"Overall, Pipedrive is a great CRM system. While it doesn’t offer any unique functionality, it organizes all the work extremely well. "
0 Price
0 Ease Of Use
0 Features
0 Help And Support
Pros
  • Incredibly visual
  • Extremely easy to use
  • Exceptional sales pipeline
  • Responsive customer support
Cons
  • No unique features
  • Accessing reports is costly
Company Background

Established in 2010, Pipedrive is a user-friendly CRM system primarily recommended to small businesses. While it doesn’t offer any unique functionality, the tool helps sales teams stay organized and visualize everything from the sales pipeline to reporting data.

Plans & Pricing

Pipedrive offers the following plans – Essential, Advanced, Professional, and Enterprise. All plans are GDPR-compliant, which is a data protection regulation standard in the EU, and come with 24/7 customer support (via chat and email), iOS and Android mobile apps, over 150 integrations, open API, and data centers in both the EU and the US. There is also a 14-day free trial available for all plans.

An interesting observation regarding Pipedrive’s pricing – the plans aren’t much different in terms of what features you get per plan, yet the price difference is really big. This is one of the reasons why the CRM system is recommended to small businesses since you can get a lot of functionality for a decent price. We advise you to check the website for the full comparison.

All plans are available for the LeadBooster add-on, which is essentially a live chat to connect your website with your sales reps. It also has a chatbot that can be configured to automatically qualify leads, which are then transferred to your Leads Inbox in Pipedrive. The add-on costs $39 per company/monthly. Finally, you can get around a 15% discount if you choose annual billing at checkout, which is less than many other CRM providers on the market.

Essential
$15/mo
per user
14-day FREE trial
Advanced
Most Popular
$29/mo
per user
14-day FREE trial
Professional
$59/mo
per user
14-day FREE trial
Enterprise
$99/mo
per user
14-day FREE trial

Essential

The plan is $15/user/mo. The plan includes deal and lead management features, basic communication tracking, notifications, reminders, deal reports, two-factor authentication, advanced user permissions, and 16 languages.

Advanced

The plan is $29/user/mo. The plan includes all the Essential features and also advanced communication tracking, automations, and recurring revenue reports.

Professional

The plan is $59/user/mo. The plan includes all the Advanced features and also group emails, direct lead calls from the app, up to 60 workflow automations, custom reports, revenue forecasts, and advanced security options.

Enterprise

The plan is $99/user/mo with a minimum of 10 users required to sign up. The plan is practically the same as Professional with the addition of up to 100 workflow automations, unlimited user permissions, and phone customer support.

Features & Functionality
General Features

When it comes to functionality, Pipedrive doesn’t offer much out of the ordinary. The tool has everything you’d expect from a modern CRM system including communication tracking, customer and lead management, activity calendar, workflow automation, customizable reports, etc. However, Pipedrive does two things incredibly well – keeping tasks, contacts, emails, and reports organized and making it all visual. Pipedrive is a real breeze to use, you simply love it at first sight. Let’s explore some of the most notable features.

Leads Inbox

Pipedrive pools all of your leads in one place making it easy to focus on specific deals. Qualifying leads, scheduling calls, sending emails, or performing any other activity are all done from this dashboard. Custom filters and labels allow you to know the status of your leads (hot, warm, cold, etc.), as well as their stage in the pipeline.

Web Forms

Web forms are fully customizable and can be used to capture any information you require. Users can choose whether to add new leads under contacts or organizations, as well as embed the web forms directly into their website.

Data Fields

Custom data fields allow you to gather specific lead information, which can later be used for both marketing and sales purposes. Users can create both required and “nice-to-have” information fields, depending on the workflows and the sales cycle.

Workflow Automation

Pipedrive allows you to automate just about any step of the sales process. All you need to do is set up the triggers and events. You can also automatically generate personalized emails for each lead stage, allowing you to minimize repeat activities. Depending on your pricing plan, you can get up to 100 unique workflow automation, per month.

Features
  • Workflow Capability
  • Document Management
  • Social Network Integration
  • Integration API's
  • Customization
  • Data Import & Export
  • Test Environments
  • Project Management
Marketing Automation
Features
  • Lead Management
  • Email Marketing
  • Campaign Management
Sales Automation
Features
  • Opportunity & Pipeline Management
  • Desktop Integration
  • Contact Management
  • Product & Price Management
  • Customer Contract Management
  • Call Management
  • Channel Management
Analytics & Reports

All of the reports are customizable and easy to understand. The deal reports show how many deals have been won or lost, and why, as well the sales cycle duration. Revenue forecast reports predict turnover, allowing you to plan ahead. Activity reports track various sales activities including emails, calls, demos, and events. These can help you perfect your sales strategy by working out the optimal number of sales touches required to win a deal. The leads reports show where your leads come from, and which leads have the lowest/highest conversion rates. Lead source data includes web forms, chatbots, and even custom channels.

Furthermore, all of the reports can be transformed into visual displays. You can then drag-and-drop these displays in your reports dashboard to compare multiple metrics simultaneously. Pipedrive can be easily integrated with over 150 business apps including Zoom, Zapier, QuickBooks, Slack, JustCall, Ring, Yay, Outfunnel, Klenty, etc.

Features
  • Reporting
  • Forecasting
  • Marketing Analytics
Ease of Use

Pipedrive is one of the most user-friendly CRM tools on the market. There is absolutely no learning curve involved and you’ll feel comfortable with the software as soon as you start using it. Every dashboard has drag-and-drop functionality, and is highly visual, making your work a real breeze.

Customer Support

When it comes to customer support, Pipedrive does an amazing job. The brand has offices in over 10 countries in the EU and the US and is available 24/7 to all users.

Additional customer support:
Community
The community forum is available on the brand’s official portal and is fairly active and friendly

Blog
The blog is updated fairly consistently and features topics related to all-things-sales, news, and product updates

24/7 Help & Support
24/7 Help & Support
Available 24/7 via email and live chat
Phone Support
Phone Support
Only available to Enterprise-level customers
Live Online Chat
Live Online Chat
Available on the website and response time is under a minute
Email
Email
The brand can be reached via email at support@pipedrive.com
Video Tutorials
Video Tutorials
Many tutorials available on the website and YouTube channel
Final Word

Overall, Pipedrive is a great CRM system. While it doesn’t offer any unique functionality, it organizes all the work extremely well. This makes using the tool incredibly easy, and actually fun, an aspect that can’t be said for most other tools, and shouldn’t be taken lightly. Furthermore, the fact that you can get access to most of the features with just the Advanced plan makes it a great deal for small businesses.

Pavel Aramyan
Author: Pavel Aramyan
Pavel is a writer with over 5 years of experience in researching and comparing consumer products from a variety of industries.