Pipedrive Review
Geared towards sales teams
Extremely intuitive UI
Seamless integrations with other apps
Flexible and affordable pricing
Pros & Cons
- Very easy to use
- Pipeline customization and categorized view
- Sales forecasting
- Basic plan doesn’t include email integration
Plans & Pricing
Pipedrive comes with three packages:
Silver
The Silver package costs $12.50 per user/month (billed annually), and you get 2 GB of storage space (month-to-month it’s $15 per user/month). You get all the sales management features, along with calendar, contact timeline, smart email BCC and chat, and email support with the package.
Gold
The Gold package costs $24.20 per user/month, and you get 5 GB of storage space (month-to-month it’s $29 per user/month). All the silver package features are provided along with smart contact data, scheduler, customizable products catalog, and sales box features.
Platinum
The Platinum package costs $62.50 per user/month, and comes with storage space of 100 GB (month-to-month it’s $75 per user/month). Along with all the gold features, you get revenue forecast reports and phone support as well. You save 17% on all packages when billed annually.
Any of the Pipedrive packages can be tried for 14 days for free before purchasing. For the features the tool provides, it can be said that the prices are highly reasonable.
Overview
Pipedrive is a tool for sales teams to help manage their sales-related tasks, and it has over 70,000 customers worldwide. The core philosophy of Pipedrive is to provide features that are focused on helping its customers increase sales, and it’s perfect for businesses with sales teams and departments that are small in size or that are growing.
Features and Functionality
Pipedrive comes with some really useful features. Here are our favorites:
Pipeline management
With Pipedrive, your pipeline is presented in a simplified interface, and you can divide the deals into different categories, which allows you to maintain a bird’s eye view of all the stages in real time. You’ll be up to date about the stages that need refurnishing and are able to customize on all levels.
Email integration
Pipedrive integrates seamlessly with all mail servers and allows you to manage your emails from within the application interface. No need to switch between applications or manually sync inboxes, as it will always keep everything up to date. It also comes with email tracking and email templates.
Activities and goals
You can add activities, assign them to teammates, or see which ones are planned, overdue, and set to be done today, tomorrow, this week or next week. You can also define your customized activity type or set reminders and notifications.
Ease of Use
Pipedrive has a beautiful design and is really easy to use. The menu bar at the top provides easy access to all of the app’s features. Even if you have no prior experience using a project management tool, you will be able to get a hang of Pipedrive within a few hours. Generating reports, adding activities, and generating revenue forecasts are very straightforward tasks.
Applications and Integrations
Pipedrive is primarily accessible via a web application but it also has Android and iOS applications available. It integrates seamlessly with a lot of applications including Google apps, MailChimp, Yesware, PandaDoc, Trello, Zapier, and LiveChat.
Customer support
While Pipedrive offers support via phone, live chat, email and a knowledge base, the extent of support that you get differs depending on your chosen package. For instance, Silver and Gold plans feature only chat and email support, while Platinum users get access to live phone support and a dedicated customer success manager alongside other benefits.
-
Phone Support
Phone support is only available to Platinum plan users. -
Live Online Chat
Users of all levels can get help via live chat. -
Email
Contact customer support by email for help with your inquiry. -
Video Tutorials
There are a number of video tutorials available on YouTube. -
FAQ
It doesn’t include any information on the software, or its features, itself. -
Blog
It’s being updated roughly 1-3 times a week, and covers a high number of diversified topics related to project management, business and sales.
Final Word
Pipedrive is a sophisticated project management tool, geared towards sale teams, which comes with a lot of exciting features, including pipeline management and sales forecasting. It’s a viable choice for smaller companies that want to streamline their sales pipelines and manage their projects more efficiently.
Leave a Reply
Leave a comment
Join the discussion by writing a question or comment in the form below.
Leave a comment
Join the discussion by writing a question or comment in the form below.