Pipedrive

from $12/month Free Trial

What’s Pipedrive?

Pipedrive is a CRM platform that helps companies preserve a great relationship with their current clients, discover new prospects, and improve gross sales. By utilizing a CRM platform, you will not have to fret about monitoring consumer communication, optimizing advertising and marketing methods, and rising ROI for your online business. It’s because a CRM platform may help you with all of this and extra.

Now that the significance of Buyer Relationship Administration software program is obvious, let us take a look at which is one of the best one for your online business. With greater than 100 CRM instruments available on the market, deciding on a really perfect one would possibly appear to be a frightening process. To simplify this course of for you, learn the most recent instrument evaluation of Pipedrive by ToolsMetric. Pipedrive is the winner of the ‘Knowledgeable’s Alternative Award for one of the best CRM platform’.

With Pipedrive CRM, your staff can at all times have an environment friendly and user-friendly overview of the gross sales pipeline. Pipedrive software program ensures that you’ll be able to handle your gross sales successfully, shut offers rapidly, and have a well-organized assortment of your leads. Among the finest issues about this software program is that may be simply personalized to swimsuit the necessities of your online business. The following tips let you know extra about its key metrics, options, pricing plans, and extra. Maintain scrolling to search out out if this platform is the best alternative for your online business.


Vendor Particulars

  • Firm: Pipedrive
  • Web site: www.pipedrive.com
  • Based in 2010
  • United States

Key Metrics of Pipedrive

  1. Easy person interface

In contrast to different CRM platforms, Pipedrive gives a quite simple and minimalist person interface. Because of such a clear structure, you possibly can simply perceive what to do subsequent in your gross sales pipeline. Whether or not it’s getting into concepts or present offers, you will not spend an excessive amount of time to know the functionalities of this platform.

  1. Efficient lead administration

You’ll be able to handle your leads successfully by utilizing the drag and drop function within the pipeline. After you have a contact, you may also change its standing from the deal web page by utilizing a visible timeline, which is on the high of the web page.

  1. In-depth gross sales reporting

Do you typically marvel why you are not capable of shut offers? The explanation is perhaps the lack of expertise of your buyer base. With gross sales reporting, you possibly can perceive the reasoning behind your knowledge and outcomes. On this function, you’ll get visible reviews, monitor your gross sales course of, perceive pipeline metrics, and extra.

  1. Actions and objectives

To shut extra offers, set objectives on your staff. By doing this, you possibly can hold a monitor of their gross sales efficiency and perceive the place they’re missing, You may also set reminders which let you know what to do subsequent. This helps you at all times see and know what’s coming.

  1. Reasonably priced and easy-to-use

This is without doubt one of the best CRM platforms to arrange and comes at an affordable value. Because of its easy and intuitive UI, you will not must spend an excessive amount of understanding. This may help you focus extra on what’s vital for you; gross sales.


Pipedrive Options

Buyer relationship administration options

  • Inner Chat Integration
  • Lead Scoring
  • Calendar/Reminder System
  • Process Administration
  • Territory Administration
  • Segmentation

SalesForce Automation Options

  • Name Administration
  • Marketing campaign Administration
  • Contact Administration
  • Contract Administration
  • Buyer Database

  • Area Gross sales Administration
  • Lead Administration
  • Alternative Administration
  • Efficiency Metrics
  • Gross sales Forecasting

Buyer engagement options

  • Churn Administration
  • Communication Administration
  • Suggestions assortment

Monetary CRM options

  • Expense Monitoring
  • Family Monitoring
  • Affect Monitoring
  • Relationship Monitoring
  • Workforce Assignments
  • Territory Administration

On-line CRM options

  • Efficiency Metrics
  • Search
  • Self Service Portal
  • Cataloging / Categorization

Small Enterprise CRM Options

  • Calendar/Reminder System
  • Doc Storage
  • Forecasting
  • Advertising and marketing Automation Integration

Pipedrive pricing plans

Now that you understand in regards to the options, let us take a look at how a lot it should value you. This platform gives three pricing plans, which may be billed yearly or on month-to-month foundation. By choosing annual billing, it can save you 17%. Talked about under are the three plans, their costs, and options. Maintain studying to search out out which one matches your funds.

  1. Silver at $ 12 .50 per person per thirty days, billed yearly

Options included:

  • Calendar view
  • Sensible e mail BCC
  • Targets
  • Customizable Dashboard
  • Consumer permission units
  • Admin
  • Common person
  • Chat & e mail help
  1. Gold at $ 24 .20  per person per thirty days, billed yearly

All the pieces included within the Silver plan, plus:

  • Gross sales inbox
  • Workflow automation
  • Sensible contact knowledge
  • Scheduler
  1.  Platinum at $ 49. 17  per person per thirty days, billed yearly

All the pieces included within the Gold plan, plus:

  • Groups
  • Income forecast reviews
  • SAML SSO (Single Signal-On)

Free trial

Now that you’re acquainted with Pipedrive’s key metrics and pricing plans, why not attempt utilizing this platform free of charge? This platform gives a free trial, the place you possibly can study its options intimately. By signing up for a free trial, you may also discover out if this platform is the best alternative for your online business. To begin your free trial click on here.


Professionals and cons

Based mostly on person suggestions, ToolsMetric has created an inventory of professionals and cons of utilizing this software program.


PROS:
  • Easy dashboard: The primary cause why many customers want this software program is due to its dashboard. This can be very easy, customizable, and intuitive to make use of.
  • Third-party integration: In contrast to many different CRM platforms, Zapier Pipedrive connects with a number of third-party apps seamlessly. This helps enhance person expertise and satisfaction and makes duties simpler for everybody.
  • Actions make work simpler: With this platform, customers can hold a monitor of all their actions. Additionally, it sends reminders and notifications about what motion it’s essential to do subsequent. This helps be sure to are on monitor.
  • Efficient gross sales reviews: One more reason why customers want this platform is due to its in-depth gross sales and analytics report. With this report, customers have all the main points they should enhance their advertising and marketing and gross sales methods.
  • Google app integration: In the present day, virtually each firm is utilizing Google apps. By connecting with a market chief, Pipedrive makes it very easy to consolidate all knowledge in a single place.

CONS:
  • Poor recognition: In accordance with some customers, this platform provides contacts with out verifying if it already exists. This turns into an issue to trace the precise variety of clients.
  • Lacks a function for inner communication: One other grievance from many customers is that this platform doesn’t have a function for inner communication. Each time it’s essential to ship a message or an e mail to anybody in your staff, it’s essential to hyperlink it with one other platform like MailChimp.
  • Assist: There isn’t a doubt that Pipedrive’s help staff is extraordinarily useful. However, this energetic response is offered solely from Monday to Friday. In case you might be caught or face any drawback whereas utilizing this instrument on a weekend, there isn’t a technique to resolve it.


PipeDrive Awards & Accolades

Because of the superb person expertise provided by this software program, it has received many awards over the previous few years. A few of its newest achievements are:

  1. Supreme Software program awarded by FinancesOnline in 2017
  2. Knowledgeable’s Alternative Award by FinancesOnline in 2017
  3. Greatest CRM platform by  Information-Tech Analysis Group in 2018
  4. High-rated software program for high quality options awarded by Software program Critiques in 2018

Pipedrive Integrations

Pipedrive gives seamless integration with different automation instruments. This helps you handle your buyer, gross sales, and advertising and marketing groups multi functional place. Following a number of classes and the instruments, you possibly can combine the Pipedrive platform with.

Accounting and invoicing

  • Socket
  • Rexpense
  • Paycove
  • Dryrun

Buyer Assist

Advertising and marketing Automation

  • Autopilot
  • CallRoot
  • Paperflite
  • Act-On
  • Advertisements Workbench

Lead technology

  • Leadfeeder
  • Klenty
  • Pipechimp
  • Adlots
  • lemlist

Analytics

  • Yooba Slides
  • Gamifier
  • Heptaward
  • Paperflite
  • Account centric

Process Administration

  • Weekly Replace
  • Stamplay
  • Name Tracker
  • Asana Integration

Telephone options

  • Fonreach
  • Kixie
  • Aircall
  • ActiveDemand

If you don’t discover your favourite platform on this checklist, contact their help staff.


Specification

Now that you understand the options, pricing plans, and Pipedrive integrations, let’s take a look at a number of the technical particulars. Talked about under are a number of pointers that target deployment and extra.

Deployment

  • Cloud, SaaS, Internet
  • Cellular – Android Native
  • Cellular – iOS Native

Coaching


PipeDrive Assist

  • On-line
  • Enterprise Hours

Thanks for studying Toolsmetric Article on Pipedrive. You may also take a look at different different CRM instruments for gross sales under:


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8 Total Score
Overdrive your sales with Pipedrive

It's amazing when a little bit of a process change can create a visible improvement to your business. Pipedrive has done that. Even the iOS app is excellent. eg: If I call someone via the app, after the call is completed it will prompt me to document the details. Its easy to use deal screen helps me track the progress of the sales force.

8Expert Score
Design
9
Usability
7.5
Support
8
Price
7.5
8.7User's score
Design
8
Usability
9
Support
9
Price
9
PROS
  • REPORTING -- I love the dashboard reporting and how flexible it is to deep dive into sales agents by any specific time scale.
  • ACTIVITY LISTS -- This is the killer feature. I just put in an activity for next year against an organisation and it then forget about it. It will then remind me on that date that I need to do something.
CONS
  • Many - many contact relationship. Currently limited to one contact to one site. This doesn't work in my field as many of my contacts own multiple sites with site specific deals.
  • Plotting the customer locations on a map and providing navigation to them. I have to use badger mapping for that.
  • A function that can batch de-duplication. The excellent customer support referred me to a third party provider.
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