Pipe driven is a full-service sales platform that helps approximately 100,000 businesses grow their revenue with precision. Visualize your sales process in this software to manage leads, automate sales and create email marketing campaigns from one platform. Pipedrive can improve the sales process in virtually any industry. Let’s take a closer look at more of Pipedrive’s unique capabilities, as well as some of its shortcomings.
Compare Pipedrive to the Best CRM Software
If you want an all-in-one tool to handle multiple parts of the sales process, Pipedrive is perfect for your business. Use it to fuel your efforts from initial lead collection and nurturing to coaching those leads all the way to purchase and beyond. Its visual pipeline management helps your team leave no stone unturned when catering to potential or existing customers.
Pipedrive is more than a CRM, here’s why it didn’t work out Our list of top CRM software options. Its CRM features work well with other aspects of the software, but there are many platforms that are better standalone CRMs. If you’re just looking to fill a CRM gap in your tech stack, our top list is the perfect place to start – it’s been researched like no other CRM reviews on the internet and can help you choose the best software for your business in the time you get it done .
Pipedrive: good and bad
Pipedrive is ideal for agencies or marketing and sales teams looking to improve service to prospects, clients and clients. Read on to learn more about what we like (and don’t like) about this CRM and pipeline management tool.
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Smart Platform Tips: The Pipedrive Sales Assistant provides performance tips, recommended features and app integrations based on how your team uses the software.
This feature highlights adjustments you can make to increase efficiency or effectiveness.
It also notifies you and your team whenever your account settings change so everyone is always on the same page.
Sales assistants are also only present in the most relevant situations, so don’t bother. It will appear at the right time and in the right context, then disappear when it is no longer needed.
Workflow Automation: Pipedrive has impeccable automation tools.
You can create automated workflows for almost anything, including emailing leads, adding them to pipelines, or creating tasks. For example, send personalized emails whenever a deal is created or a certain stage is reached.
You don’t need any coding knowledge to get started. Pipedrive’s simple drag-and-drop interface makes it easy to create powerful automations.
Just imagine, now your sales team can focus on the most important tasks and close more deals. Additionally, workflow automation helps eliminate human error that can derail any work.
Keep your prospects and prospects enthusiastic while having time to focus on other high-priority sales activities.
End-to-end campaign management: Generating and managing leads with Pipedrive is a breeze, powered by several key features.
Using their lead inbox, you can organize all the information you get at the start of a campaign, filtering leads and communications to what you need right now.
Pipedrive can even help you deploy web forms, live chat widgets, and chatbots on your website for better lead capture. Also, dig into the web visitor data captured by the software to learn more about how your website traffic can be exploited.
Thanks to these tools and others, your team will increase the number of deals in your pipeline and the average value of closed deals.
Smart Contact Data: Customer relationship management is all about learning as much as possible about your potential customers. But during your busy day, do you have time to delve into each one?
Luckily, Pipedrive’s smart contact data uses your contacts’ email addresses to collect the information they share online. So, with just one click, you can import valuable information from the web without having to elicit it from potential customers yourself.
You’ll get a clearer picture of your prospects, their backgrounds, and their needs faster, so you can adjust your sales pitch accordingly.
Serious reporting features: Deal tracking, lead reporting, and revenue forecasting are just some of the reports you need to manage your campaigns and clients.
Sometimes using template reports doesn’t reduce it. That’s why Pipedrive’s reports are fully customizable. Use them to track the metrics we mentioned above and create a special report for the average age of transactions. Or really get into the details of your business and track metrics.
You can filter and group your data-rich results so you can get a clear picture of your overall sales performance.
Now all you have to do is take those patterns you found and run with them. Or you might find problems in your sales funnel and eliminate them right away. Either way, it’s a win for you.
Sales Dashboard: If you want to bring your sales data to life, using the Pipedrive dashboard is a glimpse into the future. No more static charts and spreadsheet formulas here.
You can filter, customize and discover your data in new and unprecedented ways.
Not to mention, you can share these live dashboards with anyone you want, whether they use Pipedrive or not.
Winning strategies pop off the screen as your eyes flow from left to right, spotting bottlenecks and performance gaps in real time.
So if you’re looking for a way to keep everyone on the same page (literally), using these sales dashboards is a key ingredient to your success.
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Slow and difficult user interface: You need it now when dealing with information about your sales and data. Waiting for a page to load might make you want to keep your eyes peeled.
Many people complain about the speed of Pipedrive. This can be a problem for you if you have a large customer base and you want to provide a lot of details. Now, keep in mind that external factors like internet connection quality or cloud storage server speed can make things better or worse.
It could also be the result of a cluttered interface. While the user experience has improved over the years, it still leaves a lot to be desired for current users.
This also leads to a steeper learning curve to get the hang of Pipedrive. It lacks the intuitive feel that other providers offer. Yes, it’s all about the information being given to you when you need it, but having to sift through a ton of little icons and buttons to find what you’re looking for also lets you search for simpler options.
This isn’t just a complaint some Pipedrive users are complaining about, but something you should consider when trying your 14-day free trial.
No social network integration: Social media can be an important part of building a customer base. Some sales journeys start with your offers on social media – having a way to get lead information directly from social platforms into your Pipedrive account would be ideal.
At the time of publishing this article, this feature was not yet available. If added, we think Pipedrive will add to its already strong feature set. But if your company doesn’t rely on social media channels to generate leads, it’s certainly not a deal breaker.
Lack of phone support: Pipedrive’s knowledge base is comprehensive when you need to solve a problem or figure out how to do something in software. And, when you need help from a rep, they have live chat support.
But for some businesses, the lack of phone support can be a serious pain point. When things aren’t working right and you need to talk to someone, it should be simple to get a knowledgeable representative over the phone. However, with Pipedrive, you don’t have that option.
Also, if you have an ongoing issue, live chat can make it difficult for you to simplify a second or third interaction with a support representative. You may connect to a different person each time. This may be a rare situation, but we noticed it in our extensive research on Pipedrive.
Pipedrive pricing and options
Pricing is always at the forefront of businesses looking to maximize performance without emptying a hole in their pockets.
Pipe driven Four pricing options are available for you to take advantage of:
- basic: $12.50 per user/month (yearly) or $15 per user/month (monthly)
- advanced: $24.90 per user/month (yearly) or $29 per user/month (monthly)
- professional: $49.90 per user/month (yearly) or $59.90 per user/month (monthly)
- enterprise: $99 per user/month (yearly) or $119 per user/month (monthly)
With the Essential plan, you get leads, deals, calendar and pipeline management, over 275 integrations, easy data import, custom dashboards and basic reporting.
Higher-level plans build on this feature set. For example, Advance includes everything in the Essential plan and adds the following features, including:
- Full email sync with templates and schedules
- Group emails with open and click tracking
- Workflow builder with trigger automation
The Professional plan unlocks all the features in Pipedrive, while Enterprise is used to remove any per-user or company restrictions on adding custom transactions, running reports, or creating custom CRM fields.
Pipedrive is very affordable for what you get, and compares favorably to many options on price Our list of top CRMs.
Pipedrive Sales Software
From the beginning, everything dealt with the pipeline and the CRM software. The sales capabilities provided by Pipedrive allow you to visualize your sales process and improve your workflow based on what you see.
It’s not just seeing a page full of numbers, names, and data. You can design the CRM and pipeline management you want with custom fields, and be able to drag and drop content where you want.
Pipedrive also includes a powerful automation builder, insightful in-depth reports, and even an in-platform assistant to help you get the most out of the software.
Plus, you’ll get tons of tools to help you with your email-based work. Schedule emails, send in bulk, track recipient actions, and manage everything from one inbox. Pipedrive has it built into the software, so you’ll see what happens.
Pipedrive Email Campaign (coming soon)
Pipedrive will soon be enhancing their email campaigns with Campaigns provided by Pipedrive.It’s not there yet, but it’s coming soon and you can Join the waitlist today.
This will help you create more engaging marketing emails that build trust with your prospects and customers. It will also offer more useful email templates and better campaign reporting. You’ll get a robust email marketing solution with the same attention to detail as Pipedrive’s main product.
How Pipedrive Ranks
As we said before, Pipedrive is a solid product in the field of selling software.it doesn’t make Our list of top CRMs Because there are better standalone solutions more focused on CRM.
- center point – The best CRM software for most people
- Zoho CRM – Best CRM for deeper visibility
- Fresh Sale Suite – Best automation for marketing and sales
- sales torch – Best CRM with a strict focus on sales
- Participate in eBay – Best all-in-one CRM suite for small businesses
- stripe – Best CRM that works 100% in Gmail
- Monday Net – Best for project management with CRM capabilities
Pipedrive is built by salespeople for sales teams. Therefore, Pipedrive focuses more on bringing new leads into the funnel than other CRMs. Of course, CRM features are included, but they are not the foundation of the software.
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To take it all the way home, we highly recommend Pipedrive. Pipedrive is an excellent choice if you’re looking for a comprehensive sales tool that can help you manage your goals and keep you on track.
This software has all the features you need to keep your sales process organized. Plus, with so many integrations, it’s easy to connect Pipedrive with other tools you use in your business.
Ready to try it? Sign up for a free 14-day trial of Pipedrive today See how great it feels to have everything you need at your fingertips.
