Pipedrive is a customer relationship management (CRM) tool with pricing starting at $12.50 per user, per month that offers features to help manage, organize and visualize sales activities. It helps small businesses focus on critical selling activities while navigating long and complex sales processes. This article focuses on Pipedrive pricing tiers and the features you get within each tier.
An important part of pricing includes trying a product to make sure it’s right for you before making a financial commitment. Pipedrive offers a free trial to help you do just that. Sign-up for a Pipedrive free trial to see if it’s right for your business.
Pipedrive CRM Pricing
Pipedrive CRM is affordably priced with the small business owner in mind. It offers robust CRM software tools to help business owners manage their sales activities. As their needs grow, and they require more advanced tools like revenue reporting and multiple dashboards, the prices are still affordable at slightly less than $50 per user, per month.
Pipedrive offers three levels of pricing, ranging from Silver priced starting at $12.50 per user, per month to Platinum priced starting at $49.90 per user, per month. All plans come with a robust basic set of features that include the ability to create and customize multiple pipelines, produce advanced reporting sync with and Google productivity products including calendar features. Each tier adds to features in the previous one.
Pipedrive Features Table
|Pricing (based on annual agreement)|
|Chat & Email Support|
|Google Contacts, Calendar & Drive Sync|
|Activities & Reminders|
|Marketplace with 100+ App Integrations|
|Lead Capture Web Forms|
|Smart Email BCC and Sales Inbox|
|Revenue Forecast Reports|
The Silver plan’s pipeline feature allows salespeople to create visual pipelines. It gives the ability to view deals by the sales stage they are in and enables salespeople to create sets of drag and drop boards that indicate pipeline stages. It also shows the status of activities that need to be complete and allows salespeople to advance deals to the next pipeline sales stage or into another category like Won or Lost or into another pipeline.
The Gold plan includes integrated two-way email sync. With this feature, salespeople can send and receive emails from their Pipedrive Sales Inbox as well as their email accounts. Incoming emails automatically appear and are linked to deals and contacts. Other email features include email templates, tracking, and a customizable signature.
The Silver plan’s calendar helps salespeople stay on track with planning and executing activities related to their deals. It allows you to schedule activities without risk of conflicting with other meetings or activities you may already have planned. Also, with a calendar view, you can visualize what your week looks like and mark activities as complete as you’re getting your sales-related tasks done.
An enhanced calendar feature called Scheduler is also included in the Gold plan. With Scheduler, salespeople can schedule meetings efficiently. They can send a link showing their availability and allowing prospects and customers to choose mutually beneficial times to meet. Once the meeting is booked, it automatically appears in the Pipedrive Calendar.
In the Silver plan, Pipedrive offers Smart Email BCC, which allows you to manually send emails to Pipedrive where they are linked to deals and contacts automatically. It works by sending emails from your own email provider and BCCing a Pipedrive email address that you create. You can also add emails sent to you by forwarding them to your Smart Email BCC address.
The Gold plan includes integrated two-way email sync. With this feature, salespeople can send and receive emails from their Pipedrive Sales Inbox as well as their email accounts. Incoming emails automatically appear and are linked to deals and contacts. Other email features include email templates, tracking and a customizable signature.
Workflow Automation Feature
Workflow automation saves a lot of time by automating repetitive tasks. This feature, found in the Gold and Platinum plans, lets you do things like automatically assigning tasks, making updates to your pipeline, or sending emails after a trigger event like when a deal has been won or when a deal moves to different stages. If you do the same things at different points in the sales process, workflow automation can save time.
The products catalog feature, found in the Gold and Platinum plans, offers the ability to add products to Pipedrive and link those products to deals and contacts. This feature lets you add information such as pricing, product codes and notes can be added to product listings and gives salespeople the ability to search for and filter deals by product.
Dashboards and Team Management
The Platinum plan includes single sign-on, multiple dashboards, teams features and revenue forecasting reports. The single sign-on feature decreases onboarding time by eliminating the need to create multiple new accounts every time a salesperson joins the company.
The Platinum plan’s multiple dashboards allow you to view a variety of activities and data quickly instead of relying on a single dashboard. The teams feature allows you to group your salesforce into teams. The revenue forecasting tool offers advanced analytics, allowing you to project revenue based on won and open deals.
On its own, Pipedrive CRM is a simple yet robust CRM tool that helps keep sales professionals focused on tasks that will successfully advance prospects through pipeline stages. Pipedrive is even more powerful with third-party integrations that enhance productivity such as Pipechimp, an integration with MailChimp, Plecto, which is a sales motivation tool, and Kixie, an integrated phone solution. There are dozens of other integrations that enhance Pipedrive’s functionality further.
Pipedrive offers email and chat support across all plan levels. It provides support in English and Portuguese from 9 a.m. to 5 p.m. across all European Union and United States time zones. For Platinum members, phone support is also available. It has also created a lot of how-to articles and feature demos and videos if you want to find out how something works right away.
How Pipedrive Works
Pipedrive CRM works by keeping salespeople focused on critical activities needed to progress deals to the next stage and ultimately to close. It allows users to create visual pipeline stages similar to Kanban boards and define activities within each stage that must be finished to move through the sales cycle. Sales teams can get a quick snapshot of where they are in the sales process and what they need to do next.
Managing Relationships and Pipeline Stages
CRM software helps businesses manage and optimize relationships with customers and prospects. Pipedrive’s core features help you manage these relationships by facilitating customer and prospect interactions that need to occur throughout the entire sales process.
Another core benefit of CRMs like Pipedrive is being able to create and implement pipeline stages. These are the steps within the sales cycle that represent activities needed to move a prospect from initial contact to buying your product or service. See our article, Pipedrive vs Freshsales for a more detailed comparison on which crm is best for your team.
Who Pipedrive CRM Is Right for
Pipedrive is great for sales teams of all sizes and businesses from all industries. It is especially useful for sales teams that have highly repetitive and lengthy sales processes where they need to stay on top of activities in each pipeline stage and want to visualize where they are and what they need to do to close their deals.
The Silver plan is suitable for teams with lower prospecting activities because their need for task automation is relatively low. The Gold plan is for teams looking to automate key tasks, analyze the effectiveness of emails, and make the process of scheduling meetings with customers more streamlined. The Platinum plan is for businesses that want to streamline and automate their activities even more, create sales teams and do revenue forecasting in their CRM tool.
A more detailed examination of the different plans is as follows:
The Essential plan offers a variety of tools including the ability to create multiple pipelines, an activity calendar and the ability to copy emails into pipelines and starts at $12.50 per user, per month with an annual commitment. It is also the starting point for businesses that want a robust CRM tool but don’t need a lot of automation and advanced analytics.
The Advanced plan contains everything in the Essential plan but offers more advanced email features like two-way email sync and email metrics like click-through and open rates. Other added features include workflow automation, product catalogs, and customizable dashboards. This plan costs $24.90 per user, per month and is best for businesses that rely on email communication insights and the ability to automate and schedule repetitive sales tasks.
Pipedrive’s Professional plan includes single sign-on, multiple dashboards, the ability to create teams and revenue forecasting reports, all in addition to Advanced and Essential plan features. Prices start at $49.90 per user, per month, which is similar to other small business-centric CRMs like Insightly and Freshsales prices at this tier.
Companies with sales teams benefit from this plan because it’s easy to create teams and manage their activities, deals, and progress with the tools in this plan. Also, features like single sign-on decrease the amount of new hire onboarding time by eliminating the need to create multiple new accounts every time a salesperson joins the company. Finally, revenue forecasting reports help direct team goals and activities.
Pipedrive CRM Reviews
Pipedrive users love that it’s very visual. Being able to visualize your pipeline stages quickly makes it easier to manage them. They also love that Pipedrive is highly customizable and has a mobile app that allows for productivity on the go. There aren’t many negative reviews, other than those related to minor bugs. For user reviews, see our article Pipedrive User Reviews, Pricing & Popular Alternatives.
Where You Can Find Pipedrive CRM
Pipedrive is available through its website, where you can go to learn more about its features and integrations to see how it might benefit your business. However, the best way to test this product out before you buy is to take advantage of its free trial.
Pipeline Frequently Asked Questions (FAQs)
Is Pipedrive CRM Hard to Set up and Use?
Pipedrive is easy to use with drag-and-drop features and an aesthetically pleasing user interface. It is easy to set up and if you ever get stuck, there is email and chat-based support to help you.
Is Pipedrive CRM Affordable?
Yes. Pipedrive is very affordable, with pricing starting at $12.50 per user, per month. It offers a 14-day free trial so that you can try out the features before signing up.
Does Pipedrive CRM Offer Demos?
Yes. Pipedrive offers demos so that you can see how it works and ask questions along the way. It also offers demo videos so that you can see how various features work.
The Bottom Line
Pipedrive’s highly visual drag-and-drop visual pipeline tool makes it a great CRM for small businesses that want to see the status of their deals at a glance. At a price between $12.50 per user, per month and $49.90 per user, per month, it is also affordable whether you choose to subscribe to an annual agreement or sign up for month-to-month billing.
If your business has a long lead development cycle or a complicated sales process, the amount of time Pipedrive will save you and your and sales team and the level of insight it brings is more than worth the investment — no matter which plan you choose. For more information about improving your sales processes with Pipedrive, sign-up for a free trial today.