Pipedrive CRM: Pros, Cons and Alternatives | BotPenguin (2022)

Staying ahead in this fast-changing competitive world means standing out among the crowd. Brands need to win more business leads and turn them into sales. It is where the importance of CRM, Customer Relationship Management, pops up. As the name suggests, CRM is a tool that helps manage customer relationships. While talking about CRMs, you must have heard about Pipedrive CRM.

Pipedrive CRM has been growing exponentially, with the current valuation at $1 billion. This CRM operates in 170+ countries with over 95 000 companies worldwide. With its unique tagline, “Designed to keep you selling,” this product can sound appealing to many sales agents and companies.

How well does Pipedrive CRM work? Do you think Pipedrive CRM is the right choice for your business? Before answering that question, read this article that presents an in-depth analysis of Pipedrive CRM. With pros, cons, and alternatives, you can decide if you want it or not.

Summary

What is Pipedrive CRM:

1.Pipedrive CRM helps any big or small business for managing customer relationships.

2.It has a central database that stores and tracks customer information.

3.This CRM also keeps track of leads and customer communication, managing transactions and deals.

4.It is built hand-in-hand for streamlining the view of your sales process.

5.Giving clarity helps your team to be on the same page.

6.It also integrates with google and is accessed via desktop or mobile device.

What are the features of Pipedrive:

1.Lead Management

2.24/7 Customer Support

3.Communication Tracking

4.Easy to Book Meetings

5.Intuitive Interface

6.Contact Management

7.Automation

8.Email Integration

9.Analytics & Reporting

10.Third-party Integrations

Pipedrive CRM Pros

1.Simple to Use

2.Affordable

(Video) Pipedrive CRM Review: Key Features, Pros And Cons, And Alternative Products

3.Pipeline management

4.Assistance

Pipedrive CRM Cons

1.2-Way Syncing

2.No Email Marketing

3.No free plan

Pipedrive CRM Alternatives

1.EngageBay CRM

2.Hubspot CRM

3.Insightly CRM

4.Salesforce CRM

5.Zoho CRM

1What is Pipedrive?

2What are the features of Pipedrive?

2.1Lead Management

2.224/7 Customer Support

2.3Communication Tracking

2.4Easy to Book Meetings

2.5Intuitive Interface

2.6Contact Management

(Video) How does Pipedrive compare to other CRM's?

2.7Automation

2.8Email Integration.

2.10Third-party Integrations

3How Does the Pipedrive CRM Work?

4Pipedrive CRM: Pricing and Plans

6Pipedrive CRM Cons

6.12-Way Syncing

6.2No Email Marketing

6.3No free plan

(Video) Pipedrive CRM Review 2022 | Will You ‘Always Be Closing’ With This Software?

7Pipedrive CRM Alternatives

7.1EngageBay CRM

7.2Hubspot CRM

7.3Insightly CRM

7.4Salesforce CRM

7.5Zoho CRM

8Conclusion

What is Pipedrive?

Many small and medium-sized businesses utilize Pipedrive, a straightforward yet capable CRM and sales pipeline management program, on a global scale. You may use the system to arrange your company leads to obtain a clear picture of your sales. Further, you can concentrate on priority deals as sales experts are the core team at Pipedrive.

Pipedrive is incredibly user-friendly, and your sales staff may use a computer or a mobile device to access it. It is simple to link with Google apps like Google Calendar and Contacts. Direct sales form the basis of Pipedrive’s success. This solution is used to manage the sales pipeline for your company effectively.

What are the features of Pipedrive?

Lead Management

Based on their sales funnel and online activity progress, you may qualify and rank prospects using Pipedrive’s CRM software. To nurture and interact with new leads and keep hold of existing ones, you may build up personalized processes and customized marketing campaigns.

Additionally, you may design tailored outreach programs and categorize leads according to their acquisition source.

24/7 Customer Support

Employees may obtain the information they want from the chatbot without calling customer service. They may have extra time. The chatbot may also be used by businesses to offer round-the-clock customer service. It is a useful tool for the real estate sector as it enables teams to swiftly acquire data from their website about possible clients.

Communication Tracking

You can keep track of and monitor the history of your communications with your leads with Pipedrive. Additionally, it lets you know when a lead opens an email or SMS, which may help you rank leads and provide relevant material at the appropriate moment.

Pipedrive also automatically records and updates all conversations so that you may reflect on them as required.

Easy to Book Meetings

Meetings with potential clients can be scheduled using the chatbot. The ability to swiftly and easily organize appointments with potential clients makes this a useful tool for businesses.

Pipedrive enables you to create and modify your chatbot without knowing any programming. Your chatbot’s name, avatar, color, and template are all customizable. Additionally, you may add as many questions as you like and edit the answers.

You may make your own or utilize pre-made templates and questions. The chatbot may enquire about the visitor’s company through the chat window, To generate new leads with Pipedrive.

Intuitive Interface

The ease of use of Pipedrive CRM’s user interface is one of its greatest advantages. For start-ups or sales teams, an intuitive and simple design is crucial.

The platform’s easy customization is another perk. Changes can be made by teams based on their tastes and needs.

Contact Management

Users can access a central database through Pipedrive, where they may store and manage client data. Contact information, listings, past transactions, and more are available in Pipedrive.

Agents may further filter and organize your contact list by asking potential clients what they are interested in when adding a new contact.

Additionally, the contact record may add custom fields, which helps keep data relevant to your small business or sector.

Automation

Pipedrive provides several automation technologies that help expand your sales operations. Workflows, contacts, lead conversations, and notifications may all be automated to help you complete your activities more quickly.

(Video) Pipedrive Review - Is Pipedrive Worth it? Top Features, Pros and cons, Walktrough

Email Integration.

Unorganized lead and customer data can quickly cause a decline in revenue. Businesses need a mechanism to record those conversations and quickly follow up on consumer encounters.

You can keep track of all client interactions in one location, thanks to Pipedrive’s email connection capability. You won’t ever miss a chance to make a sale if you do it this way.

Analytics & Reporting.

Each CRM product has to have powerful reporting features. Pipedrive provides several personalized dashboards and reports that may provide useful information about your sales success and recommendations for development.

A single, shared dashboard allows you to set individual tasks or objectives for each sales team member.

Third-party Integrations

Utilizing Pipedrive CRM has the added benefit of interacting with other systems, a useful tool.

Zapier, Mailchimp, Google Calendar, and Slack are just a few third-party programs that Pipedrive works with. It enables you to centralize your tools and automate your sales process.

You may make triggers and actions when you combine Pipedrive with Zapier.

In Pipedrive, triggers are events that occur, such as creating a new lead. Actions are events in other programs, such as sending an email or setting up a meeting. The Android and iOS apps for Pipedrive allow you to view your sales data. On a mobile device, you may utilize Pipedrive’s web interface. The navigation of both of these applications is identical to that of the desktop version.

How Does the Pipedrive CRM Work?

As a cloud-based CRM solution, Pipedrive is accessible from any device with an internet connection and is hosted online. Additionally, it implies that no software installation or upgrades are required because Pipedrive takes care of everything for you.

Pipedrive focuses on offering the most crucial features and tools required to complete more business while being straightforward to use. The pipeline view, the primary screen, shows a list of all your transactions organized by their stage in the sales process. It generates new deals and monitors your progress toward your sales goals. Additionally, you may add or delete any columns from the pipeline view that are not important to you.

The contacts screen, the other primary screen, shows a list of every contact you have and their contact information. This information contains their name, contact information (phone, email), and any comments you have about them. The contacts tab also allows you to examine any transactions or deals that your existing connections are a part of and add new contacts.

Additionally, Pipedrive provides several tools and capabilities to aid customers in managing the sales processes. It includes setting up email reminders, building custom reports, and many other things.

Pipedrive CRM: Pricing and Plans

The plans are the following:

  1. Pipedrive CRM Essential Plan – $9.90 per user per month
  2. Pipedrive CRM Advanced Plan – $19.90 per user per month
  3. Pipedrive CRM Professional Plan – $39.90 per user per month
  4. Pipedrive CRM Enterprise Plan – $59.90 per user per month

Pipedrive CRM Pros

Simple to Use

Even for total beginners, the program is straightforward and simple to use!

Affordable

It is a service that small businesses can afford with prices that start at $18 per month per user and increase gradually.

Pipeline management

To aid in structuring your sales process, you are provided an infinite number of pipelines and properties.

Assistance

On all plans, Pipedrive CRM offers round-the-clock chat and email support.

Pipedrive CRM Cons

2-Way Syncing

Upgraded plans may sync with your email program (such as Gmail). The workaround is a little awkward.

No Email Marketing

Contrary to several other CRM solutions, Pipedrive does not offer this capability. The funnel is a top-rated software on Pipedrive Marketplace and was created exclusively for people searching for a close interface between your email marketing and CRM.

No free plan

Pipedrive does not, regrettably, provide a free plan. However, you may use the program for 14 days without charge.

Pipedrive CRM Alternatives

EngageBay CRM

Sales pipeline management, marketing automation, contact management, omnichannel marketing, and a visual workflow automation builder are some prominent features of Engagebay. Moreover, it offers project management, mobile apps, knowledge bases, and many other features.

We think trying out the program is the greatest method to determine if you’re making the proper decision. Pipedrive has a 14-day free trial, but no free package is available.

Hubspot CRM

What distinguishes Hubspot CRM as a top Pipedrive substitute? Since the software is initially free, entrepreneurs and independent contractors might consider it. Additionally, it allows sales teams to carry out their duties effectively without altering their current procedures. Small and medium-sized organizations may find the basic functionality offered by this system beneficial. Still, larger firms with more complex demands may find it lacking in depth and breadth.

The CRM platform Hubspot has several native connectors, including BigCommerce, Dropbox, SugarCRM, Microsoft Dynamics, and others. Top features include email connections, a corporate database, social media and website integration, tracking and scheduling, and templates. Additionally, HubSpot CRM is simple to use and is available for free.

Insightly CRM

Despite being simple to use, it has a significant impact. The Insightly platform is managing an increasing number of company operations. You can use it to stay in touch with all of your friends and coworkers at once. It offers simple Sales Force Automation software that allows us to manage our contacts from anywhere.

Salesforce CRM

Salesforce CRM is a comprehensive CRM platform that links businesses with their clients. It provides a 360-degree perspective of the consumer to your company’s sales, marketing, and other divisions so they may provide individualized interactions.

Depending on the roles, sectors, or types of businesses that clients are in, Salesforce CRM is tailored to meet their demands. There is the ideal Salesforce plan for you, regardless of whether you run a small firm with ten people, an expanding team, or a huge corporation.

Companies may close more transactions thanks to Salesforce CRM since they have extensive access to vital customer data. You may quickly deliver tailored communications to prospects using Salesforce CRM, increasing client retention and happiness.

Zoho CRM

Zoho CRM is an all-in-one, free company management tool that serves both major corporations and small to medium-sized organizations. It strives to streamline fundamental company activities by integrating crucial tools for lead management, sales force automation, marketing, and customer support into a single platform. It is an award-winning CRM solution.

Users may do this to quickly delegate duties, adjust workflows, eliminate repetitive chores, and improve client relations. Managers can monitor operations while on the road because of its mobile accessibility, and distant workers may easily view the status of projects. Additionally, even while they are on the go, sales team members can keep up with consumers.

Conclusion

In conclusion, Pipedrive CRM improves customer relationships with the brands. The solution with advanced capabilities, chatbots, and crisp reporting, Pipedrive CRM, helps businesses of any size. But it is an excellent CRM software for start-ups to medium-sized businesses. Its features like contact management, ease to use, reports and analytics, automation, and templates help you establish a better platform for your business. Like any other software, Pipedrive CRM has its pros and cons. If you are not interested in Pipedrive, you can also try the alternatives and choose.

Related Articles:

(Video) Pipedrive Review, Pricing and Features

Pipedrive CRM vs Agile CRM vs Salesforce: The Ultimate Comparison Guide

FAQs

What is better than Pipedrive? ›

Top Pipedrive Alternatives
  • Salesforce Sales Cloud.
  • Insightly CRM.
  • Zoho CRM.
  • Microsoft Dynamics 365.
  • Vtiger Sales CRM.
  • Sales Hub.
  • Freshsales Suite.
  • Zendesk Sell.

Can Pipedrive be used as a CRM? ›

Pipedrive is a Web-based Sales CRM.

What is Pipedrive good for? ›

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale.

What is the difference between Pipedrive and Salesforce? ›

The main differences between the two are: Pipedrive is user-friendly for beginners, whereas Salesforce is a bit more complex. Pipedrive offers CRM software, whereas Salesforce offers a range of other tools too. Pipedrive is great for simple companies, whereas Salesforce can be used to manage even complex businesses.

Can I use Pipedrive free? ›

Free 14-day trial. No credit card required.

What is Salesforce Sales Cloud? ›

What is Sales Cloud? Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day.

What is a key advantage that Pipedrive has over other CRMS? ›

Productivity-boosting features available on Pipedrive

Pipedrive was built to give managers and salespeople the time and visibility they needed to focus on growth—one of the biggest benefits of CRM. The most important productivity-enhancing aspect of this CRM software is that it encourages activity-based selling.

What businesses use Pipedrive? ›

Who uses Pipedrive?
CompanyWebsiteCountry
Finn Partners, Inc.finnpartners.comUnited States
MongoDB Incmongodb.comUnited States
Investopedia, LLCinvestopedia.comUnited States
NetSuite Incnetsuite.comUnited States
1 more row

Who owns Pipedrive? ›

Vista Equity Partners

How many people use Pipedrive? ›

We're proud to announce that over 100,000 companies now use Pipedrive. This is a huge milestone for us and it wouldn't be possible without the support of our loyal users.

Is Pipedrive secure? ›

Pipedrive CRM security policy

Pipedrive accounts are hosted in Rackspace data centers in Europe and the US by hosting providers compliant with SAS 70 type II. All information is encrypted via secure HTTPS connections and is backed up daily through Amazon Web Services.

Can you create quotes in Pipedrive? ›

When creating a Quote in Quoter, you can search for an existing Pipedrive Contact and Deal, or create new ones automatically. When a Quote is created or updated in Quoter, the Pipedrive Deal will be updated with the value of the Quote.

How do you automate emails in Pipedrive? ›

Sales Email Automation - Automatically Send Emails | Pipedrive

Does Pipedrive integrate with Salesforce? ›

Pipedrive + Salesforce Integrations

Zapier lets you send info between Pipedrive and Salesforce automatically—no code required. Triggers when an activity matches a Pipedrive filter. automatically do this! Adds an existing contact to an existing campaign.

What is the difference between Salesforce and HubSpot? ›

Both platforms deliver essential CRM functionality, including sales forecasting, email marketing and contact and lead management. Salesforce shines when it comes to customization, analytics and advanced features. HubSpot trumps Salesforce when it comes to user-friendliness and low-cost plans.

Is Pipedrive expensive? ›

Pipedrive CRM starts at $14.90 per month per user, payable annually. More feature-rich subscriptions are also available for $24.90, $49.90 and $99 per month per user, payable annually.

How many contacts can you have in Pipedrive? ›

There's another maximum limit that's hindering your growth. Your free plan only supports 10,000 contacts, forcing you to cut half of your potential prospects out of the system along with the two promising sales reps that just joined your forces.

Does Pipedrive integrate with Outlook? ›

Can you Integrate Pipedrive with Outlook? Yes, Pipedrive has gained immense popularity in recent years for a variety of reasons, one of which is the number of integrations available. So, the appropriate answer to the question would be yes, Pipedrive can be integrated with Outlook.

Is Salesforce CRM same as sales Cloud? ›

Sales Cloud is a cloud-based CRM from Salesforce. It includes tools for all the mentioned purposes and more: contact management, sales force automation, sales forecasting, and productivity.

Which Cloud is best in Salesforce? ›

Salesforce Sales Cloud is perhaps the company's most popular cloud. It automates the sales process, drives lead generation, and facilitates communication across multiple channels. Sales Cloud is used by sales reps and sales managers in both B2B and B2C segments.

Is Salesforce a CRM? ›

CRM helps unite your teams around your customers, get actionable insights from data, attract prospects, and retain loyal customers. Salesforce Customer 360 is the world's #1 CRM, and we've been hard at work building it since 1999.

Is Pipedrive Hipaa compliant? ›

With the help of a CRM solution such as Pipedrive (which is currently not HIPAA-compliant), you can take your practice to the next level by doing both at the same time.

How do you duplicate pipeline in Pipedrive? ›

In the detail view of the deal you wish to duplicate, click on the "..." button and select the "Duplicate" option found there. You will automatically be taken to the duplicate deal, which will have "(Copy)" added to the deal title field.

How do I cancel my Pipedrive subscription? ›

You can cancel a paid account by going to your Billing tab and selecting "Cancel my subscription" at the bottom right of the page. To cancel an add-on, select "Manage add-ons" and check the box to unselect the add-on you want to cancel. Clicking on "Review purchase" should confirm the change.

What industry is Pipedrive for? ›

Pipedrive is a Web-based Sales CRM.

How long has Pipedrive been around? ›

Founded in 2010 by Timo Rein, Urmas Purde, Ragnar Sass, Martin Henk and Martin Tajur, Pipedrive's main selling point has been that it's a highly intuitive sales software built by sales people for sales people. According to Pipedrive, about 95,000 companies in the world use their solutions.

Is Pipedrive a unicorn? ›

Estonian-born Pipedrive achieves unicorn status with $1.5 billion valuation. Pipedrive, a CRM platform for sales and marketing teams, has signed an agreement to receive a majority investment from Vista Equity Partners, an Austin, Texas-based VC firm – which puts the company's valuation at about $1.5 billion.

When was Pipedrive released? ›

Founded by seasoned sales professionals, Pipedrive launched in 2010. It is one of the fastest growing cloud-driven SaaS companies worldwide, having raised $80m in funding from investors including DTCP, Atomico, Insight Venture Partners, Bessemer Venture Partners, Rembrandt Venture Partners and Paua Ventures.

Does Pipedrive have dark mode? ›

The app follows the current mode of the OS. If you have dark mode enabled, then our app also enables dark mode. If you have light mode, the app will be in light mode.

What does HubSpot do exactly? ›

HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place. Our crafted, not cobbled solution helps teams grow with tools that are powerful alone, but better together.

What is a CRM application? ›

CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and nurture relationships with their leads and clients. A CRM replaces the multitude of spreadsheets, databases and apps that many businesses patch together to track client data.

Is Pipedrive a database? ›

Each company's data in Pipedrive is stored in a separate database. This avoids any risk of unwanted leaks into another company's database. The Pipedrive application employs only secure HTTPS connections, where all information is encrypted.

What is Pipedrive email? ›

Description. Pipedrive's email integration allows users to work with their emails right inside Pipedrive. Pipedrive has two different solutions for email integration: Smart Email BCC and the Sales Inbox. Smart Email BCC is available on all plans, while the Sales Inbox is available on Advanced and Professional.

How do you automate a quote? ›

How to automate sales quoting process?
  1. Use templates to create sales quotes and estimates. You can use Word and Excel templates to create standardized documents, including sales quotes. ...
  2. Use forms to automate sales quote creation. ...
  3. Generate sales quotes for every order placed in your CRM or online store.

Does zoom integrate with Pipedrive? ›

The seamless Zoom integration for Pipedrive, together with our calendar sync, creates an effortless setup for remote selling. When scheduling or editing an activity in Pipedrive, select the option to add a video call in the activity.

What type of system is CRM? ›

What is CRM software? Customer relationship management (CRM) software is a tool you can use to store and manage data about your customers. Contact information, purchase history, logged service issues, open enquires, sales opportunities, and even marketing campaigns can be managed with CRM.

What is internal CRM? ›

1. A business theory advocating the application of CRM principles within business organisations among various functional departments.

What CRM means? ›

Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

How do I sync my Pipedrive with Google Calendar? ›

Once you have connected your Pipedrive account with your Google account, you can sync your account with Google Calendar: Go to Settings > Customize > Personal > Connections > Google Calendar. Enable Google Calendar Sync to sync Pipedrive with Google Calendar.

How do you join a Pipedrive meeting? ›

The Zoom integration makes it easy for you to join your Zoom calls without leaving the Pipedrive app. To join the Zoom meeting at the scheduled time, click on “Join Meeting” in the detail view of any linked deal or person.

What is Zoom app marketplace? ›

The Zoom Marketplace helps you find apps that can integrate with Zoom to enhance your experience using the software. Users can search for different categories of apps and install them from the marketplace website.

What are the 3 types of CRM? ›

The three types of CRM systems are operational, analytical and collaborative.

What is the most commonly used CRM? ›

The top three most popular CRM platforms on the market are Zoho, Freshsales and HubSpot. All of these offer their own strengths and weaknesses, which are discussed at length below, but the main reasons are low cost, a wide array of features, and simplistic interfaces for easy usability.

Which is the best CRM software? ›

The best CRM software
  • Zoho CRM for scaling a business.
  • Salesforce Sales Cloud for customizability.
  • Bitrix24 for multi-channel communication.
  • Pipedrive for being easy-to-use.
  • Ontraport for automating online transactions.
  • Nimble for customer prospecting.
  • Nutshell for managing a sales team.
  • Apptivo for business management.

What is CRM or ERP? ›

CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software are powerful tools for a business or enterprise to use. CRM handles the sales, marketing, and customer service information.

Is Salesforce a CRM? ›

CRM helps unite your teams around your customers, get actionable insights from data, attract prospects, and retain loyal customers. Salesforce Customer 360 is the world's #1 CRM, and we've been hard at work building it since 1999.

Is CRM internal or external? ›

What is CRM? 'Customer relationship management' ('CRM'), refers to the tech and processes that a company uses to manage its relationships, both internally and externally. These can be anything from email subscribers, sales leads and customers, to advocates and employees.

Is CRM a software? ›

CRM software (customer relationship management software) is a tool that's designed to help your organization offer your customers a unique and seamless experience, as well as build better relationships by providing a complete picture of all customer interactions, keeping track of your sales, organizing and prioritizing ...

Is mailchimp a CRM? ›

Is Mailchimp a CRM? Mailchimp offers all the CRM tools small business marketers need, allowing them to aggregate, organize, and manage audience data in one place. In fact, many Mailchimp customers already use the platform as their CRM.

Why is CRM needed? ›

A CRM can sort, analyze, and prioritize your sales leads so that your sales team can focus on the opportunities that are likely to close and provide accurate answers to customers—quickly and efficiently—and your customer service team has the information they need for upselling and cross-selling.

Videos

1. Pipedrive CRM Review 2021
(blungo)
2. The 5 BEST Features Of Pipedrive CRM
(Daniel Disney)
3. Creatio CRM Review - Top Features, Pros & Cons, and Alternatives
(TechnologyAdvice)
4. CRM Comparison: Hubspot vs Pipedrive vs Salesforce
(TrustRadius)
5. A Quick Demo of Pipedrive CRM - The All-in-One Sales Platform for Growing Revenue
(Pipedrive)
6. Pipedrive Review - Sales CRM Tool
(Keep Productive )

Top Articles

Latest Posts

Article information

Author: Geoffrey Lueilwitz

Last Updated: 01/19/2023

Views: 5639

Rating: 5 / 5 (80 voted)

Reviews: 95% of readers found this page helpful

Author information

Name: Geoffrey Lueilwitz

Birthday: 1997-03-23

Address: 74183 Thomas Course, Port Micheal, OK 55446-1529

Phone: +13408645881558

Job: Global Representative

Hobby: Sailing, Vehicle restoration, Rowing, Ghost hunting, Scrapbooking, Rugby, Board sports

Introduction: My name is Geoffrey Lueilwitz, I am a zealous, encouraging, sparkling, enchanting, graceful, faithful, nice person who loves writing and wants to share my knowledge and understanding with you.