This may not have the potential and power to handle larger companies. But for startups and small businesses, this is a tremendous offering even if it just helps you refine and implement a sales process and system. In my opinion one of the best features is that it more or less forces you to ...
A major drawback that I noticed is that its built around the sales individual and not around the sales team. There is no option to have multiple sales persons working on a master list which can be monitored by the team lead. In the whole lot of 100+ CRM tools out there on the web, there are very ...
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Starting from: $12.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
A simple CRM starting at $12 per user per month subscription, with a discount for annual payment. It's easy to add or remove team members at any time.
Nobody understands the ins-and-outs of sales pipeline management better than the salespeople who use these systems every day. That’s why Pipedrive, a cloud-based sales pipeline management solution, stands out among competitors in the marketplace. The application was built by experienced salespeople, with an eye for keeping sales processes as simple, straightforward, and efficient as possible.
Pipedrive is primarily used by small and mid-size teams, however the sales CRM’s advanced features have wide applications. Professionals can use Pipedrive to organize their contacts, forecast sales, and follow-up with leads at optimal times. The solution works on both desktops and mobile devices, thanks to powerful iOS and Android applications.
Pipedrive is a sales CRM and pipeline management application that was created for small and mid-size teams, along with freelancers and non-profits. The purpose behind the solution is to give users the best possible view of all outstanding deals they, and their colleagues, are working on. Pipedrive is completely customizable, which makes it possible for teams to mold the application to their needs, rather than the other way around.
Timeline views provide users with accurate sales forecasts for the coming months and quarters. Advanced reporting features allow users to set both personal and group targets and track how close they’re coming to meeting those targets in real-time. Nightly backups in multiple locations help to ensure that the data that teams enter into Pipedrive is always safe and secure.
Most sales teams prefer to use pipelines to see where they’re at and uncover hidden business opportunities. Pipedrive’s sales pipeline views are more effective than traditional to-do lists because they display sales and leads at all different stages. This allows salespeople to clearly view how they are doing and hone in on deals that need immediate attention.
Click over to your sales pipeline for an overview of where you and your teammates are at with any ongoing deals. With Pipedrive’s zoom features, you can narrow in on deals that were added in the past day or week. You can also move deals forward through the pipeline by dragging and dropping them into place.
Pipedrive keeps complete deal histories and records of all online interactions between salespeople and their leads or business contacts. In the Contacts portion of the application, users are able to search for contacts by name or organization.
Use the search feature in Pipedrive’s mobile app to pull up contact information for any lead on your mobile device. You can filter your searches by deal—for example, typing in something like “Jennifer’s leads” or “Display ad sales”—and start new calls or emails with one-click. You can also add notes from meetings to any contact’s user history.
Pipedrive’s Timeline View acts as a personal sales manager, helping business users select the right deals and leads to focus on at any given time. Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.
Customize your Timeline View based on personal preferences or existing sales workflows. You can adjust the Timeline View to see deals arranged by delivery to implementation date. Timeline View is also an important tool for managers who are interested in seeing how their sales teams are doing without spending too much time looking into their salespeople’s individual pipelines.
Sales forecasting tools provide teams with insights into how they can expect the next months or quarters to turn out. Pipedrive’s sales forecasting module provides users with a birds-eye view of company performance. This makes it easier for managers to make adjustments to their plans or expectations before revenue targets fall off track.
Using Pipedrive’s sales forecasting tools, you can track all your to-do items, emails, and scheduled calls for the coming day, along with those that are scheduled to be completed by the end of the month. Click between Pipedrive’s two views (Pipeline View and Timeline View) to see day-to-day work and long-term planning schedules. You can elect to receive notifications any time there is too little engagement with a deal, or when a deal is failing to move through the pipeline at its anticipated rate.
Every team has its own concerns when it comes to reporting, which is why Pipedrive has developed a customizable platform that businesses can adapt to their own needs. With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.
Visit your personal sales dashboard to see an overview of the data that Pipedrive has collected. You can filter this information by category, product, services, or team member. You can see how your sales results stack up against those of your colleagues, and you can monitor your progress toward reaching personal activity goals in real-time.
Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps. Pipedrive’s REST API is also available.
Pipedrive offers straightforward pricing. Businesses can expect to spend $12 per user, per month. Pipedrive does not charge any hidden fees, and there are no contracts or account limits.
Businesses that expect to have more than 50 users should contact Pipedrive directly for custom pricing information.