Pipedrive Review for 2022

PipedrivePipedrive is online sales CRM and pipeline management software designed for sales professionals to help them sell more. It is intuitive and customizable for a variety of businesses and use cases. Pipedrive helps users prioritize current and prospective business easily with visual pipelines, then focus on the next actions to take. Productivity tools such as task automation, email and communications, insights and reports, and integrations provide users a simple-to-setup, easy-to-use, and scalable solution.

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Pipedrive Review: Features and Strengths

Sales CRM

Pipedrive includes visual pipelines, colored cues, custom fields, and an intuitive design with drag-and-drop interface. Users visualize the sales process and move deals through their pipelines until won. Users can add deals, values, win probabilities, and expected close dates.

They can also organize and track the pipeline stages, customize the stages to suit the sales cycle, create team pipelines, and filter results. Other features include mobile apps, recurring revenue, lead generation chatbot, automation, AI, visual reports, pipeline metrics, custom dashboards, internal chat integration, task management, invoicing and billing, and lead qualification, among others.

Email Marketing

Users can create seamless workflows with its email builder, email analytics, and email segmentation combined with the CRM. Campaigns by Pipedrive is intuitive and simple, with drag and drop elements. Users can choose free and ready-to-use professional templates, import existing HTML templates, create email from scratch, or modify an existing one.

Built-in filters such as subscription status, email bounce reason, send date, or unsubscribe date can help users segment recipient lists. Email analytics provide data to measure campaign success and optimize email flow.

Integrations

Pipedrive has a marketplace that lets users connect the CRM software to hundreds of apps, services, and tools in a few clicks. Users can choose from a collection of free apps like Google Meet, apps with interactive features like Zapier, apps for remote work, messaging app extensions, or integrations built by Pipedrive. Categories range from accounting and invoicing, analytics to video call solutions, and web forms and surveys.

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Pipedrive Pricing

Pipedrive offers several plans that users can pay monthly or annually.

All plans include more than 250 apps and integrations, 24/7 email and chat support, and access to a help center with dedicated resources such as Knowledge Base, Community, and Academy. A free 14-day trial is available for all plans, as well as premium add-ons like LeadBooster, Web Visitor, Campaigns, and Smart Docs.

Essential: $12.50 /user/month billed annually

The Essential plan includes features for lead, deal, calendar, and pipeline management. It also comes with simple data import and customization.

Advanced: $24.90 /user/month billed annually

The Advanced plan includes all features in Essential plus email sync with templates and scheduling, group emailing, open and click tracking, and a workflow builder with triggered automations.

Professional: $49.90 /user/month billed annually

The Professional plan includes one-click calling and call tracking. In addition to features from Pipedrive’s Advanced plan, users can also create, manage, and electronically sign documents and contracts. The software can generate revenue projections and forecasts, with enhanced custom reporting.

Enterprise: $74.90 /user/month billed annually

The Enterprise plan includes all features from previous plans, including unlimited user permission and visibility settings, additional security preferences, implementation program and phone support, and no feature-usage limits.

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Who Uses Pipedrive?

Pipedrive is the used by businesses of all sizes, including small businesses in IT, marketing and advertising, software, financial services, real estate, insurance, higher education, and nonprofits across the globe. Customers include Forge, Let’s Do It World, Air Tutors, Leni Leon & die Luchse, Sober in the Country, Testlio, Group Benefit Solutions, and Picked Group Ltd.

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Pipedrive Supported Languages

Pipedrive supports English (US), English (UK), Dutch, Estonian, Finnish, French, German, Indonesian, Italian, Japanese (日本語), Korean (한국어), Latvian, Norweigian, Polish, Portuguese, Russian, Spanish (España), Spanish (América Latina), Swedish, Turkish, and Chinese (繁體中文).

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Case Studies

Angela Koukoulas works at a nonprofit education organization based in Charlottesville, VA. It helps students find internships in tech companies by providing affordable training needed before starting their placement. As a student-run organization, it needed a centralized sales database updated without losing data when students leave the org. It also needed to streamline several menial manual processes. In using Pipedrive, the organization now has a central database with all the data available for those who need it. Email integration, email tracking, and sales pipeline all helped to save time as well.

Hunter Shelburne is the Director of Partnerships for an online tutoring company with headquarters in Los Angeles. At the start with only a few local contacts, the company tracked partners using phones and spreadsheets. When schools experienced lockdowns, managing tens of thousands of contacts across the US to support individual families and schools became challenging. Pipedrive’s pipeline management, integrations, and 24/7 support enabled the company’s sales reps to access data as needed from a central hub displayed in a clear pipeline view. And its customer service provides valuable technical support as needed.

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Why Choose Pipedrive?

Pipedrive is an intuitive and flexible CRM system that allows sales professionals to quickly utilize the software and customize it according to their needs. It is highly visual, feature-rich, smart, and comes with built-in analytics to provide relevant information for better decision-making. It is also scalable to various team sizes and growth stages so companies pay only for the seats and features they need.

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Company Info

Pipedrive is a privately held software company based in New York City, with offices in St. Petersburg, FL, London, Dublin, Lisbon, Berlin, Czechia, Talinn, Tartu, and Riga. It was founded in 2010 by sales professionals Timo Rein, Urmas Purde, Martin Henk, Ragnar Sass, and Martin Tajur with a mission to create a CRM software that caters to the needs of salespeople. In 2020, global investment firm Vista Equity Partners made a majority investment in the company, and together with existing minority investors and the Pipedrive team, they aim to accelerate the company’s growth.

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Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.