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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

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Why Pipedrive is Better than Salesforce

Pipedrive is better than Salesforce for businesses that want an intuitive sales CRM without extensive implementation, customization, or change-management requirements. Salesforce provides sophisticated sales automation, AI, account management, opportunity management, and enterprise customization, but its breadth can be excessive for smaller teams. Pipedrive delivers visual pipelines, automated workflows, forecasting, activity tracking, lead management, reporting, and integrations through a more streamlined interface. Teams can deploy it quickly, train representatives more easily, and add capabilities as needed rather than maintaining a complex enterprise platform from the outset.

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Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version
Free Trial

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 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Pros 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.
  • + Complete, intuitive and easy interface to manage, organize and customize. In addition, it integrates very well with many platforms, in case you need automation, project management platforms, team chats, cloud storage, video conferences and more are available. You just have to look for availability and what is best suited. It is very easy to understand its functionalities and also does not require much experience with CRM-type platforms to fully use Pipedrive, with basic knowledge it is possible to understand this platform and have good sales management for your company. + I have the ability to sign documents without having to use another platform or integration that allows me to do this type of work. It has been very useful when I need to approve documents with my consent and I want to do everything digitally to speed up the process. I also found it useful when signing contracts with clients that are very remote from my location, allowing ease and accessibility for everyone by not having to require documents to be signed manually. + I like that I can synchronize emails from other platforms like Gmail or my company's emails to have everything in one place and thus be able to send and receive emails within this platform without having to leave. This made it easier for me to be able to apply the templates more easily to my emails created within this platform since I have organized several templates and depending on the need or the client I have different reasons which I can edit and send without having to leave Pipedrive. + Multiple ways to import customer contacts, both from a database and from emails, as well as from another CRM platform. With Pipedrive there will be no problems having all your company's contacts, since it has several ways to import contacts. It has worked for me to import contacts from other platforms which do not have direct integration with Pipedrive, so it has been a good solution for me.
  • Pipedrive is an excellent service to be able to improve the CRM system of any company. I really liked that this platform is capable of registering all the contact information of a client in an automated way. This platform has excellent compatibility and connection with another campaign system. advertising, as well as it has an excellent synchronization system with our sales platform, so every time we get a new client within the campaigns or within our sales platform, they are automatically registered within this CRM platform, all Contacts data is automatically transferred by this system so we can have this in the database, this is fantastic as we will never lose contact with potential customers, we will always have direct contact through various ways. I also like what this platform allows me to monitor in real time each of the customer service that is occurring at a specific moment, within this platform I can view in real time and monitor each of the negotiations that are taking place in my company, since in this company we have many agents in charge of sales, therefore, this main panel helps me monitor and know the active negotiations. In addition, I liked the fact that what is stupid does not allow me to know that people are serving the customer, I can see the progress of this negotiation in real time, and I can also see all the communication they have had since the negotiation began.
  • This software hits exactly where it needs to. You can do all the features that you want with open source integration, without any of the obscene technical skills needed for other platforms.
  • It enables transparent sales pipeline view board. It has an appealing user interface. It offers pre-defined sales triggers and lead management. Extracts lead from multi-channels ( Email, SMS )marketing. Its scheduled email marketing works great. Easy to get connect with clients.
  • It's a comprehensive package to manager your leads to opportunities. You can customise the stages of opportunities as per your requirement. The sales forecasting is great.

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pipedrive
Founded: 2010
United States
www.pipedrive.com

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

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Categories

Categories

Automotive CRM Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

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

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Account Based Marketing Features

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

Conversational AI Features

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

Customer Communications Management Features

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

Customer Engagement Features

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

Customer Experience Features

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

Lead Capture Features

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

Lead Generation Features

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

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Live Chat Features

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

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Sales Tracking Features

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

Social CRM Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

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

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

APISCRAPY
AnswerForce
Bold BI
Buzz
ClearoutPhone
Cyclr
ElevenAgents
Exportli
Facebook Messenger
Kixie PowerCall & SMS
Odoo
PEIMI
PhoneTrack
Reachy
SignalHire
SimplyCast
Teammates.ai
Voyced
bao
n8n

Integrations

APISCRAPY
AnswerForce
Bold BI
Buzz
ClearoutPhone
Cyclr
ElevenAgents
Exportli
Facebook Messenger
Kixie PowerCall & SMS
Odoo
PEIMI
PhoneTrack
Reachy
SignalHire
SimplyCast
Teammates.ai
Voyced
bao
n8n
Claim Salesforce and update features and information
Claim Salesforce and update features and information