Pipedrive Review

flag Sales oriented management flow
  • 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.

Silver
$12.50/user
Gold
$24.20/user
Platinum
$62.50/user

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.

Rating

  • "Price"
    10 /10
  • "Features"
    8 /10
  • "Ease of Use"
    9 /10
  • "Help and Support"
    8 /10

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.

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helen
Helen Warren
author

Helen has over 15 years of experience in project management, specifically within start-ups. She has grown small teams to large departments that coordinate projects across multiple departments. She has a degree in electrical engineering and, Helen is always excited to try out a new project management tool.

We make the best effort to present up-to-date information; however, the terms of each offer can be revised according to the service provider’s discretion. The above shall not be considered as an expert or professional advice for any matter.

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