PipeDrive Review (2023)

CRM software is an integral instrument for numerous businesses, regardless of the industry.

I have implemented some of the most popular CRM tools for small, medium, and large-scale companies across the country and have noticed the significant impact the tools can have.

The Pipedrive CRM review provides a closer look at one of the leading CRMs, including the features, usability, and cost.

The Small Business Bonfire team and I have methodically tested Pipedrive, allowing you to receive one of the most researched Pipedrive reviews.

PipeDrive Review Summary

Pipedrive is an excellent CRM option because it’s easy to use, affordable, and includes several customizable fields.

The Small Business Bonfire team and I recommend trying Pipedrive if your business requires contact and data organization, powerful analytic reports, and sales automation.

Ease of Use 

Large and small businesses love Pipedrive because it is easy to implement.

Also, Pipedrive has other tools that users can customize, allowing you to build exactly what your business needs.

The dashboard is clean and modern and makes it a breeze to access everything you need in one place.

Lastly, the visual layout is easy to understand, helping users save time with various tasks.

Features 

Some of the features included in Pipedrive’s CRM include the following:

• Sales pipeline tools
• Leads inbox with customer data
• Sales assistant
• Email and calendar sync (Google, Microsoft Office 365, Outlook, and Exchange)
• Lead generation reports
• Revenue forecasts
• Conversion reports
• Performance reports (allows you to track leads and see the deals in progress)

The previous list is only a fraction of the features Pipedrive offers!

Customer Service 

Pipedrive allows users to contact customer support 24/7 via live chat or email.

Users must reach out to support@pipedrive.com to send emails.

Customers quickly note that Pipedrive’s customer support is beneficial and does its best to help businesses.

Although phone support is available, Pipedrive only offers it on the highest-tiered plan.

Cost/Value

Pipedrive costs between $15 and $100 per month, depending on your chosen plan.

Each plan has essential features and valuable data that drive more sales and improve customer relationships.

A helpful feature that’s available in higher-tiered plans is workflow automation.

Routine tasks and a better business connection are two things workflow automation helps with.

Pipedrive offers incredible value for the monthly cost of each plan the company offers. 

Also, Pipedrive gives users a 14-day free plan to test Pipedrive CRM.

PipeDrive Pricing & Packages

Essential

Pipedrive’s Essential plan costs $14.90 monthly when a user pays annually.

The Essential plan includes Pipedrive features like contact management, customizable email templates, and an AI sales assistant.

Advanced

When large or small businesses upgrade to the Advanced plan, users receive a higher limit for open deals, custom fields, and reports.

The Advanced plan costs $24.90 per user per month annually.

Further, the Advanced plan provides more email functionality for sales teams.

For instance, you can easily sync your email to access follow-ups and leads.

Also, Pipedrive offers more email marketing, templates, and scheduling features with this plan.

Professional

Pipedrive’s Professional plan is $49.90 per monthly user, billed annually.

There are still some limitations with this paid plan, but the limit is higher than the Advanced and Essential plans.

The Professional plan provides the following features:

• Call contacts directly from Pipedrive
• Record calls
• Automatic data enrichment
• Autofill contact cards
• The ability to integrate Google Drive

Lastly, you have higher limitations for open deals, custom fields, reports, and workflow automation with this Pipedrive plan.

Enterprise

The Enterprise plan costs $99 per user per month, and you must have at least ten people to upgrade to this plan.

The only limitation at the Enterprise tier is the number of workflow automations (100 per user).

Otherwise, you receive everything Pipedrive offers, including the following:

• Security alerts and rules (two-factor authentication)
• Phone support
• 24/7 email and live chat support
• Help from the Pipedrive onboarding team

The Enterprise plan is best suited for large businesses with several employees.

PipeDrive CRM Key Features

Sales Automation

Part of the Pipedrive Marketplace is a sales automation tool.

This tool allows you to automate any step of your sales process.

For example, you can alter the program to send an email whenever customers sign a contract or move a deal along the pipeline.

The sales processes are AI-powered and help boost business performance.

The automated sales process tool is a separate service from the CRM tools.

Pipeline Management

Pipedrive’s CRM helps with tracking deals.

You can see what stage each deal is in and the estimated value of each one.

The pipeline management feature lets you quickly move deals from one stage to another.

This program better organizes your data and ensures every team member is on the same page.

Sales Process Management

Pipedrive’s sales process management tool helps teams make more informed decisions.

The Pipedrive CRM’s analytics feature lets you understand the entire sales cycle and its impact on your company.

The powerful analytics tools can show a team how well they do with their sales cycle and current deals.

Pipedrive provides CRM insights into customer relationships and sales trends to track crucial information.

This information helps teams make smarter decisions and streamline their pipeline.

CRM Tool

Pipedrive CRM software is an excellent value for the per-month cost.

The software helps drive more sales, nurture lead generation, improve team collaboration, and close deals.

Pipedrive CRM is easy to use and highly rated across several reputable platforms like TrustPilot and Capterra.

The CRM provides an intuitive dashboard, sales assistant, better-organized contacts, and lead generation.

Email Builder

The Pipedrive email builder tool is an excellent add-on feature that doesn’t require any HTML or design skills.

This device allows users to create eye-catching emails and web forms in minutes with drag-and-drop technology.

Further, marketing via email is much easier with the email builder tool, given the ease of use and rich template selection.

Lastly, this product comes with 24/7 email support, where professionals help you build an effective marketing campaign.

Marketing Automation

Pipedrive also offers marketing automation software to speed up daily operations and free up time.

This automation reduces your team’s workload so they can instead focus on finding and closing on a lead.

The automation tools can streamline various processes like workflows, ad campaigns, and other parts of the sales process.

You can schedule marketing content to go live on a specific date and ensure you capture the lead you desire.

Analytics

Pipedrive is an excellent CRM program to consider if you need help organizing real-time data and analytics.

For instance, Pipedrive’s Insights tool includes an interactive dashboard with numerous helpful data for every user.

The program helps recognize winning CRM patterns from your sales pipeline and ad campaigns, allowing you to optimize your workflow.

Also, you can customize the Insights page to track and analyze relevant user, lead, and sales information.

Integrations

Although Pipedrive is a fully functioning CRM, you can integrate third-party apps to streamline sales processes, help with email marketing, and organize contact information.

You can add over 250 third-party applications, including Leadfeeder, Zoom, and Zapier.

Pipedrive’s ability to integrate other apps gives people more freedom to make the CRM software their own.

Is Pipedrive Right For You?

Yes, If:

• Your site needs help organizing data
• You need to streamline your sales pipeline
• You’re looking for something affordable
• You want to manage your contacts, leads, deals, and more
• You need to track leads and other account information

No, If:

• You want to rely on something other than a dev team and API access to create custom features.
• You need a free plan
• You prefer to use phone support
• You want software you can add to your web browser

Alternatives to Pipedrive

Monday.com

Monday.com is an excellent alternative to Pipedrive.

Monday.com offers a comprehensive suite of features to help teams manage projects and contacts, collaborate effectively, and improve website functionality.

The platform offers a powerful visual project management feature that tracks real-time progress on tasks and projects.

The platform offers a free plan with everything a growing business requires.

Also, Monday.com provides many integrations, from Slack to Outlook, that let companies create an efficient workflow.

Monday.com is an excellent platform for organizing lead and contact information and assigning tasks to various employees.

ClickUp

ClickUp is another excellent alternative to Pipedrive.

The platform offers a fully-featured project management and collaboration tool that can easily be customized for any business size or industry.

ClickUp provides an intuitive dashboard that lets you quickly monitor the progress of tasks and projects, giving you greater visibility into what needs to be done.

Also, ClickUp provides powerful automation capabilities that help streamline workflows, track progress, improve lead generation, and improve the sales pipeline.

What sets ClickUp apart from Pipedrive is its ability to quickly turn ideas into actionable tasks with just a few clicks.

Salesforce

Finally, Salesforce is an excellent alternative to Pipedrive.

The platform offers a comprehensive suite of programs to help teams manage contacts and boost sales while improving the workflow pipeline.

Salesforce comes with powerful analytics and reporting features that let you quickly identify opportunities for growth and potential areas for improvement.

The platform’s automated processes make setting up marketing campaigns easy, creating tasks and reminders, and managing leads.

Salesforce is designed for larger companies with numerous projects and employees.

Organizing an immense amount of contact information is simple with Salesforce.

Salesforce’s security level is more advanced than other CRM options, including Pipedrive CRM.

The one downside to Salesforce is that the program can demand much time to manage.

Conclusion

When managing information and analytics in real-time, Pipedrive is excellent software.

With its intuitive interface and powerful automation capabilities, the platform helps you organize your sales pipeline and manage deals.

However, many alternative solutions exist if you’re looking for more customization or advanced features.

Pipedrive CRM makes it easy for any user to manage sales information, find information on the dashboard, track contacts, and more.

Are you a small business owner? Do you have questions about this Pipedrive review? Let us know in the comments below!

Frequently Asked Questions