HubSpot Vs. Pipedrive 2023: Best CRM for Small Businesses Declared

Pipeline management is what Pipedrive focuses on first and foremost. 

Pipedrive provides a simple, visual way to track, manage, and customize your pipelines. 

Let’s go through our experience using Pipedrive’s pipeline management (to give you a better idea).

To begin, we clicked the “+ Deal” button (shown below).

From there, we were able to fill out each aspect of our deals, including the following:

• Contact associated
• Organization
• Title
• Value
• Pipeline 
• Stage in pipeline
• Probability %
• Contact information 

That’s a lot of helpful information for such a simple process.

Once we had our deals set up and organized, we could easily drag and drop them into different stages as they progressed (pictured below). 

We really liked the visual aspect of this pipeline management system, as it made it easy to see where each deal was in the sales process. 

We also loved that we could easily click each deal and schedule an activity (directly from the pipeline).

Here’s how it looked during the testing period. 

Being able to easily assign tasks, meetings, and other activities to each card made the follow-up process effortless. 

The scoop: With Pipedrive, we were able to stay organized and on top of each deal without any hassle. 

There’s a reason why we say Pipedrive is among the best pipeline management on the market. 

Pipedrive offers some fantastic project management capabilities to help keep your marketing and sales teams on track while tackling projects. 

It’s worth noting that this feature costs an additional $6.70/month (but we think it’s well worth it).

With Pipedrive’s project management tools, we were able to accomplish the following:

• Create and assign tasks to team members 
• Set due dates and priorities for each task 
• Track progress on each project 
• Communicate with team members directly within the platform 
• Receive notifications for updates and changes in real-time

We especially liked their project templates, which let us create a standardized process for each type of project we worked on. 

That way, we didn’t have to create ten different onboarding projects throughout the year (each time we hired new team members). 

Here’s an example of how a project template looked during the customization stage. 

Check out how a “new project” card looked from our Bonfire Field Guide rollout project that we managed with Pipedrive. 

Each card offers a ton of useful information (without being overwhelming) to keep your team on track and in the know. 

Our takeaway: If you’re tired of juggling multiple project management tools, Pipedrive offers a simple and intuitive solution. 

You can keep everything in one place and easily collaborate with your team (without any added stress or confusion). The only downside that we saw was the extra price tag associated with it. 

Pipedrive’s workflow automation is as effective as it is innovative. 

Here’s a quick overview of the features we found most useful:

• Progress bars: These visual representations of your workflows provide an instant snapshot of how far along you are in each task or project. Seeing progression in real-time not only helps keep everyone updated but also motivates the team to drive tasks to completion. 
• Notifications: Staying informed is never an issue with Pipedrive’s timely notifications. Whether it’s about task updates, deadlines, or status changes, these alerts keep you in the loop, enabling you to react promptly and ensuring that nothing slips through the cracks.
• Custom workflows: Pipedrive lets you design workflows that align with your business processes. Whether it’s a simple task sequence or a complex sales pipeline, you can customize every aspect of your workflow. This flexibility allows you to streamline processes, improve efficiency, and drive productivity.

To sum it up, Pipedrive’s workflow capabilities are not only robust and flexible, but they are also very user-friendly. 

These features are perfect for businesses seeking to simplify operations and maximize productivity.

If you’re in the market for some powerful email marketing campaigns, look no further than Pipedrive!

In addition to all of the powerful CRM features the platform provides, you can also add on campaign creation for an extra $16/month. 

Here’s what we loved about Pipedrive’s campaign feature:

• Easy email builder: We created professional-looking emails in minutes thanks to Pipedrive’s drag-and-drop email builder. This feature is perfect for businesses that don’t have a dedicated design team, as it allows you to easily customize templates and add your branding.
• Advanced segmentation: Pipedrive offers advanced segmentation capabilities, allowing you to target specific audience segments with personalized messages. This level of personalization can increase engagement and conversions significantly.
• Automated campaigns: With Pipedrive’s campaign tool, we were able to automate our email marketing efforts. From welcome emails to follow-ups and promotions, we could schedule and send automated emails at predetermined times or based on specific triggers.

Plus, you don’t have to start from scratch; Pipedrive provides some great templates to help you get started (screenshot below).

We used this feature extensively during our six-month testing period, creating various campaigns.

Check out a template we created, introducing our Bonfire Field Guide to our audience.

Pipedrive made it simple to create powerful campaigns with the drag-and-drop interface and helpful tutorial videos if we got stuck. 

All that from a platform best known for pipeline management is pretty impressive!

Managing your customer relationships starts with organizing your customer data in one centralized location.

That’s where Pipedrive’s customer data management comes in.

Here are some of the features we found most useful:

• Customizable contact fields: You can customize your contact fields to suit your business needs and gather all the information you need from your customers. This feature allows you to create a thorough customer profile with all the relevant data in one place. 
• Import/export data: Pipedrive makes importing and exporting customer data easy, ensuring a smooth transition from your previous CRM or spreadsheet. You can also use this feature to back up your data for added security and peace of mind.
• Integrations: With over 150 integrations available, you can connect Pipedrive to your favorite tools and platforms to streamline your workflow and make data sharing even more convenient.

We really liked the sleek and easy-to-read contact cards (shown below) that let us view our customer’s information at a glance. 

It made it easy to quickly access important details and notes (to provide personalized service).

Overall, we found Pipedrive’s customer data management system to be user-friendly and efficient. 

It helped us keep all of our customer information organized and easily accessible, ultimately improving our relationship management process across the board.

Managing your daily activities is necessary for business owners of all shapes and sizes. 

That’s why we’re happy to say Pipedrive offers a fantastic activity-tracking feature to keep you on top of your tasks and appointments.

Here’s an example of a meeting we were able to create (in seconds) for one of our affiliate marketing clients.

We were able to easily add and edit the following info:

• Date
• Guests
• Meeting location
• Notes
• Associated companies
• Assigned users

From there, we could send out invites to the meeting, and it went off without a hitch!

Our takeaway: Pipedrive’s activity tracker helps you stay organized and on top of your tasks while ensuring that nothing falls through the cracks. 

Its user-friendly interface and customizable features make it easy to see why Pipedrive is the preferred choice for many SMBs looking to improve their daily operations.

One of the standout features of Pipedrive is the lead management add-on—LeadBooster. 

This powerful prospecting tool is a game-changer for businesses looking to capture and nurture leads like a pro. 

Here are some of the key features included with LeadBooster:

• Chatbots: Automate your lead generation with chatbots. They can handle routine interactions, freeing your team to focus on more complex customer queries.
• Live chat: This feature allows you to interact with visitors on your website in real time, answer their questions, and guide them toward making a purchase.
• Prospector: This feature offers you a pool of high-quality, verified leads to choose from. You can filter by industry, location, and company size to find the best leads for your business.
• Web forms: Capture leads directly from your website with customizable web forms. You can collect all the details you need to follow up and qualify the lead.

While LeadBooster brings immense value to your sales performance, remember that this feature comes at an extra cost of $32.50/month. 

But considering the potential it has to skyrocket your lead generation efforts, it’s an investment worth making!