Pipedrive

If you sell products or services for your website or business, it’s crucial to have a Customer Relationship Management tool (CRM) for the job.

One of the benefits of having this, primarily if your business relies heavily on sales and marketing strategies, you want to acquire specialized software to keep track of your sales activities and deals.

So what CRM tools are available that you can utilize to your advantage?

Usually, when searching for CRM software for your business or website, you might encounter options such as Zoho, Freshworks Suite, and Zendesk Sell.

Though another example of this would be Pipedrive.

If you are interested in this CRM tool for your business, This guide will review its functions, primary users, pricing plans, and three alternatives.

What Is Pipedrive?

Pipedrive is a CRM software to promote sales and manage content for your business.

It strives to create an organized system to maintain your sales activities and deals.

Typically, this is popular for business and marketing teams.

What Is Pipedrive Used For?

This CRM software keeps track of deals, leads, and sales services.

Its use is for sales-related and data information.

This is if your business or website sells products or services.

This is a favored tool to enhance your marketing strategy.

How Pipedrive Works

Pipedrive is a universal CRM tool if you want to track and record your sales thoroughly.

It efficiently documents your analytics and other information such as deals, sales, and clients.

This software isn’t just for managing your business independently; you can also work on documents with your team.

Notable Features of Pipedrive

Pipedrive enhances your business sales by providing extensive information and data.

Here, we will review several features this customer relationship management tool includes.

1. Integrations

Integration is a primary Pipedrive feature.

It allows numerous applications and services to connect with its CRM software.

They integrate services such as Gmail, Slack, Zoom, Microsoft Teams, and other applications.

This is so your documents and data information are in one place.

2. Email Marketing

Email Marketing strengthens engagement activity between you and your clients.

It easily syncs client information to keep track of it.

Several uses it provides are templates, unsubscribe or send date, subscription status, and email bounce reason.

Also, it offers email analytics.

3. CRM Sales Management

This feature’s purpose is to track and record sales and data information.

It provides custom fields, colored cues, visual pipelines, and a drag-and-drop interface.

This ensures that users can efficiently view sales and deals processing and move through their visual pipelines.

4. Analytics and Reports Overview

The analytics and reports overview allows you to produce and manage reports based on your revenue, deals, activities, and sales.

Its simplistic dashboard design allows users to navigate and review key analytics quickly.

It’s not only helpful for you alone, but can be used to create and share goals among your colleagues or teams.

5. Document Recording

Document recording is one of the features offered in Pipedrive.

The benefit of document recording is that it keeps your documents and other data accessible.

You can work on documents from your Google Drive or Onedrive with integrations.

Thanks to their straightforward dashboard, you can easily navigate the documents you need to update or review.

6. Are There Any Minimum Requirements Necessary to Use Pipedrive?

There aren’t mandatory requirements to use this CRM tool.

However, if you’re using this for your business, you must consider two factors: stable Wi-Fi and a device to work with.

Having a solid internet connection for your content and a mobile or desktop device to work on is essential.

How Much Does Pipedrive Cost?

The cost of Pipedrive depends on what type of payment plan you choose for your business.

Those payment plans include the following:

• Pricing Plan #1 Essential: This is the starter payment package.
  It features lead and deals management, 3,000 open deal limits, customizable pipelines, custom fields, and more.
  It’s essential to note that the majority of features will be limited.
• Pricing Plan #2 Advanced: This payment package offers the same features as essential.
  It also has a 10,000 open deal limit, leads inbox, deal rotting, track communications, etc.
• Pricing Plan #3 Professional: This payment package offers essential and advanced features.
  There is no limit compared to the essential plan.
• Pricing Plan #4 Enterprise: This package plan offers all unlimited features of essential, advanced, and professional.

Does Pipedrive Have an Enterprise Version Available?

Yes! Pipedrive does have an enterprise pricing plan.

What’s beneficial about this is that while it has the features from the essential, advanced, and professional package, it gives you custom-based solutions based on your business’s priorities.

The other payment plans can be pricey, so knowing if the enterprise version is the right payment package for you is essential.

1. Zoho

Zoho is one of the primary alternatives compared to Pipedrive.

It does provide several features such as sales force automation, sales enablement, analytics, and more.

However, one of the advantages it offers that Pipedrive doesn’t is its integrations with social media marketing tools.

Unfortunately, this CRM software tool doesn’t provide a free pricing plan.

2. Freshworks Suite

Freshworks Suite is another similar CRM tool you can implement for your business.

This specialized CRM software is ideal for any company that produces a lot of outbound calls.

Several of its features include cloud telephony, email integrations, sales reports, contact management, and more.

For pricing, in contrast to Zoho and Pipedrive, it offers users a free package plan.

3. Zendesk Sales

Zendesk Sales also provides similar features to its users.

Several include offline mobile tracking, robust APIs, simplistic sales dashboards, and calendar integrations.

Compared to Pipedrive, it offers a 14-day free trial for its customers.

However, compared to Pipedrive, Freshworks, and Zoho, its starter pricing plan costs slightly more.

How Does Pipedrive Differentiate Itself From Competitors?

Pipedrive differentiates itself from its competitors by providing more diverse features to customize and manage sales information for your business.

With its easy-to-navigate dashboard, you can track and manage deals without the hassle of trying to understand complex information.

Who Is Pipedrive Best For?

Pipedrive is best for experienced web developers and sales professionals.

This CRM tool specializes in structuring sales information and data so that it’s easy to navigate and review.

By simplifying data, users can work efficiently without the complexity of having to find specific information, data, or analytics.

Aside from web developers and sales professionals, large CRM-oriented businesses and even real estate agents use this.

Why Is Pipedrive Best for Sales Professionals?

Pipedrive is best for sales professionals because it provides features for them to use for their business or website.

You can implement marketing communication to increase engagement activity and overall profits.

You can reach your target customers directly by utilizing its features like email marketing, integrations, document recording, etc.

Is Pipedrive Easy to Use?

Yes! Pipedrive is easy to use.

With its simplistic dashboard design, everything is organized for the user to easily navigate and select what they would like to work on or review.

Also, if you are using other applications, with the help of its integration feature, you don’t have to concern yourself with working on more than one application.

Another contributing factor, depending on your pricing plan, they provide full-time support if you encounter any issues or have questions.

What Features Do Some Users Love?

Some of the features that users love to implement into their business or website are email marketing and document recording.

One of the reasons why email marketing users love to incorporate email marketing into their work is that it easily syncs client information to keep records.

Another contributing factor is that if they are having trouble composing their emails, they can choose between a variety of professional templates or adjust a previous one.

One of the advantages of implementing the document recording feature is that it keeps your documents and other data information organized and ready to view.

With the help of integrations, you can work on documents from your Google Drive or Onedrive.

With their simplistic dashboard, you can easily navigate the documents you need to edit or review.

This way, you don’t have to work on two separate online tools and focus on one.

What Features Do Some Users Find Frustrating?

Some of the features that users find frustrating would be its CRM sales management and integration system.

One of the reasons why users have difficulty using their CRM sales management feature is its limited custom fields and reports.

Due to the lack of these services, adding any additional data is limited.

Without unlimited CRM sales, they will be unable to record any other vital information.

The primary reason why their integration system might be considered users’ least favorite feature is because of its lack of incorporating other forms of applications.

While they integrate Gmail, Slack, Zoom, Microsoft Teams, and more, they do not provide integrations for social media.

Suppose you are using CRM software for your business or website.

In that case, it’s essential to have all forms of integration, including social media, as it increases foot traffic and overall engagement activity.

Frequently Asked Questions

Wrapping Up

So, to review, what is PipeDrive?

It is a specialized CRM software to promote sales and manage content for your business.

Its features include integrations, email marketing, CRM sales management, analytics, reports overview, and document recording.

For pricing, they have an enterprise version and a 14-day free trial.

Of course, if you are interested in similar CRM software, there is also Zoho, Freshworks Suite, and Zendesk Sell.

If you enjoyed reading this article, please leave a comment or review below!