PRO: It offers an intuitive interface and a workflow that’s deal-driven
Alternative to Insightly, Zoho CRM, Salesforce
CON: This solution doesn’t offer much for marketing automation like some of its competitors
Best for small businesses, solopreneurs, and businesses on a budget
Pipedrive is a deal-driven CRM and account management tool that can also be used throughout marketing and sales processes.
Enjoy a straightforward UI with a clean, minimalist design, which makes it easy for everyone in the office to learn how to navigate and use.
This small business CRM solution helps you visualize the sales process from start to finish, helping you stay organized and informed.
You can enter, update, and find all data from just one dashboard view while adding new deals and contracts from both the desktop and mobile versions. Simply drag and drop deals between stages to move them throughout the pipeline.
This CRM solution allows you to bring all your sales data to one place. Import Google Contacts and add any notes or files to your deals and contacts. You can even write and send emails directly from Pipedrive without switching between browser tabs or apps.
Pipedrive’s Scheduler tool streamlines the process of booking meetings by allowing you to set and share regular availability time slots with a simple link. Users that work with Microsoft Teams or Zoom can also add video calls to Scheduler invites with integrations.
One of the best features of Pipedrive is its mobile apps that allow you to access deal and contact information when you’re working on the go. With the Nearby feature, you can also see which clients are near you in case you want to pop in for a visit.
Save your call logs to specific deals and take notes on your smartphone during meetings or calls to ensure no information is lost. You can also take pictures and store them under a deal or contact for later reference.
Find out how your team is doing with Pipedrive’s reporting feature. See how many activities you’ve scheduled and completed while viewing which activities bring you the best conversions.
At a glance, you can find which deals were lost and which were won as well as which are close to the sale. With the ability to see the conversion rate of all deal stages, you can better understand when and why you and your team are losing deals.
Pipedrive pricing starts at $12.50/user/month (billed annually) for the Essential plan. All plans offer a 14-day free trial, no credit card required.
Intuitive pipeline review
Automatic follow-up functionality
Track reasons for winning or losing sale
Call, email, and contact history tracking
Reporting with customized metric-tracking
Meeting scheduler with Zoom integration
Mobile access and integrations