Pipedrive is a cloud-based software as a service company that provides sales CRM software. It has over a thousand employees in eight offices across Europe and two in the US. This review focuses on its easy-to-use UI, its integrations with 150 apps, and its price. This CRM tool is a good choice for businesses that want a comprehensive tool for managing sales and customer relationships.
Pipedrive’s easy-to-use UI
If you’d like to extend the functionality of Pipedrive beyond the basics, you can use a custom UI extension. A custom UI extension loads content from an external webpage and combines it with Pipedrive’s frontend and backend capabilities. You can use any JS framework and language to create a custom UI extension.
Pipedrive’s UI allows you to add activity tasks to deals and pipelines. Activities can include phone calls, in-person meetings, quotes, product demonstrations, and anything else you want to do with a specific deal. You can schedule activities for deals by date and duration, and can even attach notes to deals. Once you’ve added activities, you can quickly access them by using the app’s advanced search bar.
The UI also makes it easy to organize contacts and correspondence. There’s a handy Contact Timeline feature that helps you schedule follow-ups. You can also filter contacts by job title. You can also schedule phone calls from the timeline view. Pipedrive also has a simple list view that makes managing relationships a breeze.
The UI makes it easy to use for both novices and experienced users. It’s straightforward and easy to learn, which is an important consideration for any small business. Depending on your business’s needs, Pipedrive will help you manage your sales pipeline effectively. The CRM is designed around a sales pipeline, and you can create different pipelines for each stage. The tool offers five basic stages, but you can add or remove them as you see fit.
The Pipedrive UI is extremely user-friendly, with a clean design that’s easy to learn and navigate. The user interface is particularly useful for small businesses and entrepreneurs. Its price is also affordable, making it an ideal solution for small businesses. However, if you don’t need the advanced features of Pipedrive, you can try Apptivo CRM, which offers similar functionality for less money.
If you need a sales pipeline management software that helps you manage your clients, Pipedrive is an excellent option. The platform provides a comprehensive database of general and specific contacts, making it ideal for small businesses. Moreover, Pipedrive also offers a flexible pricing scheme, which means you can adjust the plan to fit your business’ needs.
Integrations with 150+ apps
Pipedrive crm has a clean, intuitive interface. Its features include drag and drop functionality and advanced email automation. It supports all major currencies and offers phone support during business hours. The CRM also integrates with 150+ other apps. Users can sync data with their Outlook email accounts.
It has a huge list of integrations with 150+ other apps, including email marketing and lead generation software. It also supports APIs and Zapier integrations. Users can export and import data from Pipedrive, as well as create sales reports. It also allows users to sync their Outlook email accounts with their CRM. Pipedrive is affordable and has multiple features to make it a useful tool for any company. The service is available in multiple languages and supports unlimited users.
Pipedrive CRM offers a number of features that make it a great tool for growing businesses. For example, it can help you track deals, calculate win probability, and organize deals by stages in the sales funnel. It also helps you automate sales tasks, including auto nurturing leads. It has a great user interface and responsive customer support team.
You can use Pipedrive CRM free for 14 days without providing credit card information. You can cancel the trial at any time if you are not satisfied with the service. To sign up for the free trial, all you need to do is provide your work email, a LinkedIn or Google account, and your mobile number. After that, the platform asks you to answer questions about your role and what you expect from the tool.
Pipedrive CRM can be integrated with 150+ apps. You can use your favorite CRM software to sync with your calendar, Google calendar, and more. You can add contacts, edit deals, and keep track of your emails. The integrations with 150+ apps also help you meet your GDPR compliance standards. Pipedrive also provides live customer support and ensures your data security.
If you are running a logistics business or an ecommerce business, Pipedrive CRM can help you decide the best delivery routes. This will help you reduce expenses, collect customer data, and manage automated routes. It also provides you with powerful tools to automate your workflow and help you differentiate yourself from competitors.
Reporting capabilities
Pipedrive CRM has a powerful set of built-in features to help track your leads and close deals. It also includes reports and smart docs. In addition, you can integrate Pipedrive with popular business tools like Mailchimp and Zoom. This makes it easier to manage all of your customer relationships.
For example, Pipedrive lets you create customized reports and dashboards. These dashboards can map sales leads and merge data from other SaaS systems. This can help you improve sales productivity by identifying areas in your pipeline that need improvement. For example, you can use the sales pipeline analysis feature to see which deals are most likely to become closed.
However, there are some drawbacks to Pipedrive’s reporting capabilities. It doesn’t include automatic report publishing features. Instead, your sales team has to create and filter reports by department and send them out manually to users. But the software has features like Databox Alerts, which allow you to get notifications whenever certain metrics change or an important update occurs.
Apart from its reporting capabilities, Pipedrive also offers several features that can help you organize your team, contacts and correspondence. Contact Timelines help your sales representatives schedule follow-ups. You can also use the Smart Contact Data feature to find out public information about a particular contact. It can also identify duplicate contacts and merge them. In addition, it has advanced user permissions, which allow you to set restrictions for which users can view certain information. Its team-based model also allows you to divide sales departments into different teams, each with their own goals and sales records.
Apart from sales reporting capabilities, Pipedrive CRM also offers an attractive sales dashboard that visualizes important data. The dashboard also lets you track the status of your deals. For example, you can view whether a deal has been won or lost. If a deal is lost, you can even view the reasons why it was lost.
Pipedrive CRM reporting capabilities also let you apply custom filters to any report. By analyzing sales data, you can find revenue drivers and tailor sales dashboards based on your goals. This way, you can accelerate your progress by discovering winning patterns and areas of need.
Price
The price of Pipedrive CRM is comparable to those of many other CRM software programs. The Essential edition of the software costs $15 per month. The Advanced edition costs $135 per month. Both versions have the same basic features, but with more granular functionality. In addition, Pipedrive offers a free trial and offers a discounted yearly subscription.
Pipedrive is a marketing automation program that helps businesses create, track, and interact with leads. It also lets users schedule tasks and manage social media accounts. For example, a salesperson can schedule a task for the next day. The sales team can view the entire lead flow in the Pipedrive dashboard. Ultimately, it helps salespeople stay on track.
Pipedrive was developed by a group of five salespeople focusing on the sales aspect of customer management. The software is built around the concept of activity-based selling, which encourages salespeople to focus on specific actions during the sales process. It has nine-thousand customers worldwide and employs more than 500 people in six offices.
Pipedrive has recently updated its platform to integrate with other tools. It recently added features such as video conferencing with Zoom, project management with Trello, and accounting with Xero and Quickbooks. Other recent improvements include two-factor authentication, grouping custom reports, and workflow automation. It offers four pricing options, and all four offer unlimited contacts and deal pipelines.
The free version of Pipedrive crm comes with a 14-day trial, unlimited invites, and access to knowledge-based articles. During this time, you can switch between paid and free versions as needed. Pipedrive also offers training courses and access to a community of like-minded users around the world.
If you’re looking for an affordable CRM, Pipedrive is an excellent choice. It allows your business development team to track leads, predict sales, and streamline sales processes. It is easy to use, and the price is competitive. Pipedrive has several pricing plans, and most features are available with the Advanced plan.
While Pipedrive CRM is reasonably priced, it can be expensive for some small businesses. If you’re looking for a CRM solution with a lot of features, you’ll want to purchase the Enterprise Edition. The Enterprise plan costs $99 per month for ten users, which is significantly more than the Professional Edition. This plan comes with enhanced security, set-up help, and user permissions.
