Are you a enterprise seeking to enhance your gross sales and advertising? If that’s the case, a high-quality buyer relationship administration (CRM) software program software is a should. The suitable CRM might help you deal with all facets of gross sales, advertising, and phone administration.

Nonetheless, discovering the appropriate CRM software program can really feel overwhelming and time-consuming. It’s a crowded market with seemingly infinite decisions, so making certain you choose the perfect for your corporation’s wants can appear tough. 

That’s why this evaluation is zoning in on one explicit web-based answer: Pipedrive. 

Hopefully, by the tip of this Pipedrive evaluation, you’ll be higher positioned to resolve whether or not this platform’s made it onto your shortlist. 

Let’s have a look:

What’s Pipedrive CRM?

Pipedrive has been round since 2010 and has ten places of work in eight nations: Estonia, the US, Portugal, the UK, the Czech Republic, Eire, Latvia, and Germany. On the time of writing, it’s utilized by over 100,000 entrepreneurs situated throughout 179 nations.

Pipedrive goals to supply its clients a sales-focused CRM, empowering customers to visualise their gross sales processes from starting to finish. So, in a nutshell, Pipedrive is a cloud-based gross sales CRM and administration answer that gives the instruments you must:

• Plan your gross sales campaigns
• Monitor the progress of gross sales offers
• Comply with up leads
• Supply your clients reside chat assist
• Generate experiences to trace particular person and workforce targets and assess gross sales knowledge

…and far more!

Pipedrive is accessible through an online browser or iOS and Android cell apps. It additionally helps you to ship customized advertising emails and join with 250+ integrations with one-click set up. 

Lastly, there’s additionally a variety of value plans, so relaxation assured, Pipedrive can scale with you. 

Pipedrive Evaluate: Pipedrive’s Core Options

Pipedrive’s performance is cut up into three classes:

1. Gross sales software program
2. E mail software program
3. Integrations

Gross sales Software program

Pipedrive’s gross sales software program provides a variety of options designed to assist your salespeople collaborate, maximize, and forecast gross sales. This contains:

• A gross sales automation system: save time by automating the extra mundane and repetitive facets of gross sales, resembling sending personalised emails whenever you make a deal and transferring possession of a sale/contact to a different rep. 
• Lead administration: Every new lead wants nurturing to transform them into paying clients. To assist with this, Pipedrive boasts a visible and intuitive interface from which you’ll create and customise as many gross sales pipelines as you want. There’s additionally a ‘Leads Inbox’ software that can assist you enhance communication with potential clients. Plus, you may filter, edit and type your results in higher handle them. 
• Chat choices: You’ll be able to present clients entry to a 24/7 chatbot. This can be a conversational popup the place you may ship automated questions and replies to interact leads. You can even customise your chatbot’s design. As well as, you can even provide reside chat; this contains the power to assign results in your gross sales reps. Better of all, these chat choices, mixed with Pipedrive’s lead administration options, promise to extend offers by a median of 93%, enhance the common worth of closed offers by 21%, and cut back the time it takes to shut a deal by 46%. 
• Insights and experiences: Pipedrive’s gross sales reporting software program gives insights into which gross sales and advertising campaigns are working and which want consideration. You can even generate customizable experiences that compile knowledge on metrics like recurring income, gross sales bottlenecks, the variety of leads created, conversion charges, and extra. You’ll be able to conveniently view all of your knowledge in your Pipedrive dashboard and rework stated knowledge into visible charts, graphs, and interactive tables. Lastly, you need to use Pipedrive’s insights, and experiences function to set your workforce’s gross sales targets and forecast income.
• E mail and communication: Ship emails to remain linked with potential and current clients. Whereas we’re with reference to communication, Pipedrive additionally lets you:

• Handle your contacts by dividing them into “folks” and “organizations” classes. As soon as that is carried out, you may hyperlink the contact to offers they’re related to.
• Preserve a visible historical past of all of your emails and calls with every contact.
• View the place contacts are geographically situated
• Connect vital recordsdata to a contact’s particulars
• Schedule and ship group emails 
• Monitor emails to see whether or not a prospect opens your e-mail or clicks on any hyperlinks you ship them. 
• Entry an e-mail inbox to ship focused emails, talk along with your gross sales colleagues, use ready-made and customizable e-mail templates, and sync different e-mail accounts. 

E mail Software program

Pipedrive’s e-mail function is designed that can assist you create and ship profitable advertising emails to draw new gross sales leads. Core options on this part embrace:

• An e-mail builder: You’ll be able to create emails utilizing Pipedrive’s free e-mail templates, import your personal HTML templates, or use the drag-and-drop e-mail editor to create e-mail designs from scratch. After all, you need to use this similar editor to change your templates, together with font customization, including photographs and social media hyperlinks, embedding GIFs, and extra. 
• E mail segmentation: You’ll be able to phase your e-mail listing to ship tailor-made emails that meet the extra particular wants of every phase. For instance, Pipedrive’s ‘Folks Filters’ assist you to phase clients based mostly on standards resembling product purchases and offers. You can even make the most of Pipedrive’s ‘Marketing campaign Filters’ to focus on potential clients based mostly on their e-mail open date and engagement ranges. 
• E mail analytics: Measure e-mail marketing campaign success by evaluating your open e-mail charges, click on charges, click-through charges, and complete/distinctive clicks. 
• Advertising and marketing automation: Streamline your advertising actions with Pipedrive’s advertising automation instruments. These embrace automated workflows. For instance, you may ship automated emails based mostly on particular actions. As an illustration, you would ship automated emails to clients after you’ve delivered a gross sales pitch. You can even pre-program autoresponder follow-up emails to remain involved with clients after they’ve made a purchase order. Different automation options embrace real-time advertising analytics experiences and marketing campaign scheduling instruments. 

Integrations

Pipedrive provides 250+ integrations with straightforward one-click set up. Integrations fall into the next classes:

• Accounting and invoicing
• Analytics
• Bots and messaging
• Contacts and calendar sync
• Buyer assist
• Knowledge administration
• E mail advertising 
• Integration platforms
• Lead technology
• Advertising and marketing automation
• Telephone options
• Proposals and contracts
• Useful resource administration
• Activity administration
• Video calls and options
• Internet types and surveys

Inside this lengthy listing of classes, you’ll discover 107 free apps. A few of Pipdrive’s extra notable integrations embrace Zapier, Fb Messenger, HubSpot, Zoom Conferences, Asana, and SendPulse. 

Pipedrive Evaluate: Pipedrive Pricing

Pipedrive provides a alternative of 4 plans. You’ll be able to benefit from a free 14-day trial on any of the plans listed under, and also you don’t have to supply bank card particulars. 

The costs quoted under are based mostly on annual billing (a saving of as much as 25%):

The Important Plan

Costs begin at $19/per consumer/per mo. A few of the options on this plan embrace:

• Customizable pipelines
• An open deal restrict of three,000 (i.e., the full variety of offers in any pipeline that haven’t been deleted, gained, or misplaced)
• Leads and deal administration options
• Strategies based mostly in your gross sales campaigns’ earlier efficiency that can assist you to enhance your advertising efforts
• 24/7 reside chat buyer assist from the Pipedrive workforce
• Entry to Pipedrive’s apps and integrations
• Reviews and insights (max 15 experiences per consumer)
• Privateness and safety embrace world-class knowledge storage, two-factor authentication, SOC2 compliance, superior knowledge encryption, and extra. 

The Superior Plan

Costs begin from $34/per consumer/per mo and embrace the whole lot within the Important plan, in addition to:

• Entry to the workflow builder and automation options
• 10,000 open deal restrict
• Workflow builder with triggered automations
• Full e-mail sync and e-mail scheduling
• Entry to customizable e-mail templates
• You’ll be able to ship group emails.
• You’ll be able to observe e-mail open charges and clicks.
• Every consumer can generate 30 experiences.
• Every consumer can create as much as 30 energetic workflows. 

The Skilled Plan

Costs begin from $59.90/per consumer/per m. That is the plan that Pipedrive recommends if you wish to profit from its capabilities. You obtain the whole lot within the Important and Superior plans, in addition to:

• The power to make income projections and forecasts
• Enhanced customized reporting
• Create, handle, and e-sign paperwork
• 100,000 open deal restrict
• Customers can generate 150 experiences every.
• 60 energetic workflows per consumer

The Enterprise Plan

Prices begin from $119/per consumer/per mo, and for this, you obtain all of the above and:

• All customers can generate limitless experiences.
• There aren’t any limits on the variety of open offers you may handle.
• Heightened safety, resembling instantaneous e-mail notifications if suspicious exercise is detected in your website. The identical goes for if there are knowledge leaks and/or knowledge loss. You can even activate and implement password energy necessities.
• 100 energetic workflows per consumer
• Telephone assist

To entry the whole listing of Pipedrive’s options, click on here.

In addition to the above plans, you may entry extra Pipedrive options through numerous add-ons. These are charged per firm per thirty days and might both be billed yearly (as above, with a 25% low cost) or month-to-month.

• The LeadBooster add-on prices $32.50 per firm per thirty days, billed yearly. You should use this lead technology toolkit to interact inbound and outbound leads. Instruments embrace: Scheduler to rearrange conferences between a gross sales rep and a buyer, Prospector, Dwell Chat, Chatbot, and Internet Types. The Prospector software gives entry to a world database of 10m corporations and 400m profiles. You should use this knowledge to create goal buyer profiles based mostly on location, job title, and so on. 
• The Internet Guests add-on prices $41.00 per firm per thirty days, billed yearly. This software exhibits you who’s searching your web site, how they discovered you, their engagement stage, and extra. 
• The Campaigns add-on prices $13.33 per firm per thirty days, billed yearly. This empowers you to create and ship custom-made e-mail campaigns with Pipedrive’s professional templates designed to get you extra clicks. 
• The Good Docs add-on prices $32.50 per firm per thirty days, billed yearly (nevertheless, it’s free for Skilled and Enterprise plan subscribers). This lets you centralize all of your document-related buyer interactions. You’ll be able to ship trackable quotes, contracts, and proposals (with out Pipedrive’s branding on them) and obtain notifications when a buyer opens them. You can even ask for e-signatures out of your shoppers to hurry up deal closures. As well as, paperwork could be auto-filled with knowledge saved in Pipedrive’s CRM. Lastly, this add-on integrates with Google Docs, Sheets, Slides, or MS Docs.

Pipedrive Evaluate: Pipedrive’s Buyer Help

As acknowledged above, the kind of assist you obtain depends upon your pricing plan. For instance, everybody can entry 24/7 chat, however solely Enterprise plan subscribers obtain telephone assist. Pipedrive’s Assist Middle or Information Base is the place you head for info on getting began, account settings, organizing your knowledge, billing, solutions to FAQs, and so forth. This space can be the place you may contact the shopper assist workforce. 

Buyer assist is accessible in English and Portuguese 24/7. In distinction, for German, French, and Spanish audio system, assist is accessible Monday to Friday, 7 am-4.30 pm, 9 am-5.30 pm, and 10 am-10.30 pm, respectively.

Different types of Pipedrive assist embrace a weblog with skilled gross sales recommendation, step-by-step guides, and how-to articles. Or there’s the Pipedrive Academy, the place extra critical studying occurs. Right here you’ll discover programs, webinars, and tutorials designed to assist enhance your gross sales and CRM abilities. 

There’s additionally the web Pipedrive Group, the place you may interact with different Pipedrive customers to troubleshoot and get recommendation. 

Pipedrive Evaluate: Pipedrive’s Execs and Cons

Execs

• There’s a free 14-day trial throughout all of the plans, with no bank card required
• There are a whole bunch of integrations and apps, together with 107 free ones
• Pipedrive comes with customizable e-mail templates
• 24/7 reside chat is accessible on all plans
• You’ll be able to create customizable pipelines
• Android and iOS apps can be found, so you need to use Pipedrive whereas on the go.

Cons

• There’s no free plan
• For those who think about add-on prices and paid-for apps, Pipedrive may shortly grow to be fairly costly
• Telephone assist is just accessible for Enterprise plan subscribers
• Some customers on evaluation websites complain that buyer assist isn’t as useful as they’d like.

Pipedrive Evaluate: My Remaining Verdict

Hopefully, this Pipedrive evaluation has given you sufficient info that can assist you resolve whether or not Pipedrive is the perfect CRM for your corporation. 

Total, Pipedrive appears to be like like a viable possibility for small companies and startups eager about enhancing how they handle their gross sales workforce and execute their gross sales methods. Nonetheless, it appears pricey when you’re simply beginning out on a decent price range. 

Pipedrive additionally has a superb set of integrations, so it is best to have the ability to seamlessly slot Pipedrive into your current tech stack. As well as, you get all of the instruments you must phase clients, personalize e-mail campaigns, arrange leads, forecast gross sales developments, and far more. 

As with all our opinions, I like to recommend taking advantage of Pipedrive’s free trial earlier than spending your hard-earned money. I additionally suggest evaluating Pipedrive with different CRM options to get a greater really feel for which most accurately fits your wants. 

That’s all, readers! Are you prepared to present Pipedrive a strive? Tell us within the feedback under.