For businesses in need of a powerful visual sales pipeline with at-a-glance information and data visualizations, Pipedrive is a great CRM solution. Its visual tools make it easy to understand each opportunity, while the drag-and-drop interface helps team members respond easily to the mission-critical tasks highlighted on the dashboard. With customizable pipelines and fields, you can optimize your existing workflow systems and improve processes across departments. With a powerful mobile app, Pipedrive also helps you engage with customers and team members on the go.
Pipedrive is easy to set up, even without a dedicated information technology staff, and its visual features are designed to enhance the efficacy of sales performance, reporting tools, automation of workflows and communication tracking. With a native messaging inbox, you can save interaction history automatically to help Pipedrive deliver valuable information about sales strategy. Pipedrive’s artificial intelligence (AI) tool picks up on key opportunities for improvement with performance recommendations and suggested tasks. The software also calculates your average conversion rate so that you know how many new leads to get and which activities to complete to meet your nearest targets. Real-time reports show if you’re on track, giving you time to adjust course, if needed, and providing timely coaching to maximize your sales strategies.
We also like how Pipedrive lets users share their automations creations with their co-workers. Rather than making sure all employees have the level of technical know-how, Pipedrive’s sharing functionality helps make sure your whole team can easily take advantage of the individually-created automations. In addition, Pipedrive recently gave sales team members the ability to to develop contingent automations, including those that vary by customer action (such as clicks or replies). For those who need support in developing automations, the template homepage and template-building wizard have been expanded and improved.
We also like how Pipedrive lets users share their automations creations with their co-workers. Rather than making sure all employees have the level of technical know-how, Pipedrive’s sharing functionality helps make sure your whole team can easily take advantage of the individually-created automations.
Pipedrive offers its customers a 14-day free trial with full access and no credit card required. At $14.90 per user, per month, when billed annually, Pipedrive’s Essential plan provides 24/7 support and over 275 integrations. The Advanced plan, priced at $27.90 per user, per month, includes additional workflow automations and email capabilities. At $49.90 per user, per month, the Professional plan features in-depth forecasting and one-click calling. Pipedrive’s most comprehensive plan, the Enterprise plan, costs $99 per user, per month, and adds unlimited feature use, user permissions and visibility settings.