What is Pipedrive CRM and why do I need it?

Our guide to Pipedrive CRM with everything you need to know

We use Pipedrive because it is very simple and quick to use and maintain, and although it is not perfect, it is the best in its category as a native CRM in the SME segment, designed for sales people to use.

In this guide we will cover the most important aspects of Pipedrive’s features, operation and capabilities.

Table of contents

Pipedrive is the best CRM for small and medium-sized businesses. In this guide we break down everything you need to know about Pipedrive and why it is the best option for more than 100,000 companies in 176 countries. The flexibility of its plans and the power of its functionalities make it the best ally for your sales.

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What is Pipedrive?

Pipedrive is a CRM developed by salespeople for salespeople, that makes it a different CRM, we can say exceptional due to its unbeatable properties to improve sales performance.

Agile, customizable and easily integrated.

"Although most CRMs cover the same functionalities, PIPEDRIVE differs in its VERY visual design, its simplicity and speed of use and, above all, the focus on sales opportunity management. Ideal for small and medium sized companies."

Why Pipedrive CRM?

Pipedrive is the left (or right) hand of a sales rep, a personal assistant. However, it also provides crucial data for management.

Two things that make Pipedrive a super-efficient sales tool are automations and Insights.

  • Automations significantly reduce manual work and help to focus on value-added activities.
  • Pipedrive reporting makes everything easily quantifiable: generating reports is easy and crucial data and information for sales management can be accessed in no time.

Pipedrive for sales: What is Pipedrive for?

Pipedrive as Sales Software

Visual and fully customizable to equipment of all sizes.

It will allow you to:

  • Automate sales
  • Manage prospects
  • Make decisions based on reports
  • Communicate with your customers in a meaningful way

Pipedrive as Email Software

It will allow you to exponentially increase your customer contacts.

It will allow you to:

  • Create and segment emails.
  • Analyze behaviors and results.
  • Automations based on campaigns, moments, events…

Full integration

An open door to integration with more than 400 services and tools with one-click installation.

It will allow you to:

  • Attract new prospects
  • Communicate with them
  • Manage contacts in an agile way.

Pipedrive CRM features

To stay up to date on Pipedrive’s features, you can check out the Imanta Blog, where we keep you up to date.

Let’s go with those that seem to us to be the most valuable:

Sales funnels

This functionality is the most important and the one we like the most about Pipedrive.

It is quick and easy to use, 100% customizable.

It has powerful custom fields and filters to organize opportunities, different views and a sales forecast view to know how you are doing.

It is where we spend most of our time

Prospecting - Leads inbox

It is a functionality that copies the Salesforce concept of managing two databases. One for the management of prospects to be qualified and open an offer to convert into a contact. The other is the general contacts database, where there has already been a qualification. Very useful if you need to manage large volumes of leads and keep the database clean.

Web visitor tracking

With this add-on you can find out which companies are visiting your site and set up specific commercial actions to respond to these visits.

Integrations

Pipedrive can connect and sync with over 400 tools including: Google, Asana, Slack, Kixie and keeps growing this list constantly!

Email marketing

Create and send customizable email campaigns with professional templates, built to get more clicks.

Sales funnels

This functionality is the most important and the one we like the most about Pipedrive.

It is quick and easy to use, 100% customizable.

It has powerful custom fields and filters to organize opportunities, different views and a sales forecast view to know how you are doing.

It is where we spend most of our time

How much does Pipedrive cost?

Pipedrive currently has 5 pricing plans and over 100 features available depending on each plan.

  • For freelancers and micro-SMEs we recommend the advanced plan.
  • If you need extra data security, more detailed reports and collaboration between teams the professional plan.
  • If you need advanced integrations with your systems or because of the size and structure of your sales department, considerthe corporate plan.

Pipedrive pricing detail

Here you can learn more about Pipedrive pricing.

Frequently asked questions about Pipedrive

Pipedrive is a CRM (Customer Relationship Management) tool designed to help companies manage and optimize their sales process visually and efficiently. It offers features such as task automation, activity tracking and integrations with 400 other tools. It is known for its intuitive interface and ease of use and for being a leader in the SME segment.

Choose Pipedrive for its intuitive interface that facilitates the visual management of the sales process, for the automation of repetitive tasks that saves time and reduces errors, and for its simple reporting and analysis tools. It also offers excellent value for money and integrates easily with 400 other tools. It is designed for sales teams.

There are more than 100 functionalities and we highlight the visual management of the Pipeline, one of the best in the market. Very easy to use. The key to Pipedrive is the simplicity of use and maintenance of information with duplicate management without the need for technical profiles for management as system administrator. Also the power of automations. For the price and the updates it has we think it is unbeatable (there is a very powerful investment fund behind it).

This is the key to Pipedrive. Value for money. We recommend the 30€ advanced bread to get started.

No. This is the key to Pipedrive, along with the more than reasonable costs.

There are many partners, but very few have our profile and experience in data management. We have been in digital since 1996 with more than 400 customers. We only implement Pipedrive. We do not work with other CRMs so we are very specialized (although in the past we have worked with Sales Force, Hubspot, Soho, Insightly and others). We have flexible packages depending on your profile and size.   

How to implement Pipedrive with IMANTA

Contact us without obligation to find out how we can help you boost your marketing and sales with the right strategy and the best tools.

Why choose Imanta to help you with your Pipedrive implementation?

You need a foundation beyond implementing the basics. Since 2018, we’ve implemented Pipedrive on numerous projects. Don’t just stick with the basics.

We have been Pipedrive certified since 2018 and monitor developments since the acquisition by the investment fund Vista Equity Partners in November 2020.

Although there is an enormous amount of guides and videos, companies that invest in customized services improve adoption by 90%. Our plus is integrations.

Need a demo, a POC or extend your 30-day trial?
Pipedrive promo code

If you want to try Pipedrive with an extended version of 30 days (15 days more than the default from the Pipedrive website) use our partner link and you can have double the time for your tests and our advice.

If you prefer to have a demo, there are many resources available to do it in self service mode. If you want to evaluate if Pipedrive is for you, you can contact us and we will try to help you. We have worked with and sold most of the modern CRMs. We will give you our opinion of the best option (even if it is not Pipedrive).  

POC is a proof of concept with your own data so you can evaluate Pipedrive with real data (paid). See options on our demo page.  

Check out our Pipedrive Blog: