Pipedrive FAQs
Who is Pipedrive best for - their role(s) within what kind of companies.
As the first CRM designed by salespeople for salespeople, Pipedrive helps small and medium-sized companies improve their sales. Used by over 100,000 companies, Pipedrive fits the needs of salespeople, sales managers, business owners, financial advisors, project managers and many more.
How does Pipedrive benefit them?
Pipedrive makes customer relationship management a breeze by allowing you to track leads, spot opportunities, measure key activities, streamline sales workflows and focus on sales success. Automated reminders and follow-ups increase productivity, eliminating repetitive, time-consuming tasks. Real-time reports show sales reps and sales managers which business processes to prioritize. Pipedrive's customers average 28% more deals in their first year by:
- Capturing high-quality inbound and outbound leads
- Planning sales activities and monitoring deals
- Streamlining deal-to-sale conversion
- Creating, sending and automating email newslettersHow technical do users need to be to use Pipedrive's software?
Implementing Pipedrive is a quick and easy process that doesn't require a high level of technical knowledge. Compared to traditional alternatives, like spreadsheets, CRM systems can seem complicated. The right one for you, however, will help you get more done in less time. Pipedrive has empowered and helped improve the results of many companies in a wide range of different industries.
What makes Pipedrive a leader in this space?
Pipedrive has been committed to building the best CRM for over ten years. The result is an easy-to-use, effective sales tool that centralizes your data, helping you visualize your entire sales process and win more deals.
Who are Pipedrive's biggest competitors (3-5 companies)?
- Salesforce
- Monday.com
- Hubspot
- Zoho CRM
- FreshworksHow/why is Pipedrive better than those competitors (or most others in their market)? What about Pipedrive is unique, stronger, easier, etc.?
Pipedrive vs Salesforce: Pay less for an intuitive, easier-to-use CRM you don't need an IT degree to use.
- Pipedrive vs Monday.com: A fully customizable sales CRM with Kanban view vs. a project board.
-Pipedrive vs HubSpot: Don't get tied into features you don't need and win more deals with less legwork.
- Pipedrive vs Zoho CRM: Easy and customizable from the start. Don't pay more for essentials like calendars and contact sync.
- Pipedrive vs Freshworks: Don't let Freshworks hold you back by mandatory field overkill and lack of product inventory.Which popular or common software does Pipedrive integrate with?
Depending on your business needs, you may require various third-party apps to work alongside Pipedrive to assist you in your day-to-day sales activities. Pipedrive's ever-growing Marketplace offers apps to help you seamlessly sync your business data in one place, including Zapier, Microsoft Teams, Google Meet, Zoom, Slack, Mailchimp and others.
Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for Pipedrive. If it's not simple, use broad estimates or ranges for typical setups.
Essential: $14 (per month per user, billed annually)
- Get organized and set up simple sales processes quickly:
- Lead, calendar and pipeline management
- Seamless data import and 400+ integrations
- Activity, deal and contact reports
- Personalized onboarding
Advanced: $34 (per month per user, billed annually)
Never miss the next step with easy-to-use email and automations. Includes all Essential Plan features plus:
- Full email sync with templates, open and click tracking and group emailing
- Automations builder, including email sequences
- Meeting, email and video call scheduling
- Live chat support
Professional: $49 (per month per user, billed annually)
Optimize performance with more customizations and reporting. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Advanced Plan features plus:
- Contract and proposal management with e-signatures
- Streamlined lead routing and team management
- Revenue forecasts and custom field reporting
- AI-powered Sales Assistant and emailing tools
- Extra data entry and data quality settings
Power: $64 (per month per user, billed annually)
Empower larger teams with flexible collaboration and support. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Professional Plan features plus:
- Project planning, tracking and delivery
- Increased control of account permissions and visibilities
- 24/7 live chat support
- Phone support
Enterprise $99 (per month per user, billed annually)
Experience Pipedrive without limits and have ultimate peace of mind. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Power Plan features plus:
- Enhanced security preferences
- Complete access to all features
- Unlimited reports and customizations
- Maximize the number of automations and email syncs per seatDoes Pipedrive offer a trial or free download available?
Pipedrive offers a 14-day trial. Zero cost. Full access. No credit card required.
Does Pipedrive offer any kind of training/education for their product?
On the Pipedrive Learn site, you can find CRM training videos to help you learn CRM management and sales skills. From in-depth sales, marketing and CRM courses to quick tutorials on specific CRM tools. Furthermore, Pipedrive has a Knowledge Base and official community forum.
What are the Pipedrive support options? List all.
FAQs, online support, phone support and a community forum.
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