Find answers to the most common questions about Pipedrive CRM
What is Pipedrive?
Pipedrive is a cloud-based customer relationship management (CRM) software with both web application and mobile app
How does Pipedrive help with sales pipeline management?
Pipedrive offers a visual sales pipeline that allows users to track the progress of deals through various stages. This visual representation helps sales teams stay organized and prioritize their activities, ensuring that no deals slip through the cracks.
Can Pipedrive integrate with other software?
Yes, Pipedrive integrates with a wide range of other software and services, including email providers, marketing automation tools, and customer support platforms. Popular integrations include Google Workspace, Microsoft Office 365, Mailchimp, and Zapier.
Is Pipedrive suitable for small businesses?
Absolutely. Pipedrive is designed to be user-friendly and scalable, making it suitable for small businesses as well as larger enterprises. Its intuitive interface and customization options allow businesses of all sizes to tailor the CRM to their specific needs.
How secure is the data stored in Pipedrive?
Pipedrive takes data security seriously. It employs industry-standard security measures such as encryption, secure data centers, and regular security audits to ensure that user data is protected. Pipedrive is also GDPR compliant, providing robust data protection and privacy.
What kind of customer support does Pipedrive offer?
Pipedrive offers several levels of customer support, including email and live chat support. Additionally, they provide a comprehensive knowledge base, tutorials, and community forums to help users get the most out of the platform. Premium plans may include phone support as well.
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Can I customise Pipedrive to fit my business processes?
Yes, Pipedrive is highly customisable. Users can create custom fields, tailor deal stages, and set up personalized workflows to match their unique sales processes. This flexibility helps ensure that Pipedrive fits seamlessly into your existing operations.
Does Pipedrive offer mobile access?
Yes, Pipedrive offers mobile apps for both iOS and Android devices. These apps allow users to manage their sales activities on the go, ensuring they can access critical information and update deals no matter where they are.
How does Pipedrive's pricing work?
Pipedrive offers several pricing tiers to accommodate different business needs and budgets. Plans range from the Essential plan, which provides basic CRM features, to the Enterprise plan, which includes advanced features and dedicated support. Users can choose to pay monthly or annually, with discounts available for annual subscriptions.
What makes Pipedrive different from other CRMs?
Pipedrive stands out for its user-friendly interface and its focus on sales pipeline management. Unlike many other CRMs that can be complex and feature-heavy, Pipedrive is designed to be intuitive and easy to use, making it ideal for sales teams that want to stay focused on selling rather than navigating cumbersome software.
Can I try Pipedrive before committing to a subscription?
Yes, Pipedrive offers a free trial period for new users. This allows potential customers to explore the features and benefits of the platform without any financial commitment. The trial typically lasts for 14 days.
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What is Pipedrive Automation?
Pipedrive Automation refers to the suite of tools and features within Pipedrive that allow users to automate repetitive tasks and streamline their sales processes. This includes workflow automation, email automation, and task automation, designed to save time and increase efficiency.
How can I create an automated workflow in Pipedrive?
To create an automated workflow in Pipedrive, navigate to the “Automation” section in the app. Here, you can set up workflows by defining triggers (such as moving a deal to a new stage) and corresponding actions (such as sending an email or creating a task). Pipedrive provides a user-friendly interface to set these parameters without needing any coding knowledge.
Is there a limit to the number of automations I can create in Pipedrive?
The number of automations you can create in Pipedrive depends on your subscription plan. Higher-tier plans offer more advanced automation capabilities and a greater number of workflows. It’s advisable to check your plan details or contact us for specific limitations.