Pipedrive is a sales-focused CRM that is ideal for small teams with limited tech support. Code-free integrations and built-in features like pipeline management, sales reporting and sales forecasting are all easily accessible through Pipedrive. With no contracts required and a clean UX, this CRM is simple enough to jump into using, but powerful enough to grow with your sales team.
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It has a simple, intuitive user experience and clean dashboard where customers can move elements between stages of a pipeline by dragging and dropping them. There are also good integrations and an open API. Pipedrive offers a simple, powerful CRM solution for small business.
Pricing and Terms
With Pipedrive, you can pay on a monthly or yearly basis – annual payments offer the best bang for your buck. The entry level subscription, Silver, costs $12.50 per user, per month ($15 per user if paid monthly); the second tier, Gold, costs $24.20 per user, per month ($29 per user if paid monthly); and the top tier, Platinum, rings in at $49.17 per user, per month ($59 per user if paid monthly).
There are no contracts, and you can upgrade your account at any time. One good feature Pipedrive offers on its website is a full breakdown of what features are included in which plan. Some companies we reviewed don't do this, and even muddied the details when we asked them to define what was in each plan.
Pipedrive is highly customizable and brings lots of features to the table. Here are a few standouts this CRM offers.
- Visual sales pipeline. Pipedrive is a highly visual CRM. The sales pipeline allows users to view and track communication with clients, from seeing a list of untouched contacts and contacts made to tracking proposals that have been approved or submitted.
- Reminders, notifications, alerts. Like other high-quality CRMs, Pipedrive offers users reminders, notifications, and follow-up alerts, which they can receive via email within the system or on their mobile devices. You can also directly call clients with Pipedrive's click-to-call feature.
- Templates. Email templates make the email marketing process easy within Pipedrive, and more templates are added all the time.
- Customizations. Pipedrive is highly customizable, with as many integrations available as you find with higher-priced CRMs. Additionally, the drag-and-drop interface makes it easy to change the user view and create customized workflows that reflect your sales process.
Pipedrive was very responsive when we contacted them, asking questions about the software. They quickly answered our questions and forwarded us emails about the company's offering, including pre-recorded demos and training information. Pipedrive offers extensive online training videos and other training resources so you can learn how to use the software quickly and easily.
Pipedrive has a decent reputation with the Better Business Bureau. It's not an accredited business, but it did score a B- with the company. It has 12 total complaints, with three being closed within the last year. These numbers are considerably lower compared to other companies in this category of services.
This may or may not be a drawback for your business, but Pipedrive is primarily for sales team members and lacks some of the more robust features found in other CRM solutions. For example, it is not possible to dial calls directly through Pipedrive, and there aren't comprehensive project management tools built into the software.
While you can piece together extensions and integrations to make Pipedrive more powerful, it may be best to opt for a more complex CRM if your needs cannot easily be met by this lightweight solution.
Mona Bushnell contributed to the researching, reporting and writing of this article.
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