like they have!