Pipedrive gives businesses the tools they need to manage their sales activity and respond to the needs of their customers.
- Organizes your sales plan through a sleek pipeline interface
- Folds all of your team's conversations into a single hub
- API integration with a number of useful apps
- Fundamentals can be taught to a sales team in a very short amount of time
- Integrates well with the Google cloud ecosystem
- Pipeline system is clean and effective
- Only three pricing plans available, with little options to customize a subscription that's right for you
- Automation is less robust than similar CRM platforms
Sales is an integral component of most business models, but the more complex the marketplace becomes, the harder it gets to make the most of your sales team. Particularly with larger sales teams, the administrative end of things can really bog down your productivity, and frayed communications can result in sales members accidentally working at crossed purposes. Pipedrive is a customer relationship management (CRM) platform with a focus on pipeline management and sales. It helps get your sales team all on the same page and cut down on the busy work sales members and managers have to do to keep your operations running smoothly. There's a lot going on under Pipedrive's hood, and that makes the design and organizational structure of this software platform especially important. Fortunately, the developers have really stepped up to the plate and produced a design that conveys a large amount of information without being overwhelming. Pipedrive always opens on your dashboard, which serves as a cleanly displayed vision of your pipeline. By presenting operations from this sort of top down view, users can then easily get a scan of the various stages of their process, evaluate issues, and zoom in quickly to focus on particular issues directly. The pipeline is highly customizable as well, so you can put together a dashboard that's catered to the specific needs of your sales department. A simple drag and drop interface allows you to manipulate leads, activities, and deals without having to dig through cumbersome menus. Pipedrive's automation options are very strong as well. Pipedrive can serve as the singular communications hub for your entire team. All calls, email, and progress can be tracked directly and automatically through the Pipedrive interface, so you won't have to sort through multiple different applications and user accounts whenever you need to find relevant information. Pipdrive offers a full email delivery platform that can sync automatically with your email client and contact lists. And since Pipedrive sorts emails according to your contacts and deals, you can quickly and easily pull up a whole chain of communication even if they're scattered across multiple conversations. It also comes with email templates right out of the box and email tracking options. Pipedrive can similarly organize your activities, using the pipeline you've put in place to focus your attention on the issues in order of urgency and importance. The activities and goals grid puts all of your objectives in front of you cleanly and directly. Simple icons make it easy for you to determine the nature of each activity with a simple scan. While these are automatically sorted in order of deadlines, there are a wide range of filters you can use to zoom in on specific circumstances. You have full control over how your reminders and notifications are set up and a lot of leverage to customize your grid to match your demands.