Pipedrive

Pipedrive

4.7 out of 5 stars
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About

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

About

Automate Your Cold Emails & Follow-ups. Put your sales process on autopilot with effortless drip marketing. Built for companies, large and small, Replyify is free to start and affordable as you grow. A modern sales platform to automate your Account Based Marketing and create more opportunities. Drip email campaign sequences are the most efficient way for Account Executives, Sales Development, Demand Generation, Recruiters, Financial Planners, VPs and CEOs to close more deals. Replyify automates your pipeline activities to match the way you sell in real life with emails, phone calls and social selling. Connect ANY email account (Gmail, Office365 & more). We're integrated directly with Salesforce CRM. (Zapier too!!) Emails are automatically customized with the prospect's info and sent right from your inbox, not ours (psst-this increases deliverability). Send more prospecting emails, book more meetings, and close more deals with an All-In-One Platform you and your team will actually use.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Audience

Sales teams who want to automate email drip campaigns

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Version Not Supported
Free Trial Supported

Pricing

$19 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.7 / 5
support 4.4 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Pipedrive is a great CRM for sales focused teams who want a CRM that is designed for creating and managing opportunities without all of the bloat and unnecessary complexity that you typically see in other CRMs. Its easy to use and makes managing sales opportunities easy.
  • It has an amazing simple & intuitive interface focused on sales pipeline management. It is also very useful for visualizing deal stages & forecasting.
  • Makes lead management easy and I like the "won" graphics on a deal. We've been using Pipedrive for years and it has been reliable. Also the tracking of emails us very useful.
  • * The plans are very flexible for any person and company, it can also be adjusted to the needs of each user who purchases a plan from this platform, since functions of superior plans can be attached to those purchased without directly acquiring a more expensive plan. which will not be used to their full potential. I really liked how they handle the plan system of this platform because it adapts very well to the functions that the end user will take advantage of, so the final price can be adjusted depending on the selected plan and in addition to the additional features that the user goes for. to need in the plan you have selected, therefore you do not pay an excessive price for a plan that will not take advantage of you and that also may have features that are only available in more expensive plans, making everything more flexible. * Its interface is very well worked, so I can say that it is very intuitive so as not to get lost in the process of learning the features that this platform offers. What caught my attention when using Pipedrive for the first time is that compared to the competitors, the functions are more organized, and it is not very difficult to get lost along the way. It goes without saying that it has a learning curve like any CRM, however, I can mention that despite that it is not so cumbersome to be able to learn the functions and tools it offers, but I will leave the negative aspects of this section in the negative aspects. But in short, it seemed to me a very clean platform so that the end user does not have problems when implementing Pipedrive to their work environment or a company adds this platform for the definitive CRM. * The resources of this platform are very good and complete; I have learned a lot about Pipedrive and its complete management of almost all its tools that it offers me. It also has a solid community which has allowed me to further optimize my work by applying certain techniques that have made it easier for me to integrate other platforms into Pipedrive and not have to move information manually. In addition, since I am mentioning the integration with other platforms, this reminded me of how complete your documentation is in relation to being able to connect them through your API, this helped me a lot so that I have control over the handling of information between platforms, being able to create my private apps within Pipedrive and have everything work as planned.
  • The chatbot makes it much easier to have a communication while the clients are not available or are waiting, this solves a lot when looking for quick solutions to the doubts of each client. In addition, you can keep track of this conversation, so you can track everything the client needs and when a staff responds, they can provide solutions in advance, making the job more efficient and quickly. The integration it has with various platforms such as marketing is really very complete, it is also very complete when wanting to integrate a platform that optimizes all the work such as Zapier and also it is not necessary to forget that a communication platform can be integrated and thus facilitate Being able to communicate with customers and employees on both platforms bilaterally. So there will be no problem at the time of having a platform for a specific job and it is not necessary to change the platform for this to end, but rather it adapts to whatever platform you are using in your company. Its platform is intuitive and also in the web version it is free of errors, so it loads very quickly. In addition, it is very easy to use this CRM platform without any problem since any user can access and use it with little knowledge of CRM. Its API is also very complete and easy to use, so if you want to integrate more things through its API, you can do so. I am attaching this. Its documentation for the API is very complete, so it is very easy for IT to understand all the documentation that this platform provides The reports are very complete and also customizable, so there will be no need to use external tools to perform this task, and it also produces good results using this platform. This is essential for me and my company to be able to have a good analysis of the results through the reports generated with Pipedrive, even more so when I can customize what information will be displayed within the reports.

Cons

  • I believe they will invest in more AI features over time, but I like that there isn't 101 different features, 90 of which I would never use. If you are looking for a CRM that does more than just appeal to your sales team you may find it is missing some features.
  • The major cons with limited features compared to full scale CRM systems. It has constrained customization capabilities.
  • A few bugs, but seems to be resolved quickly by their team.
  • * I would like to be able to have a more direct integration with other platforms because although I can have integrations through connections with Zapier to other platforms, it is a bit tedious to have to learn from the documentation in order to have good communication between the different platforms with this one. I know that there are platforms that already have direct integrations with Pipedrive and without having to use code since everything is interactive but not many platforms are available and there are also integrations made by third parties that do not work as well as they should, in my case it would be integrating Google Analytics which is not available natively but must be connected with Zapier or with integrations developed by a third party which brings many complications when requiring support since Pipedrive is not responsible for problems created by third parties. * It is a bit disappointing not to be able to count on an inefficient customer service since in most of the times that I have needed help with certain problems I always get the same results from the staff that is handling my case and it is the fact that they always they respond to "solutions" by sending me links to the Pipedrive website where possibly the answer I need to my request is, which is not always the case. Therefore, I have to wait a long time to be able to solve a problem due to the inefficiency and lack of knowledge that the customer service of this platform has about possible solutions that it can provide, I know that they have answers to the most frequent requests, however There are issues that must be addressed in depth where technicality is involved and the user or company requires solutions that not only depend on customer service but also on someone else involved in the internal operation of Pipedrive when there is a problem. * Although I have mentioned that this platform is very intuitive and dynamic, it does not take away the idea that it is difficult to adapt to this type of platform since it has a learning curve which requires a little time and effort on the part of the user to that you can understand how to use this Pipedrive correctly. Therefore, my recommendation for users who are starting to use this platform for customer relationship management for the first time is to try the free version or you can also obtain a demo to be able to simulate and assimilate the entire process of this platform. , and that you can have a better workflow without having problems during daily use in a real environment where there will be a large number of clients that have to be managed.
  • There is no Contact management facility when it comes to sending several emails at the same time to different contacts, and this is a limitation since external platforms would have to be found to carry out this automation of sending a single email to different contacts. It sounds incredible that this CRM platform can't handle contacts to send information in groups but that's the way it is and it's uncomfortable to work like this sometimes since there is certain information that is the same for many contacts and it is required to be sent at the same time without doing it separately manually and one at a time. So I would like you to integrate a way to send mass emails to mass Contacts without any limitation or integrating it into current plans with certain conditions so that the company and the users win. Customer service could be improved since the response time is too long when you want to clear up doubts about a particular feature, it is also important to be able to have customer service almost instantly since in my case it was somewhat difficult for me to be able to integrate third-party applications to this platform. So it took time to be able to expect an effective response to the concerns and problems that it presented at the time, for this reason a more effective customer service is required that can respond a little wasted time in order to provide any company with almost instant solutions without delay any company or that there are walls that allow the use of this platform to continue. Despite the fact that there is a space to be able to track the products, the characteristics that can be added to each product are very limiting, for me it is important to be able to detail each product with its specific characteristics, as well as to be able to have an easier search with the They have many products within this platform, such as having a filter or keywords. This is very important for my company since a property follow-up was carried out which the information that can be provided within this platform is very limiting and I would like more information to be added than just the basic information within this platform. The mobile application has some bugs and poor optimization, no matter what operating system the smartphone is running, it just hangs or stops responding when there is a lot of information inside the application. So it's almost impossible to work properly from mobile devices as it's a bit cumbersome and slows down the workflow. So preferably use Pipedrive through the browser, since then you would not have problems when using this platform.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Pipedrive
Founded: 2010
United States
www.pipedrive.com

Company Information

Replyify
Founded: 2016
United States
replyify.com

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Categories

AI CRM Supported
AI GTM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
Conversational AI Supported
CRM Supported
Demand Generation Supported
Financial CRM Supported
Go-To-Market Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Capture Supported
Lead Generation Supported
Lead Management Supported
Lead Nurturing Supported
Legal CRM Supported
Live Chat Supported
Nonprofit Supported
Real Estate Agency Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Social CRM Supported

Categories

Cold Email Supported
Demand Generation Supported
Email Marketing Supported
Sales Enablement Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Conversational AI Features

Code-free Development Supported
Contextual Guidance Supported
For Developers Supported
Intent Recognition Supported
Multi-Languages Supported
Omni-Channel Supported
On-Screen Chats Supported
Pre-configured Bot Supported
Reusable Components Supported
Sentiment Analysis Supported
Speech Recognition Supported
Speech Synthesis Supported
Virtual Assistant Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Supported
Content Management Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Supported
Template Management Supported
Video Content Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Not Supported
Campaign Management Supported
Marketing Automation Not Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Not Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Not Supported

Lead Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Not Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Supported
Flyer / Catalog Printing Not Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Not Supported
Segmentation Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

Integrations

ActiveCampaign Supported
Constant Contact Lead Gen & CRM Supported
GetProspect Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
PandaDoc Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Reply Supported
Slack Supported
Squarespace Supported
Teamwork.com Supported
Trello Supported
Wufoo Supported
Zapier Supported
Jordan AI Assistant Supported
Katana Cloud Inventory Supported
Switchbird Supported

Integrations

ActiveCampaign Supported
Constant Contact Lead Gen & CRM Supported
GetProspect Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
PandaDoc Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Reply Supported
Slack Supported
Squarespace Supported
Teamwork.com Supported
Trello Supported
Wufoo Supported
Zapier Supported
Jordan AI Assistant Not Supported
Katana Cloud Inventory Not Supported
Switchbird Not Supported
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