If you want to at a glance the status of a customer, Pipedrive literally shows it to you with its sales pipeline visualisation
How do you and your sales staff know when to contact your clients or when to renew a contract? Do you store your interactions in the notes of your address book? Do you work with spreadsheets and charts? One of the most adverse things in running a business is when you’re disorganised. Just imagine all the different jobs and tasks that need to be done. But which ones will bring you the most return? And which are just time-eaters?
Pipedrive is a customer relationship management (CRM) application that visualises your entire sales process. You can see at a glance the current status of a deal with a customer. It’ll store all interactions with current and potential customers and visualises them allowing actionable decisions.
It’s not purely only a CRM. Pipedrive comes with useful features such as email syncing and activity reminders.
Pipedrive was launched in 2010 and is based in Estonia. It’s so easy to use that it now is used by 100’000+ businesses worldwide.
Pros and cons of Pipedrive
As a CRM, Pipedrive lets you plan your sales activities and processes. It doubles as an account-management tool that also helps with your marketing processes. It keeps tabs on calls and emails and visualises the sales process from start to closing a deal. Its prices are affordable making it attractive also for startups.
Pipedrive lets you store contacts and activities related to each in a database. It then maps out when it’s a good time to interact with them, like when you should follow up or push them down your sales pipeline.
You can work from anywhere in the world as long as you have an internet connection and a browser. You can also work on the go, including logging calls, adding deals, scheduling activities, and so on thanks to its mobile app.
Pros
- affordable and transparent prices, although no free plan is available
- signup without credit card
- easy to use
- automatically retrieves contact info from public sources
- 24/7 chat support in English
Cons
- 2-way email sync is not available on the entry plan
Who is Pipedrive for?
Pipedrive says of itself that it was built for sales people by sales people. Pipedrive combines an easy to use service that requires no lengthy training with competitive prices, it’s an attractive tool for small to mid-sized businesses and startups.
It helps you mange your entire sales process. It lets you create an unlimited number of custom sales pipelines, customise reports, syncs email to keep track of conversations and lets you automate workflows to take a load of your shoulders. You can also create and send email campaigns.
How easy is Pipedrive to use?
Pipedrive promises that you can see and manage opportunities in just 3 steps:
- create the stages of your pipeline
- automatic alerts help you stay on track
- reports and builtin AI help you find opportunities
It has a highly visual interface without clutter. The minimalist design and available options are a feature (not a bug) allowing you to be productive straight away.
The standard pipeline is useful for many organisations and they can immediately enter their current deals. You can also adapt the pipeline to suit your individual sales process or create as many new ones as you need.
Once you’ve set up your pipelines, you move your prospects through them just by dragging and dropping.
Key features
The sales pipeline is front and centre in Pipedrive. Doing its name justice, you can create any number of custom deal “pipes”, each with as many steps as you need. If you’ve worked with a project management tool, you’ll recognise the different pipelines as Kanban boards.
Contacts
Who has time to extract anything and everything from a new contact? That’s where Pipedrive takes a load off your shoulders when you add a new contact. It automatically finds and autofills info about your new contact from public sources.
As you’d expect from a CRM, it stores the activities of your contacts, be it from your email inbox, schedule, or sales docs. It helps you organise your contacts and organisations.
Recognising the value of email communication, Pipedrive comes with builtin email marketing software. The email marketing software is just as easy to use. Since it’s builtin, Pipedrive can easily track any communication and shows you when your contact has opened the email or clicked on a link.
Of course, you’re not only sending email campaigns. Knowing that, Pipedrive offers two-way sync with your usual inbox. You can also just use its Smart Email BCC to sync individual emails or send directly an email from Pipedrive’s interface. Syncing with your work inbox is only available if you’ve subscribed to the Advanced or higher plans.
Products
Since Pipedrive helps you monitor your sales process from start to finish, it also makes sense to add a feature for you to manage your products. You can use it to do the planning with your sales team and see all open deals related to a product.
Automation
Repetitive tasks are tedious and prone to mistakes. With Pipedrive, you can create automations for anything you can think of to make your life easier: From adding a new email lead to a pipeline to sending personalised emails.
Reporting
Not only can you customise the reports but also the dashboard. You can share the reports or export them to Excel. Of course, Pipedrive monitors deals and leads and so can forecast your revenue.
Pipedrive integrations
To cover all aspects of your business, you’re probably using tools such as Google Workspace, Microsoft Teams, Quickbooks and whatnot. Pipedrive comes with hundreds of integrations. Some are free of charge.
Should its integration gallery still fall short, you can use Zapier – or if you got developer capabilities, use its API to implement exactly what you need.
Pipedrive customer support
Pipedrive is truly international. You get support in
- English
- Portuguese
- German
- French
- Spanish
You’re lucky if you speak English or Portuguese since Pipedrive offers 24/7 chat support.
For other languages, check its chart for support hours.
Pipedrive pricing
You can try out any of the plans for free for 14 days. The good thing is that Pipedrive’s prices are competitive and transparent without any hidden fees.
Is Pipedrive the right tool for you?
If you’re looking to improve the efficiency as well as the efficacy of your sales staff, having a CRM is key. It’ll help you stay on top of things so that you can achieve more conversion and revenue. And who doesn’t want to generate leads and close deals?
If you’re selling and want to streamline your sales pipelines, Pipedrive is a simple and economic solution without hidden fees. It comes with hundreds of integrations or you can rely on your dev team and its API to create custom integrations. To top it off, it has 24/7 chat support. Another thing that speaks for Pipedrive is when you need to comply with European GDPR.
Original post here: Pipedrive review
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