Pipedrive CRM Review: Analysis, Pricing, Features and Opinions.
In the area of customer relationship management, Pipedrive CRM (starting at €12.50 per user per month, with its basic plan) offers an easy-to-use interface and a sufficiently complete set of functions for most small and medium-sized enterprises (SMEs). It’s a good system for both data collection and organization, and it even offers the ability to customize some of its sales tools.
Because Pipedrive offers an intuitive user interface, it’s easier for you and your company to get up and running quickly, and this can be very worthwhile compared to the time and costs that some other tools require for training and integration.
Pipedrive CRM Price
When it comes to rates, Pipedrive CRM presents a simple offering with three pricing plans :
The Advanced plan for €24.90 per user per month (billed annually or €29 per month billed monthly) adds full two-way email sync and increases storage to 5GB per user.
The Professional plan (€49.90 per month and user billed annually or €59 per month) offers companies a viable option with 100 GB of storage per user and dedicated hosting, with advanced security features, according to the company. With each plan, Pipedrive CRM offers companies the first 14 days free of charge.
How Pipedrive works
To open an account with Pipedrive CRM, simply click the Try it for free button in the top right corner of the home page. From there, you can start your free trial and you won’t be asked for any billing information. From that moment on, Pipedrive CRM will keep your data for 14 days and, if you do not subscribe within that period, it will be deleted.
Simple user interface
Just like its price, Pipedrive CRM’s user interface is very easy to understand. The design is simple and surprisingly clean. As the name suggests, the main function of Pipedrive CRM is to provide a visual channel for transactions. When you first connect, Pipedrive CRM starts with a standard sales pipeline. Many companies will be able to immediately start recording their ideas and ongoing businesses as they are. But, if you need to customize the sales funnel or create a new one, you can easily do so through the Settings wheel (at the top right). The sales funnel can be customized.
Creating an Offer
When you have the right settings, creating a deal is as simple as clicking the Add Business button at the top of the Businesses tab . A dialog window appears asking you who the contact is if you already have one registered, or you can directly create the new contact, which organization is associated with the transaction, the current stage of the process and the closing date. planned. Once you have entered all your details, your new deal will appear on the Lead In list and you will be able to immediately see where it stands in relation to your other current deals.
One of the most useful features of Pipedrive CRM is the icon that appears next to each case created in the funnel. At a glance, by clicking on said icon, you can know if you have planned activities related to this case, if it is behind schedule, or if it still needs follow-up.
The Mail tab also allows you to keep track of important emails if you use email forwarding.
Pipedrive CRM has recently added full email synchronization, so there is no need to switch between the CRM and your regular email service. All emails related to a specific transaction or contact are now visible in Pipedrive contact entries. You can also link emails to their associated offers, status in the sales funnel, and next planned activity. From there, you can schedule a new activity or click the Activities tab to see all your planned activities, filter them by type, and quickly see which ones are late and which ones are coming.
Pipedrive CRM uses easy-to-understand symbols and colors to allow users to quickly understand the information presented.
Statistics
The Statistics tab provides a link to the online dashboard. Here you can see the value of all your new offers, which employee has the most new offers, a summary of activities, and offers won and lost. You can filter this information by sales funnel, project, and time period.
Lead Management
Pipedrive CRM allows you to easily move contacts from one step to the next by simply dragging and dropping them. The process is simple: Once you have established contact with a prospect, you can use the Pipedrive CRM user interface to move the case from “Lead In” to “Contact Established” (or any column you have defined for your company) .
Pipedrive also offers to collect contact information through WEB forms. These customizable forms can be created by a user with an administrator profile in the Settings menu in Web Forms. You can then place the code on your website or in a newsletter you send by email. You can add any of the custom, single-choice, or multiple-choice text fields that you’ve already created in Pipedrive CRM to the form.
Third Party Reporting and Integration
Pipedrive CRM integrates with many renowned productivity tools, such as Google Workspace , Google Maps, MailChimp, and Zapier, to name a few. Pipedrive provides you with a forwarding address so you can store your important emails and share them with the team. To cover all aspects of your business, you will most likely need to use some of these integrations. You can see the integrations in the Pipedrive Marketplace.
Pipedrive has applications for Android and iPhone. Like the web version, the mobile apps are simple and easy to navigate. You can quickly view your businesses, activities and contacts, or use the search function to extract important data. Pipedrive CRM has recently implemented a number of features to improve mobile app productivity. These features include call recording, note taking, linking to transactions, and planning follow-up activities.
Regarding the reports, a screen that is accessed through the Statistics tab , provides you with a summary of the status of the transactions by Newness, Person, Activity, Profit and Loss. You’ll also find reports that cover a specific user or the entire company. Like the rest of the user interface, the reports are easy to understand and visually appealing.
Pipedrive Rating
Pipedrive is not a product aimed at large enterprises, but it is a fairly competent solution for SMEs looking to implement basic CRM capabilities in a simple package.
Price currency: EUR
Operating system: “Web”, “Cloud”
Application category: “Business”, “Productivity”, “CRM”
Editor’s rating:
- return on initial capital investment on CRM is around $5 to each $1 contributed (Baseline)
- 79% of leads neglect to change over without CRM (Pardot)
- 30% of all leads bomb because of terrible information sources (Cyber Sphere)
- 26% is the recorded reception rate for CRM (Salesforce)
- 65% lift in deals quantities is acknowledged by businesses with CRM (Innopple Technologies)
- 41% income increment is accomplished with CRM (Trackvia)
- 60% of the time, CRM is utilized for email promoting by small businesses (MarketingCharts.com)
- 47% of the time, leads supported in a CRM framework are changed over (Annuitas Group)
- 300% improvement in change rates with CRM set up (Cloudswave)
- 40% improvement in normal buy an incentive with CRM (Cloudswave)
- 23% decrease in lead cost with CRM (Cloudswave)
- 47% improvement in client support with CRM (Capterra)
- 26% improvement in maintenance by means of Social CRM (Nucleus Research)
- 74% of businesses utilizing CRM report better client connections (Software Advice)
Best CRM Software for Small Business
PROS
- Simple and intuitive interface
- Easy installation
- Robust mobile apps
- Custom web forms
- You can create more than one sales funnel
Contras
- Limited functionality due to price
- There is no separation between lists of new leads and contacts
Conclusion: Beautiful and easy to use
Pipedrive CRM is an affordable product and one of the easiest CRM tools to implement and understand. You can learn how to use it quickly, and the simple user interface will allow you to spend less time working with the software and more time on your next sale.
