At a Glance

Pipedrive is a feature-rich CRM that helps you build custom sales pipelines to close more deals. It includes sales automations, email marketing, lead generation, performance tracking, contract management, and 400+ integrations. It also supports custom fields, making it suitable for businesses across many industries. Overall, Pipedrive is a great choice for growing your business.

What Sets Pipedrive Apart?

What sets Pipedrive apart from other CRM platforms is that it’s highly deal-focused. The platform is centered around visualizations of your deals in progress and offers tons of tools to help deals keep moving forward. Workflow automations are especially valuable in Pipedrive because they encourage your sales team to follow up leads proactively and prevent deals from falling through the cracks.

Suitable For

Pipedrive is designed for small and medium-sized businesses that need an all-in-one sales and marketing platform. Pipedrive handles everything from lead acquisition to eSigning contracts, so it’s ideal if you don’t already have solutions for these stages of your sales process.

Pipedrive also works best when you already have a well-defined sales pipeline or funnel. You can customize Pipedrive to match your pipeline and monitor how leads move through it.

However, Pipedrive doesn’t offer much support for non-linear sales strategies or help you decide what type of sales funnel is best for your business.

Features and Functionalities

Pipedrive is packed with features to help you acquire leads, move them through your sales pipeline, and close deals. Let’s take a closer look.

Tools for sales teams

Pipedrive streamlines the sales process with customizable sales pipelines. These give your sales employees a way to visualize where every lead is in your sales process, helping them take the next steps to close each deal.

Pipedrive also supports automated workflows. These are great for automatically following up with leads as well as eliminating routine tasks like creating a new deal card for a new lead.

Other helpful sales features in Pipedrive include:

• Deal rotting alerts: You can set custom limits for how long deals can sit idle, and employees will receive an alert if the time limit is reached.
• Meeting scheduling: Sales employees can share potential meeting times with leads and allow leads to choose their preferred time.
• AI-powered sales assistant: Pipedrive’s AI sales assistant offers tips about workflow automations and integrations that could eliminate manual tasks.
• Document management tools: Customers can eSign documents through Pipedrive, speeding up the deal-closing process.

Tools for customer support teams

Pipedrive doesn’t offer any tools for customer support agents—it’s a sales CRM only. However, it does offer integrations with customer service CRM platforms so your sales and service teams can easily share data about customers.

Tools for marketing teams

Marketing teams can use Pipedrive to build custom landing pages and web forms. It also has an email campaign builder that lets your marketers design emails, segment your leads and customers into groups, and analyze campaign results. The builder includes dozens of templates and uses a drag-and-drop design interface.

Customization and integrations

Pipedrive’s sales pipelines are fully customizable, and you can add as many stages to each pipeline as needed. Pipedrive also supports custom fields for leads and deals. What’s more, you can create a custom catalog within Pipedrive to quickly share products and pricing information with leads.

Pipedrive comes with more than 400 ready-made integrations for popular business software. You can integrate Pipedrive with your email and communication platforms, productivity tools, other CRM software, contract management tools, accounting software, and more. If Pipedrive doesn’t have an integration you need, you can build your own using the platform’s application programming interface (API).

Reporting and dashboards

Pipedrive includes a wide range of reports to help you monitor your revenue, lead conversion, deal status, and more. You can build custom reports to get insights into where leads are falling out of your sales pipeline and evaluate individual sales agents’ performance. Pipedrive also enables you to define key performance indicators (KPIs) and team goals to help your business stay on track.

Mobile options

Pipedrive offers a mobile app for iOS and Android that works well for sales employees on the go. It enables you to pull up records for any customer and save data offline to your device. You can also take notes about meetings and save them to a contact’s record. Push notifications provide alerts about upcoming calls and meetings.

Security and privacy

Pipedrive stores all of your data securely with 256-bit encryption. The platform is compliant with System and Organization Controls 2 (SOC-2) criteria, a widely used cybersecurity standard.

Pipedrive secures user accounts with 2-factor authentication and single sign-on. You can tightly control which sales employees have access to what data. In addition, Pipedrive keeps logs of all user activity on the platform.

Collaboration tools

Pipedrive offers limited collaboration tools. Sales employees can tag one another in notes or comments on deals in progress and use Pipedrive to schedule meetings with one another. You can also route emails to multiple addresses into a single inbox in Pipedrive, ensuring messages never go unseen.

Plans and Pricing

Pipedrive offers 5 plans: Essential, Advanced, Professional, Power, and Enterprise. For each plan, you can choose monthly or annual billing, and you can get started with a 14-day free trial. Overall, Pipedrive’s pricing is slightly lower than that of many competitors for the same features.

The Essential plan includes all of Pipedrive’s key CRM tools but lacks helpful features like email syncing, email marketing, meeting scheduling, and sales automations. The Advanced plan adds these features, making it an affordable option that meets most business’s needs.

The Professional plan adds additional team management features, like KPIs and goals. You can also automatically assign leads to sales employees using rules you define. The Power and Enterprise plans offer extra security features, such as alerts, and increased limits for reports and custom fields.

Ease of Implementation and Use

It’s relatively easy to get started with Pipedrive, and the company offers onboarding support for all new customers. It typically takes a few hours to onboard your sales employees, set up your first sales pipeline, and integrate your existing business software. After that, it’s straightforward to design automated workflows and build email campaigns, thanks to the drag-and-drop builder tools.

Customer Service

Pipedrive offers customer support according to your plan. With the Essential plan, you have access to email support only. Advanced users can get live chat support during business hours, while this increases to 24/5 with the Professional plan and 24/7 with the Power and Enterprise plan.

As a Power or Enterprise customer, you can also receive phone support from 1am-5pm (ET), Monday-Friday.

All customers have access to Pipedrive’s online knowledge base, which includes detailed tutorials explaining the platform’s features.

In Conclusion

Pipedrive is a highly capable sales CRM that makes it easy to build a digital sales pipeline and track the progress of your deals. It makes the sales process more seamless with automated workflows, meeting scheduling tools, document management features, and integrations for all of your business’s other software.

Pipedrive is relatively affordable, so it’s a great choice if your business needs an all-in-one sales solution. Try out the platform free for 14 days to see how Pipedrive can help boost your sales.