Pipedrive Review

What is Pipedrive?

Pipedrive is an easy-to-use CRM created to help sales teams of all sizes manage leads, track pipelines, automate workflows, and close more deals.

Founded in 2010, Pipedrive has helped over 100,000 sales teams worldwide generate revenue through customizable pipelines, real-time insights, and smart AI-powered tools.

Its intuitive interface makes it easy for sales professionals to streamline tasks and monitor deals with visual pipelines and clear reporting.

With Pipedrive, closing deals is easier than it’s ever been. 

Quick Overview of Pipedrive

Pros and Cons of Pipedrive 

Pros

• Value for money: Pipedrive provides many functions and extensive integrations that allow you to optimize your sales processes for just a fraction of the cost. 

• Easy to use: Its intuitive and customizable interface makes it easy to keep track of leads and lead stages all from a single dashboard, so you and your team stay organized and productive. 

• Extensive integrations: Pipedrive offers a wide range of third-party integrations, allowing you to add the features you need. This flexibility helps you overcome any limitations in areas where the platform may fall short. 

Cons

• Limited reporting: Its reporting can be limited and doesn’t allow you to track data over time, and you’ll have to pay extra to use some custom fields in the reports. 

Pipedrive Pricing

Pipedrive provides flexible pricing plans, each containing advanced features that are suitable for small- to mid-sized sales teams. 

It offers five-tier plans, including the essential, advanced, professional, power, and enterprise plans.  

All plans include a 14-day free trial and an annual subscription, saving you up to a 42% discount on each plan compared to monthly billing.

Pipedrive Main Features 

Sales Automation

As a sales team, handling repetitive tasks without the right tool slows you down. With Pipedrive, you can automate almost every step of your sales process. 

You can build custom workflows to automate everyday actions, like sending follow-up emails, updating deal stages, assigning reps when deals progress, or setting reminders. 

Its built-in sales assistant provides tips, performance insights, and suggestions for the best features and integrations to streamline your workflow. 

Lead Management

Generate, organize, qualify leads, and close deals faster with Pipedrive’s lead management software. 

It helps you declutter your CRM with the help of a leads inbox, where you can store new leads, sort, filter, label, and add follow-up tasks to qualify and convert them. 

Pipedrive also provides fully customizable web forms that allows you to add qualifying questions to filter and prioritize your leads. 

You can also transfer leads from web forms straight to your pipeline or leads inbox to speed up the sales process. 

It also includes Chatbot and Live Chat that allow you to qualify web visitors. You can customize its questions and replies to collect useful data to pre-qualify leads, so they’re easier to convert. 

CRM

Pipedrive improves every stage of your sales process using a cloud-based CRM. 

It integrates with your existing tools to improve communication across teams, streamlines pipeline management, and automates repetitive tasks like lead assignment and prospecting so your team can focus on closing deals.

Pipedrive’s CRM streamlines customer interactions and processes with sales automation and service management and provides data to understand customer behavior and inform your strategy.

You can send personalized communications to customers to improve their experience with your business, and as a result, move them along the sales pipeline to make a purchase.

Email Marketing

You can create and send persuasive, on-brand emails using Pipedrive’s simple drag-and-drop builder or pre-made templates. 

You can customize layouts, insert images and social links, and even embed GIFs in your email designs. 

Once your email is sent, Pipedrive provides insights into open rates, click-throughs, bounce rates, and more, helping you measure performance to improve your future campaigns. 

Campaigns also use CRM data for advanced segmentation, so you can send emails to contacts based on behavior, status, or engagement history, ensuring you send the right message to the right audience. 

AI Toolkit

Pipedrive’s AI toolkit makes your sales process easy, saves time, and helps you close deals faster. 

With features like the AI Sales Assistant, you get personalized deal insights, smart recommendations, and real-time prioritization based on your pipeline performance. 

The AI email generator and summarizer help create personalized messages and condense long threads of text into summaries, allowing you to grasp information faster, make decisions, manage your inbox, and increase productivity.

You can also automate workflows like email management using its AI agent to boost efficiency. 

Pipedrive Support Quality

Pipedrive support quality is responsive across all plans except the essential plan. 

It provides live chat support that is only available on the advanced plan and up, and email and phone support are only available on the power and enterprise plans. 

Users on the essential plan can access their knowledge base, containing articles and FAQs that solve common troubleshooting issues. 

For direct support, you can contact them using the following email address:

 Pipedrive Alternatives

Summary

Pipedrive is a simple yet powerful CRM for small to mid-sized sales teams looking to streamline their sales process and close deals faster using its  automation and customizable features. 

While it may be limited in providing advanced reporting or project features, Pipedrive excels at managing leads, tracking deals, and boosting revenue with its centralized platform.

Try out Pipedrive Now

Need a smart and beginner-friendly CRM to grow your sales pipeline? Start your free 14-day trial and sign more deals with Pipedrive.

Visit Pipedrive