Pipedrive CRM is designed around the principle of activity-based selling, focusing on the actions that drive deals towards completion. It’s known for its user-friendly interface and visual sales pipeline, making it a popular choice for sales teams.
Core Features
- Visual Sales Pipeline: A clear overview of the sales process with drag-and-drop functionality for updating deals.
- Customizable Pipeline: Tailor the pipeline to match specific sales cycles, with custom stages and fields.
- Team Collaboration: Features for collaborating on deals and activities, including sharing updates and tracking sales operations.
- Activity Reminders: Scheduling reminders for sales activities to ensure timely follow-ups.
- Segment Leads: Tools for filtering, categorizing, segmenting, and sorting leads for personalized communications.
- Contact History: Comprehensive history tracking for all interactions with each deal and contact.
- Web Forms: Lead generation through customizable online forms on websites.
- Reporting and Dashboards: Detailed reporting on sales and key activities, with progress tracking against goals.
- Revenue Forecasting: Forecasts sales volume and revenue based on pipeline data.
- Automation: Task automation, webhooks, open API, and AI-powered sales assistance to reduce repetitive tasks.
Highlights
- User-Friendly Interface: Known for its straightforward and intuitive design.
- Customization Options: Numerous customization features to align the CRM with specific business processes.
- Actionable Data Insights: Sales forecasting and tracking capabilities.
- Seamless Integration: Over 300 integrations and add-ons available to streamline workflows.
Pricing
- Various pricing plans are available, and while there isn’t a free version, Pipedrive offers a 14-day free trial.
How SharpSpring (Now, Constant Contact CRM) compares to PipeDrive
Pipedrive and SharpSpring are both popular tools designed to enhance business operations, but they cater to slightly different audiences and offer unique sets of features.
Pipedrive is primarily designed for young businesses under 1M in revenue. It is celebrated for its ease of use, customizable platform, and a lightweight interface that’s packed with features.
SharpSpring, on the other hand, is ideal for small to medium-sized B2B businesses. It is known for its cost-effectiveness, offering plans at approximately 1/10th the cost of comparable platforms. A significant percentage of SharpSpring’s small business users (72%) report being very satisfied with the platform, appreciating its comprehensive marketing automation features.
