Pipedrive (review 2022): Simple and effective CRM for your SME 🏢

Pipedrive

Starting at 12.50 €

9.4

Quality

9.4/10

Features

9.3/10

Price

9.6/10

Les points forts

Value for money
Thought by commercial professionals, for commercial.
Many possibilities of customization.

Les points faibles

No features dedicated to customer support.

Try Pipedrive

Created in 2010 by two experienced sales managers, Pipedrive is a Customer Relationship Management solution with a simple concept: software created by vendors, for vendors. The ambition is to facilitate sales processes, initially long and complex, so that your sales teams focus on what they do best: sell! We tested the tool for a week: here is our opinion on Pipedrive .

Table des contenus

Pipredrive: the features

Manage your sales pipeline (dashboard)
Email integration
Activities and goals
Sales reports
Sales Forecast
Mobile Apps

Pipedrive: sales pipeline management

The first step when using a CRM is importing your contact data. Pipedrive makes it easy to import data via a CSV file or Excel spreadsheet. You will be able to thus diverse information like your contacts but also the various deals made, activities, products sold. Once your data is added, the main interface will look like this:

The interface is simple, clear and readable, allowing you to immediately find the information you need: what are the leads to contact, which are the most qualified, what are the commercial proposals made, etc.? It is thus possible to customize the dashboard with the information you need. You will be able to add various stages of sales (contacted, defined needs, etc.), types of activities to have an interface that suits you. The main advantage of this interface is the ease of use. Anyone can use it without real technical knowledge. Thus, a commercial wishing to have a simple tool to track its sales cycles will have no trouble using the editor “drag and drop” to add the information it requires.

Email integration

The main motto for any self-respecting CRM is “centralization of information”. Pipedrive is no exception to the rule and allows you to collect all the conversions between you and your customers. You will be able to synchronize your contacts and emails with those of Google Gmail, Outlook, Exchange, iCloud, etc. The tool proposes to choose the period for which you want to import emails. You can then directly use Pipedrive to send your emails from the tool and view each interaction (mail sent / received) for each contact. Each contact will have his card summarizing his information, the stage in which you are in the sales pipeline (deal done, contacted, etc.). A good way to gauge at a glance your customer. Finally, the solution proposes the creation of email templates with dynamic fields to accelerate the process of soliciting. In addition, you can use the workflow automation feature to automate the delivery of personalized e-mails. Again, this will save you a lot of time on once-boring, low value-added tasks. This will allow you to scaler contacts and increase the productivity of your sales teams.

Pipedrive: activities and goals

Pipeline defines an activity as “anything that moves you forward in the sales process.” A contact, a phone call, an appointment. Pipeline allows you to be kept informed continuously via alerts, notifications and activity reminders of your progress in the sales pipeline. The planning tool also allows you to display your task list on one page (synchronized with Google Calendar).

Basically, the tool includes pre-defined activities but allows the creation of personalized activities, in order to ensure that the software adapts as much as possible to the sales process of your company. This feature is very interesting because it allows you to always know if you are ahead of your process (good thing!) Or late (to motivate your troops!).

Pipedrive: sales reports

It is important to work very hard to achieve your results! It is also necessary to analyze the results of your actions (KPI) in order to gain insights to know your effectiveness. Pipedrive allows you to analyze the efficiency of your troops via customizable visual sales reports.

Pipedrive automatically calculates the average turnover of sales generated, the total turnover generated by each member of your team. In one click, you will be able to see the sales details of each one. Other statistics a little less “glorious” can display the number of sales “lost”. It is also possible to display a view of your conversion rates to find out where you are, and find out if you are progressing.

Sales Forecast with Pipedrive (forecasting)

Interesting for your salespeople and managers alike, this feature allows you to view the offers according to the planned date of sale. This allows you to decide where your focus should go in order to convert a maximum of qualified leads.

Pipedrive: also a mobile app!

Pipedrive offers a mobile application, allowing access to all crucial data, wherever you are. This will anticipate the important tasks and organization of your day. As a famous sage said, luck is when preparation meets the opportunity! This mobile application will allow you to be prepared. All the customizations that you have put in place on desktop will be present on mobile.

And many more features!

Other features are available such as:

Google Apps integration
Automation of the workflow
Creating web forms (collecting contacts)
Authorization Management and Visibility
Languages and multiple currencies (for international companies)
etc

Our opinion on Pipedrive

Pipedrive is a CRM solution that aims to simplify and “streamline” the management of your sales process. This is a successful bet because of its clear interface thanks to which we can easily access the information we need (upcoming tasks, which clients to focus on, analyzes of the commercial activity of a company, the forecasting). The advanced customization possibilities really make it possible for the tool to adapt to your activity, and not the other way around. Its easy handling allows anyone to use it … Finally, the Pipedrive solution is economical since it starts from 12.50 € per month. In short, we felt that the tool was designed by sellers, FOR sellers, as suggested by the original promise. A successful bet!