Pipedrive Review: improve sales processes in just about any industry

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Pipedrive is a comprehensive sales platform that assists approximately 100,000 different companies in accurately increasing their annual revenue. This software allows you to manage leads, automate sales, and create email campaigns all from a single platform, allowing you to visualize your sales process as you go. Pipedrive has the potential to enhance sales procedures in virtually every sector. Let’s take a closer look at some more of Pipedrive’s one-of-a-kind capabilities, as well as some potential drawbacks.

Pipedrive Review: improve sales processes in just about any industry — 1

Pipedrive is an excellent choice for your company if you are looking for an all-in-one solution to manage the various aspects of the sales process. You can use it to boost your efforts at every stage along the line, beginning with the initial lead gathering and nurturing and continuing all the way through guiding those leads to the purchase and beyond. When it comes to catering to potential or existing customers, your team will be able to leave no stone unturned with the aid of its visual pipeline management.

Because Pipedrive is not exclusively a customer relationship management system, it did not make our list of the best CRM software options. Its CRM features work well in conjunction with the other aspects of the software; however, there are many platforms that are better suited for use as stand-alone CRMs. Because it was researched more than any other CRM review on the internet, our top list is the perfect place to begin if you are just looking to fill the CRM gap in your tech stack. By the time you have finished reading it, it will be able to assist you in selecting the most appropriate software for your organization.

The Positives and Negatives of Pipedrive

Pipedrive is an excellent tool for marketing and sales teams, as well as agencies, that want to provide a higher level of service to their leads, clients, and customers. Continue reading to find out more about this customer relationship management and pipeline management tool, as well as what we like and don’t like about it.

The Positive

Intelligent Platform Advice: The Pipedrive sales assistant will provide recommendations for features and app integrations, as well as performance tips, based on how your team currently utilizes the software.

This function will highlight any changes that can be made to improve either your efficiency or effectiveness.

In addition, it alerts you and your team whenever there is a modification made to the settings of your account, which ensures that everyone is always operating from the same playbook.

Additionally, the sales assistant will only appear in the circumstances in which they will be most helpful, making their presence non-intrusive. It will manifest itself at the appropriate time and in the appropriate setting, and then it will vanish when it is no longer required.

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Automatization of Workflow: Pipedrive possesses automation tools of the highest caliber.

You are able to create automated workflows for virtually anything, such as sending leads emails, adding them to a pipeline, or creating tasks. Sending personalized emails at specific intervals, such as when a deal is created or when it reaches a certain stage, is one example.

To get started, you don’t need to have any prior experience with coding. The intuitive drag-and-drop functionality of Pipedrive’s user interface makes it very easy to develop robust automations.

Imagine for a moment that your sales team is now free to concentrate on the activities that are the most important in order to increase the number of deals they close. In addition, workflow automation helps eliminate the possibility of human error derailing any efforts.

Maintain contact with your leads and potential customers while giving yourself time to concentrate on other high-priority sales activities.


Management of Complete Campaigns from Start to Finish: Pipedrive makes it extremely easy to generate and manage leads, and this is made possible by a number of important features.

You can get rid of the overwhelming amount of information that you are receiving at the beginning of a campaign by using their Leads Inbox. This allows you to filter leads and communications to only include the information that is pertinent to the current situation.

Pipedrive will even assist you in deploying web forms, live chat widgets, and chatbots on your website so that you can collect leads more effectively. In addition, the software allows you to examine the data collected from website visitors, so you can gain further insight into how to make the most of the traffic to your website.

Your team will be able to increase the number of deals in your pipeline as well as the average value of deals that have been closed with the help of these tools and others.

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Intelligent Contact Data: When it comes to managing customer relationships, having as much information as possible about your leads is essential. Do you have the time to conduct an in-depth investigation into each one, despite the hectic nature of your day?

To your good fortune, the smart contact data feature of Pipedrive employs the email addresses of your contacts in order to compile the information that they share online. Therefore, you can import useful information from the web with just one click rather than having to coax it out of leads themselves.

You will have a more rapid and clear understanding of your potential customers, as well as their circumstances and requirements, which will enable you to tailor your sales pitches appropriately.

Serious Reporting Features: When it comes to managing your customers and campaigns, you will require a number of different reports, some of which include deal tracking, reporting on leads, and revenue forecasting.

There are times when using a report template is not going to be sufficient. Pipedrive’s reports are designed to be completely adaptable for this reason. Make use of them to keep track of the metrics we discussed above and produce a separate report to determine the typical age of a deal. Or you could get down to the nitty-gritty details and track metrics that are highly specific to your company.

You have the ability to filter and group your extensive data results, which will allow you to obtain a more accurate picture of your overall sales performance.

Now that you’ve found some patterns, all that’s left to do is build off of what you’ve discovered. Another possibility is that you will find problems in your sales funnel and then immediately eliminate them. You will come out ahead in either scenario.

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Dashboards of sales: The use of Pipedrive dashboards is a glimpse into the future and should be considered if you want to bring your sales data to life. There will be no more boring static charts or complicated spreadsheet formulas here.

You have the ability to filter, customize, and discover new insights within your data in ways that you never before thought were feasible.

In addition, you have the ability to share these live dashboards with anyone you choose, regardless of whether or not they use Pipedrive.

Your eyes should move from left to right across the screen in order to identify bottlenecks and performance gaps in real time. This will cause winning strategies to leap off the screen at you.

Consequently, if you are looking for a way to keep everyone on the same page (literally), then making use of these sales dashboards is going to be an essential part of your success.

The Negative

Poor Performance and Confusing User Interface: When you’re dealing with information about your sales and data, you want it right now. It’s possible that waiting for pages to load will make you want to gouge out your eyes.

Many people are unhappy with the speed of Pipedrive. If you have a large customer base and a lot of details that you want to bring over, this could be a problem for you. Now, keep in mind that this can be improved or made worse by factors outside of your control, such as the quality of an internet connection or the speed of the servers used for cloud storage.

It is also possible that this is the result of an interface that is too cluttered. The user experience may have been improved over the years, but for those who are currently using it, there is still much room for improvement.

Because of this, the learning curve to become proficient in Pipedrive is significantly steeper. It does not have the same user-friendly experience as other providers. Yes, having access to the information you require at the time you require it is of the utmost importance; however, if you are required to sort through a large number of tiny icons and buttons in order to locate what you are looking for, it may prompt you to look for an alternative that is less difficult.

This is something that more than a couple of Pipedrive users have complained about, and it is something that you should take into consideration when you try out your 14-day free trial of the software.

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There are no integrations with social networks: The use of social media platforms can be a significant contributor to the expansion of a customer base. There are some customer journeys that begin with a social media “nibble” on an offer that you have posted; therefore, it would be ideal to have a way to import lead information directly from the social platform into your Pipedrive account.

This functionality is not yet available at the time of this post’s publication. Pipedrive would, in our opinion, be an asset to the already robust feature set that it possesses, should it be added. However, the fact that your business does not rely heavily on social media channels to generate leads is not a deal breaker by any stretch of the imagination.

Insufficient Phone Support: The knowledge base in Pipedrive is comprehensive, which is helpful when you are trying to troubleshoot problems or figure out how to accomplish something in the software. In addition, should you ever require the assistance of a representative, they offer live chat support.

However, the absence of phone support can be a significant source of discomfort for some companies. When things aren’t working as they should and you need to talk to someone, it should be easy to get a knowledgeable representative on the phone when you call customer service. However, Pipedrive does not provide you with that choice of options.

Additionally, if you have a problem that persists over time, using live chat can make it difficult to streamline subsequent interactions with support representatives. It is highly likely that each time, you will be connected to a different one. It’s possible that this is a one-off circumstance, but it’s something that came up during our in-depth investigation of Pipedrive.

Pricing and Payment Options for Pipedrive

Pricing is always at the forefront of a company’s mind when it is attempting to maximize performance while minimizing the amount of money it wastes.

Pipedrive gives customers the opportunity to choose from the following four pricing tiers:

  • Essential: $12.50 USD per user per month (annually), or $15 USD per user per month (month-to month)
  • The Advanced plan costs either $24.90 per user per month (if paid annually) or $29 per user per month (month-to month)
  • For Professional, the monthly fee is either $49.90 per user (if paid annually) or $59.90 per user per month (month-to month)
  • For Enterprise, the cost is $99 per user per month (billed annually) or $119 per user per month (month-to month)
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The Essential plan provides you with lead, deal, calendar, and pipeline management, as well as over 275 integrations, straightforward data importing, the ability to create personalized dashboards, and fundamental report generation.

The feature set will serve as the foundation for higher-level planning. For example, the Advance plan includes everything that is included in the Essential plan and additionally includes, among other things, the following features:

  • Complete email synchronization with scheduling and the ability to use templates
  • Communication via mass email with monitoring of opens and clicks
  • Automations that are triggered within a workflow builder

Pipedrive’s Professional plan enables access to all of the platform’s features, whereas the Enterprise plan allows businesses to remove any per-user or overall limits placed on the ability to add custom deals, run reports, or create custom CRM fields.

Pipedrive’s price is very reasonable considering the features it offers, and it beats out many of the other CRMs on our best CRMs list in terms of affordability.

Pipedrive Sales software

With CRM software, the focus is always on the pipelines and deals from the very beginning. You are able to visualize your sales process thanks to the features that Pipedrive offers for its sales department, and you can improve your workflow based on what you see.

It’s not as simple as looking at a page stuffed with names, numbers, and data. With the use of custom fields and the ability to drag and drop components into the desired locations, you have complete creative control over the layout of both your CRM and your pipeline management.

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In addition, Pipedrive comes with a powerful automation builder, in-depth reporting that can provide profound insights, and even an in-platform assistant that can assist you in making the most of the software.

In addition to this, you will receive a vast array of tools to assist you with your work based around email. You can manage everything from a single inbox, including the scheduling of emails, the sending of emails in bulk, tracking actions taken by recipients, and more. Pipedrive incorporates this feature directly into the software, so you’ll be able to view everything in real time as it occurs.

Pipedrive Email Campaigns

Pipedrive is in the process of enhancing the capabilities of their email campaign offering, which is known as Campaigns by Pipedrive. You can sign up for the waitlist right now even though it is not yet available because it will be available very soon.

This will make it easier for you to create marketing emails that are more engaging and help you build trust with your leads and customers. Additionally, it will offer more helpful email templates, in addition to improved campaign reporting. You will have access to a robust email marketing solution that was developed with the same attention to detail as Pipedrive’s primary product.

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Pipedrive is a solid offering in the world of sales software, as was mentioned earlier on in this discussion. Simply put, it did not make it onto our list of the best customer relationship management systems because there are other standalone solutions that are superior and more intently focused on customer relationship management.

Pipedrive was developed by sales professionals specifically for use by sales teams. Therefore, in comparison to other CRMs, Pipedrive places a greater emphasis on bringing in new leads for your business. Despite the fact that they are part of the package, customer relationship management (CRM) features are not the primary focus of the software.

Pipedrive is an excellent tool to use if you want to see this through to the end. Pipedrive is an excellent choice if you are looking for a comprehensive sales tool that will assist you in the management of your objectives and will ensure that you remain on track.

The software possesses all of the features that are necessary to guarantee that the sales process will remain organized. In addition, since there are a great number of available integrations, it is simple to connect Pipedrive with the other tools that you employ in your company.

Are you prepared to give it a shot?

Sign up for a free trial of Pipedrive today and find out how amazing it is to have everything you require at your fingertips. The trial lasts for a full fourteen days.
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