Pipedrive

Pipedrive Logo
Pipedrive Logo
Pipedrive is a customer relationship management (CRM) platform designed specifically for salespeople. The company was founded in 2010 by Timo Rein, Urmas Purde, Martin Henk, Ragnar Sass, and Martin Tajur, who identified a gap in the market for a sales management tool that catered to the needs of sales professionals.
Pipedrive's focus is on activity-based selling, which involves scheduling, completing, and tracking activities. The platform features visual pipelines that allow users to see where each deal stands and includes a range of smart and easy-to-use features.
Since its establishment, the company has experienced significant growth and currently boasts a workforce of over 850 employees hailing from more than 50 different nationalities. Its operations span across 10 offices situated in eight countries.
In 2020, Vista Equity Partners, a global investment firm specializing in enterprise software, data, and technology-enabled businesses, made a majority investment in Pipedrive, which will help the company continue to achieve its goal of making sales success possible and inevitable for teams everywhere.
Pipedrive is a software designed for customer relationship management (CRM) that provides various products and features to assist businesses in improving their sales and marketing management. Below are some essential features provided by Pipedrive:
  1. Sales software: Pipedrive's sales software provides an all-in-one platform for sales teams to manage their pipelines, deals, and contacts. It offers automation, customization, communication, insights, and reporting features to help streamline the sales process.
  2. Email marketing software: Pipedrive's email marketing software allows businesses to create and send customizable email campaigns with professional templates designed to get more clicks. In addition, Pipedrive offers tracking and analytics functionalities that enable businesses to assess the effectiveness of their campaigns.
  3. Marketplace integrations: Pipedrive offers integrations with over 300 tools, including Google, Xero, Asana, Slack, Kixie, and more. This allows businesses to sync their CRM with their existing tools and resources to streamline their workflow.
  4. Lead generation software: Pipedrive's LeadBooster add-on includes four powerful tools to help businesses generate more high-quality leads. These tools include chatbots, web forms, web visitors tracking, and email campaigns.
  5. Web visitor tracking: Pipedrive's Web Visitors add-on allows businesses to discover which companies are visiting their website. This can help businesses identify potential leads and target them with personalized messages.
  6. Documents and templates: Pipedrive's Smart Docs feature allows businesses to create shareable, trackable documents and templates. This can help businesses close deals more quickly and efficiently.
  7. Mobile apps: Pipedrive offers mobile apps for Android and iOS devices, allowing sales teams to access all their information from anywhere, at any time. The app also includes features such as note-taking, call tracking, scheduling, and search.
Overall, Pipedrive's features are designed to help businesses manage their sales and marketing efforts more efficiently, from lead generation to closing deals.
Sure, here is the updated pricing for Pipedrive as of April 3rd, 2023:
  1. Essential Plan: This plan costs $15 per user per month when billed monthly or $12.50 per user per month when billed annually (a 17% discount), and includes lead, deal, calendar, and pipeline management, simple data import, easy customization, 24/7 support, and over 300 integrations.
  2. Advanced Plan: This plan costs $29 per user per month when billed monthly or $24.17 per user per month when billed annually (a 17% discount), and includes all the features of the Essential Plan plus full email sync with templates and scheduling, group emailing with open and click tracking, and customizable automations with an in-depth automation builder.
  3. Professional Plan: This plan costs $59 per user per month when billed monthly or $49.17 per user per month when billed annually (a 17% discount), and includes all the features of the Advanced Plan plus document and contract management with eSign capabilities, revenue projections, forecasts, and enhanced custom reporting.
  4. Enterprise Plan: This plan is designed for larger businesses and offers customized pricing based on specific needs. It includes all the features of the Professional Plan plus unlimited user permission and visibility settings, additional and heightened security preferences, implementation program, and phone support. There are no feature usage limits with this plan.
All Pipedrive plans come with a 14-day free trial and the option to cancel at any time. Non-profit organizations and educational institutions are also eligible for discounts.
Pipedrive can be used in outsourcing and for virtual assistants to manage sales and customer relationships efficiently. Here are some tasks that virtual assistants can do using Pipedrive:
  1. Lead generation: Virtual assistants can use Pipedrive's LeadBooster add-on to generate more high-quality leads for the business by creating chatbots, web forms, web visitors tracking, and email campaigns.
  2. Sales pipeline management: Virtual assistants can use Pipedrive's visual pipelines to manage sales pipelines effectively by tracking deals, contacts, and activities. They can also customize the pipeline and set up automation to streamline the sales process.
  3. Customer relationship management: Virtual assistants can use Pipedrive's contact management features to maintain and update customer information, including email addresses, phone numbers, and social media profiles.
  4. Email marketing: Virtual assistants can use Pipedrive's email marketing software to create and send customized email campaigns with professional templates, as well as track and analyze the effectiveness of the campaigns.
  5. Document and contract management: Virtual assistants can use Pipedrive's Smart Docs feature to create, share, and track documents and templates, helping to close deals more efficiently.
  6. Analytics and reporting: Virtual assistants can use Pipedrive's reporting and insights features to track sales performance, identify areas for improvement, and generate reports for stakeholders.
Overall, Pipedrive provides a range of tools and features that can help virtual assistants and businesses manage their sales and marketing efforts more efficiently. With its user-friendly interface and affordable pricing, Pipedrive is an excellent choice for businesses of all sizes looking to streamline their sales processes and improve customer relationships.

About Pipedrive

Pipedrive is a customer relationship management (CRM) platform designed specifically for salespeople. The company was founded in 2010 by Timo Rein, Urmas Purde, Martin Henk, Ragnar Sass, and Martin Tajur, who identified a gap in the market for a sales management tool that catered to the needs of sales professionals.
Pipedrive’s focus is on activity-based selling, which involves scheduling, completing, and tracking activities. The platform features visual pipelines that allow users to see where each deal stands and includes a range of smart and easy-to-use features.
Since its establishment, the company has experienced significant growth and currently boasts a workforce of over 850 employees hailing from more than 50 different nationalities. Its operations span across 10 offices situated in eight countries.
In 2020, Vista Equity Partners, a global investment firm specializing in enterprise software, data, and technology-enabled businesses, made a majority investment in Pipedrive, which will help the company continue to achieve its goal of making sales success possible and inevitable for teams everywhere.

Pipedrive Features

Pipedrive is a software designed for customer relationship management (CRM) that provides various products and features to assist businesses in improving their sales and marketing management. Below are some essential features provided by Pipedrive:
  1. Sales software: Pipedrive’s sales software provides an all-in-one platform for sales teams to manage their pipelines, deals, and contacts. It offers automation, customization, communication, insights, and reporting features to help streamline the sales process.
  2. Email marketing software: Pipedrive’s email marketing software allows businesses to create and send customizable email campaigns with professional templates designed to get more clicks. In addition, Pipedrive offers tracking and analytics functionalities that enable businesses to assess the effectiveness of their campaigns.
  3. Marketplace integrations: Pipedrive offers integrations with over 300 tools, including Google, Xero, Asana, Slack, Kixie, and more. This allows businesses to sync their CRM with their existing tools and resources to streamline their workflow.
  4. Lead generation software: Pipedrive’s LeadBooster add-on includes four powerful tools to help businesses generate more high-quality leads. These tools include chatbots, web forms, web visitors tracking, and email campaigns.
  5. Web visitor tracking: Pipedrive’s Web Visitors add-on allows businesses to discover which companies are visiting their website. This can help businesses identify potential leads and target them with personalized messages.
  6. Documents and templates: Pipedrive’s Smart Docs feature allows businesses to create shareable, trackable documents and templates. This can help businesses close deals more quickly and efficiently.
  7. Mobile apps: Pipedrive offers mobile apps for Android and iOS devices, allowing sales teams to access all their information from anywhere, at any time. The app also includes features such as note-taking, call tracking, scheduling, and search.
Overall, Pipedrive’s features are designed to help businesses manage their sales and marketing efforts more efficiently, from lead generation to closing deals.

Pipedrive Pricing

Sure, here is the updated pricing for Pipedrive as of April 3rd, 2023:
  1. Essential Plan: This plan costs $15 per user per month when billed monthly or $12.50 per user per month when billed annually (a 17% discount), and includes lead, deal, calendar, and pipeline management, simple data import, easy customization, 24/7 support, and over 300 integrations.
  2. Advanced Plan: This plan costs $29 per user per month when billed monthly or $24.17 per user per month when billed annually (a 17% discount), and includes all the features of the Essential Plan plus full email sync with templates and scheduling, group emailing with open and click tracking, and customizable automations with an in-depth automation builder.
  3. Professional Plan: This plan costs $59 per user per month when billed monthly or $49.17 per user per month when billed annually (a 17% discount), and includes all the features of the Advanced Plan plus document and contract management with eSign capabilities, revenue projections, forecasts, and enhanced custom reporting.
  4. Enterprise Plan: This plan is designed for larger businesses and offers customized pricing based on specific needs. It includes all the features of the Professional Plan plus unlimited user permission and visibility settings, additional and heightened security preferences, implementation program, and phone support. There are no feature usage limits with this plan.
All Pipedrive plans come with a 14-day free trial and the option to cancel at any time. Non-profit organizations and educational institutions are also eligible for discounts.

Pipedrive for Outsourcing and Virtual Assistants?

Pipedrive can be used in outsourcing and for virtual assistants to manage sales and customer relationships efficiently. Here are some tasks that virtual assistants can do using Pipedrive:
  1. Lead generation: Virtual assistants can use Pipedrive’s LeadBooster add-on to generate more high-quality leads for the business by creating chatbots, web forms, web visitors tracking, and email campaigns.
  2. Sales pipeline management: Virtual assistants can use Pipedrive’s visual pipelines to manage sales pipelines effectively by tracking deals, contacts, and activities. They can also customize the pipeline and set up automation to streamline the sales process.
  3. Customer relationship management: Virtual assistants can use Pipedrive’s contact management features to maintain and update customer information, including email addresses, phone numbers, and social media profiles.
  4. Email marketing: Virtual assistants can use Pipedrive’s email marketing software to create and send customized email campaigns with professional templates, as well as track and analyze the effectiveness of the campaigns.
  5. Document and contract management: Virtual assistants can use Pipedrive’s Smart Docs feature to create, share, and track documents and templates, helping to close deals more efficiently.
  6. Analytics and reporting: Virtual assistants can use Pipedrive’s reporting and insights features to track sales performance, identify areas for improvement, and generate reports for stakeholders.
Overall, Pipedrive provides a range of tools and features that can help virtual assistants and businesses manage their sales and marketing efforts more efficiently. With its user-friendly interface and affordable pricing, Pipedrive is an excellent choice for businesses of all sizes looking to streamline their sales processes and improve customer relationships.

Pipedrive Reviews

Pipedrive Reviews

Suren D.
Suren D.
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The Kanban-like sales pipeline and overall pipeline management make it easy to manage and track the progress of various deals at different stages. Also, the automatic prompt to schedule a "next action" with an individual leads helps to clarify the next steps that should be taken with each lead and "always close" deals. Contact management is excellent overall.
Megan M.
Megan M.
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I like the activity setting ability that syncs with my google calendar. Helpful for organization. I think the layout is user friendly overall and was super easy to learn.
Darrell K.
Darrell K.
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- Excellent front-paged dashboard which prioritizes important tasks + deals

- Top-notch reporting across activities + results

- One layer into any deal

- Integration with Proposify

- Marketing automation is excellent

I created a video testimonial of how it's helped our company here: https://www.youtube.com/watch?v=LGQIP9qLCEM

Irmak A.
Irmak A.
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It is especially important that we can customize processes the way we want. It's also great to be able to move offers or requests between streams using drag and drop.
Stuart D.
Stuart D.
Read More
The UI is easy to use and intuitive, it doesn't take new users long to understand how to best use Pipedrive. The search field is extremely powerful, and the custom fields have allowed us to make it work for our specific needs.
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