Features, prices, advantages and disadvantages

Pipedrive CRM is sales software that offers personalized pipeline management, activity and contact tracking, report analysis, and more. Pipedrive automations enable organizations to streamline workflows and reduce redundant sales tasks, allowing reps to focus on nurturing relationships and closing deals.

Pipedrive is a scalable solution for startups, small and medium-sized businesses, and enterprises that need a CRM. It has niche offerings for industries like auto sales, banking, and B2B. But while Pipedrive's many pricing tiers are affordable compared to industry standards, it doesn't offer a free platform for life, which could make it a deal-breaker for some.

Prices

• Free Trial: Get full access to Pipedrive for 14 days, with no credit card payment.
• Essential: $14.90 per user per month, billed annually, or $21.90 per user when billed monthly.
• Advanced: $27.90 per user per month, billed annually, or $37.90 per user when billed monthly.
• Professional: $49.90 per user per month, billed annually, or $59.90 per user when billed monthly.
• Force: $64.90 per user per month, billed annually, or $74.90 per user when billed monthly.
• Company: $99.00 per user per month, billed annually, or $119 per user when billed monthly.

Key Features of Pipedrive

Visual pipelines

Clearly see the buyer's journey through a sales process with Pipedrive's pipeline management tool (Figure A). With clear visibility into where each customer is at any given time, the potential for process bottlenecks and missed sales opportunities is reduced. This simplified feature allows full control over sales tasks and activities in even the most complex sales processes.

web chat

Engage website visitors with a combination of a chatbot and live chat tools to maximize lead generation and customer service. Design a chatbot with preset questions and answers to interact with visitors 24/7 (Figure B). Then, when sales reps are available, grant them permissions to start interacting with customers even from chatbot-initiated conversations.

Prospect evaluation

Lead qualification and scoring helps sales reps identify the leads most likely to convert to deals. Pipedrive's lead scoring software can score and categorize incoming leads based on pre-set criteria and key attributes (Figure C). With the addition of Pipedrive's channels and custom fields, the feature can help direct these high-intent leads to the right sales representative.

Communications Tracking

Pipedrive's communications tracking tool allows users to view all customer engagement from one dashboard (Figure D). Filter emails, responses, meetings and even schedule future communications. Build trust with top prospects, but monitor their intentions and strategize the best time to initiate contact.

Pros and cons of Pipedrive

Alternatives to Pipedrive

Choosing the right CRM for your organization doesn't have to be complicated, but there are some key points to think about before purchasing and implementing any CRM. Major general CRMs share many core features with Pipedrive, such as Hubspot, Insightly, and Freshsales. But the size of your company, overall sales goals, and industry needs are points to consider.

If you want a demo or longer trial period with a CRM before committing to an annual plan, or want a free lifetime option, there are other options you can consider first.

*Starting price with annual commitment.

HubSpot

HubSpot is another solid sales CRM that has AI, workflow, and contact management tools similar to Pipedrive. HubSpot offers many of these core offerings in its free CRM tier, which can support up to 2,500 users. It also offers the greatest integration capabilities with native and third-party applications compared to any of the alternatives.

SEE: Take a closer look with this side-by-side comparison of HubSpot and Pipedrive.

Insightfully

Create and convert sales pipelines with Insightly's sales CRM. Manage opportunities and automate workflows so reps can focus on high-value tasks and not redundant tasks like email reminders. Its high-performance dashboards, advanced permissions, and project management features help users scale their services and improve customer experience.

fresh sales

Freshsales offers a variety of collaboration tools to help entire teams and departments communicate and track customer and deal activity. Its task management tools and multiple dashboard views allow access to the same information, but organized specifically for each department. Freshsales' exclusive artificial intelligence tool, Freddy AI, has lead generation capabilities that can even compose emails on your behalf.

SEE: Explore this Freshsales individual product review.

Review methodology

To review Pipedrive, we use our internal scoring tool, which consists of criteria we consider most valuable when evaluating CRM software. We then compared Pipedrive to the industry standard for each criterion in that rubric. We also referenced Pipedrive's own online resources, as well as comments and ratings from real users.

The weighted criteria we use to rate Pipedrive is:

• Cost: It weighted 25% of the total score.
• Main features: It weighted 25% of the total score.
• Customizations: It weighted 15% of the total score.
• Integrations: It weighted 15% of the total score.
• Easy to use: It weighted 10% of the total score.
• Customer Support: It weighted 10% of the total score.