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What is Pipedrive: The Ultimate Guide to Pipedrive CRM

This is the ultimate guide to Pipedrive CRM. 

The weblog post outlines what is Pipedrive, how to use it and how a lot does it price to use Pipedrive? 

Pipedrive is a common CRM software program. Pipedrive calls itself the initial CRM platform created for salespeople, by salespeople.

Pipedrive customers have reported 28% typical enhance in close price just after employing Pipedrive for one particular year. It has received four.five star rating for ‘ease of use’ by Capterra and was the quantity 1 CRM in Computer software Reviews’ Information Quadrant 2018 and 2019. 

There are a lot of CRM tools out there in the market place these days. We have free of charge CRM by HubSpot, the Zoho CRM, Salesforce and so on. What is it about Pipedrive that differentiates it from its competitors? 


Effectively, as Pipedrive likes to contact itself – it is a CRM designed by the salespeople for the salespeople.

Let’s dig deeper into this and attempt to comprehend what are the intriguing characteristics of Pipedrive that tends to make it the CRM of selection for a lot of major and budding enterprises. 

What is Pipedrive?

What is Pipedrive? 

Pipedrive primarily is a consumer connection management tool. It is a method that permits enterprises to handle relationships with their buyers.

Amongst a majority of CRM systems out there in the market place these days, Pipedrive is a nicely identified name. It assists customers visualize their sales processes and get much more completed in a brief period of time. 

This is the USP of Pipedrive – that it is a CRM designed by the salespeople for the salespeople. 

Sales is difficult, in particular if the solution that you are promoting is highly-priced. It can be frustrating and challenging to comprehend and outline what precisely is anticipated from you and what you need to be performing for the duration of the day. 

This is exactly where the Pipedrive CRM steals the show. It is a CRM designed especially for the salespeople. Getting a salesman, you cannot manage your outcomes, a lead may possibly convert or it may possibly not. 

But you can unquestionably program your day much better and manage your actions and get much more completed for the duration of the day so that there are larger odds of converting a offered lead. 

So, what is Pipedrive

Pipedrive is a CRM that promotes and assists with activity-primarily based promoting. Activity primarily based promoting is a confirmed strategy that is all about scheduling, finishing and tracking activities rather than attempting every little thing collectively and missing out on a thing significant. 

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Apart from that, an additional function that assists Pipedrive stand apart is visual pipelines. Have you ever worked with Sticky Notes? Yes! That is what it is like functioning with Pipedrive. 

Managing leads and offers employing Pipedrive is as effortless as placing Sticky Notes on a whiteboard to see exactly where each and every of your offers stands, except that it is completed with a lot of wise characteristics as compared to Sticky Notes. 

Pipedrive’s aim is to make sales results not only feasible, but inevitable for teams everywhere.

Now that we know what is Pipedrive, let’s dig deeper into the characteristics of Pipedrive and comprehend how to use Pipedrive

How to Use Pipedrive: Functions of Pipedrive 

Asking yourself what Pipedrive can support you attain and how to use Pipedrive?

Let’s have a speedy appear at several characteristics of Pipedrive and see what all can Pipedrive support you attain. 

Handle Leads and Bargains

Managing leads and offers is particularly effortless with Pipedrive. The board appear with distinctive lists tends to make it effortless to handle and use. 

Manage Leads and Deals

You can conveniently drag a offered deal from one particular stage to an additional to update the status. It resembles Trello somewhat in its board view and if you have prior expertise with Trello, you’d obtain it effortless to operate with. 

Track Communications

You can use Pipedrive to track calls, emails and get in touch with history precisely as you have to have to and all of this though getting full visibility and manage of your schedule. 

Track Communications

Pipedrive retailers your contacts in an particularly organized way and holds them as “people” and “organizations”. After you have added a get in touch with, you have the solution to hyperlink it to offers as you go.

And yes, not to neglect that you can pretty conveniently import your current contacts from spreadsheets and even your preceding CRM. Additional, you can synchronize your Google or Microsoft contacts and save a lot of additional operate. 

Automating Tasks With Pipedrive

Pipedrive assists you utilise your time appropriately by eliminating all the busywork. And, how does it do it?

Pipedrive lets you automate all the repetitive administrative tasks. Hence, you do not have to be concerned about what computer systems can do and essentially concentrate on what you have to have to spend the utmost consideration to. 

Pipedrive comes with an AI-powered sales mentor that assists increase and boost your efficiency with customized suggestions. Hence, now you do not have to sit and be concerned about what to do subsequent and rather do items correct away due to the fact you have a sales assistant assisting you. 

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And you also get automated, behavior-primarily based hints connected to boosting your outcomes so you are consistently upgrading your sales capabilities without having any time consuming education. 

Insights and Reports 

With Pipedrive, you do not have to use any boring spreadsheets any longer. Get rid of spreadsheets and play with all the information that you have in customizable reports and interactive dashboards. 

Insights and Reports

Hence, employing Pipedrive, it is effortless to filter, group and oversee outcomes which tends to make it particularly effortless to figure out what’s functioning for your business enterprise and what’s not. 

Plus, you also can draw exclusive insights on what the duration of the sales cycle is and how to make your sales processes much more rewarding and effective. 

Privacy and Security 

Pipedrive is particularly cautious about your privacy and safety. With Pipedrive, you do not have to be concerned about how your business enterprise connected information is becoming made use of or if it is in protected hands or not. 

Privacy and Security

Pipedrive offers you with a safety dashboard employing which you can conveniently manage the safety of your business enterprise information from one particular spot. 

You can straight monitor how, exactly where, when and by whom your business enterprise information is becoming accessed. In addition, you can even tackle any suspected user and account for activities as they occur. 

Mobile Apps and Integrations 

Ultimately, Pipedrive can pretty conveniently be integrated with other apps and systems. The ease of integration is one particular of the most promising characteristics of Pipedrive that tends to make it effortless to use. 

Mobile Apps and Integrations

You can access the Pipedrive CRM from your mobile device and integrate it with other SaaS items that your business enterprise makes use of. 

How A great deal Does Pipedrive Expense?

Till now, we have understood what is Pipedrive, and what are the most significant characteristics of Pipedrive. 

Subsequent, we shall see how a lot does Pipedrive price

Effectively, Pipedrive has a versatile pricing model. You can either spend month-to-month or go for an annual subscription. 

Pipedrive delivers a 45 days free of charge trial (only if you use this hyperlink due to the fact Cloudify is an official companion of Pipedrive). 

Use this 45 days free of charge trial to see if Pipedrive aligns nicely with the realities of your business enterprise. 

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Post the 45 days free of charge trial, you can decide on one particular of the following plans – 

  1. Essential – US$12.50
  2. Advanced – US$24.90
  3. Professional – US$49.90
  4. Enterprise – US$99.00

Pricing Plans

All of the plans are completely worth every single dollar you spend. 

Click right here to see the detailed pricing model of Pipedrive. 

Pipedrive Implementation 

How to use Pipedrive?

Pipedrive is an effortless-to-use CRM. But, nonetheless it is advisable that you use an professional to comprehend how to use Pipedrive efficiently.

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Pipedrive has partnered with a lot of tiny and medium sized providers to support spread the word. 

These official Pipedrive partners can implement the Pipedrive CRM for you in a experienced way – correct from getting an finish to finish overview of your business enterprise, to moving information into the Pipedrive CRM to giving adhere to up help and upkeep. 

Pipedrive implementation can be difficult in particular if you are not a technical individual and have to have support with import or export of substantial volumes of business enterprise information. 

Cloudify is an official companion of Pipedrive. Attain out to the certified professionals at Pipedrive to see how you can make the most out of your Pipedrive implementation. 

Plus, the professionals offer you with hands-on help with acquiring made use of to a CRM. 

This was an overview of the Pipedrive CRM, how to use Pipedrive and how a lot does Pipedrive price.

Pipedrive offers a lot of sources for business enterprise owners and possible consumers to get began with Pipedrive. 

Click right here to access some pretty good sources that Pipedrive offers. 

You can also stop by the Pipedrive marketplace to uncover some pretty good applications and boost your expertise with the Pipedrive CRM additional by integrating it to other solutions with an effortless one particular-click installation.

If you want Pipedrive integrated with an application of your selection, but cannot obtain it anyplace, you can attain out to a Pipedrive professional who can support you set up the integration. 

Which CRM do you use? Are you employing Pipedrive? Or, how do you like Pipedrive? 

Do let us know your expertise with Pipedrive in the comments section beneath and yes, if you are preparing to switch to Pipedrive, really feel free of charge to book your free of charge consultation with Cloudify nowadays for an effortless migration from your preceding CRM. 


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