What is Pipedrive? Pipedrive Free Download
Pipedrive is the present leader of the CRM software Category, along with the winner of the Professional’s Choice Award for 2017. In extensive tests of popular alternatives available on the market our review team found Pipedrive to be the best performing CRM and sales pipeline management platform for sole vendors and growing companies, and the strong feature suite given by the seller definitely confirms it.
Built by sales people And hardcore web app developers, Pipedrive organizes your business leads in a means that will provide you a superb summary of your earnings, and allow you to focus on the deals that you would like to prioritize. Establishing an account takes just a minute, along with other critical operations that used to be hard and time consuming are also very straightforwad and fast.
The program is friendly Enough for most sales teams to appreciate it at first sight, and this has a lot to do with this system being completely mobile optimized. You can also easily incorporate it with Google Calendar, Google Contacts, along with other Google apps and many popular third-party small business systems.
But what can it be that Makes Pipedrive so easy? The critical grasp of this system are direct earnings. With this software, you will surely get a solution capable of efficiently managing your company’s sales pipeline. The downright intuitiveness of this system will help you differentiate hot leads and priority deals, and create an individual strategy for every one of these without wasting too much time. Negotiating a deal, or keeping lead relationships in general is a fully flexible procedure, and you can quickly personalize it to promote your brand, or adjust the conditions you no longer agree with. Actually, Pipedrive lets you switch on/off entire modules, and guarantees there’ll be no side effect on the quality of your service.
On top of it all, Pipedrive is a universally applicable system where you are able to tweak each one of your workflows, regardless of how complicated they could be. Pipedrive can be found in 13 languages to function almost all geographies, and functions with a broad range of currencies such as leading and small ones. As we already said, its open API configuration ensures that it can blend seamlessly with each software landscape, and be applied in harmony with all business systems, such as Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and many more.
Finally, the vendor Offers a flexible pricing program which ensures all businesses need to be able to locate a package suitable for their budget. It is also possible to check the Pipedrive free trial to understand how the program works before making a purchase decision (no credit card is required to sign up).
Overview of Pipedrive Benefits Pipedrive Free Download
With Pipedrive, Your Company will always have an efficient And user friendly summary of the sales pipeline. Your sales staff and deal manufacturers will love the software, because of the sales pipeline methodology that’s built to it. Your deals will be displayed according to unique sales stages, allowing you to find the development of your team and assess which deals should be pushed. You can also follow the development of your sales team members in addition to deals provided to prospects.
Well-organized Lead collection
The minimalist layout of This system eases lead direction, and so do the seemingly infinite configuration choices. The system collects contact information using customizable Internet Forms, which may be put right on the consumer’s site or newsletter, or created manually inside the Settings section. As expected, the many CRM and contact management integrations allow the consumer to import leads from different systems, irrespective of their number. Pipedrive Free Download
Quick Deal closed
Adding prices in Pipedrive couldn’t be easier: all you have to do is to click on the Insert Deal button on top of the deals section, and fill in the data required from the pop up dialog box (associated organizations, closure expectancy dates, stages, and scheduled activities). The innovative Activity Scheduler makes it effortless to plan events and create meetings on your calendar with no chance of double entries. Within this aspect, be sure that you familiarize with the Mail tab, as it is there where all of your mails will be synced, and in where you are able to forward documents and close certain deals with contacts which are not shown on your Pipedrive list. The bulk editing feature has been redesigned to modify several fields at ones, and provides you the liberty to choose symbols and colors you expect contacts to comprehend.
Top Notch Statistics and Reporting
Among the very helpful Tabs in this system is Statistics, which can also be linked to the dashboard and introduced to other colleagues for better understanding of critical metrics. There, you can follow the performance of individual representatives, the value of each separate deal, or the history of each lead. Recent improvements made in the system empower critical comparisons, such as the one between lost and closed deals. As for reporting, notice Pipedrive has the capacity to store all discussions and relevant information in a dedicated database, from where you can export it to other programs, or use your own app to pull out detailed summaries. You might even give the Live Dashboard a look, and follow the status of your Wins, Loses, People, Tasks, and Newness, or personalize a unique report that will display all facets of your operation.
Together with Pipedrive, you can Customize literally everything. It’s possible to add customized fields to alter your sales pipeline stages according to your company requirements. You could also turn off and on entire modules with only one click. When communication with your customers, you’ll have access to a variety of contemporary editing filters to personalize messages, or share/publish files you believe could be relevant for your colleagues. Group discussions are also available.
Full mobile optimization
Pipedrive Enables you to Take your sales pipeline with you anywhere you go because of its mobile apps. If you’re a tablet user, you can use the program’s mobile web version together with your favorite browser from anywhere in the world. You can even take notes during a meeting or telephone working with this application. All information is also backed up in real time into a separate server.
Efficient Sales direction
Pipedrive functions as your Private sales manager that will help you pick the right actions and deals to concentrate on. That is the reason the instrument is a true boon for company owners and sales managers, and a useful and beneficial program for sales people. The app may provide you a clear overview of your sales pipeline and powerful sales strategy is built into the software. You can become a better nearer with the program’s Timeline View which helps to select the right bargains and activities to concentrate on. Pipedrive is also a highly protected app that is trusted by thousands of customers around the world. It offers solid hosting infrastructure as well as nightly backups in numerous places.
Pipedrive CRM enables you to easily move contacts from 1 step In the pipeline to another by simply dragging and dropping. Because of this, LM is easy: After contact is made with each guide, you can simply utilize the Pipedrive CRM UI to drag it to the”Contact Made” column (or into some column you’ve defined for your business). You can also change its status from the deal page for this individual using a visual timeline near the top of the page. Pipedrive Free Download
Although Pipedrive CRM does not offer the sophisticated Data collection includes Insightly, it does offer contact and pipeline info collection with Web Forms, an easier way to get web-based leads into the CRM. These customizable forms can be made by an Admin user at the Preferences menu under Web Forms. After that you can set the code on your website or into a newsletter. You can add some of the customized text, single and multiple-option areas you have already created in Pipedrive CRM into the form.
If You Would like to separate your lead management out of, say, Your post-sales support, then you’re able to create more than one pipeline using a simple form-based UI. You can then hand off a bargain to the other pipeline by dragging and dropping it in a box labeled”Additional Pipeline” in the bottom of the screen. In addition, this is where it is possible to move the bargain to”Won” or”Lost” areas.
What Pipedrive CRM does not do is separate leads from contacts. When you start a new deal, the person connected with that deal becomes a new contact. This is fine for smaller businesses that consider every new result in being immediately qualified as a potential customer. In addition, if you want to set leads apart from contacts, then you are able to add a field called”Leads” into the contact type. However, small businesses which prefer to manage their leads separately might be better off with something more concentrated, such as Annoying CRM$10.00 at Less Annoying CRM.
Simple User Interface
Just Like its own pricing, Pipedrive CRM’s UI is extremely simple to understand. The plan is straightforward and the minimalist design is refreshing. Compared to Bitrix24 CRM$99.00 at Bitrix24 and Insightly CRM and their boundless customization options, Pipedrive CRM feels startlingly clean. As the title would suggest, Pipedrive CRM’s main function is to provide a visual pipeline for bargains. When you log into, Pipedrive CRM starts you off using a standard sales pipeline. Many businesses will be able to immediately begin entering their ideas and current deals in the pipeline since it is. However if you have to customize the pipeline or create a brand-new one, then you can easily do this in Settings. Your pipeline could be heavily customized to create your life easier. Making the ideal tweaks in your settings will permit you to move deals along the horizon with no more than a drag and click.
When You obtain your settings just right, developing a bargain in Pipedrive CRM is as straightforward as clicking on the Add Deal button near the top of the Prices page. A dialogue box pops up which asks you who the contact is (it also lets you make a new contact, if necessary), which company is associated with the arrangement, and the present pipeline stage and expected close date. As soon as you’ve entered all your details, your brand new bargain shows up at the pipeline and you will immediately see where it sits in comparison to your other present prices. So far as pipeline-specific CRM platforms proceed, Pipedrive CRM is not as customizable as PipelineDeals$24.00 in PipelineDeals, but the UIs are equally easy to use.
One of Pipedrive CRM’s most helpful features is that the icon which appears next to every deal on your pipeline. At a glance, you can tell when you have any activities scheduled which are associated with this particular deal, if you are behind in your scheduled activities, or if you still must follow up. A new Activity Scheduler attribute makes this much easier by adding existing appointments to your calendar to avoid double bookings. Pipedrive Free Download
The Mail tab also makes it possible to keep track of important emails if you’re using email forwarding. Pipedrive CRM recently included full email sync, so there is no longer a need to toggle back and forth between Pipedrive CRM and your email inbox. All emails related to a specific contact or deal are viewable within Pipedrive CRM contact entrances. As a consequence, you can send email from Pipedrive CRM that will also appear on your email application. Conversely, anything you send from Gmail or Outlook, will be synced in Pipedrive CRM, connected to the touch or deal of your choice. You are able to connect emails using their related deals as well, and immediately discern their financial value, Pipedrive CRM stage, and next scheduled activity. From here you can schedule a new activity, or you can click the activities tab to view all scheduled tasks, filter them by type, and quickly see which are overdue and that are forthcoming. Pipedrive CRM utilizes easy-to-understand logos and colours to enable users to quickly comprehend the information being presented.
Since Our last review, Pipedrive has included a library of email templates and a tool with which users may construct their very own. The business has also enhanced email signatures, which formerly only enabled plain text, and now can contain images, links, rich text, and other design components.
Filters Have also improved on the whole, with Pipedrive CRM incorporating new list views to create and export fully customizable lists with a redesigned majority editing feature to change multiple fields at the same time. There’s also a new Pen icon beside each cell in the list to edit respective areas. Plus you’ll discover mass export options such as”Export into Mailchimp” in the top right-hand corner of the dashboard. Added new filters include public filters that you could share with colleagues, and personal filters to manually configure your own dashboard view. Filter views can be changed by clicking”Edit Filter” and picking”personal” or”shared” beneath the Visibility setting.
The Statistics tab also offers a link to the live dashboard. Here, you can see the value of your new bargains, which employee has the newest deals, a list of activities, and won and lost prices. You can filter this information by pipeline, job, and timeframe. Pipedrive CRM’s customization ability has also improved recently, with the inclusion of columns each filter. Users can now specify another set of columns for each deal filter with the extra option in the Edit Filter window.
Reporting and Third-Party Pairing
Pipedrive CRM integrates with a lot of productivity Tools, like google G Suite, Google Maps, MailChimp$10.00 at Mailchimp, and Zapier, simply to mention a few. Pipedrive provides you a forwarding address so you can save your important emails and share them with the group. To cover all facets of your business, you will most likely need to generate use of a few of these integrations. For the cost per user, I would have liked to have seen more native functionality, as you get with Apptivo CRM. And, of course, nothing beats the sheer size of this Salesforce marketplace.
You can access your deals on the go with Pipedrive CRM’s Apps for Android and iPhone. Just like the web version, the cellular programs are simple and easy to navigate. You can quickly view your deals, tasks, and contacts, or use the search function to dig important data. Pipedrive CRM has rolled out a number of features lately to improve mobile app productivity too. These attributes include call tracking capacities to log calls, and take notes, and link both to bargains, and schedule follow-up activities. The apps also now include action push notifications and a new Day View in mobile calendars which consolidate existing appointments in a mobile-optimized perspective for enhanced sales productivity on-the-go. Pipedrive Free Download
In terms of coverage, the Live Dashboard offers you a Look at the status of deals by Newness, Person, Activities, Wins, and Losses. Under the Statistics tab, you will also find reports covering a specific user or the whole company. Like the rest of Pipedrive CRM’s UI, reports are simple to understand and visually appealing.
If You Have to customize your dash, then you will want To consider Zoho CRM instead. This can be so even though Pipedrive CRM has considerably revived its reporting capabilities of late, adding several new deal perspectives that include”Deals Won” and”Deals Lost” charts, finished action graphs, and deeper pipeline conversion analysis. From the dashboard, you can now get into a product-specific perspective that appears at how many bargains have been started, won, and lost based on product, values, and reductions associated with the products and the most-active sales team members. The rest of the new perspectives are somewhat more deal-centric, allowing users see who started a bargain, where it currently sits at the pipeline, or the state of all deals which started within a specific date range.
If you need assistance getting your Pipedrive CRM smoothly Running, then you’ve got many support options. Aside from multiple in-depth demonstration videos, you can even look for the knowledge base, call support toll-free in the united states, UK, or Canada, or take a look at the FAQs. You can even get to the company via social websites; they’re receptive to tweets over 12 hours. Pipedrive CRM’s service team could be achieved quickly and in numerous ways, but the program is really easy to follow that you may not desire it. It’s difficult to convey exactly how easy it is to set up and begin with this software.
Beautiful and Easy to Use
Pipedrive CRM is both reasonably priced and among the Simplest CRM services there is to install and understand. You’ll have the ability to get it up and running quickly, and the simple UI will permit you to spend less time working with the applications and more time working on your next sale. If you’re looking for a CRM service which will centralize all parts of your enterprise, however, then you might be better off with Apptivo CRM, Salesforce Sales Cloud Professional, or Zoho CRM$12.00 in Zoho, PCMag’s Editors’ Choices for CRM services.
Pipedrive made a deliberate choice to focus directly on The sales pipeline. If you’re looking for deeper CRM database capabilities, then the Editors’ Choices will serve you better. But Pipedrive CRM’s main perspective and next-step sales action pipeline is geared toward teams actively handling earnings, and in that regard Pipedrive excels.
Summary of Pipedrive Features
Great Revenue Pipeline View
Goal Setting & Reporting
Contact History Pipedrive Free Download
Google Calendar & Contacts Integration
Roles & Restoring
Reliable and safe
Google Apps integration
Google Maps integration
Multi-language and multi-currency
Simple data export & import
Just how much does Pipedrive Cost?
Pipedrive is available In 3 SMB and business pricing programs. All payment plans provide a free 14 days trial, and provide you the possibility to use the program free for 2 month is you opt to pay on annual basis.
The following paid plans Can be found:
Silver $12 per user/month (billed annually), $15 per user for monthly charge
Smart email BCC
2GB storage per user
Full sales management attributes
Chat and email support
Native integrations, API access
Gold — $24 per user/month (charged Annually), $29 per user for yearly charge
Two-way full email sync
5GB storage per user
Total sales management attributes
Chat and email service
Native integrations, API accessibility
Open and click tracking
Smart Contact Information
Platinum — $49.17 each user/month (billed annually), $59 per user to get monthly charge
Two-way full email Sync
100GB storage each Consumer
Full sales Management attributes
Chat and email Support