Sales teams created Pipedrive software, a customer relationship management (CRM) solution. This CRM’s primary focus is sales pipelines, as the name suggests. Despite the lack of a free plan, Pipedrive software is still a viable choice for small businesses because it is affordable and easy to use. Continue reading for additional information, a comparison of Pipedrive’s competitors, apps, and features with Hubspot, and more.
Pipedrive Software
Small firms can customize their CRM with Pipedrive. One of the top CRM solutions for small firms looking to manage sales leads is this one. The CRM helps sales teams track leads effectively and boost revenues by documenting crucial contacts and feedback as the sales lead progresses through the sales process. However, cheaper plans have a lot of limitations, so if you’re willing to pay for a high-tier plan, you’ll get the most for your money.
How Pipedrive Software Works
Generally, as part of the sales process, Pipedrive software automates many of the steps that a salesperson must take to successfully move a lead through the sales cycle. The individualized advice that gives the sales team an advantage in performance is one element that sales managers might value. The open API that enables Pipedrive software to link to other team-wide applications is also well-liked by managers. This makes the system specifically tailored to your needs.
The easy style and optional field completion that Pipedrive software offers are standout features that help you quickly process incoming leads. You can fully customize the platform to fit the specific workflows used by your organization. Those who wish to try it out can do so with a 14-day free trial that doesn’t require a credit card.
Pros
- Plans start at $14.90 per month for a reasonable price
- Endlessly adaptable sales pipelines
- For all plans, a sales assistant powered by machine learning
- Access to APIs for complete customization
- Automation of work processes for most planning
- High-tier plans provide a contact information autofill capability.
- Most options include an integrated phone system.
Cons
- No free offer
- Most designs have few custom fields and reports
- Only the highest tier receives phone help.
Is Pipedrive Right for Me?
Pipedrive software is affordable and easy to use if your firm merely needs to streamline sales funnels. You’ll need a dev team and API access to build specialized features or third-party app connections for other teams, including marketing and customer support, in order to increase functionality.
Pipedrive Is Best For:
- Pipedrive is ideal for small companies with modest sales forces.
- Attempts to automate the sales process by sales teams
- Businesses seeking a cost-effective remedy
Pipedrive Is Not Recommended For:
- Businesses that require a CRM outside of the sales team are not advised to use Pipedrive.
- Businesses seeking a complimentary remedy
Features of Pipedrive Software
As has already been said, Pipedrive software excels as a CRM that is sales-focused, and the features that are offered reflect this. All the way through the sales pipeline, from the initial meeting to the final transaction and beyond, contacts can be generated and tracked. Each phase of the procedure may be tailored to the requirements of specific teams, and automation helps get rid of a lot of the boring busywork that would otherwise take up employees’ time.
#1. Effortless Use
The platform is straightforward sales software that doesn’t require a lot of training. With a simple interface, it doesn’t overwhelm consumers with information when giving them a broad overview of leads. The salesman has less paperwork to complete because the platform uses AI to guide them through the process, allowing them to spend more time interacting with prospects and closing deals. To help the team concentrate its efforts on leads that will produce results, Leads might be classified as cold, warm, or hot. Pipedrive uses a drag-and-drop board in Kanban style to guide leads through the sales cycle.
#2. Customization
Contrary to the majority of CRMs, Pipedrive software lets you customize the platform to meet business demands. While a developer is required to properly leverage the customizations for the API and webhooks, they can speed up the team’s work.
#3. Chatbots
The customizable chatbot that businesses can install on their website to collect fresh leads that are immediately added to the sales funnel is one of the important features. This introduces a crucial method for businesses to obtain warm and hot leads that don’t slip through the gaps while customers browse the internet.
#4. Integrations With Third Parties
Pipedrive software is a fully functional CRM out of the box, but you can add third-party apps to make it more versatile. Over 400 third-party apps like Leadfeeder, Zoom, Calendly, and Zapier can interface with your CRM.
Pipedrive App
We’re here to break out the top Pipedrive apps now on the market amidst what seems like an infinite number of options.
#1. Asana: Best Pipedrive App For Project Management
Asana is one of the most widely used project management programs on the market, so it makes sense that it would be one of the most widely used Pipedrive integrations. You can manage, track, and organize your team’s tasks with Asana. With Pipedrive, you can automatically create new tasks as you progress through your funnel. The fact that this Asana Pipedrive integration is free is the best part!
#2. Zoom: Best Pipedrive App For Online Meetings
Because of the pandemic, Zoom calls are a part of how we conduct business nowadays. Since many sales calls take place in Zoom meetings, having Pipedrive integration is a fantastic added feature! You can invite your colleagues and clients straight to Zoom calls using Pipedrive, which you can add to your activities. Additionally, it integrates with Pipedrive’s meeting planner, which enables you to suggest a time for scheduling meetings with your clients.
#3. Xero: Best Pipedrive App For Billing And Accounting
The popular accounting program Xero aids in managing company money. Invoices are one of the most popular applications for Xero, hence, the Pipedrive interaction with Xero is very useful. Without leaving the Pipedrive app, you can create, approve, and send invoices right from the Transactions page. Additionally, you may monitor client invoicing directly on your contract and make status updates in Pipedrive.
#4. Outplay: Best Pipedrive App For Email Marketing Automation
The Pipedrive interface with Outplay is a terrific addition because email campaigns are a crucial component of marketing, sales, and customer acquisition. This will let you effortlessly target and contact your funnel’s clients via phone calls, emails, SMS messages, and even LinkedIn, no matter where they are.
#5. Zapier: Best Pipedrive App For Automation
You can complete your recurring activities with Zapier in a flash! It uses “If, Then” logic to construct automation. The best thing is that you can connect Pipedrive with several apps and integrations using only Zapier as a result of this automation when you integrate Pipedrive with Zapier.
Pipedrive Competitors
Here are the top six Pipedrive alternatives and competitors to take into account:
#1. Zoho CRM
Zoho CRM, an omnichannel cloud-based CRM for managing sales and marketing, and one of the top Pipedrive competitors provides an effective sales pipeline tool. It excels in drip campaigns, social media engagement, and lead creation across numerous channels, making it our #1 marketing software. Despite having a potent combination of sales and marketing functions, Zoho CRM has a challenging user interface when compared to competing programs. Try Freshsales, which won in this category and combines with Freshmarketer for multichannel interaction, for a more user-friendly CRM.
#2. HubSpot CRM
Our top-rated free CRM, HubSpot CRM, is one of the most feature-rich free forever plans. In order to send them tailored emails, you must manage your contacts, keep tabs on where they stand in the transaction process, and segment your lists. Upgrade after that to access more sophisticated sales tools, including automation, multiple pipelines, and sales analytics. Despite providing a fantastic free platform, HubSpot’s upgrades can become prohibitively expensive, especially for smaller teams that require the tools included in higher tiers. Check out Zoho CRM if you’re looking for a Pipedrive competitor with more economical yet capable subscription tiers.
#3. Salesforce Sales Cloud
Salesforce Sales Cloud, a customizable platform and a Pipedrive competitor helps B2B enterprises and sales teams manage complex sales processes. Utilize its Chatter tool to collaborate with your team, with other departments, or with vendors. Manage your sales processes and customize your team’s milestones using its feature-rich pipelines. Using its reports and dashboards, you can then track your revenue goals or key performance indicators and communicate real-time sales information.
#4. EngageBay
Top Pipedrive competitor and a contact management tool EngageBay provides a 360-degree picture of your prospects and customers. Utilize its all-inclusive package to compile comprehensive profiles of your contacts based on their contact details, social media presences, lead ratings, and more. Then, use this information to organize a sales pitch or follow-up activities for them and communicate real-time changes with your sales staff so you can jointly develop more specialized strategies.EngageBay provides an all-in-one sales, marketing, and customer service solution, but to access basic automation, you must upgrade to a higher tier.
#5. Monday.com’s
Monday.com’s Monday Sales CRM is an easy-to-use CRM program that keeps track of your deals, leads, and projects with the use of vibrant Kanban boards and customization capabilities. Organize your projects, clients, and workflows by utilizing its limitless pipelines and graphic dashboards to keep track of your sales cycle. After that, integrate with Monday.com’s work management platform to access sophisticated project management features like milestones, resource allocation, and portfolio management. Although Monday Sales CRM is a fantastic competitor to Pipedrive for project management and sales, it only offers a small amount of workflow automation.
Pipedrive vs Hubspot
HubSpot and Pipedrive differ in a few significant ways. Both of these CRMs for tracking contacts and sales pipelines are user-friendly. Popular customer relationship management (CRM) software platforms HubSpot and Pipedrive are renowned for their cutting-edge automation features, cutting-edge AI capabilities, and a broad range of integration options. HubSpot and Pipedrive are straightforward to install and use. Both provide easy-to-use dashboards with sales funnel data. Also, HubSpot is renowned for its all-encompassing sales, marketing, and service functionality and freemium alternatives. But Pipedrive stands out as an effective deal management tool that enables expanding sales teams to succeed.
When contrasting Pipedrive with HubSpot, consider your company’s needs and main use cases first:
- If you require a highly user-friendly CRM for use in sales, marketing, and customer support operations, HubSpot is a better choice.
- Pipedrive is a fantastic option for expanding teams to manage leads and transactions for challenging sales processes.
Both Pipedrive and HubSpot are good CRMs for managing contacts and sales pipeline leads. Both CRMs are easy to use, making it simple to track engagement activities and examine lead behavior.
Can I Make Calls From Pipedrive?
Making calls directly from your CRM aids in keeping your salespeople’s lead pipelines full. With Pipedrive’s web-to-mobile calling capability, you may call any number in your contacts list immediately from your mobile device.
Is Pipedrive a Database?
The data in Pipedrive is kept in a separate database for each business. This reduces the chance of unintended data leaks into the databases of other businesses. The Pipedrive application exclusively makes use of encrypted HTTPS connections, which are secure.
Is Pipedrive Easy to Learn?
Users may easily get started and soon become proficient with Pipedrive’s platform because of its user-friendly, intuitive design.
Can Pipedrive Send Email?
You can, indeed. Take advantage of the ease of creating and sending emails straight from your Deals and Contact Detail views in Pipedrive. All of your customer communications are logically arranged and readily available since your sent and received emails are connected and displayed in deal and contact detail views.
What Can You Automate With Pipedrive?
The features of Pipedrive Automation are as follows:
- Automate your sales tasks. By automating routine sales tasks, you may increase the efficiency of your salespeople.
- Emails are automatically sent. Send out tailored and automated emails to consumers and prospects.
- Plan your automation procedures.
- Establish sales workflows.
Which Country Made Pipedrive?
2010 saw the start of Pipedrive in a garage in Estonia. Our co-founders were salespeople with a need for a CRM tool that went beyond what the available software could provide. They, therefore, created a user-friendly, visual sales platform to enable users to streamline their procedures and accomplish more. They have since developed into a global unicorn.
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