Pipedrive is our choice for the best CRM for sales automation. Its built-in customizability and flexibility streamline the sales process, helping representatives and managers close deals. It also boasts a robust integrated email client and email marketing platform.
Selling can be complicated and challenging. Luckily, Pipedrive CRM provides an extensive range of targeted features that automate and simplify the sales process, giving representatives more time to prospect and close deals. Sales managers gain a clearer view of their team’s progress as well as individual rep performance. Pipedrive’s customizability helps managers and reps create sales workflow automations to handle multiple deals at various stages with ease. Additionally, Pipedrive’s powerful integrated email marketing platform helps sales departments generate more leads.
9.4 / 10
Unlike other customer relationship management (CRM) platforms we reviewed, Pipedrive was designed for sales automation. It’s an intuitive, cost-effective and scalable solution that helps sales teams sell more and sales managers run their teams better.
Sales reps and managers face pressure and a heavy workload. The average sales process — from initial contact to closing a deal — is complex and multifaceted. Reps often have 50 or more deals at various stages simultaneously. Managing it all is challenging, but the stakes are high as poor follow-through can make deals go cold. Pipedrive understands sales complexities. Its platform seems to have been built on the backs of its creators’ past pains and frustrations.
We appreciate how well Pipedrive automates processes to move prospects along the sales pipeline faster. Its intelligent reminders and notifications keep salespeople on task. Pipedrive is also great for managers, giving them real-time visibility into every deal and stage.
Pipedrive’s powerful email marketing platform is another standout feature, on par with many of the best email marketing services. Use plug-ins to turn Pipedrive into a power dialer and a short message service (SMS) broadcaster — tools your marketing team can also use.
Pipedrive does less than other CRMs, but that’s intentional. The platform concentrates on the needs of its core audience, creating a great service that delivers. For all these reasons and more, Pipedrive is our choice for the best CRM for sales automation.
Pipedrive’s dashboards can display recurring revenue growth. Source: Pipedrive
Pipedrive is one of the best CRMs for generating sales leads and managing the sales process. Sales managers can view every rep’s pipeline for more accurate forecasting and reporting — and intervene if necessary.
We were impressed by Pipedrive’s user interface (UI). The design is minimalist, the controls are intuitive and the layout is uncluttered. Pipedrive’s interface is one of the easiest to use of all the CRMs we reviewed. Here are a few of our favorite ease-of-use elements:
Pipedrive allows users up to 25 widgets on their personal dashboards. Source: Pipedrive
Pipedrive is a focused CRM that aims to improve sales team performance. Here are seven standout CRM features in Pipedrive that impressed us.
We like that reps can create sales workflow automations easily — actions triggered as deals move from one stage to the next. Users get access to 36 prebuilt, customizable automations. Sharing customized workflows is easy, so colleagues can use them in their pipelines. Creating a new automation is straightforward via a form or a drag-and-drop interface. (The process for creating automations is similar to monday CRM’s functionality. Read more in our monday CRM review and monday comparison.)
Automation examples include the following:
We were particularly impressed by Pipedrive’s Smart Contact data functionality. With a click, Pipedrive will search the internet for information on a prospect on sites like LinkedIn and populate its record. This could save valuable time if you regularly receive inquiries from small and medium-sized businesses (SMBs) when selling to enterprise-level companies.
We also like Pipedrive’s Configure, Price, Quote (CPQ) feature —something you’d normally expect only on enterprise-level CRMs like Salesforce. (Read our review of Salesforce to learn about this powerful tool with enterprise resource planning capabilities.) Pipedrive’s CPQ functionality comes via third-party apps (specifically Gleanquote and MobileForce). The CPQ works off the back of product catalogs you build in Pipedrive, pulling in all the necessary information to ensure complex quotes are accurate and build in the required profit margin.
Pipedrive’s customizable automations help manage the sale process. Source: Pipedrive
We really like Pipedrive’s integrated email client and email marketing platform, which incurs a small additional monthly charge.
The email marketing platform has a drag-and-drop editor and a large template selection. You can save all your own designs as templates for later use. As you’d expect, it integrates perfectly with Pipedrive’s customer tracking and data management features. Send out campaigns from your own domain (or standby domain) for added legitimacy.
We like how easy it is to use the platform’s email analytics tool. It shows you standard metrics like email open rates and successful lead conversion rates and displays the names of recipients who interact with your emails. Pipedrive remembers the campaigns you send, and you can run historical analyses to check long-term engagement and conversion trends.
You can also use apps to build omnichannel communication into Pipedrive. Connect to SMS messages with apps like Textedly and WhatsApp (via Twilio) and add voice-over-internet-protocol functionality via providers, such as Aircall, JustCall and Ringover.
Note that integration levels vary by app. Some may enrich contact records automatically while others don’t. Assess an app’s full functionality before committing.
Pipedrive’s tracked emails feature helps you assess if someone opened or clicked on your email. Source: Pipedrive
We like that you can use Pipedrive to fill your sales funnel. Here are some impressive lead-generation tools:
Pipedrive’s LeadBooster add-on provides 10 free monthly credits for Prospector, a database with over 400 million business contacts. Source: Pipedrive
We like Pipedrive’s AI-powered Sales Assistant tool. Pipedrive’s AI implementation isn’t as advanced as some other CRM platforms we reviewed. Still, the Sales Assistant gives your reps tips on automating workflows and deal prioritization.
We appreciate that the more you use the Sales Assistant, the more it learns about your business’s sales cycle, adapting its advice and prompts accordingly.
Pipedrive’s flexible CRM software allows for extensive dashboard customization and integrations:
Pipedrive’s busy app marketplace has numerous marketing- and sales-centered integrations. Source: Pipedrive
Pipedrive shines when it comes to customer segmentation — a critical tool for sales reps. You can assign individual leads and prospects using multiple filters based on your chosen criteria, such as the products or services prospects inquired about, the deal stage, recent pipeline activity and previous deals.
We like how you can create custom market segmentation subgroups based on preprogrammed filters. This allows more granularity and supports more precise, intent-based automations. As with the rest of the Pipedrive UI, segmenting is easy, thanks to the platform’s intuitive UI and no-code capabilities.
You can segment contacts on Pipedrive according to multiple characteristics. Source: Pipedrive
Sales managers are responsible for hitting company revenue goals — a stressful task. We love that Pipedrive supports sales managers with high-level management tools. Its sales management features are among the best we’ve seen in our evaluations. Here are some examples:
Sales manager dashboards help keep tabs on deals and reps. Source: Pipedrive
Pipedrive doesn’t offer a free plan. However, you get a free 14-day trial to see if the service is right for your business.
Pipedrive’s service levels and prices are as follows. Prices reflect charges when you’re billed annually. If you prefer to pay monthly, your price will be up to 32 percent higher.
Note that higher tiers don’t necessarily provide more features; however, you get more of each feature.
In addition to the LeadBooster add-on mentioned earlier, the following extras are also available:
We appreciate that Pipedrive makes CRM implementation straightforward. Create your account, amend the pipeline stages as necessary and then upload your leads and deals from a spreadsheet or a bridging app. Customize fields for leads, filters, labels and more. After that, you’ll sync your email, calendar and contacts to Pipedrive and connect your other business software.
The process has been designed to be as user-friendly as possible and shouldn’t take more than a few hours. Power and Enterprise customers can request free help to set up and implement Pipedrive.
You can also engage with a Pipedrive partner to pay for setup and implementation help. However, unless you have very specific needs, we think businesses won’t have any trouble getting started with Pipedrive.
Pipedrive’s customer support options are on par with other CRMs we reviewed. All clients can access 24/7 live chat support. Power and Enterprise users get access to phone support; however, it’s only open from 5 a.m. to 9 p.m. Greenwich Mean Time (GMT)/Coordinated Universal Time (UTC), so users on the West Coast can only speak to a Pipedrive rep in the morning.
Pipedrive’s knowledge base is one of the best on the market. We like that it has a specific Getting Started section. Once installed, you can access many useful sections on organizing your data, integrating with third-party apps, using lead generation tools and more.
We like that the help materials are nontechnical and easy to read, often accompanied by videos and screenshots to show a process’s stages.
We also liked Pipedrive Academy — an online learning portal with courses for all user levels, including admins. Additionally, the company hosts regular webinars to help clients understand more about the platform, its pricing plans and getting the most out of specific features.
Pipedrive’s greatest strength — its hyperfocus on improving the sales process — is also its greatest weakness. It has a limited range of functions compared to other CRMs. What it does, it does very well. However, if you want a more marketing- and customer-service-orientated solution, check out our review of Zendesk, which may better suit your needs.
Additionally, to get the most out of one of Pipedrive’s most useful features — its insights and reporting functionality — you must subscribe to the Professional plan or above. This may make the service hard to afford for SMBs with restricted budgets. Likewise, if you want telephone support and are not on the Power or Enterprise plan, you’re out of luck.
When evaluating the best CRM software, we compared over a dozen top platforms’ features and functionality, including contact and deal management, customizability, data analytics and reports. Our in-depth review process included company demos, support and sales team interactions and analysis of instructional and promotional literature. We also considered pricing. When looking for the best CRM for sales automation specifically, we examined sales team optimization, app quality and availability, workflow automations and team collaboration tools. Our goal is to help you find the right CRM for your business.
Pipedrive is a CRM specifically designed for sales teams to close more deals from their available leads. It also has a restricted marketing functionality built in, which can be extended further with apps, allowing companies to generate more sales opportunities from email marketing, website forms and online chatbots.
Compared with many other CRM platforms, Pipedrive is not particularly expensive. However, it’s not the cheapest on the market, either. Its features were designed to enable better performance from sales teams and the price reflects the extra value it can add to clients’ businesses.
There are similarities between many of Pipedrive and Saleforce’s functions. However, while Salesforce attempts to be a full-suite CRM, Pipedrive’s core functionality is improving sales team performance.