Pipedrive CRM Is it Right For me?

Pipedrive has clearly invested resources into designing a user-friendly product. The dashboard, which features your sales pipeline, is well laid out and pretty intuitive even for complete CRM novices. Upon sign-up, you’ll be taken through a 7-step set-up process, which involves things like importing your data and syncing your email and your calendar – you can also skip anything you’re not ready to do.

Unlimited customizable pipelines with drag and drop technology. You can easily change the names of the pipeline columns to reflect your sales process. The fact that you can drag and drop deals between the various stages of the sales cycle makes everything so much quicker, and almost fun. You also have various views (pipeline, list and forecast). The list view is great if you want to perform a bulk action like moving multiple deals over to the completed column, for example.

Add notes, tasks, additional information, files and invoices to each person/deal/organization. Unlimited properties to add/filter by. Leads and deals are separated so that you don’t end up with a lot of prequalified leads in your deal pipeline.

Syncing with your email client is reserved for higher plans ($34.90/month/user). What you can do is include your unique company email address (i.e. emailtooltester@pipedrivemail.com) to the BCC field and these conversations will be sent to your Pipedrive inbox where they’ll automatically be linked to the relevant contacts and deals. Group emailing and templates available on higher plans. No email marketing, you’ll need to integrate with a third-party service.

Workflow automations are available on Advanced plan and above.

Customizable reports and dashboard. It’s also possible to share your reports. You’ll have one dashboard, unless you’re on the Professional plan ($59.90/month/user), in which case you’ll be allowed to set up an unlimited number of reporting dashboards. Another advantage of the Professional plan is that a revenue forecast will be generated for you.

Smart contact data (from web and social sources) is available on the Advanced plan and higher, though a score is not generated.

Available with its LeadBooster add-on for $39/company/month. If you’re not interested in the other tools that come with this add-on, it’s quite a lot extra to pay for live chat – I recommend checking out these dedicated live chat tools.

This is available through another add-on, which will cost you an extra $49/month.

Two-factor authentication login and user access restrictions and logs on the Essential plan. Professional plan comes with a security dashboard, rules and alerts.

Available in 16 different languages, though support languages are more limited.

275+ integrations with email marketing platforms such as ActiveCampaign and lead generation tools. If it’s missing a particular app you need, there is an open API configuration to facilitate a connection with third-party services, and the option to integrate with Zapier. Mobile app available for download on both Android and iOS.

Extensive knowledge base, courses, chat and email support around the clock on all plans.