Updated on 27 November 2023

Pipedrive Review

Item: Pipedrive
Rating: 4.5
Author: The Logician

This Pipedrive review will give you a detailed tour of the tool’s features, services, and prices. So, read on to learn everything you need to know!

Updated on 27 November 2023

4.5

Affordable prices that can fit tight budgets
Sales-focused features and service
Beginner-friendly drag-and-drop deal pipelines

Starting From

$9.9/month

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Recommended: Best for Beginners

Pipedrive is a sales-driven CRM tool that can help you with your marketing efforts and entire sales process. It’s easy to use, customizable and allows you to automate the majority of your workflow. Even though it isn’t as feature-packed as other CRMs, it is an excellent choice for first-time users who want to establish the grounds of their business.

Price	Starts at $9.90/user/month
Ease-Of-Use	Intuitive Interface, Drag-And-Drop Functionality, Workflow Automation, Quick Setup
Features	Sales Software, Email Software, Customizable Chatbots, Advanced User Permissions
Customer Support	Support Is Available 24/7 via Live Chat, Phone (only on certain plans), Email, a Help Center, Webinars, and a Community Forum
Integration	Integration With More Than 400 Apps

A Deep Dive Into Pipedrive - The Affordable and User-Friendly CRM

Pipedrive is a cloud-based customer relationship management (CRM) tool that is accessible from everywhere, including mobile apps and desktop devices. It’s a popular CRM solution used by brands from all over the world as it offers a comprehensive set of sales management features.

This CRM is focused primarily on sales, making it a great option for businesses that want to increase their revenue. So, is it the right CRM for you?

In this Pipedrive review, I will show you all of the tool’s features and what you could do with them, as well as disclose how much it will cost you to use it. I’ll also share insights into how easy it is to use, what kind of support it offers, and more so that by the time you’re finished reading, you’ll know if the CRM offers everything you need.

Pipedrive At A Glance

Pipedrive is a cloud-based SaaS (Software as a Service) company that was established in 2010. It’s owned by Vista Equity Partners and has headquarters in two places – Tallinn, Estonia and New York City, United States.

Pipedrive is not as feature-packed as its closest competitors, but the features and services it offers are more than enough to help you improve your marketing and sales processes. It comes with sales software, email software, third-party integrations, advanced user permissions, customizable chatbots, and more.

Pipedrive Features, Pricing, & More

When you buy a subscription from Pipedrive, you’ll get started off with a default deal pipeline that works for most businesses and is easy to manage. However, there are many other features and services you can add and use in your Pipedrive CRM system, and I’ll explore all of them below.

Features

We’ll start off this section with Pipedrive’s leading tool – its sales software:

Sales Software: Pipedrive offers a comprehensive sales platform where you can find both basic and advanced software solutions via which you can create a robust sales pipeline. With Pipedrive, you’ll get access to custom fields, a drag-and-drop interface that’s great for beginners, an intuitive design that is also beginner-friendly, and a mobile app. You’ll also get subscription and customer tracking, a lead generation chatbot, contact management, automation of almost every step of your sales process, visual reports, pipeline metrics, custom dashboards, email and communication tracking, internal chat integration, task management, invoice and billing, dedicated lead distribution software, qualification features, customer relationship management, and advanced security features. The CRM’s sales pipeline and deals software also allows you to visualize your sales process, as well as add deals, values, win probability, and expected closed date, and organize and track your deals by pipeline stages. What’s more, you can customize the stages and adapt them to your process, create team pipelines, and filter results.

Note

Pipedrive allows you to add custom fields to your reports and track whichever variables you deem important for your business. You can also set goals and share your reports with your employees via your CRM dashboard.

Email Software: Email marketing is quite effective in driving sales and generating new leads. Unlike some other CRMs, Pipedrive helps you improve your email marketing by allowing you to create and send engaging campaigns that you can personalize and track once they’re sent. With Pipedrive’s email software, you’ll get an email builder, email analytics, email segmentation, and email marketing automation. In addition, you’ll have access to a Campaigns feature that allows you to build emails with out-of-the-box email templates, which are free. Also, you can import pre-existing HTML templates or use Pipedrive’s drag-and-drop email editor. What’s best is that you can customize your emails with fonts, gifs, pictures, social media links, and more.

Note

Pipedrive’s email analytics offer real-time reporting on metrics like open rates, click rates, click-through rates, and total/unique clicks.

Project Management Software: This is something I haven’t seen in a lot of CRMs, so I was pleasantly surprised to see that Pipedrive has specialized project management software called “Projects.” With “Projects,” you’ll get a built-in task manager, collaboration tools, a project scheduling functionality, real-time progress monitoring, and project templates. Also, you’ll be able to create customizable project boards and data fields and activities, tasks, and subtasks. Quick file sharing is another great feature you’ll get, along with a drag-and-drop dashboard and task automation.

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Lead Generation Software: LeadBooster is a new addition to the list of Pipedrive features, and it allows you to create a customizable chatbot that will capture the leads for you. You can set up preprogrammed questions on your chatbot, automate repetitive tasks, and alert employees if they’ve missed a step in your process. Moreover, LeadBooster allows you to move contacts from one step to another by simply dragging and dropping them, which makes the whole lead generation process super simple. The LeadBooster add-on also comes with live chat and functionalities like sourcing quality leads from a vast database, embedding and sharing web forms, scheduling meetings, automatically assigning new sales leads, importing spreadsheets, creating reports and insights, pairing your chatbot with your live chat, and setting goals.

Important

LeadBooster is a paid add-on that you’ll have to buy separately from your Pipedrive plan.

Website Visitor Tracking: Web Visitors, another Pipedrive add-on, is a tool that allows you to see who is browsing your website right from your CRM dashboard. It also allows you to see how people found your website to begin with, as well as what they visit most and what they engage with. Also, with it, you’ll be able to identify already interested leads, uncover relevant contact persons, discover what your leads want, automatically rank leads based on customer web activity, and more.

Important

Web Visitors is a paid add-on that you can try for free for 14 days before you decide if you want to use it.

SmartDocs: SmartDocs is an add-on that allows you to centralize your entire documentation process. With it, you can send trackable quotes, proposals, and contracts right from your Pipedrive dashboard. Also, you will get notified when a customer opens the documents you send, and you can request e-signatures from them to close deals faster. But that’s not all. Other tasks that you can do with SmartDocs include auto-fill documents with data from your Pipedrive dashboard, follow up at the right time, share documents and templates with employees, close deals with e-signatures, take off the Pipedrive logo from your documents, shared PDF files, and create quote tables. Moreover, you’ll be able to integrate with Google Drive, OneDrive, DocuSign, and Google Shields/Google Slides.

Important

SmartDocs is included for free in Pipedrive’s Professional, Power, and Enterprise plans, while users who have the Essential or Advanced plan must purchase it separately.

Customization

I’ve used Pipedrive for quite a long time, and I can say that the customization features that it offers are pretty great. Namely, I was able to customize my pipeline stages, add custom fields so that my CRM contains all the stages in my sales process, and use multiple currencies, too. But that’s not all.

Pipedrive also allows users to customize their dashboards through an open API, which you’ll either need to know how to code to do so or hire a developer. You can also customize webhooks and truly make this CRM your own.

Integration

I’ve already mentioned a couple of Pipedrive’s add-ons, but trust me when I say that there are many more you can use and add to your CRM. More specifically, more than 400 apps are available to you there.

You can do that easily by browsing Pipedrive’s marketplace, getting the app you want, and adding it to your system with one click. The marketplace also has a search bar where you can enter a keyword and find the app you need quickly.

You can find apps and add-ons for all kinds of purposes, including the following:

Attract new leads
Qualify leads
Nurture leads
Communicate with leads
Manage contracts
Enable payments and tracking

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Manage projects
Manage accounts
Support customers
Other

Ease of Use

Pipedrive is a platform that doesn’t require you to go through a lot of training to learn how to use it. So, not only will you learn the ins and outs quickly, but you’ll also be able to show your employees the ropes with ease. This CRM has an intuitive interface and a minimalistic layout that doesn’t attack your senses with too much data.

Also, Pipedrive uses AI to help you with your sales process, which means that you’ll have less data to fill out and more time to focus on more important tasks. You can make your dashboard your own by dragging and dropping elements and labeling leads as cold, warm, or hot.

Customer Support

This CRM offers excellent customer support, which is available 24/7 for all users via live chat and email. The ones who get its most expensive plan, called Enterprise, also get phone support.

Also, all Pipedrive users have access to the CRM’s online support platform, which is filled with articles, tutorials, and guides. Lastly, you can chat with other Pipedrive users by using its community forum.

Pricing

Pipedrive has five different pricing tiers – Essential, Advanced, Professional, Power, and Enterprise. The cheapest plan costs $9.90 per user per month on an annual basis. And for $9.90, you’ll get:

Lead and deal management
Customizable pipelines
A products catalog
Leads inbox
Data rotting
Data import and export
The ability to merge duplicate data
Custom fields
File attachments
People and organization management
Mentions and comments
Contacts map
Email inbox
A sales assistant
API access
Webhook
Deal and activity reports
Visual dashboards
2FA
SAML SSO
AES-256 encryption

Note

AES-256 encryption is the same encryption that the US military uses and is considered the industry standard for protection.

Android and iOS apps
Access to the entire marketplace
30 custom fields per company
15 insights reports per user
And more

When you compare the features that the entry-level plan offers to its price, it’s easy to see that Pipedrive offers great value for money. And if that wasn’t enough, it also offers a 14-day free trial on all plans.

Reputation

Pipedrive is considered one of the best CRM software solutions on the market, and it has the rep to back that up. Users like it for its easy-to-use services and simple yet effective features. Also, many recommend it to those who need to boost sales and focus on them more.

Pipedrive Pros & Cons

Below, you’ll find a few of the benefits and drawbacks that Pipedrive offers.

Best for

Affordable plans with a good range of features included
A 14-day free trial on all plans
Integrations with more than 400 third-party apps
Focuses on sales and gives excellent sales features and tools
All users get API access that allows them to fully customize their dashboard

Not good for

Only the most expensive plan offers phone support
It doesn’t offer a free plan

Pipedrive Standout Features

Among everything that Pipedrive offers, I found that the following features are the ones that truly make it stand out:

Visual Sales Pipeline: Pipedrive’s visual sales pipeline can help you manage your sales and increase them greatly as it gives you a clear and detailed overview of what’s going on in every step of your sales process. You can customize your pipeline completely and make it fit your process for even better visualization.
Sales Forecasting Software: Pipedrive will collect information on many important metrics for you, give you full insights into your past sales performance, enable you to set sales goals, predict cash flows with revenue reports, and more.
Project Management: I was truly impressed by all the project management features that Pipedrive offers. Also, the features are easy to use and fit neatly into the dashboard.

Who Is Pipedrive Best For?

Pipedrive is the best solution for businesses that are completely focused on creating, streamlining, and organizing their sales pipelines. Also, it’s ideal for smaller companies with a few sales team members, as well as organizations looking to build a great sales pipeline on a budget.

Conclusion

Pipedrive is definitely the easiest CRM I have ever used. Also, it is so focused on sales that it has created a great way for people to build pipelines and optimize their processes. It has fewer integration options compared with other CRMs, but if you need something simple and easy, then it could be the perfect solution for you.

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Frequently Asked Questions

No, Pipedrive does not offer any refunds. You can only try it out for free for 14 days to review its services and features yourself and see if it’s worth your money.

Yes, Pipedrive is a reliable company. It serves businesses from over 150 countries worldwide and comes with stellar recommendations and great reviews.

Yes, Pipedrive offers AI. Its most useful AI feature is its sales assistant, which is an AI-powered bot that provides you with performance-based tips, instant insights, notifications, progress updates, revenue calculations, and more.

Yes, Pipedrive offers 24/7 customer support. All users can reach it via live chat and email, while users who get the most expensive plan can also get it via phone. Also, there is written documentation that’s accessible via Pipedrive’s website.

Yes, Pipedrive is good. It might not be an all-in-one solution like many of the other popular CRMs, but it is an excellent sales-focused solution.

Pipedrive has five pricing plans. The cheapest one costs $9.90 per user per month on an annual basis and includes a wide range of features, including lead and deal management, customizable pipelines, a product catalog, visual dashboards, reports, and more.

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The Logician

Trademark of a Living Legend

Pipedrive Review

4.5

$9.9/month

Recommended: Best for Beginners

Frequently Asked Questions

The Logician

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Pipedrive Review

4.5

$9.9/month

Recommended: Best for Beginners

Frequently Asked Questions

Does Pipedrive Offer Refunds?

Is Pipedrive a Reliable Company?

Does Pipedrive Offer AI?

Does Pipedrive Offer 24/7 Customer Support?

Is Pipedrive Good?

How Much Does Pipedrive Cost?

The Logician

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