Pipedrive

CRM

Updated January 22, 2019

1 updates


SCORE BREAKDOWN

User Interface

21/25

Cost

23/25

Differentiation

19/25

Effectiveness

21/25

Pros

  • Competitive pricing
  • Dedicated pipeline feature
  • Integration with Google

Cons

  • External integrations limited to third-party developers
  • Need for Zapier
  • No built-in marketing automation

Pipedrive is a customer relationship management platform (CRM) built on a pipeline interface and easily accessible user interface. Lacking the full features of a unified CRM and marketing automation platform, Pipedrive serves as a sales-oriented experience for maintaining a multichannel continuum of communication.

How does it work?

Pipedrive is built on a task management infrastructure. A case can be made that the platform is a deep task management tool built with CRM functionality. The basics of how Pipedrive works can be seen in the contact creation and management tools and how users can manage every aspect of interpersonal interactions. Pipedrive integrates with several Google platforms, including Google Calendar. Users can also send personal correspondence and schedule in-person events all in the software.

The “pipeline” experience and ease-of-use

As we mentioned, Pipedrive has a “pipeline” experience that allows for the actual transfer and advancement of tasks, leads, and conversion. Functionally, it is a drag-and-drop experience where a user would grab the task element and drag and drop into the dedicated task column. Each column represents a phase and task regulation provision built into the software where the backend protocol automates key elements and description data. Visually, the platform is straightforward to navigate and is quite stunning, considering the technical limitations highlighted throughout. Most users that are new to the platform all report a user experience that is easy to pick up on and becomes “second nature” through extensive use.

Support regime and DIY troubleshooting

Pipedrive is a browser-based platform that can be accessed anywhere with Internet access; its broad accessibility can also be attributed to the support regime. With a vast knowledge base, a body of work across the Internet, and a dedicated support line, Pipedrive offers support that its customers claim is industry-standard. The only downside is that its interpersonal support is restricted to business hours across time zones in the United States and the European Union. Aside from that, the support team can help with migration, email syncing, and cross-platform deployment.

Workflow automation mapping and marketing automation

Pipedrive does not include a marketing automation dashboard or the features of a fully-packed CRM such as Agile CRM or ZoHo CRM Plus. But, like ActiveCampaign, Salesforce Pardot, Oracle Eloqua, and others, Pipedrive has customizable automation mapping for workflows. All mapping can be created in the browser dashboard.

Mobile and external integrations

Pipedrive has mobile experiences for Android and Apple devices. The apps have excellent track records of sustainable use times and rarely crash. Most users report positive to average experiences on the application. We tested the Android edition with the browser edition and found that changes made on the browser synced well with mobile while there was a small period of latency between mobile-to-browser syncs. To augment the user experience, Pipedrive has an app marketplace packed with over 100 apps and integrations with third-party platforms. The only downside is that there are limited integrations with other CRM and mainstream marketing automation platforms. Pipedrive has integration with Automate.io and Zapier, however, so that direct connections can be created between external API. For the platform’s proprietary API, Pipedrive offers documentation for developers. Keep in mind that Pipedrive has programmed integrations with Google and Slack while the platform is beta testing an augmentation with Asana.

Pricing

Pipedrive is competitively priced to other CRMs. For example, ZoHo CRM starts at $12 per month. In comparison, Pipedrive access begins at $12.50 per month on an annual plan or at $15 per month on a month-to-month plan.

What we think

Pipedrive is a platform that could serve smaller campaigns and organizations. Though we believe that the platform is a task management tool with built-in CRM functionality, Pipedrive is an effective platform for sales, donors, and voter conversion. But, we do recommend that organizations should only utilize this platform if they have an existing marketing stack in place. If not, organizations should try for Salesforce or the “Salesforce alternatives,” Agile CRM and ZoHo CRM Plus.

If you have any feedback on this review or you would like to suggest an app for us to review, please drop us a note – telegraph@joinlincoln.org.


Screenshots

SCORE BREAKDOWN

User Interface

21/25

Cost

23/25

Differentiation

19/25

Effectiveness

21/25

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