Pipedrive Review

Pipedrive Review

Are you looking for CRM software for your company to ease your workflow? Well, Pipedrive comes with a bundle of exciting features which will help you complete the task in no time. Pipe drive has an intuitive User Interface that eases workflow for its customers. Moreover, there are solid mobile applications that Pipedrive is offering and their synchronization between calls and emails.

Pipedrive keeps SMBs on top of the CRM process, and this proves to be its most important benefit. Conversely, some users complain that Pipedrive has limited functionality for a given pricing plan. An attractive feature here is that it can visualize the sale process from start to finish for small to medium-sized businesses (SMBs). The software keeps improving efficiency standards and cutting through outmaneuvering in deals. This article will discuss Pipedrive and its basic functionalities.

Simplified User Interface:

Pipedrive offers a clean and straightforward interface, and the layout is attractive to keep you engaged. Pipeline CRM offers deal management by providing new pipelines for deals. When you log in to their system, it takes you to the standard sales pipeline, where you can see new business deals and ideas. You have the freedom to customize your channel to make it simpler and according to your concept.

Better Connectivity:

Their contact timelines can help teams and companies keep smooth track of their performance and connectivity; for example, this functionality can help sales representatives know the next person they should contact to secure a deal.

A Smart Contact Data feature helps users fetch public details about their clients and map out the plan for their deals. There is proper segregation of values in their system, so your company does not have a single lead to more than one sales representative.

Software Permissions:

Pipedrive offers a great deal of control when dividing tasks and leading teams. Admins can divide the sales department into groups and control them effectively with minimal effort. You can also keep a record of their success and failures and

Creating a Deal:

After setting up the initial settings, you can view changes in the deals section. You can set up a new deal and customize it according to your company standards with a simple touch. There is an icon alongside every agreement you have created in your pipeline. Any available activity will immediately show on that icon. There is also an Activity Scheduler feature that adds all the appointments in your preferred calendar, and this will help you avoidsetting up double appointments.

The Mail Tab:

Their mail service is in complete sync with Google, iCloud, Microsoft Office, and others. If you send any mail through it, the mail tab will show it per se. Conversely, if you have to view any critical mail regarding a deal, you can use their Mail tab. You can also discern the monetary value of your sales by connecting mail with these deals.

 

Conclusion:

Pipedrive offers real-time statistics which help you save a lot of time and effort. An ideal tool for small to medium-sized businesses. With their highly functional chatbot, you can add this to your websites, and your customers will love it. Pipedrive allows workflow automation to reduce stress on your end. With powerful third-party integrations, Pipedrive CRM is second to none.