Pipedrive Review

Honest Pipedrive Review

Here’s a comprehensive Pipedrive review for small businesses.

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Pipedrive is the ideal CRM for small businesses

Because of its strengths and not-so-major deal-breakers, Pipedrive suits some business types more than other business types.

The size could range from small businesses to solopreneurs, to startups and serves enterprises too if set up the right way.

Consulting Businesses

Ideal for Business Consulting and Marketing Agencies

Real Estate

Ideal for multiple roles like brokers, and multi-family offices.

Technology & SaaS

Ideal for SaaS and technology sales teams.

Clean Energy

Ideal for businesses in the solar and renewable energy industry.

Key Features of Pipedrive

A list of key Pipedrive features that make it ideal for small businesses.

Visibility Control

Maintain healthy competition within your organization by creating boundaries.

Customizable

Customize to suit your needs, right from custom fields, to layouts, to notification settings.

Powerful Insights

Insights and reports to show what’s happening in your sales organization.

Activity-based Sales

Work from a single place in Pipedrive instead of jumping around in multiple places.

Powerful Automation

Create sales & marketing automation flows based on events in Pipedrive.

Data Import & Updates

Bulk edit Pipedrive objects, or import data from CSV or Excel for easy CRM migration.

Rated positively by all major review sites

4.2/5

G2

4.5/5

GetApp

8.5/10

TrustRadius

4.5/5

Capterra

4.54/5

Software Advice

4.3/5

Gartner

4.5/5

Trustpilot

3.9/5

Forbes

Advantages of Pipedrive

Things I love about Pipedrive based on my experience as a Pipedrive Consultant.

Offers Parity Pricing

Price points for each pricing plan in Pipedrive depend on your billing location.

Easy to set up and learn

A basic setup in Pipedrive takes less than an hour and is super intuitive to pick up.

3rd Party Integration

Extend the functionality of Pipedrive by integrating with 3rd party apps using Zapier or Make.

Stupidly simple

Simple and intuitive layouts like spreadsheets that allow you to sort your sales pipeline data.

Disadvantages of Pipedrive

Things that Pipedrive can do better or things that simply don’t work with Pipedrive.

Lack of Calling Insights

You have to analyze call activities outside Pipedrive using BI tools like Tableau, and Google Data Studio.

Can’t add multiple contacts under one deal

Pipedrive is not ideal when you have multiple contacts to interact with as part of a deal.

No FREE plan

Pipedrive doesn’t offer a FREE plan, but plans start at $9.9 depending on your location.

What are some Pipedrive Alternatives?

Hubspot

has a free plan and other offerings (marketing, ticketing/support)

Keap

is for solopreneurs who rely heavily on marketing automation

Close

is modern, and powerful, but a bit expensive

StreakCRM

is for people who want to work from their Gmail inbox

GoHighLevel

is ideal for agencies

Capsule

has a free plan

FreshSales

is cheaper and scrappy

Bigin

is a free offering from Zoho

Here’s a detailed note about CRM options and the approach to selecting the right one for you.

Read about all the add-ons you could add to your Pipedrive CRM to improve its capabilities.

FAQs about Pipedrive

Pipedrive now has a Campaigns feature to support email marketing along with its contact forms, live chat, and chatbot features.

Pipedrive’s Prospector feature allows you to comb through millions of contacts and organizations based on your criteria.

Pipedrive’s advanced plans allow you to create multiple dashboards and reports. Although limiting today, it is a work in progress, and you can always set up data pipelines to visualize your data in tools like Google Data Studio and Tableau.

Pipedrive has a really flat learning curve and helps staff hit the ground running just after a single coaching call and using free resources on YouTube and the Pipedrive Community.

Contact

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