PipeDrive

Paid

pipedrive.com

Manytools

CRM Management Tools

PipeDrive

Paid

pipedrive.com

Pipedrive is a powerful CRM tailored for your business. Automate lead management, streamline sales, get real-time insights. It integrates easily with preferred tools, offering a customized experience. Highly recommended for all sales professionals.

Popularity

52% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$15

Free

Go To Site

A Powerful CRM Solution: Pipedrive

When it comes to managing leads, tracking sales activities, and securing more deals, Pipedrive proves to be a one-stop solution catering to both small businesses and more expansive teams. Its user-friendly interface seamlessly integrates with the regular workflow of sales teams and automates numerous repetitive and time-consuming tasks. Be it the facility of automated lead nurturing or tools for refining strategy with real-time performance insights, the application’s functions resonate well with the active rhythm of sales-oriented operations.

Uniquely Tailored to Your Business Needs

What makes Pipedrive stand out from myriad standard CRM applications is its flexibility and customization aspect. It lets you shape the CRM to fit the specific requirements of your business and sales strategy, enabling businesses to refine their strategies and facilitate sales success. With helpful tools such as customizable pipelines, centralized sales Data and custom fields, Pipedrive takes a step further to provide a tailored experience, far from the generality of traditionally used CRM tools.

Lead Management Perfected

Pipedrive excels in effective lead management. Whether it's a lead that’s just been obtained or it’s primed for conversion, Pipedrive gives you the power to automate and streamline the sales process. The software ensures that no potential client slips through the cracks by setting up workflow automations and automated follow-ups. Additionally, you are furnished with real-time performance insights and sales metrics to immediately monitor the progress of your strategy.

Integration and Performance at Your Fingertips

Don't worry about maintaining your tech stack while using Pipedrive. It easily integrates your favorite software, connecting your workspace to the tools you prefer. Additionally, for data analysis, Pipedrive provides visual sales reports and real-time data analytics to forecast revenue, spot bottlenecks and adjust tactics swiftly. Coupled with a myriad of features, Pipedrive effectively replaces the need for multiple platforms with its comprehensive suite of tools and services, all accessible on both iOS and Android platforms.

Whether you’re a sales novice or a seasoned professional, Pipedrive offers the tools, insights, and adaptability you need to drive home more sales, analyze the progress, and optimize your sales process at every step. Highly recommended!

Pros & Cons

Pros

Comprehensive sales CRM with customizable pipelines, reports and workflows.

Automated features like lead routing and follow-ups boost productivity.

Integration capability with 400+ apps through the Pipedrive Marketplace.

Offers security features like AES-256 encryption, full SOC 2 compliance, and robust account controls.

Availability of mobile apps for sales management on-the-go.

Includes customizable email marketing software and project management features.

Cons

Overwhelming number of features might complicate usage for beginners.

Dependence on integrations could limit functioning without other specific tools.

Customizing and setting up Pipedrive can be time consuming for certain businesses.

Cost could be a deterrent, especially for smaller businesses.

Not a complete solution, must use add-ons for certain functionalities, which can increase cost.

Support and guidance might be less in the absence of dedicated account manager.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Pipedrive and what does it do?

Pipedrive is a Customer Relationship Management (CRM) software designed for small businesses to manage leads, track sales activities, and close more deals. It allows users to streamline their sales process, automate follow-ups, and assess team performance for continuous improvement.

How does Pipedrive facilitate lead management and sales tracking?

Pipedrive comes with an all-encompassing dashboard that enables you to track your sales pipeline, manage leads, and automate your entire sales process in one place. With Pipedrive, users can organize customer data and interactions, schedule tasks, automate lead nurturing, and instantly generate meeting links.

Can Pipedrive assist with sales forecasting and generating sales reports?

Yes, Pipedrive allows users to harness sales insights with real-time sales reports. It offers forecasting, goal-setting, team monitoring, and advanced sales metrics tools that help you make quick and informed decisions.

Is Pipedrive suitable for larger teams?

Absolutely. Pipedrive’s CRM software is well-suited not only for startups but also larger teams. It can help large sales and marketing teams streamline their customer interactions with features like sales automation, procession forecasting, an activity-based planner, and top security.

What kind of integrations does Pipedrive offer?

Pipedrive can be integrated with hundreds of apps and tools including Facebook, Zapier, Xero, Trello, and Zoom, promoting seamless data flow between your CRM and other business tools.

What kind of pricing options does Pipedrive offer?

Pipedrive offers five pricing plans to cater to different sales force sizes and needs. The options range from the Essential package, offering simple sales process setup, to the Power package, ideal for larger teams requiring flexible collaboration and support.

Pipedrive Review 2023: Features, Pros & Cons

21 Feb 2023

Pipedrive is a CRM platform based in the cloud, specifically tailored for sales teams' needs and preferences. While it does not offer a free plan, the platform remains reasonably priced. Its user-friendly and highly customizable nature makes Pipedrive a preferred choice for numerous small businesses.

Rob Watts

Forbes

www.forbes.com

Pipedrive CRM review

03 Apr 2023

Pipedrive is an incredibly user-friendly CRM tool, perfect for small businesses venturing into using CRM software for the first time. It enables the creation of unlimited custom deal pipelines and the ease of moving deals through them using a simple drag-and-drop feature. The platform also provides highly customizable reports, seamless calendar and email integrations, and automated workflows to streamline your sales process.

Michael Graw

techradar

www.techradar.com

Pipedrive Review

23 Mar 2022

Pipedrive is a comprehensive sales platform that assists approximately 100,000 businesses in growing their revenue with accuracy. This software enables users to visualize their sales processes, manage leads, automate sales, and develop email campaigns all from one platform. Pipedrive can enhance sales processes across various industries. Let's delve deeper into Pipedrive's distinctive capabilities and explore some potential drawbacks as well.

The Daily Egg

www.crazyegg.com