Everything you need to know about Pipedrive

WE PRESENT YOU A SUMMARY OF THE MOST OUTSTANDING FUNCTIONALITIES SO YOU CAN APPRECIATE THE POTENTIAL OF PIPEDRIVE

We develop many of the features on the blog together with interesting updates and news. Also, with the recent (majority) investment from Vista Equity partners with a new CEO, there are many changes and improvements ready to be implemented.

You also have a very complete guide available so you can implement it yourself. If you want to go a step beyond, don´t forget Imanta´s methodology to make technical implementation easy.

“Although most CRMs have the same functionalities, PIPEDRIVE differs in its VERY visual design, simplicity and speed of use and, above all, its focus on managing sales opportunities. Ideal for small and medium businesses.”

GUILLERMO VILLARROIG

FEATURES

  • Leads and sales funnels
  • Commercial prospecting
  • Contacts and communications
  • Product catalogue
  • Automations
  • Sales goals and reports
  • Privacy & Security
  • Integrations and Customization

  • PIPEDRIVE CAMPAIGNS BY IMANTA
  • MOBILE APP
  • MARKETPLACE
  • COMPARING PIPEDRIVE
    • HUBSPOT / ZOHO
    • NIMBLE / SUGAR

What is Pipedrive?

Founded in 2010, Pipedrive is a streamlined, simple, and highly visual CRM built by salespeople for salespeople, targeting small and medium-sized businesses. This peculiarity, coupled with the urgent need to digitize the business process, distinguishes Pipedrive from its competitors. All this, together with a series of investments, has made Pipedrive a very interesting solution for this market segment. It has 100,000 customers in 179 countries and has been translated into 19 languages. We have 800 employees representing 48 nationalities spread over 10 offices around the world.

How much does Pipedrive cost?

Currently, there are 5 price plans and about 90 features available depending on each plan. To sum up, we recommend each plan considering the customer profile, needs, and digital maturity

  • For freelancers and micro-SMEs, we recommend the advanced plan (25 €/month).
  • If you need enhaced data security, more detailed reports, and collaboration between teams, we recommend the professional plan (50€/month).
  • If you need advanced integrations with your systems or because of the size and structure of the commercial department, we recommend considering the corporate plan.
 

Essential

It is not worth it as it has limited functionalities

12.50 €

Per-user per month billed annually
or 15€ per user if billed monthly

SUPPLEMENT
per company/month, billed annually

TRY IT FREE
RECOMMENDED BY IMANTA

Advanced

Recommended starter plan. Especially for freelancers and Micro SMEs

24.90 €

Per user per month billed annually
or 29€ per user if billed monthly 


SUPPLEMENT
per company/month, billed annually

TRY IT FREE
RECOMMENDED BY PIPEDRIVE

Professional

If you need enhanced segurity, more detailed reports or teamwork.

49.90 €

Per user, per month, billed annually
or 29€ per user if billed monthly


SUPPLEMENT
per company/month, billed annually

TRY IT FREE
 

Enterprise

If you need integration with your system or you have a sales network that needes advanced customization.

99.00 €

Per user, per month, billed annually

minimum 10 users (90€)

GET IN TOUCH

All plans have 24/7 chat support and access to help resources and tool and sales courses. "Lead Booster" and "Web Visit Complements" are extra functionalities with a monthly cost per company and not per user.

Pipedrive Demo

Who better than James Campbell, founder of Pipedrive to make a demo and assess basic functions such as displays and filters, reports, data export and above all, how to save time in sales management. Contact us for a CUSTOM DEMO.

With our partner code (pdp-vilarroig) you can extend the Pipedrive free trial to 45 days..
Click on the image below for more information.

pipedrive-prueba-gratis

We may also offer you discounts provided by Pipedrive.

Our added value is in integrating Pipedrive with Other tools.



Pipedrive Login

There are countless Google searches on how to login to Pipedrive. Please check this screenshot so that you do not have any problem and for SEO purposes.

TOP FEATURES

OUR FAVOURITES

01

Sales funnels (Pipeline)

This is the most important functionality and our favourite one about Pipedrive. It is fast and user-friendly, 100% customizable. It has custom fields and very powerful filters to organize opportunities, different views and a sales forecast view to know how you are doing. It is where we salesmen spend most of the time.

02

Leads inbox-market prospecting

This is a new functionality based on the Salesforce concept of managing two databases. One for the management of prospects that must be qualified to open an offer and convert them into contacts. The other one is the general contact database, where there has already been a qualification. Very useful if you need to manage a large volume of prospects and keep the database clean.

SALES PROSPECTING TOOLS

The 5 prospecting features are under the umbrella of the Lead Booster tool, which costs €32 per company per month (not licensed per user)

  • PROSPECTOR
  • CHATBOX
  • WEB FORMS
  • WEB VISITORS (ADD ON)
03

Contacts and communications

The management of contact fields is like in any CRM. The added value lies on its simplicity, creating custom fields and the use of views or filters. It has an activity history display option very useful to monitor commercial activities. We love it because it is simple.

  • CONTACT MANAGEMENT
  • SMART DATA SCRAPPING
  • INTEGRATED EMAIL
  • INTEGRATED CALENDAR AND SMART SCHEDULE
  • CALL MANAGEMENT
  • MANAGEMENT AND TRACKING OF DOCUMENTS
04

Product catalogue

Fully customizable, you can upload your product catalogue with amounts and taxes and associate them with sales opportunities. It allows to manage recurring sales and to integrate and automate processes based on your catalogue.

05

Automations

To improve productivity in tedious tasks with repetitive sequential processes, whether in the sales process, the maintenance of the Pipedrive database or administrative tasks, the automation flow is based on defining a trigger (a rule) that triggers an action, such as updating a field for a person, company or opportunity, or sending an email. It is simple and powerful to use, and we are constantly investing in improving it. We are also investing in intelligence.

  • WORKFLOW AUTOMATIONS
  • SECURITY CENTER
  • SALES ASSISTANT
06

Sales target and reports

They are essential to have a clear tracking of the objectives and activity of the commercial plan and its intensity.
Reports are easy to manage and key to measure business intensity. Dashboards summarize top reports and indicators.

  • SALE OBJECTIVES
  • CUSTOMIZABLE REPORTS
  • INTERACTIVE PANELS
07

Privacy & Security

Useful to manage permissions for work teams limiting the export of data and functionalities by roles. It has a security centre to manage and control access, 4 security certificates and a data infrastructure in Frankfurt in compliance with European regulations.

  • TEAM MANAGEMENT
  • SECURITY CENTER
  • PROTECTED INFRAESTRUCTURE
08

Integrations (API y webhook)

With its powerful, well-documented API (and a community of developers), you can customize Pipedrive connection and integration with your apps. And of course through Zapier and most other similar connectors. You also have services via webhook to get real-time notifications about changes that occur in your data.

Mobile app

Available on Android and IOS, it is a great APP with capabilities such as transcribing and archiving voice notes to text, or scanning notes taken by hand. If you allow background permissions, it records the calls in the contact files. You can check contacts that are geographically close to you, chat in real time, check mentions and review reports. It has been designed so that you can manage your commercial activity from your mobile. Very complete and recommended.

Market place

With more than 300 native applications (connected in plug&play mode) in 13 different categories, this is one of the jewels in the crown. Almost every app has an integration for Pipedrive. Telephone APPs, lead generation or emailing are the most demanded. Undoubtedly a decisive factor for technology integration.

Comparing Pipedrive

Named the best CRM of 2021 by Software Review and with more than 3,000 opinions with the highest ratings on portals such as capterra, G2 Crowd, trust pilot, and getapp, these are the most valued attributes vs. the competition: visual and intuitive, simplicity, customization, support, focus on sales and a Market Place with 300 applications at an unbeatable price.

  • Comparing Pipedrive with:
  • HUBSPOT
    NUMBLE
    SOHO
    SUGAR