Pipedrive Review

Small Business-Focused Solution for Prioritizing Deals, Tracking Performance, and Forecasting Revenue

Pipedrive is a highly-rated CRM software that can help you manage leads and deals, track communications, and learn what works and what doesn’t with its comprehensive insights and reports. Many Pipedrive reviews meanwhile describe the software as straightforward and secure. If we compare Pipedrive vs Salesforce, for example, the latter is expensive and has a learning curve, especially for new users.

Pipedrive also offers highly functional mobile apps and many integrations, the most popular being Xero, Asana, Trello, Slack, Pipechimp, PandaDoc, Kixie, Plecto, and Klenty.

The Pipedrive CRM further features a focus view with unread messages, overdue activities and nearby opportunities, audio notes that are automatically transcribed, web-to-mobile calls, and a nearby map that shows all contacts near you. You can also sync your account with your Google Drive as well as add Pipedrive to Gmail to keep all your data up-to-date. 

While our Pipedrive CRM review can confirm that the software is particularly suited for small businesses, companies such as Amazon, Vimeo, Skyscanner, Re/Max, TNW, and Fest are also using it. It seems that email integration is the most popular feature that attracts all these big brands.

Pipedrive Features – Deal-Driven CRM Which Improves Efficiency 

Let’s take a closer look at the platform’s most popular features and how they compare to what Pipedrive alternatives offer.

Manage Leads and Deals

Pipedrive has a bundle of features that can help you get more leads, transform conversations into customers, and grow revenue at your pace. The research for our Pipedrive review suggests that sales pipelines, leads inbox, chat, web forms, and data fields are the most popular.

The pipelines are designed to make sales visual, unlike the case with most Pipedrive competitors. You can organize deals and customize all stages to fit the needs of your sales cycle. You can also create team pipelines, filter by stage or rep, or have one for each team member.

Another feature praised in many Pipedrive reviews is the leads inbox. You will be able to collect, import, or add all your leads in one place and keep your pipeline well organized and focused on deals. You will also be able to label all your leads to help yourself remember which ones are “hot,” “warm,” or “cold”.

The chat functionality gives you access to a chatbot, which can be programmed to instantly engage your website visitors at any time of the day or night. You can also use the live chat feature to talk directly to your website visitors. On the other hand, the intuitive and fully customizable web forms will generate quality leads for your pipeline.

Track Communications

With the communications set of features, you will be able to track calls and emails and have full visibility and control over your schedule. Our Pipedrive review shows that all this can be achieved with contact management, email inbox, caller, scheduler, activity calendar, and sales docs. Compared to the most popular CRM alternatives, these are advanced features usually offered in higher and more expensive tiers. They are also most often limited.

In other words, with Pipedrive you will have access to an unlimited database of contacts and organizations, the ability to manage sales conversations from the inbox you prefer and make calls from the web for fast call tracking, recording, and insights. You can also easily set up meetings by sharing your availability and managing activities in your schedule to optimize your time.

Automate and Grow

Many Pipedrive CRM reviews give the software’s automation abilities high rankings. With features such as sales assistant, workflow automation, and smart contact data, you will be able to forget about all mundane and repetitive tasks and focus on what matters the most – engaging with your leads. Pipedrive’s artificial intelligence will work instead of you and help you and your team be much more efficient and productive.

The sales assistant will continuously shower you with personalized performance tips and behavior-based hints to help you boost your results. It will also send you automation recommendations, notifications about significant changes, and compact report graphs explaining what works and what doesn’t.

With Pipedrive workflow automation, all those tedious and never-ending tasks will be handled by the software itself. Not only that, but you can automate almost the entire sales process. You can also automate personalized email templates to keep all your leads warm while working on high-priority tasks.

Finally, the smart contact data feature will find valuable information on contacts using only email and public data. This information can be crucial in closing deals, as confirmed by multiple Pipedrive reviews.

Pipedrive Pricing – Simple and Transparent 

Pipedrive offers a free 14-day trial for all available plans. This is a short period to explore the full functionality, but enough to paint a better picture of what the Pipedrive software can offer.

The vendor offers four affordable packages for businesses of all sizes, along with several add-ons. The Pipedrive cost is transparent (no hidden fees) and published on their official website, which is a breath of fresh air in the industry and highly praised in user reviews. For example, if we compare Pipedrive vs HubSpot, with the former, you won’t be surprised by hidden costs or feature limits.

All plans are GRPR-compliant, with 24/7 support (chat and email), iOS and Android mobile apps, 150+ apps and integrations, and open API. 

Essential

The Essential plan is priced at $12.50/user/month when billed annually. If you don’t want to commit for a whole year, Pipedrive offers the same plan with monthly pricing, at $15/user/month. This plan is recommended for organizing activities and pipelines to follow up with ease. Some of the most popular features in the Essential plan are:

• Deal management
• Customizable pipelines
• Custom fields
• Data import and export
• Contact and org management
• Email inbox
• Emails linked to contacts and deals
• Basic meeting scheduler
• Calendar view and activity management
• Activity reminder notifications
• Contacts map
• Customizable signatures
• Sales Assistant
• Deal reports
• Activity reports
• Visual dashboards

Advanced

Our Pipedrive software review continues with the second and most popular tier. The Advanced plan is priced at $24.90/user/month, billed annually. The plan can also be billed monthly at $29/user/month. This plan is recommended for tracking and automating your everyday tasks to achieve less legwork and more sales. The plan has all the features from Essential, plus:

• Products catalog
• Two-way email sync
• Customizable email templates
• Merge fields
• Email open and click tracking
• Sales Docs
• Customizable signatures
• Workflow automation (30 tasks)
• Smart contact data
• Important fields
• Three sets of advanced user permissions
• Recurring revenue reports

Professional

The Professional plan is priced at $49.99/user/month billed annually, or $59/user/month if billed monthly. Our Pipedrive review shows that this plan is recommended for those who need powerful tools for collaboration, communication, and growing revenue. This plan ups the ante with:

• Group emailing
• Caller
• Meeting scheduler
• Workflow automation (60 tasks)
• Leads reports (coming soon)
• Custom fields and reports
• Revenue forecast reports
• Unlimited visual dashboards
• Team management
• Security dashboard
• Security alerts
• Security rules
• Three sets of advanced user permissions
• Advanced deal and contact visibility settings

Enterprise

The Enterprise plan is priced at $99.00/user/month, billed annually. It also requires a minimum of 10 seats. Unfortunately, there is no monthly Pipedrive CRM pricing available for this tier, and this is where the software lacks, according to several user reviews. The Enterprise plan is recommended for businesses in need of custom onboarding and support with their CRM. All features from the previous plan are available with the addition of:

• Workflow automation (100 tasks)
• Unlimited amount of advanced user permissions

LeadBooster Add-On

LeadBooster is an easy to use lead generation toolset. You will be able to engage your leads through chatbot and live chat. Our Pipedrive LeadBooster review shows that can also let them contact you through web forms. Lastly, the Prospector was built to find you the best lead from a global database with over 400 million profiles. The LeadBooster add-on costs $32.50/company/month when billed annually (or $39/company/month if billed monthly).

Web Visitor Add-On

The Web Visitor was built to help you gain insight and understand your best leads and existing customers' needs. It reveals how they found you, what they engaged with, and how long they stayed. In short, it identifies all organizations which are browsing your website. The Web Visitor has a starting price of $41.00 per company per month, billed annually (or $49 per company per month when billed monthly).

Pipedrive Support – 24/7 Availability for All Users

Many Pipedrive customer reviews confirm that you can find answers to most of your questions in the platform’s extensive knowledge base. The best part is that they offer both articles and videos. The vendor further has a large and very active community — regardless of whether you have a question about how some features work or if you have a problem, they will respond quickly.

If you can’t find the answers in the knowledge base or with the community’s help, you can always contact the Pipedrive customer service. The English and Portuguese teams are available 24/7 for all customers via email, phone, or live chat. This is one step ahead of most competitors. For example, if we compare Pipedrive vs Insightly, the access to phone support makes Pipedrive a much more preferred option among its users.

There are also Pipedrive customer support options for non-US users. German and French support is available Monday through Friday, from 9 AM to 5 PM (UTC), while the Spanish support responds Monday through Friday, from 10 AM to 10:30 PM (UTC).

Last but not least, Pipedrive also has its own Academy, built to level up your sales and Pipedrive skills with the help of good training videos and tutorials. 

Our Verdict

Pipedrive offers affordable and transparent prices with a plethora of features, it’s effortless to use, and has 24/7 support through email, phone, or live chat. Most users, though, are attracted by the real-time email syncing and calendar integration and the innovative visual pipelines.

Our Pipedrive review also uncovered several downsides. There is no free version available, only a 14-day trial which is not long enough for users to understand the full functionality of the software. Then, non-salespeople might “hit a wall” with some of the features. If you are a salesperson, however, this is a reliable and stable CRM platform – something that’s in high demand in the industry.