Pipedrive CRM Review

Pros, Cons, Pricing, Features & Details

What is Pipedrive CRM?

Pipedrive is a sales CRM tool designed to streamline the management of your sales pipeline, leads, and deals in one centralized location.

Pipedrive is recognized for its ability to organize and track sales processes effectively. One of its strengths is the ability to customize your sales pipeline, allowing you to visualize and manage deals through a Kanban-style dashboard. This flexibility helps you focus on the most critical leads and adjust the pipeline according to your needs, ensuring you stay on top of follow-ups. Over 100,000 teams use it.

How does Pipedrive work?

Pipedrive aims to centralize all your sales data and contact history, eliminating the need for spreadsheets and making it easier to manage your information.

You can customize the CRM with custom fields, tailoring the experience to your requirements. Pipedrive supports tracking sales conversations and tasks through its inbox feature, allowing you to connect up to five email accounts. It also integrates with your calendar and task reminders, ensuring you never miss a follow-up. The tool offers integrations with popular video conferencing services like Google Meet, Zoom, and Microsoft Teams, and it can track phone calls, bringing all your communication into one cohesive system.

Pipedrive is designed to automate much of the sales process, cutting down on administrative tasks and allowing sales reps to focus more on closing deals. You can set up automation using ready-made templates or create your own, including if-then statements and email sequences for new leads. This automation ensures that leads are automatically nurtured and introduced to your product or service as they progress through the sales funnel.

The platform also features "Sales Insights," which aims to provide forecasted revenue tracking and insights to help improve your sales strategy. You can monitor team performance by tracking activities completed, deals won, and deals in progress, offering a clear view of what each team member is working on. Pipedrive’s extensive marketplace includes over 400 integrations, allowing you to connect with various tools to enhance your sales process further.

Why is Pipedrive so good?

Pipedrive is used to help track and capture leads for sales and marketing staff. Pipedrive is praised for features like LeadBooster, which connects with your website and existing marketing tools to help capture all new leads into Pipedrive with little effort.

LeadBooster is more suitable for those who don't have ways to capture leads from their website. It produces out-of-the-box solutions to capture important leads that otherwise might be missed and communication unraveled.LeadBooster also comes at an additional add-on cost per subscription.

It wants to be the base for all communication as a funnel for potential leads and contacts you might collect in the field, at in-person events, after meetings, or in warm or cold communication with potential customers.

Typically, Pipedrive is used by small to large teams that want to handle anything from influencer campaigns to new software leads to track the success of each campaign.