Pipedrive

Category CRM
Reviewed by Rashi
Updated July 21st, 2021

Tekpon Score

9.2

Users Score

7.5

Pipedrive Review

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Ask yourself this question, are you someone who is struggling with sales? Are you someone who is constantly googling about that little magic wand that would help you in boosting your business?

Are you looking for a signature and a better-streamlined sales approach that will help you with a greater number of sales by putting in less manual work?

Well, then you have the answer right here! Pipedrive is the tool that you should be focusing upon. Although I wish I’d known about this tool earlier, there are so many people around me who struggle with numbers in sales, and this tool can prove a miracle to them.

This helps the people in sales in so many ways. Nevertheless, it is never too late to explore great things.

UI/UX

9.1

Ease of use

9.3

Value for Money

9.1

Features

9.2

Customer Support

9.3
Pricing Details

Starting from: $17,5/month

Pricing Model: Per User

Yes, has free trial

No free version

PROs
  • Easy to use
  • User-friendly
  • Quick setup
  • Sync with apps
  • Customizable
CONs
  • Live Reporting
  • Limited options for Campaign Planning
  • Social Media Integrations
  • Limited trial period
Best for
  • Small business
  • Medium business
  • Large enterprises
  • Freelancers
Deployment
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Linux
  • Desktop - Mac
  • Desktop - Windows
Alternatives

Pipedrive is a Customer Relationship Management (CRM) software that helps you sell 28% more on your current sales. Woah! That is a lot better. The philosophy behind this tool is straightforward, the makers believe in selling, and the target audience for the same are also the people who work in sales.

So if you checkmark these qualities, it is an ideal tool for you and your business. So I’d say no more and let you discover all the great things that this tool has to offer from this review and how you can incorporate the same in your day-to-day lives.

Pipedrive CRM Software

As mentioned above, if you are looking for a quick CRM tool, which is deal-driven and easy to use, Pipedrive is the ultimate answer for all your sales-related queries and problems. But before diving deep into the explained review, let me list out the excellent features that Pipedrive has to offer, which makes it a must-have tool for business.

Firstly, it is a highly sales-focused tool that offers a variety of integrations and automation. It can help you in tracking leads and managing them from anywhere at any point in time. It also allows one to set different goals and drive the insights from the same. The system is altogether designed for organizations to manage their sales effectively.

Pipedrive Dashboard review Tekpon

While getting started with Pipedrive, you’ll always land on a single, streamlined view of your sales process, which makes it easy to understand and begin with. It gives clarity and gets your team on the same page.

Your emails, calls, and progress are tracked automatically under the same umbrella. This tool clears the way, so you can focus on doing what you do best.

What is Pipedrive?

Pipedrive is a simple yet robust customer relationship management software widely used by various small and medium-sized organizations across the globe. It helps businesses to focus on priority leads and generates a greater number of sales. The best thing about this tool is that it also comes up with a mobile application, thus allowing its users the ease of accessing the software from anywhere at any given time.

Pipedrive Benefits

A great benefit of Pipedrive is that it also offers integrations with various other Google tools such as Google Calendar and Google contacts, allowing users to sync the activities from multiple apps. This feature makes it versatile among its users.

The feature that makes it stand out among its competitors is its straightforward User Interface (UI) which is very easy to adapt and learn. In addition, the design behind this tool is detailed and minimalistic.

CRM Benefits

One of Pipedrive CRM’s most helpful benefits is the icon that appears next to each deal in your pipeline. At a glance, you can tell if you have any activities scheduled that are associated with this deal, if you are behind schedule, or if you still need to follow up.

In addition, an Activity Scheduler feature conveniently adds existing appointments to your calendar to avoid double bookings.

The Mail tab also helps in keeping track of critical emails, so we don’t end up missing an important update. Pipedrive CRM has full email and calendar sync with Google, Microsoft Office, and iCloud, so there’s no need to toggle back and forth between it and your inbox.

In addition, all emails related to a specific deal or contact are viewable within Pipedrive contact entries. Thus one can send an email from Pipedrive CRM that will also appear in your email tool. Conversely, anything you send from Gmail or Outlook will be automatically logged in Pipedrive CRM, attached to the contact or deal of your choice.

Why should you choose Pipedrive?

We can connect emails with their associated deals and quickly discern their monetary value, Pipedrive CRM stage, and next scheduled activity. From here, one can add a new activity or click the activities tab to view them, filter them by type, and quickly see which are overdue and which are upcoming.

Pipedrive CRM utilizes easy-to-understand symbols and colors to help users grasp the information on a screen.

Templates

Pipedrive offers a library of email templates and a tool with which users can build their own. Email signatures can include images, links, rich text, and other design elements. The templates can also automatically populate fields with customer data, and Gold and Platinum users can send emails to up to 100 users at a time.

After using Pipedrive, I would strongly recommend using this excellent automotive tool to revolutionize the way we sell our business solutions. But before diving into the pricing plans of this application, let us look at its features and use cases.

Who uses Pipedrive?

Pipedrive is a platform, the first of its kind, which sales professionals develop for the use and ease of sales professionals. The simple vision behind this tool is the real-life experience, which says that you can’t control your results in life. Yet, you can control your actions, which is very accurate.

It is a cloud-based management solution. Pipedrive is ideal for small to medium-sized businesses that enable businesses to plan sales activities. You can monitor deals. Track pending activities in the sales pipeline. And gauge performance against individual and team-level targets.

How to use Pipedrive?

Pipedrive’s user interface is straightforward to use and can be customized as per the user’s requirements. This is one of the features that impressed me thoroughly. Users can customize everything within this tool following their needs. It also allows one to use the mobile apps to take the sales pipeline wherever you go, thereby making it stand out among the rest.

Is Pipedrive easy to use?

Another fabulous feature that I loved is the ease of use. Although getting started with Pipedrive’s software is pretty simple, it allows the users to start adding and managing the information almost immediately. You need to use the Pipedrive login feature to create an account and use the endless features of this tool.

Pipedrive features

Now let us explore the plethora of features that Pipedrive has to offer. But, first, I must tell you that each plan comes with various kinds of features. Hence, it is recommended that the users carefully explore and investigate all the package offers and then determine what best suits their business needs.

  • Sales Pipelines
  • Timeline View
  • Sales Forecasting
  • Contact History
  • Reporting Tools
  • Lead Generation

Sales Pipelines

Pipedrive offers a more effective and easy-to-understand pipeline view. It does not make use of traditional to-do lists as they do not display sales at different stages. Instead, this pipeline view helps salespeople understand and view their progress clearly and take immediate actions if required.

It also allows users to zoom in and out for better clarity and understanding of the ongoing deals. In addition, this view comes with a drag and drops feature that allows one to navigate and move the sales forward.

To create a new deal, one needs to navigate to the Add Deal button on the Homepage, and then the user will get prompted to the details section. Once it is actioned, we can assign it to various people in an organization. It is that simple and convenient.

Timeline View

This view often acts as a Sales manager and helps business users select the right deals and the leads that need to be focused on at a given point in time. Users can also customize their timeline view as per their preferences and existing sales workflows. This view helps in saving time and provides a high-level understanding of the team.

Sales Forecasting

The sales forecasting feature helps with the insights and can set up the predictions for the upcoming months and quarters. In addition, this feature provides a high-level view of the company’s performance. Thus, helping the managers and the stakeholders to make adjustments to the plans before revenue targets fall off track or are missing.

Contact History

Pipedrive’s wise and intelligent software records all the online interactions between the salespeople and their leads. It also allows searching for contacts by name and organization. In short, it also acts as a phone directory for an organization.

Reporting Tools

Pipedrive software allows one to develop a personalized and customizable platform to match as per the business requirements. It will enable salespeople to track various attributes that contribute crucially to business. For example, it allows one to track the number of calls made by each team member and count the number of pitches delivered at a point in time.

Lead Generation

Pipedrive offers a lead booster tool with a customizable chatbot that users can add to their websites. One can set preprogrammed questions that would capture more leads. The software allows one to automate the standard and repetitive tasks, thus, saving time to focus better.

Pipedrive Integration

Pipedrive allows its users to integrate with various third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. The list of the applications that can be combined with Pipedrive CRM are:

  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub

  • Mailchimp
  • Microsoft Outlook
  • Slack
  • Zendesk

What does Pipedrive integrate with?

Pipedrive integrates with 60 percent of the most popular apps, which helps to make day-to-day tasks easy. For example, a Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

One can fully sync Pipedrive with email, so it is automatically recorded whenever someone sends an email. It also works with Xero to generate and track invoices for financial reporting.

This excellent CRM also has several features that come bundled with the mobile application. For example, it allows one to log calls, take notes and schedule various activities to form an Android or an iPhone.

Does Pipedrive have an API?

Pipedrive CRM also offers REST API specifications. One can use its intuitive RESTful API to create public or private apps using OAuth and integrations via API token. Public apps and integrations work directly with the Pipedrive software tool.

Pipedrive Alternatives

When one starts looking for a better and powerful CRM tool, one likes to explore options. Unlike other tools and software programs, there is a variety of CRM software available on the market. All of these offer different features and vary as per the pricing. Here’s a list of its competitors and choose the right one for you:

  • Monday.com
  • Freshworks CRM
  • HubSpot
  • See all

Pipedrive Pricing

Just like the user interface, Pipedrive’s pricing policies are pretty simple and easy to understand. In addition, it offers plans ranging in various tiers and the features that come bundled with each of these plans.

Starting From: $17.50/month

Pricing Model: Subscription

Free Trial: 14-days

Pipedrive Review Conclusion

Pipedrive is a CRM tool that comes with a variety of features and is reasonably priced. It is an easy-to-use tool that can help businesses grow and stay organized. This one is by far my favorite CRM after extensively reviewing over a dozen of them. It manages to strike the right amount of balance when it comes to flexibility and cost.

Is Pipedrive a good CRM?

If you are looking for a tool to centralize your sales business and at the same time help you enhance it, then you would surely appreciate Pipedrive’s focused approach. When it comes to third-party integrations, customizations, and a simplistic UI, Pipedrive does a whole better job than any of its competitions.

So all the salespeople out there, trust me when I say that this is one of the best CRM tools on the market.