Pipedrive is a cloud-based project management platform that is popular among companies looking for a solution to their budgeting needs. It’s easy to use and offers features that make it easy for teams from different departments work together towards a common goal.
- Many powerful features
- Mobile apps
- Easy to use
- Free plan available
- AI Task planning
- Complicated pricing
Here is what we will talk about in the rest of this article:
There aren’t many CRM tools that pay too much attention to ease of use. Developers, in an effort to add functionality to the app, end up over-crowding things for the end user. This makes it a hassle for beginners to learn the app. However, Pipedrive completely changes things up and remains one of the easiest to use CRM tools on the market. Let’s get into our Pipedrive review and see why companies worldwide are switching to it as their primary CRM.
What is Pipedrive?
A team of salespeople specifically made Pipedrive for fellow salesmen. They noticed that there wasn’t a CRM app offering the services they were looking for. Therefore, they decided to create one! They noticed that there wasn’t a tool in the market that could help them do what they wanted. So, to fill in the gap the market had, they introduced Pipedrive. The app saw a sudden rise in popularity as it was something completely new. With that said, Pipedrive is currently being used by 95,000 companies globally. And, by the time you’re done reading the long list of features below, you’re probably going to add another company to that 95,000.
Pipedrive is a CRM made with the user’s convenience in mind. Here’s our Pipedrive review showing exactly why this software is worth the purchase.
What can you do with Pipedrive?
Knowing what a software can do is the most important thing. Find out in this Pipedrive review what this project management software can do.
In sales, every lead is carried through certain steps. These steps start from the moment you get a call from a potential customer to their first purchase. However, it is your job as a sales representative to ensure that you carry them through the right steps to secure the sale. You can track progress with each client, their win probability, expected close date, and track them as you take each customer through your sales pipeline. This feature is amazing if you haven’t been securing sales but still want to show your progress to superiors about what you’ve been spending time on.
Keep Track of Communication
If you’re having trouble managing your time between multiple clients, you could do a lot with Pipedrive. The app’s major goal is to optimize the way you’re spending your time communicating with clients. It’s very easy to get sidetracked introducing the ‘human element’ into your workflow. A single misstep, and you just spent 2 hours on call with a lead with a low percentage of converting. That is what Pipedrive helps to try and avoid. It tracks your calls, emails, and contact history to make sure you’re where you need to be.
Moreover, the record-keeping feature of the app is also pretty nice to have. You can save contacts as ‘people’ and ‘organization’ depending on how you communicate with them. You can also link people with their organization to make things easier to remember. Also, you can import contacts from spreadsheets too, which is extremely convenient if you were working manually with Excel before using Pipedrive.
Do you need an assistant to automate the tasks that are too menial for you to be spending time on? If so, the AI-powered sales assistant on Pipedrive could be exactly what you’re looking for. It helps you boost your performance by taking certain daily tasks off your hands and automating them. Moreover, the app also gives you suggestions that you can use to boost your productivity. Pipedrive doesn’t just save time. It makes sure that you can further optimize your workflow.
If you’re doing everything right but still can’t figure out why you can’t land some sales, the answer could be Pipedrive’s insights and reports. The app analyzes your entered data and figures out exactly why you’re missing out on clients. Furthermore, it provides some direction on things that you can improve to make your sales process a bit more efficient.
The security of this CRM is something that not many products on the market are offering. Pipedrive is made to ensure that every bit of information being accessed in your workplace goes into the hands of people who have to deserve to access it. You can try every account login and see everyone that is accessing your company data in real-time.
Moreover, you can receive notifications about user logins and activities in the past 60 days. This can help you determine if any suspicious locations are accessing your CRM. Some other tools like whitelisting IPs, time-restricted access, two-factor authentication, etc., to strengthen your workplace data security further. Your client list is one of the most valuable assets. In the wrong hands, that information could cost you millions.
Integrations and Compatibility
To make things much easier for you, the app has many integrations with third-party team platforms like Xero, Asana, Slack, Panda Doc, etc. Pipedrive wants to make sure that you never have to click away from the app window for your third-party necessities.
Pipedrive isn’t an app that has you hooked to a laptop or a computer all the time. You’re free to use it on the go! Pipedrive is available on Android and iOS devices, ensuring that you’re never disconnected from your clients and miss a sale.
How much does Pipedrive cost?
The Pipedrive pricing is divided into four packages: Essential, Advanced, Professional, and Enterprise. They cost 15€, 29€, 59€, and 99€, respectively.
The prices mentioned above the ones that Pipedrive charges when you pay annually. However, an important thing to note is that these prices are for the annual billings. If you pay monthly, the cost will go further up. To make sure that the app is what you’re looking for, you can try out the app for free for 14 days.
Why you should use Pipedrive?
Pipedrive is indeed one of the finest CRMs on the market. There aren’t many other tools that can match its functionalities and make it so well-rounded for the general salesman. If your sales team is having trouble keeping up with all the leads, Pipedrive could be the tool they’re looking for.
- Easy to Use: The best part about this app that we’ve repeatedly discussed throughout the Pipedrive review is its ease of use. Folks that are not tech-savvy will particularly enjoy onboarding with this application. Just a few minutes of tinkering around will be all you need to get a descriptive introduction to Pipedrive and its features.
- Amazing Compatibility: Pipedrive’s amazing features aren’t just limited to desktop applications. They go above and beyond to deliver quality CRM services to your phone as well. The app has compatibility with Android and iOS devices, delivering the same quality CRM experience to your smartphones.
- Top-Notch Security: Pipedrive CRM offers some of the finest security options we’ve ever seen. While other apps just stick to basic two-factor authentication, Pipedrive has advanced options like IP whitelisting, time-restricted access, and many more security features. Unauthorized personnel is not getting into your company data through Pipedrive.
It wouldn’t be a proper Pipedrive review without the cons, would it? There’s a lot of right with the app, but there are things that the app can improve.
Contact Get Messy: Pipedrive does try to solve the problem of organizing leads by giving you the option to save contacts as ‘People’ and sort them into respective organizations. However, there’s still no functionality that separates dead leads from new ones. You’ll have to manually go through your contacts and delete older leads to separate them from new ones. If there was a way to make the contact list on the app less messy, there’s not much we’d have to complain about Pipedrive.