Salespeople more than any other group of professionals need to manage their contacts.
They also need to tackle deals in an integrated manner that brings efficiency and cost savings.
The team can then focus on actions to close deals.
This is where Sales Customer Relationship Management (CRM) software come into play.
This Pipedrive review will look at the features, its scope of integrations, the new LeadBooster website chatbot, pricing plans and free trial.
Here is what I am going to cover:
What Is CRM Pipedrive?
Pipedrive is cloud based sales CRM and pipeline management solution .
It enables businesses to plan their sales activities and monitor deals.
Pipedrive was built using activity-based selling methodology
The software streamlines every action involved in converting a potential deal into a successful sale.
Solopreneurs and small businesses can use Active Campaign which in addition to being a powerful autoresponder has CRM functionality.
However as businesses become more complex, a dedicated sales CRM software becomes imperative.
It allows salespeople to manage their contacts and tackle deals in an integrated manner that brings efficiency and cost savings.
The team can then focus on actions to close deals.
What Is Pipedrive Used For?
Pipedrive will automate and simplify the sales process.
There are five critical considerations for any sales person looking for a CRM tool:
#1: Team Size
A business needs to pick a CRM that suits their team’s size and plans for scaling in the future.
For instance a business of just five salespeople will not need an enterprise tool.
Pipedrive will suit medium to moderately large businesses.
#2: Your Industry
The sales CRM has to be appropriate for your industry.
A project management system will not benefit your sales team as much as a specialized sales CRM.
The software will take into account company specifics like sales budgets, targets, sales stages, and deadlines.
#3: Customizability
It is important for the business to have a CRM software that can be customized as the customer base expands.
The tool has to be adaptable to a changing business environment.
#4: Budget
The tool has to suit the company budget.
Free software is not always free and their are some great low cost solutions available on the market.
Expensive solutions are not necessarily the best ones but if a great tool is outside a price range, spending a bit more may yield long term benefits.
#5: Quality Of Support
This is probably the most important.
Software error can cost a business dearly if the support is poor.
The tool should offer live chat or phone support during business operating hours with a solid reputation to boot.
Pipedrive Features
Pipedrive has several features and integrations depending on the chosen plan.
- Pipeline management – simple, clear, easy to use visual interface and drag and drop functionality. Deals are displayed according to different sales stages, so you can follow the progress of your team.
- Email integration. You can sync Pipedrive with your Outlook email account.
- Activities and goal setting
- Sales reporting and forecasting
- Mobile apps
- Google apps integration including Google maps
- API and integrations with over 150 leading software including Trello and the landing page builders ClickFunnels and Landingi. Many of the integrations are done through Zapier.
- Pipedrive integrates with LinkedIn lead generation forms through Zapier
- Customizable to meet individual needs
- Web forms
- Reliability and safety – industry standard encryption
- Multilingual and multicurrency – speaks over 10 lamguages and can handle all major currencies.
- 24/7 support
Pipedrive Integrations
A great feature of Pipedrive is the large number of applications it integrates with.
There are API and integrations through Zapier with over 150 leading sofware including Trello and the landing page building software like ClickFunnels and Landingi.
Pipedrive integrates with LinkedIn lead generation forms through Zapier.
There is seamless email integration.
You can sync Pipedrive with your Outlook email account.
Pipedrive vs SalesForce
Pipedrive has proved a popular CRM used by over 90,000 companies globally.
Compared to competitors, it is affordable and has unlimited users and records limit across all plans.
In addition it allows multi-currency use.
Several independent software have consistently scored Pipedrive highly for customer satisfaction.
The table below shows comparison with SalesForce and Agile CRM.
Pipedrive provides great features for small to medium-sized businesses.
It is a much cheaper option compared to Salesforce.
Salesforce however offers extra features accounting for the higher price.
LeadBooster - Chatbot For Website Lead Generation
LeadBooster is Pipedrive’s fully customizable chatbot you can use to capture and qualify leads from your website 24/7.
You can engage customers with instant responses, automatically book more meetings and close deals faster with this chatbot.
Pipedrive Pricing
So how much does Pipedrive cost?
It is affordably priced for small businesses.
The pricing plan is flexible enough to ensure all companies should be able to find a package suitable for their budget.
As teams grow and more advanced tools like multiple dashboards and revenue forecating are added, the higher pricing plans remain competitively priced.
LeadBooster add-on costs $32.50/company/month (billed annually) or £39/company/month (billed monthly).
Here is how much Pipedrive costs monthly according to the plan.
Essential
$12.50/user/month (billed annually) or $15/user/month (billed monthly)
- Custom pipeline and stages
- Custom fields
- Activities and calendar view
- BCC email inbox
- Customizable dashboard
- User and company goal setting
Advanced
$24.90/user/month (billed annually) or $29/user/month (billed monthly)
- Real-time matching inboxes
- Email opens and clicks
- Email and task automation templates
- Custom email and task automation
- Identify important fields
- One-click data enrichment
- Custom user and admin permissions
Professional
$49.90/user/month (billed annually) or $59/user/month (billed monthly)
- Email distribution lists
- One-click calls and call tracking
- Limitless meeting scheduling
- Multiple dashboards
- Revenue forecasting
- Team management tools
- Sales Manager App
- Contact and deal visibility settings
- Custom user, admin and manager permissions
Enterprise
$99/user/month (billed annually)
- Dedicated account manager
- Managed set-up and ongoing support
- Extra customization to suit your business
- Enhanced security to protect revenue and data
- More user permissions to control what users see and do
Pipedrive Free Trial
Pipedrive offers a free 14-day trial during which you can try out the software to make sure it suits you sales CRM requirements before purchasing.
No credit card details are reqired and so you can login and start using the software straightaway.
You can test out different plans by upgrading for free once the trial starts.
Other team members can also join your free trial.
Click on your profile in the top right corner of your screen and select “Add more users” from the drop-down menu.
Customize the software, try some integrations and import your data during the trial.
Final Thoughts
For small businesses looking for a best performing CRM and sales pipeline management system, Pipedrive ticks all the boxes.
It has a robust set of features, is fully mobile optimized and easily integrates with numerous apps and software including the sales funnel builder ClickFunnels.
Pipedrive is available in multiple languages and currencies.
There is a flexible pricing plan and a 14 day free trial.
Grab your Pipedrive free trial from the button below and give it a go:
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