Pipedrive

Intro

Pipedrive is a powerful sales CRM (Customer Relationship Management) software designed to help businesses manage their sales processes more effectively. It offers a user-friendly interface and a wide range of features tailored to streamline sales activities, track leads, and improve conversion rates.

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At its core, Pipedrive provides a visual sales pipeline that allows users to track the progress of deals from initial contact to closing. This pipeline view makes it easy for sales teams to prioritize tasks, follow up with prospects, and forecast revenue accurately. Additionally, Pipedrive offers customizable sales stages, activity reminders, and email integration to keep communication centralized and efficient.

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One of Pipedrive's key strengths is its flexibility and scalability, making it suitable for businesses of all sizes and industries. It offers various integrations with popular tools like Google Workspace, Microsoft Office 365, and numerous other third-party applications, enhancing its functionality and adaptability to different workflows.

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Overall, Pipedrive empowers sales teams to work smarter, close more deals, and drive business growth by providing intuitive tools for managing leads, tracking sales activities, and optimizing the sales process.

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Features

• Pipelines and list view
• Workflow automation 
• Merge duplicate data
• Deal Rotting
• Over 400 integrations
• Products catalog 
• Required fields 
• Formula fields
• Merge fields
• Mobile app
• Caller ID linked to deals and activities
• Automatic call logging
• Web-to-mobile calls
• Contacts map
• Multiple email accounts sync (Multiple email accounts sync allows you to sync up to 5 email accounts into 1 Sales Inbox user at the same time)
• Customizable email templates and signatures
• Email open and click tracking
• Meeting Scheduler

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Benefits

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• Fast setup.
• Low cost and fast ROI. 
• Better visibility with Pipelines - visualize even the most complex processes.
• Automated tasks and emails - improve efficiency and productivity of Your team.
• You can integrate various communication channels like SMS, phone, Whatsapp, Chatbot, Live Chat, Linkedin. 
• Easy access to reports and dashboards. 

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• Automatic lead and deal routing functionality. Less sales admin work.

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• Leadbooster add-on provides Chatbot, Live Chat, webforms and Prospector features that are directly integrated to Pipedrive. 

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• Pipedrive has integration with Surfe for perfect social selling alignment. Sync Your Linkedin messages to CRM!

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• Pipedrive Mobile App allows You to manage deals even in Offline mode. 

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Drawbacks

• No Custom Objects 
• No native marketing automation. (we use Outfunnel for 2-way sync with ActiveCampaign)
• No native deal and lead scoring solution (we use Zapier to automate the scoring) 
• No native Playbook feature like in Hubspot.
• SmartDocs is very limited (we use Pandadoc)

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Our Verdict

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9/10. It's a great CRM as it’s user friendly. We have worked with Pipedrive for the last 5 years and it keeps improving. Many innovative tools integrate with Pipedrive that allows clients to create powerful sales operations techstack. 

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Who Can Benefit from Pipedrive?

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Sales teams working with both B2B and B2C that are looking to increase their productivity. 

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