Pipedrive CRM review

Pipedrive review: The CRM for stacking bills—not spending them.

Simple. Cheap. Free trial. Need we say more?

It lacks some of the power features that sophisticated sales and marketing organizations will want.

This is a fantastic choice for the solopreneurs and small teams looking for a cost-effective solution that's easy to use and more than capable.

The short-winded explanation of Pipedrive. 

Pipedrive makes selling easier and more visually appealing, all without draining your bank account. It’s the CRM built by salespeople for salespeople to help businesses convert leads into cash. 

Pipedrive delivers a complete CRM focused on activity-based selling that is displayed through visual pipelines. Basically, if you’re a visual learner, this is the CRM for you. With comprehensive management tools, strong automation, and crisp visual reporting, it’s got everything you need to start hustling harder in your business. 

Hustling at this level doesn’t cost much either. Pipedrive offers 4 different pricing tiers all under $100/mo. If you’re one of those “try before you buy” type of folk, they offer a free 14-day trial—without a credit card—for you to get your hands dirty.

Pipedrive is built for the small business that wants to scale and deliver big numbers. 

You’re probably wondering how they do all that, so allow me to explain…

I’m good to go. I want to turn my small numbers into big numbers. 

A longer-winded explanation of Pipedrive.

Back in 2010, Timo Rein and Urmas Purde were selling stuff. I mean all kinds of stuff—newspaper ads, car insurance, home insurance—you name it, they probably sold it. All that selling showed them the flaws in the sales process. Lost leads, untouched contacts, all of it was wasting away in poorly organized operations. That’s when they started to see an opportunity. 

After assembling a killer crew, they launched Pipedrive, the CRM that put the needs of salespeople first. Their focus was activity-based selling—which is the LinkedIn way of saying the process is just as important as the sale. With a hyper-focus on scheduling, completing, and tracking activities they started helping brands connect with leads more effectively. 

And they haven’t slowed down in the last decade, raising over $90+ million in funding, and expanding their service to 170 countries and 90,000 clients. Just to flex a little harder, they also were voted one of the best companies for women to work for by Inc. 

Enough with the bragging, I know you’ve got one question that’s been looming like a gloomy cloud…

How much does PipeDrive cost?

Like most CRM services, Pipedrive’s pricing is based on the list of users you enroll. But, they also offer four different tiers of their service, Essential, Advanced, Professional, and Enterprise. 

Here’s the breakdown: 

There’s something for everybody in Pipedrive. If you’re the rookie entrepreneur, it won’t drain your bank account like sophomore year of college did. For the more seasoned brands, it offers a suite of tools that can help scale your business and stack cheddar, moolah, whatever you want to call it. 

I know your ears perked up when I said features, so let me give you a little preview of what Pipedrive has under the hood. 

Meticulous Management 

Leads don’t just walk in the door, though we all would like that to be the case. Instead leads are fought for. Whether it be on social, in the inbox, or on the phone, managing that lead and converting them is the most important part of your business. Pipedrive treats it like so. 

It collects lead information through chatbots and web forms that can be customized and embedded into social media for cleaner contact management. Then it displays it in a visual pipeline lets you see your current lead and sales activity. If that weren’t enough, automation pushes potential leads to set up a meeting with reps based on their availability. Talk about staying on top of it all. 

Clear Communication 

One thing you need to know is that you can grow an unlimited number of contacts and organizations with Pipedrive. Other CRMs don’t let this fly, so take advantage of it. 

Once you’ve captured your lead information and it’s been added to the system, every communication interaction with contact is automatically documented and stored in the system, giving you a complete visual history. From phone calls to emails and social media exchanges, it keeps everything organized so you can see exactly what your lead has gone through. As a bonus, they offer templates that let you send deals, welcome letters, and more without having to create your own from scratch.

Ass-Kickin Automation

You can’t do it alone—sorry to break it to you. You might have been able to make it happen on your own up to this point, but that’s why you’re reading a review for a CRM right now. Pipedrive is here to help and automation is the answer. 

Once a lead is put into the pipeline, it automatically is sorted based on the credentials you’ve set for particular people and organizations. They make it simple to create custom automation for repetitive tasks like follow-ups, potential deals, and booking meetings, so you can focus on securing more deals. And, they have a Sales Assistant that uses behavior to suggest hints for messaging and next steps—sort of creepy, sort of awesome, I’m not sure yet. 

Robust Reporting 

Don’t tell me you’ve been making decisions without data? Every CRM brand would be ashamed to hear that. Pipedrive offers extensive reporting so you can determine what makes leads love and absolutely hate. 

It starts with pipelines that let you see clearly into your sales, activity, and product. Each one can be customized to your specific needs, so your reports don’t miss the key points your intern forgot last meeting. Then comes their revenue forecasting which lets you plan ahead based on expected close dates and win probabilities. If you’re big on numbers, Pipedrive has you covered. 

Those are the primary features that make Pipedrive one of the best according to a few asses who like marketing and making money.  

On top of those, you should also know that Pipedrive offers a mobile app that is iOS and Android friendly as well as one and two-way sync with Google and Microsoft. If you’re a master puppeteer, using a variety of different applications, Pipedrive also integrates with a variety of programs.  

Just in case you were sold, allow me to tell you who should be inking their first check to Pipedrive right now. 

Who Pipedrive is for

The small to medium-sized brand needing a CRM that blends features with cost-effective pricesThe small to medium-sized brand needing a CRM that blends features with cost-effective prices. Pipedrive is stupid-simple and should be a top choice for any brand, business, or hustle that wants to start scaling. 

Who Pipedrive is not for

If you’re looking for an omnichannel marketing tool that combines CRM, marketing, and customer support, Pipedrive isn’t going to be your first or best choice. It lacks the power and dynamic capabilities you need to continue growing. 

Conclusion

Pipedrive is impressive to say the least. With a focus on empowering small businesses to sell easier without fisting over big bills, it has everything you need to begin your entrepreneurial journey or scale your current hustle. 

Jake 1

Hey, I'm Jake, a fellow mule and provocative penman. I appreciate good sentences when I see them and sling a few of my own here and there. If you like the oxford comma and $4 drafts, we are going to get along.

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Hey, I'm Jake, a fellow mule and provocative penman. I appreciate good sentences when I see them and sling a few of my own here and there. If you like the oxford comma and $4 drafts, we are going to get along.

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I'm just a stubborn mule named Andrew writing reviews based on my experience over 15 years growing businesses and trying to use software to run them a little better.

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