Pipedrive
A modular, cloud-based CRM system that includes lead management, marketing, and project management tools for businesses in the IT, software development, and marketing industries.
Product Overview
Pipedrive is a customer relationship management (CRM) platform designed to help businesses grow by streamlining their sales processes. Developed for salespeople, it focuses on the user-friendliness and effectiveness of managing leads and deals, tracking communications, and automating repetitive tasks.
Pipedrive is a cloud-based system with native iOS and Android mobile apps for full on-the-go functionality. It offers several different pricing plans for small to midsize businesses, as well as several add-on modules for scalability.
Pros
- Easy to set up
- Strong team collaboration features
- High customer support satisfaction
Cons
- Specialized features require paid add-ons
- Cost prohibitive for small teams or startups
Target Market
Small to midsize businesses with under 200 employees. Ideal for companies in IT, software development, and marketing industries with large sales teams.Video Overview
Key Features
- Visual Sales Pipeline: See your entire sales funnel at a glance and update deals easily.
- Customizable Pipeline: Adapt the sales pipeline to match your specific sales cycle.
- Team Collaboration: Collaborate on deals and share updates with team members.
- Activity Reminders: Schedule reminders for follow-ups and other sales activities.
- Segment Leads: Filter and categorize leads for targeted communications.
- Contact History: Access complete history of interactions for each contact.
- Email Marketing: Use the drag and drop builder to create professional templates, view analytics, and segment correctly.
- Web Forms: Generate leads with customizable online forms on your website.
- Reporting and Dashboards: Get detailed analytics and track your goals.
- Revenue Forecasting: Predict sales volume and revenue.
- LeadBooster: Capture more leads through specialized tools.
- Web Visitors: Identify organizations browsing your website.
- Smart Docs: Centralize documentation and enable trackable quotes.
- Campaigns: Create and send customizable email campaigns.
- Projects: Project management with Kanban boards and task automation.
Pricing
| Plan | Cost | Includes |
|---|---|---|
| Essential Plan | $14/user/month (billed annually) | Basic lead and deal management features, 400+ integrations, and multi-language support. |
| Advanced Plan | $34/user/month (billed annually) | Includes all Essential features plus email sync and automation builders. |
| Professional Plan | $49/user/month (billed annually) | Includes all Advanced features plus deeper reporting capabilities and contract management. |
| Power Plan | $64/user/month (billed annually) | Designed for larger teams, includes all Professional features plus project planning and phone support. |
| Enterprise Plan | $99/user/month (billed annually) | Ultimate feature set including enhanced security and unlimited customizations. |
Various add-ons like LeadBooster and Smart Docs are available at extra cost. A 14-day free trial is available for all plans, no credit card required.
Product Overview
Developer Overview
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