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
Below are some essential features provided by Pipedrive:
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Pipedrive offers four different pricing plans for their CRM software, namely Essential, Advanced, Professional, and Enterprise. The pricing of each plan differs based on whether you opt for monthly or annual payments. If you choose to pay annually, you can save up to 17% compared to monthly billing.
The Essential plan costs $12.50 per user per month when billed annually, and it includes lead, deal, calendar, and pipeline management, simple data import, and easy customization, 24/7 support, and over 300 integrations.
The Advanced plan costs $24.90 per user per month when billed annually and offers additional features such as full email sync with templates and scheduling, group emailing, plus open and click tracking, and a workflow builder with triggered automations.
The Professional plan costs $49.90 per user per month when billed annually and offers everything included in the Advanced plan along with additional features such as the ability to create, manage, and eSign documents and contracts, revenue projections, forecasts, and enhanced custom reporting.
Finally, the Enterprise plan costs $74.90 per user per month when billed annually and includes all the features of the Professional plan plus unlimited user permission and visibility settings, additional and heightened security preferences, implementation programs, and phone support.
In addition to the four pricing plans, Pipedrive offers various add-ons to enrich your plan with more features. When billed annually, the LeadBooster add-on can be added to any Pipedrive CRM plan for a starting price of $32.50 per company per month, and it comes equipped with a user-friendly lead generation toolset. The Web Visitors add-on starts at $41.00 per company per month when billed annually and helps identify which organizations are browsing your website. The Campaigns add-on starts at $13.33 per company per month when billed annually and enables you to create and send customizable email campaigns with pro templates. The Smart Docs add-on starts at $32.50 per company per month when added to an Essential or Advanced plan subscription and includes features such as autofilling documents with Pipedrive data, real-time tracking of open documents, and eSignature requests. Finally, the Projects add-on is available at a starting price of $6.70 per user per month if billed annually. This add-on provides a variety of useful features such as project templates, multiple projects kanban boards, project automations, tasks and sub-tasks, files, notes, and mentions.
Can a virtual assistant use Pipedrive to assist a business?
Pipedrive can be a valuable tool for outsourcing and virtual assistants who are working remotely for clients. With Pipedrive, virtual assistants can easily manage leads, deals, and tasks for their clients, and keep track of all communication and progress in one place.
One of the key features of Pipedrive is its pipeline management system. Virtual assistants can set up pipelines to track the progress of their clients' sales processes, and move leads and deals through different stages with ease. This allows for a clear overview of what tasks need to be done and when, and ensures that nothing falls through the cracks.
Additionally, Pipedrive's integration with over 300 other apps and services makes it easy for virtual assistants to streamline their workflow and automate repetitive tasks. For example, virtual assistants can use Pipedrive's email sync feature to send personalized emails to leads and automate follow-up reminders.
Pipedrive's LeadBooster add-on can also be a valuable tool for virtual assistants working on lead generation. With features like chatbots, live chat, and web forms, virtual assistants can engage with inbound leads and find outbound leads, all from within Pipedrive.
Overall, Pipedrive can be an excellent tool for virtual assistants and outsourcing teams to manage their clients' sales processes, automate tasks, and streamline their workflow.
