Pipedrive Review 2024: Features, Pricing, Uses

In this Pipedrive Review 2024, we are going to explore one of the most loved CRM software in the market, we have gone through the CRM, and our team Geekybuzz has tested and tried it. This article is going to help to decide whether it is a good fit for your business or not.

What Is Pipedrive?

Imagine Pipedrive as your sales superhero – the friendly sidekick every team dreams of. It’s like having a virtual assistant that jumps in to help organize leads, keep tabs on deals, and build those crucial customer connections.

Picture this neat visual tool that lays out your sales journey – easy to navigate, spot opportunities, and collaborate effortlessly. Managing contacts? Pipedrive’s got it covered. Tired of repetitive tasks? Pipedrive takes care of them, freeing up your time for what matters. It’s like putting your sales on autopilot, but with a touch of that human connection we all crave.

Features Of Pipedrive:

Here is the breakdown of some of the cool and most useful features of Pipedrive.

1. Deals Made Simple:
   • Pipedrive is like your personal sales assistant. It helps you keep track of deals effortlessly – updating, organizing, and moving things along without any hassle.
2. Contacts in One Place:
   • No more contact chaos. Pipedrive is like your superhero HQ, where all the important client details hang out together. Super easy to find what you need.
3. Sales Journey, Picture-Perfect:
   • Pipedrive turns your sales adventure into a visual story. It’s like a board game where you see exactly where each deal is, making it a breeze to know what needs attention.
4. Goals Spotlight:
   • Keep your team motivated with Pipedrive’s goal tracking. It’s like putting your achievements in the spotlight – set goals, track progress, and celebrate when you hit them.
5. Task Helper, No Fuss:
   • Pipedrive takes care of the boring stuff. It’s like a virtual helper dealing with tasks, so you can focus on the exciting part – building real connections.
6. Teamwork Hangout:
   • Boost your team’s good vibes with Pipedrive’s teamwork hub. It’s like a digital hangout making communication super easy – no more teamwork struggles.
7. Reports Made Simple:
   • Pipedrive’s reports are like a cheat sheet for your sales game. It’s super easy to understand, showing everything you need to know without any confusion.
8. Sales Buddy On-the-Go:
   • Pipedrive doesn’t stay stuck at a desk – it’s your buddy wherever you go. Whether you’re working or chilling, you can manage your sales world right from your pocket.

After testing it out, Pipedrive isn’t just a tool; it’s like having a friendly sidekick on your sales journey, making everything way more simple and way more fun.

How To Use Pipedrive?

Navigating Pipedrive: A Quick Guide

Getting started with Pipedrive is a breeze. Here’s your step-by-step guide to make the most of this powerful tool:

1. Sign Up:
   • Head to the Pipedrive website and sign up. It’s a quick process – just fill in your details, and you’re on your way.
2. Set Up Your Pipeline:
   • Your pipeline is where the magic happens. Customize it to match your sales process. Add stages that represent the steps a deal goes through from start to finish.
3. Add Your Deals:
   • Start populating your pipeline with deals. Click on “Add Deal,” fill in the details, and assign it to a stage. This helps you keep track of where each deal is in the sales journey.
4. Manage Contacts:
   • Click on the “Contacts” tab to add and manage your contacts. It’s your digital Rolodex where you can store essential information about your clients and leads.
5. Task Management:
   • Use the “Activities” tab to create tasks and set reminders. Pipedrive helps you stay organized by ensuring you never miss a follow-up or important deadline.
6. Customize Your Dashboard:
   • Tailor your dashboard to display the metrics that matter most to you. Click on “Dashboard” and add widgets to track your sales performance, goals, and more.
7. Collaboration and Notifications:
   • Pipedrive keeps your team in the loop. Utilize the collaboration features to leave notes, mention team members, and ensure everyone is on the same page. Adjust your notification settings to stay informed about important updates.
8. Mobile Access:
   • Download the Pipedrive mobile app to manage your sales on the go. It’s available for both iOS and Android devices, ensuring you’re always connected.
9. Explore Integrations:
   • Pipedrive plays well with others. Check out the integrations section to connect Pipedrive with your favorite apps, streamlining your workflow.
10. Training and Resources:
    • Dive deeper into Pipedrive’s features by exploring their training resources. The Pipedrive Academy offers webinars, tutorials, and guides to enhance your mastery of the tool.

Remember, Pipedrive is designed to be intuitive, so feel free to explore and tailor it to suit your unique sales needs. Happy selling!

What Is The Price Of Pipedrive?

Embarking on the Pipedrive journey feels a lot like discovering a tailored solution for your business needs. Let’s dive into the Pipedrive plans – each offering a distinct touch to cater to businesses of various sizes.

Unveiling Pipedrive Plans:

Adding Flavor with Add-Ons:

Elevate your Pipedrive journey by adding some extra zest with these fantastic add-ons:

1. LeadBooster add-on:
   • Chatbot, Live Chat, Prospector, Web Forms, Scheduler.
   • Starting from $32.50 per company per month (billed annually) or $39 per company per month (billed monthly).
2. Web Visitors add-on:
   • Uncover the mystery behind your website visitors.
   • Starting from $41.00 per company per month (billed annually) or $49 per company per month (billed monthly).
3. Campaigns add-on:
   • Craft and send your brand’s stories through email campaigns.
   • Starting from $13.33 per company per month (billed annually) or $16 per company per month (billed monthly).
4. Smart Docs add-on:
   • Streamline your documentation process with eSignatures.
   • Starting from $32.50 per company per month (billed annually) or $39 per company per month (billed monthly).
5. Projects add-on:
   • Hit milestones faster with online project management.
   • Starting from $6.70 per user per month (billed annually) or $8 per user per month (billed monthly).

Integrations:

Pipedrive offers a huge range of integrations so that you can navigate through all your tasks seamlessly, increasing productivity and assuring you an increase in your sales.

Cons Of Pipedrive:

Pipedrive’s Potential Drawbacks

While Pipedrive offers a robust platform, it’s essential to consider a few aspects that might impact your experience:

1. Learning Curve:
   • Some users find the initial learning curve a bit steep, especially if they are new to CRM platforms. However, Pipedrive offers training resources to ease this process.
2. Customization Complexity:
   • While Pipedrive is highly customizable, some users may find the extensive options a bit intricate. Balancing flexibility with simplicity can be a consideration.
3. Integration Limitations:
   • While Pipedrive integrates with many apps, users might encounter limitations for specific niches or industry-specific tools they wish to connect.
4. Mobile App Functionality:
   • While the Pipedrive mobile app is handy, some users feel that certain advanced features available on the desktop version could be more seamlessly incorporated into the mobile experience.
5. Price Point for Smaller Teams:
   • For smaller businesses or teams on a tight budget, the pricing of Pipedrive might be considered a bit on the higher side compared to some alternative solutions.

Understanding these considerations allows users to make informed decisions based on their specific needs and preferences when considering Pipedrive as their CRM solution.

FAQ’s