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Pipedrive CRM

Pipedrive CRM

Verified

Pipedrive CRM is a sales management app geared toward the individual salesman and small sales teams. Pipedrive's feature set includes client and deal management, pipeline forcasting, activity tracking, and integrations with Google apps.

Pipedrive's key concept is simplicity according to their website they try to build their CRM product as simple and basic as possible. The reason for that is because when a product is simple it's much easier for their users to adopt successfully.

Pipedrive for being a newer product is built well you can tell when using it they must have experienced engineers on their team. It is also important to note that pipedrive is not like you're full-featured CRM softwares it is a very specific purposed application geared specifically to Sales Management it is not an ideal choice for customer service customer management Administration tasks planning and budgeting project management all of these things you would find much easier using Amor broadbay CRM but if you're a sales person or a sales manager this may just be the perfect product for you.

Pipedrive being a basic system comes with basic pricing options able to get started for as low as $12 per month per user or if paid annually$10 per month per user. They also offer a few higher-priced packages that provide additional features. Our recommendation would be a start with the low price package and only if you mean some of the features in their higher packages then upgrade accordingly.


Cloud Deployment: Yes
On-Premise Deployment: Yes
Website: http://www.pipedrive.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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