10-second breakdown:
Built around a much more visually clean interface then it’s peers, Pipedrive is great for beginners and an overall excellent sales-oriented CRM solution for small to medium sized companies.
Pipedrive is used in small (0-50 employees) and medium (51-1,000 employees) companies.
The good:
This is the most visual CRM on the market. People are visual learners and you’ll be a pro at using Pipedrive within a few days of using it due to the beautiful and user-friendly interface.
Update projects and other processes right from the mobile app, a great addition for reps and marketers on the go.
There are a lot of customization options to help tailor make the interface to fit both your industry and target markets.
The bad:
Larger organizations may find the limited permission settings a liability. Permissions and other restrictions are hard to implement.
Little to no social media integration at this point makes it difficult for highly social sellers.
How it works:
For less technically-savvy people, trying to figure out a CRM application might send a chill down their spine. The entire industry doesn’t have a great reputation for user friendliness, but that’s where Pipedrive steps in. With a clean, easy to understand interface, Pipedrive is not only easy to learn but makes everyday use a breeze as well.
As you might have inferred from the name, Pipedrive’s main focus is to give you a visual pipeline you can use to track deals. Whenever you start a new pipeline, you’re greeted with a normal business pipeline. From there you can take it and run or customize it in settings if you want to tweak a few things. Moving leads through the pipeline is as easy and dragging and dropping them to their next location.
One handy feature Pipedrive packed in is their integration with ‘Web Forms,’ a streamlined method to importing web based leads. They are customizable forms you can insert into emails or your website, all of the custom text and option fields you created in Pipedrive will get re-used on the form, no need to re-invent the wheel.
Another really useful feature is the little icon that appears next to each deal in your pipeline. It will tell you if you have any scheduled activities for that deal, if you need to follow up or if you’re behind. There’s also an activity scheduler that will take all appointments or activities from Pipedrive and place them on your calendar.
If you want an overview of everything going on, there’s a ‘Statistics’ tab up top that lets you see where everyone is at in your organization. The overview shows you won and lost deals, a summary of all activities, which employee has the most ‘new deals’ and even the value of all of the deals. All of this information can be filtered as well, if you only want to see one specific pipeline or timeframe, no problem.
Pipedrive also packed in a few different reporting options to keep track of your business. There is a live dashboard that displays the status of all deals by ‘Activities’, ‘Newness’, ‘Person’, ‘Wins’ and ‘Loses.’ In the statistics tab, you’ll also find reports for any specific employee or the entire company. Just like the interface, all of the reports are clean and very easy to understand.
The only real downside to Pipedrive is the lack of customization compared to some of their competitors. Pipedrive made a conscious decision to focus only on the sales pipeline. If you’re looking for a more comprehensive CRM solution that will keep track of all of your business activities, Pipedrive might not be the right solution for you.
Pricing is as clean as Pipedrive’s user interface, there are three different plans you can choose. All three of them come with the full functionality we mentioned above as well as chat, email and phone support. The main difference is how much storage space you get per user. Pipedrive offers a 30 day, no credit card free trial and if you pay for your plan annually they’ll give you the first two months free.
First up is the ‘Silver’ plan. It comes with the full functionality and gives you 2GB per user. Silver level still has all of the native integrations and API support, but only comes with a simplified email integration that allows you to BCC yourself and Pipedrive will import the email into its database. Silver will set you back $12 per user per month.
Pipedrive’s middle child is the ‘Gold’ plan. It gives you 5GB storage per user and is mostly the same as Silver but it steps up its email offering with ‘two-way full email sync.’ Instead of just copying emails that you are BCCd on, you can seamlessly connect your email provider with Pipedrive and then send emails from within the program. If you send emails from your email provider instead, no problem all of them will still show up in Pipedrive. Gold is a little pricier at $25 per user per month.
Last but not least, Pipedrive offers the ‘Platinum’ plan. It’s identical to Gold as it offers the same two-way email integration, but they turn up the storage to 100GB per user. Platinum systems get their own dedicated hosting, and when Pipedrive rolls out their advanced security settings this plan will get it included at no additional charge. It is the most expensive plan though, coming out to $75 per user per month.
With a clean, simple interface packed with tooltips to help you along, Pipedrive is our recommendation for best CRM solution for small businesses. The usability makes it easy to set up, if you needed a CRM installed last week Pipedrive has your back!
For complete rankings of all CRM software, go here.
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