Pipedrive is a cloud-based software as a service company that provides sales CRM software. The company employs over 1,000 people across eight offices in the US and Europe. Pipedrive provides users with web applications and mobile applications that help them manage their sales pipeline and prospect leads. It is easy to implement and has a wide variety of integrations.
Pipedrive also offers a marketplace with more than 100 third-party applications that can integrate with the software. This means that you can access all of your favorite applications in one convenient location. Each application is listed with its description and screenshot. Some of the most popular applications include Leadfeeder, Pipechimp, Kixie, and Pipedrive.
Pipedrive’s smart documents feature helps agents create a quote or proposal quickly. The system populates the form with the customer’s contact details and product details, so agents spend less time on tedious administrative tasks. In addition, they can receive notifications when a customer opens one of their documents. This helps them decide when to contact the customer.
Another useful Pipedrive feature is the Task Manager. This feature allows you to manage tasks and track their progress. You can assign tasks to other team members or yourself. Pipedrive also lets you sync your entire to-do list with your Google calendar. This allows you to keep track of your projects with ease and ensure that everyone has the right tasks.
Pipedrive CRM also includes Web Forms. These forms can be added to your website or a newsletter and contain custom text. You can also customize the Web Forms with single and multiple-option fields.
You can use Pipedrive to keep track of all your sales activity by automating your marketing and sales workflows. It allows you to set prices and compare competitor prices, and it gives your team the data it needs to make informed decisions. You can use it on your desktop and mobile devices to stay on top of your sales activity.
Pipedrive offers three pricing plans to suit the needs of different types of businesses. There is the free basic plan for one user, the standard plan for two users, and the micro plan, which is just $99 per month. The prices are flexible and can be adjusted depending on the number of users you have. You can also choose a plan for unlimited users, which is perfect for small businesses.
All plans come with different levels of support. You can also get phone support or schedule a call with the support team. Enterprise plans also come with an onboarding implementation program, which includes an in-depth set-up process. You can choose one of these plans, based on the number of users and data transfer you need.
Pipedrive is a CRM tool that offers a wide variety of features. It can help you track and analyze data in real time. It also includes deals and activities reports, which can help you measure how much revenue you’re making per deal. You can also customize reports and share them with your team. Another powerful feature is sales forecasting, which uses data from previous campaigns to predict future revenues. This can be helpful for planning new products and making budgets.
Users generally rate Pipedrive favorably and are impressed by its intuitive interface. The platform comes with an example sales funnel, which is fully customizable. It also offers advanced features like email sync, one-click calling, and templated email automation. You can also customize each phase according to your industry and business. This way, you can make sure that all activities are aligned with your sales agenda.
Pipedrive Integrations allow users to connect various tools and apps directly to Pipedrive. This helps users to manage their texts and messages without wasting time figuring out which tool to integrate. For example, the Pipedrive WhatsApp integration allows users to send text messages to specific groups or their entire list of sales contacts. The feature also allows users to reply to new messages through Pipedrive. This way, users can offer support and sales promotions to existing and potential customers via messaging.
Mailchimp integrations with popular CRMs can be a huge help for your email marketing campaign. By connecting Mailchimp and Salesforce, you’ll be able to sync contacts from both platforms. Mailchimp also allows you to send subscriber activity back to Salesforce, including Notes and Attachments. This helps sales representatives to better understand their customers’ interests and respond accordingly.
There are over 50 different integrations available for Pipedrive. It’s a good idea to research each one to see what functionality it offers. Once you have found the integrations that will benefit you the most, you can easily add or remove them to streamline your workflow. Pipedrive’s support team is available to answer any questions you may have about each integration.
If you’re a business owner, you can also integrate Pipedrive with other CRM systems. A free option is Google Meetings, which makes it easier to schedule meetings and keep track of customer information. In addition, Xero is a cloud-based accounting solution that helps businesses manage a variety of functions. Its Pipedrive Integration eliminates the need to email your accountant and toggle between applications. It also helps you create invoices with ease and connect your Xero contacts with Pipedrive. Paid versions of Xero are available starting at $11/month.
Pipedrive also has integrations for Microsoft Teams and Slack. For example, Pipedrive users can schedule meetings in Teams and let their leads know about them. They can also initiate video calls. However, this feature may not be available with lower-tier Pipedrive plans.
There are several different ways to contact Pipedrive customer support, including phone and email. Customers can also connect with the company through social media and apps. In addition, customers can use the live chat feature to get help. Note, however, that you must be an account holder to use this feature. Pipedrive also offers self-service apps that allow you to manage your sales pipeline and access information.
Pipedrive offers a free trial of its software. If you find that you need more features, you can subscribe to a paid account. To do this, you will need to enter your billing information. If you cancel in the middle of the month, you will be able to use the software until the next billing period begins. However, you will not be able to receive a refund if you cancel during this time.
Pipedrive offers an extensive range of integrations, including MailChimp, Trello, Yesware, and Google Apps. However, there are some shortcomings. In addition to not being natively integrated with sales software, Pipedrive lacks support for some of the most popular sales platforms. However, this does not mean that you should avoid Pipedrive because of the limited number of integrations.
Pipedrive is easy to set up and use. Its pricing is affordable, and it has 24/7 customer support. Moreover, it allows you to set up pipelines without diverting your time from building relationships with your clients. Lastly, it has a very visual interface. This means that even those who are new to CRMs can start using the software within minutes.