Pipedrive Review 2024: Is it Still the Best CRM?

In the fast-paced world of sales, having a reliable CRM is crucial.

Pipedrive has long been a popular choice, but is it still the best option in 2024?

In this comprehensive review, we’ll dive deep into Pipedrive’s features, pricing, pros, and cons.

By the end, you’ll have a clear understanding of whether Pipedrive is the right CRM to power your sales success this year.

What is Pipedrive?

Pipedrive is one of the best CRM or customer relationship management tool, that’s built to make life easier for the sales team.

Think of it as your trusty sidekick for managing the entire sales process.

Pipedrive helps you visualize your sales pipeline, which is basically a way to track all your potential deals from start to finish.

You can see where each deal is at, who’s responsible, and what needs to happen next.

This helps you stay organized & focused so you can close more deals and grow your business.

In short, Pipedrive helps you stay on top of your sales processes so you can easily spend less time on admin and more time selling.

Who Created Pipedrive?

Pipedrive was founded in 2010 by Timo Rein, Urmas Purde, Ragnar Sass, Martin Henk, and Martin Tajur.

These five entrepreneurs, with backgrounds in both sales and software development, recognized a gap in the market for a CRM tool that truly empowered salespeople.

They envisioned a platform that prioritized the sales process and sales funnel, not just customer data and sales data.

Their goal was to build a tool that helped sales teams sell more, not just manage information.

Top benefits of Pipedrive

• Visual Sales Pipeline: Pipedrive’s intuitive interface lets you visualize and manage your entire sales cycle.
• Centralized Customer Data: All your customer relationship management and sales data are in one place and are easily accessible.
• Activity Tracking & Reminders: Schedule activities, set reminders, and track your progress to ensure every opportunity is noticed.
• Workflow Automation: Automate repetitive tasks, freeing up your team to focus on selling.
• Mobile Apps: Access your CRM software on the go, staying connected and productive from anywhere.
• Integrations: Connect Pipedrive with your favorite business tools for streamlined sales processes.
• Affordable Pricing: Flexible pricing plans starting at $14.90 per user per month make it accessible to businesses of all sizes.
• Customization: Tailor Pipedrive CRM to match your unique sales processes and terminology.
• Powerful Reporting & Insights: Track sales performance, identify trends, and make data-driven decisions.
• Easy to Use: Get started quickly with Pipedrive’s user-friendly design.
• Scalability: Pipedrive grows with your business, adapting to your changing needs.

Best Features

Pipedrive stands out among other CRM solutions due to its blend of user-friendliness and powerful features tailored to the needs of sales reps & sales managers.

Let’s examine some of the features that make Pipedrive a top choice for businesses seeking streamlined sales processes.

1. Leads

Pipedrive’s Lead Management feature is a powerful tool for capturing and nurturing potential customers.

You can easily import leads from so many sources, track their interactions, and assign them to the right sales reps.

This ensures that no lead falls through the hole, maximizing your chances of conversion.

2. Deals

The Deals feature is the heart of Pipedrive. Here, you can visualize your entire sales pipeline, track deal progress, and identify bottlenecks.

You can customize deal stages, add activities, and set reminders to keep your sales process moving smoothly.

Pipedrive’s visual representation of deals makes it easy for sales managers to monitor their team’s performance and forecast revenue.

3. Projects

Pipedrive’s Projects feature allows you to manage complex sales processes with multiple stages and stakeholders.

You can break down large deals into smaller, manageable tasks, assign them to team members, and track progress.

This helps ensure that everyone is on the same page and that nothing falls through the cracks.

4. Campaigns

Pipedrive’s Campaigns feature enables you to create and track targeted email campaigns.

You can personalize your emails, automate follow-ups, and measure open and click-through rates.

This helps you nurture leads & build relationships with potential customers at scale.

5. Insights

Pipedrive’s Insights feature provides powerful analytics and reporting tools. Users can track key metrics, identify trends, and generate custom reports.

This allows you to gain good insights into your sales performance & make data-driven decisions to improve your results.

Pricing

Pipedrive offers flexible pricing plans to accommodate businesses of all sizes.

Here’s a breakdown of their current plans (as of September 2024):

Plan Name	Key Features	Price (Billed Annually)
Essential	Lead management, Deals, Contacts, Activities, Email integration	$14/user/month
Advanced	Essential features + Workflow automation, Products catalog, Email tracking, 2-way email sync	$24/user/month
Professional	Advanced features + Team management, Revenue forecasting, Custom fields & reports, Public API	$49/user/month
Power	Professional features + Unlimited custom reports, Security alerts, Phone support, Onboarding program	$59/user/month
Enterprise	All featured unlocked	$79/user/month

Pros and Cons

Understanding the strengths and weaknesses of any tool is vital before making a decision.

Let’s take a quick look at what Pipedrive does well and where it could improve.

Alternatives to Pipedrive

Here are several Pipedrive alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Pipedrive Compared

Here’s a comparison of Pipedrive against other CRM software:

• Pipedrive vs GoHighLevel: Pipedrive focuses on sales pipeline management, offering a clear visual flow, whereas GoHighLevel is an all-in-one platform with broader marketing and sales automation features.
• Pipedrive vs Keap: Pipedrive excels in visual sales pipeline management, while Keap specializes in robust marketing automation, lead scoring, and advanced email sequences.
• Pipedrive vs ActiveCampaign: Pipedrive is a sales-centric CRM with intuitive pipeline visualization, while ActiveCampaign prioritizes marketing automation and customer journey building.
• Pipedrive vs HubSpot: Pipedrive is a more focused sales CRM known for simplicity, while HubSpot offers a comprehensive suite of marketing, sales, and service tools, being more complex.
• Pipedrive vs ClickFunnels: Pipedrive is a sales pipeline CRM, while ClickFunnels primarily focuses on building sales funnels and landing pages, with basic CRM aspects.
• Pipedrive vs Folk: Pipedrive is strong in sales pipeline management, whereas Folk emphasizes simple contact organization and relationship building for smaller teams.
• Pipedrive vs Instantly: Pipedrive focuses on sales deal management, while Instantly specializes in cold email outreach, lead finding, and email automation.
• Pipedrive vs ClickUp: Pipedrive is a dedicated sales CRM that is excellent for pipeline tracking. ClickUp is a versatile work management platform that can also be used as a CRM and offers broader project management.
• Pipedrive vs Monday CRM: Pipedrive is a sales-focused CRM with visual pipelines, whereas Monday CRM is a highly customizable work OS that can be configured for CRM purposes and emphasizes workflow management.
• Pipedrive vs Capsule CRM: Pipedrive focuses on visual sales pipeline management, while Capsule CRM is a simpler, growth-oriented CRM for managing contacts and relationships, often for smaller businesses.
• Pipedrive vs Insightly: Pipedrive specializes in sales pipeline visualization, while Insightly offers a broader CRM solution with project management, marketing automation, and more robust reporting.
• Pipedrive vs Freshsales: Pipedrive offers deep sales pipeline visualization, while Freshsales CRM provides a more complete solution with built-in phone, AI tools, and integrated marketing features.
• Pipedrive vs Salesforce: Pipedrive is user-friendly and sales-focused for SMBs, whereas Salesforce is a highly customizable, enterprise-level CRM with extensive features across sales, service, and marketing.
• Pipedrive vs Zendesk: Pipedrive emphasizes visual sales pipeline management and automation, while Zendesk primarily focuses on customer service and support. It also offers CRM capabilities with built-in communication tools.

Personal Experience with Pipedrive

My team and I recently adopted Pipedrive. It’s one of the best CRM tools, and the results have been remarkable.

Before Pipedrive, our sales process was chaotic, with all our sales data scattered across spreadsheets and email threads.

We struggled to track leads, follow up on opportunities, and get a clear picture of our pipeline.

Pipedrive changed all that. The visual pipeline made it easy to see where each deal stood, and the automation features saved us countless hours of manual work.

We were able to centralize all our sales data in one place, making it easy to access and analyze.

The impact on our bottom line was significant.

We saw a noticeable increase in our close rate and a decrease in our sales cycle. And the best part?

Pipedrive cost is within our budget, making it a smart investment for our business.

Here are some of the specific benefits we experienced:

• Improved lead management: We were able to capture & nurture leads more effectively, resulting in more conversions.
• Streamlined sales process: Our sales process became more organized and efficient, freeing up our team to focus on selling.
• Enhanced visibility: We gained a clearer picture of our pipeline and sales performance, allowing us to make data-driven decisions.
• Increased productivity: The automation features saved us time and allowed us to focus on high-value activities.
• Cost-effective solution: Pipedrive offers a powerful CRM solution at an affordable price.

Overall, Pipedrive has been a game-changer for our sales team. It has helped us streamline our processes, close more deals, and grow our business.

Final Thoughts

In the realm of CRM tools, Pipedrive stands out with its intuitive interface, visual sales pipeline, and automation capabilities.

It empowers sales teams to streamline their processes, close more deals, and gain valuable insights.

However, it’s essential to weigh its limitations in reporting and consider its learning curve.

If you’re seeking a user-friendly CRM that prioritizes sales pipeline management and offers robust features at an affordable price, Pipedrive might be the ideal solution for your business.

Ready to improve your sales? Try Pipedrive today and see how it can transform your sales process.

And remember to leverage its seamless integration with web forms to capture and nurture leads effortlessly.

Frequently Asked Questions