# Pipedrive CRM – Review

## CRM in a Snapshot

Customer and relationship management has grown into an important niche for operations in small and medium-sized businesses. Pipedrive CRM is a good service in this market that now works for more than 90 000 teams within the industry across the world. The teams and businesses that have tried it attest to the simple design and a good suit. The users do not need setup hassles before they begin. They can also try it at no cost before they start payments. Small and middle-level businesses find this a tool that captures their needs and brings ease to their operations.

Here is what you get;

## Features in a glimpse

**Most Ideal users:** Small businesses and middle-level organizations that desire to control growth from within them in operations.

**Main Application:** Operating leads.

**Cost:** Prices from $12.50 and goes to $99 for enterprise

**Trial:** Free two weeks

## Recap on What You Get with Pipedrive CRM

Today, many businesses want a tool that will increase simplicity while keeping value and efficiency. Pipedrive gives the right features for making sales reports and forecasts and opens up a library of resources to the user. The other things that users will find here include app integrations and capturing and retaining data. The solution works with mobiles and the main operating systems.

## Capabilities on Sales

Pipedrive works with leads whose core area is in teams that will use it for marketing and sales. Users can organize leads and work at every stage by aligning operations with needs and the correspondence that will work well for its market. Teams connect well and share information through simple templates that they can edit and synchronize along as they work.

The operations in teams also become easier with the smart search for data. The users within groups can recall information from the working tools and spaces. They will then share the information easily through the mail. The details users recall will have identifiable data on address, employment, and their targets' professional profiles.

The processes are easier with Pipedrive because users have buttons for updates on CRM functions. Once the members are good with the controls and widgets, everything else is simple before them.

Pipedrive also gives automation tools that manage workflow and operations. Users do not spend much time on repetitive tasks like email triggers and other correspondence. Instead, they can work for all these hands-off and convert the operations and functions into a simple and complete workflow.

## Client Oriented Capabilities

While Pipedrive does not have a helpdesk for the customers, its tools also have something for support. The team can work on the web and create forms to capture information that resolves their issues.

Pipedrive has worked with others to avail different tools that are independent for the users. These tools like Nectar Desk, Slaask and SupportBee work well with their applications and resolve their problems. There are functions that users get, like calls and recordings, without leaving the site.

## Marketing Orientation

Pipedrive does not leave out marketing but makes it the main focus. The composing and editing tools native within give the following;

- Direct CRM and communication.
- Automated messages and templates are ready with the criteria that the user settles with for themselves.
- Broadcast for mail and a way to automate capture within the system. Pipedrive can even match conversations on record with details of recipients they have with them.
- Users are notified in real-time about new communication or any task that is pending.
- A choice for the activity types that go with the marketing initiatives and other logs that will work well within site.

## Native Functions and Composite Features

Pipedrive also tweaks the function to what the users want. There are common features like;

- Sales, stages and types as features and functions that are specific to the organization.
- An API that will work with third parties and still allow the primary marketing activity within the site according to users' needs.
- Functions and apps that combine internally and externally. The examples here are VoIP, Power Dialer and Ring.io. Others are oriented for accounting and bookkeeping according to the needs of the firm.

## Results and Access

Once Pipedrive works on activity and sales, the reports are ready for managers to retrieve and view on the dashboard.

The same buttons from earlier make it easy to filter and focus on the most important stats. There are metrics and averages that the users or managers view to know more about access and the value of these deals.

The forecasts and reports are easy to generate in ways that point to the achievements and results for each period.

Some tools also disaggregate the items so that there are values and predictions on each level. Values come from history and move with the open opportunities present. The projections are practical and realistic with the intended estimates on weight in the market. Such relevance makes it easier to have calculations and forecasts for the business.

## Hand-Held Functionalities

Pipedrive is on both IOS and Android. The operating systems will give users the following;

- CRM information for the users through the web.
- Data sync and retrieval, even where there is no connectivity.
- Automation for management tasks, the usual paperwork and submission of reports. It also works for calls and communications.

## Costs and Packages

There are four levels for the depth of functionality that users will get on Pipedrive CRM. At each, users can choose an annual or month's plan. All levels have services for calendar entry and management, sales and revenue, scheduling and forecasting.

## Essential

- One dashboard
- Customer support by chat
- Ease of Implementation and Use
- From $12.50

## Advanced

- All features in essential
- Single dashboard
- From $24.90

## Professional

- All earlier features
- 60 workflow automation
- From $49.90
- Three permission sets
- Customer service through voice call

## Enterprise

- More features from all above plus others
- 100 automation for work
- From $99
- Unlimited permission sets

## Relationship Management

Pipedrive has technology that will work well with minimum failure. When hitches arise, customers will get good service and help according to their levels. The earlier tiers will have chat service while the upper classes enjoy voice call service.

There is a desk with multimedia functions that has guidance and tutorials for the users. Pipedrive employs a topical strategy when looking at the issues, making it easier to track them and resolve them effectively. Technology has added the app function with a two-way channel for service and sync. There is a one-to-one means that users find on the mail ticketing channel.

## Verdict

CRM determines business value and performance today. Pipedrive is the choice for this work that appeals to the market and has the credentials to match. Its tools extend function and make it easier to work across sales, operations, marketing and customer service. Its effectiveness is primarily on middle-level organizations and users. Perhaps, with growth, they may need other channels to extend function and benefit from use in operations.

PipeDrive CRM Review

PipeDrive

Pipedrive's CRM pipeline makes tracking sales leads a piece of cake. It combines the best of everything that may help this sort of company - workflow automation and analytics tools and customizable lead stages - in one package that prioritizes convenience over complexity.

The channel is a sales-force automation (SFA) tool that allows teams to capture, track and prioritize leads. The Customer Data may be readily inserted into the pipeline as they develop or lag. Hence, it's easy for your company's customer service representatives to know who should action on what type of request! 

Lead booster pipeline also has an innovative Chatbox feature called lead routing. This automatically routes hot clients through chat channels depending upon how ready you think their information might make them feel about purchasing something from us--and sync this with whichever CRM(s)? They're already using, which means excellent data consistency between all parties involved.

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Act!

If you own a small to medium-sized company and want to improve your marketing, sales, and client retention, then you need Act! Premium. Act! Premium allows you to choose how you want to manage your company, whether on-premises (with Act! Premium Desktop) or entirely in the cloud (with Act! Premium Cloud). With Act! Premium, you may make as many adjustments to the software as you need to make it work with your organization, industry, preferred deployment methods and user access.

Across various sectors, Act! has been instrumental in the growth and success of many small and medium-sized enterprises. Thanks to our extensive background, Act! Premium now has the best possible collection of features and a very low learning curve.

App Wiki

Software Advice CRM

In the dynamic world of customer relationship management (CRM), SoftwareAdvice.com emerges as a crucial partner for businesses aiming to refine their CRM strategies and tools. Offering a personalized consultation service, SoftwareAdvice.com expertly matches companies with CRM software solutions that align with their specific needs for customer engagement, sales enhancement, and marketing automation. With an extensive collection of CRM software options, SoftwareAdvice.com caters to businesses across various industries, ensuring the right fit for improving customer interactions and operational efficiency.

The service begins with an in-depth discussion aimed at understanding your business's unique CRM challenges and objectives. This leads to a set of personalized software recommendations, streamlining the decision-making process and enabling businesses to swiftly choose the CRM solution that best suits their goals. This focused approach saves valuable time and ensures that investments in CRM software are both strategic and effective.

Software Advice

HoneyBook CRM

HoneyBook offers a comprehensive CRM solution designed specifically for small businesses and independent professionals. This platform combines client relationship management with project tracking, invoicing, and scheduling tools, making it a one-stop solution for managing and growing a business. HoneyBook’s intuitive interface and automation features simplify administrative tasks, allowing users to focus more on client interactions and business development.

Building strong client relationships is essential for business success, and HoneyBook delivers the tools necessary to make this process seamless. From capturing leads to managing client communications and collecting payments, HoneyBook ensures a professional and organized experience for both users and their clients. Its all-in-one design eliminates the need for multiple software solutions, saving time and resources.

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HubSpot

While the software is entirely free, it is limited to businesses with just a few employees. However, even though its functionality may be somewhat restricted, it has received excellent feedback. The full range of solutions makes it an excellent choice for small businesses looking to increase sales.

With a clear dashboard that allows you to sort deals and track all necessary data, including lead status and the name of the company's sales funnel in real time, Hubspot CRM is an easy-to-use tool for managing your business' activities. 

Hubspot gives you unlimited users and storage, which can handle up to a million contacts. While tailored for clients with sophisticated needs, Hubspot goes above and above what you'd expect for free software, making it an excellent fit for small companies seeking to boost efficiency.

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Vendasta

When it comes to effectively managing customer relationships and optimizing sales opportunities, Vendasta CRM stands out as a top choice. With its powerful suite of features and functionalities, this platform offers a seamless experience for streamlining sales processes and enhancing customer interactions, earning it a highly regarded rating of 4.5 out of 5. 

Vendasta CRM is a powerful customer relationship management solution that provides an intuitive user experience, efficient contact management, visual sales pipeline tracking, advanced reporting capabilities, and extensive customization options. While pricing considerations and the learning curve for new users should be taken into account, Vendasta CRM's overall functionality and feature set make it a leading choice for effectively managing customer relationships and driving sales growth. Evaluate your organization's specific needs, budget, and long-term goals to determine if Vendasta CRM is the ideal fit for your business. 



Zoho CRM

Zoho is an excellent choice for companies on the go. With its affordable prices and wide range of features, it's one-stop shopping when starting your business! With Zoho's Customer Support, you can professionally handle customer requests. This includes live chat support and tracking website visitors with the powerful analytics that come in our tools!

Zoho's other software is beneficial for customers who have used it since its CRM system can interface with Shopify and MailChimp, among others. The free version of Zoho offers a limited set of features for a maximum of three people, but the premium product offers more capabilities and can be scaled based on your needs.

They've also developed a pipeline-centric CRM, especially for small businesses, including sales lead management and forecasting features. It's called Begin, and it comes with 15 days of free trials so you can see if it's right for your company before making any commitments! The system is intended to assist companies in connecting with prospects, managing their pipelines (or lists of potential customers), completing transactions efficiently. All while giving users peace of mind that everything has been accounted for by not sharing personal data like names or phone numbers.

zoho CRM

Oracle CRM

Oracle CRM stands out as a robust CRM platform designed to enhance customer relationships and drive business growth. With a wide range of features and industry-specific solutions, Oracle CRM offers a versatile toolkit for businesses of all sizes.

Keap

Keep is the ultimate project management suite. It also has CRM and capabilities of marketing automation, but it's also an all-inclusive package. This includes many business services like invoicing software or contact databases for customer service representatives to use when handling your clients' inquiries about their orders in real-time!

Companies are being challenged to offer a superior customer experience while also managing costs. This is especially true for non established businesses that want the best product but can't afford to have many vendors in their supply chain or collaborating on projects--it's expensive! But there may be an answer: one company focused solely on eCommerce platforms and services such as Shopify Plus Advanced Solutions understands these limitations all too well because they don't want any vendor restrictions either.

Maximizer

Maximizer is a relationship comprehensive CRM system appropriate for businesses of all sizes operating in various sectors. This system may be used in the cloud or on-premises.

Maximizer CRM is among the finest since it considers every possible factor regarding the analysis. It gives in-depth explanations that are logical to the point where a non-specialist might follow along. The finest part is that it provides tailored insights; these are not cookie-cutter solutions but a comprehensive analysis that lays out what should be done next and clearly.

Naturally, their quick service benefits getting things done on schedule. Their reports are so well-organized and well-thought-out that it doesn't take much effort to figure out how to fix the issues they identify. In the end, their prices are reasonable since they provide incomparable service for the money.

Vcita

vCita is a CRM service that was designed to meet the needs of small, specialized companies. With over 100 thousand professionals using it as their scheduling system for appointments and meetings, VCita will be one hundred percent beneficial in helping therapists, accountants, consultants, or medical professionals manage calendars efficiently with this easy-to-use software!

vCita's Marketing Automation Tool is the perfect way to automate and plan your marketing campaigns. With a free fourteen-day trial, you can test out all three package options: Essentials which includes basic features such as intraday monitoring or monthly reports; Platinum with tailored mailings sent out up 10,000 people at once (for those who don't need it customized); porous plans - Custom packages available upon request!

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Thryv

Thryv is helping thousands of small businesses with customer relationship management. They offer a customizable view of your customers and leads. You can pull a lot of insight from the web. Knowing more about your clients will help you fine-tune your services to fit them. They have three main plans Plus, Premium, and Unlimited. You can pick one that suits your business and start a free trial before you start paying. There isn’t much information on the website about the prices.

You will have to request a quote if you are interested in pursuing their services. Besides CRM, they have several other services, including marketing automation, online presence, reputation management, and customer communication. Thryv gives your business a dedicated client portal where your customers can interact online. The company has a lot of popular add-ons you can consider, including SEO and business logo designs. The price you pay will include product updates. They won't ask for more money every time they improve the user experience. There is 24/7 live support as long as you are using Thryv services.

# Monday.com Review 2022 

***Monday.com is an online management tool for collaborating your teams’ daily operations. Streamline all sales and marketing pipelines, track leads, and a pool of other benefits. Monday.com is available for small, medium and enterprise-level companies***. 


Monday.com, previously Dapulse, is an-award winning collaboration and cloud-based platform. The easy-to-use platform includes creating blocks-like apps and work-force management software. Moreover, Monday.com helps teams to plan and execute complex projects and deliver timely nm results.  

Monday.com promises a collaborative space to accommodate operations like aligning your sales leads, running a versatile CRM, building a powerful marketing campaign infrastructure, or create a project management tracker. As such you team benefits by staying agile, efficient, and remain aligned in every operation they engage.  


## At Glance 
<div class="markdown-table-wrapper" markdown="block">
| Best For     | Small, and medium businesses as well as enterprise-level companies |
| ----------------- | ------------- |
| **Used for**  | Collaborative apps, work force management, lead tracking |
| **Price rates**  | Basic plan starts at $8 a seat per month  |
| **Free trial**  | 14 days  |
</div>
## Monday.com Features and Tools 

### Tools available to Sales Teams 

The advanced collaboration software for Monday.com offers specific tools for sales groups. This is an added advantage to the sales team that desperately need collaboration to complete sales target.  

For instance, you can use Monday.com to assign proven leads to specific sales agents to follow up, store useful user information in a single place. This trick helps other sales personnel to stay informed, and to ensure they don’t surpass set-deadlines. Unfortunately, Monday.com doesn’t offer advanced sales automation tools, such as site visitor tracking, social media insights, and automatic lead scoring – a setback we feel they should fix. 

Here’re some of the actions available to sales teams: 

- Prioritize leads 
- Manage sales pipelines 
- Merger customer information in one place 
- Create working sales workflow 
- Embed digital forms that collect user data and redirect it to your Monday.com workflow. 

### Tools available to Customer Service Teams 

Monday.com also offers your customer service powerful features that ensure all customer requests tended. Monday.com also boosts the interactions with your valued customers.  

### Tools available to Marketing Teams 

Thanks to Monday.com, marketing teams can easily plan marketing campaigns, track product leads, collaborate on email campaigns, and organize funnels. Unfortunately, marketing teams can’t automate several tasks like monitor marketing campaigns, track/analyze profit and losses, or follow up on mass emails.  

### Customization and Integrations 

Monday.com simplifies how you can customize and integrate your dashboards. For instance, you can easily change the layout or color by adding/removing rows, columns and tasks. You can equally integrate your dashboard with third-party systems like Slack, DropBox, Adobe Suite, Google Drive, and more. However, adding external systems and software will cost you an extra buck. To be specific, Monday.com charges an extra $10 per employee per month on its standard plan. The plan accommodates up to 250 actions every month for integrations. However, if this isn’t enough, you can upgrade to the Pro plan that costs $16 per person per month and gives you 25,000 actions a month. 

### Reporting and Dashboards 

Monday.com invests its design on visuals. As such, you can easily flip between Kanban, timeline, map view, chart view, calendar, reports, and the dashboard in general. Additionally, some Monday.com plans allow you to get multiple dashboards that give you the freedom to customize the layout that you desire. 

Worth mentioning, you can only generate reports based on what you instruct the software to give you. 

## Monday.com compatibility with platforms and devices 

Monday.com is compatible with multiple platforms and devices, including Windows, Android, macOS, iOS, and Linux. You also get mobile apps for both Android and iPhones. The mobile apps allow you to access the dashboard from anywhere, even when you’re out of the office. 

## Plans and Pricing 

At the time of this review, Monday.com offers four paid packages and a free version. All plans share the base features and capabilities. However, features and benefits increase if you choose higher paid plans.  

This review looks at how the various Monday.com plan stack up against each other. We look at the various features and benefit as we try to decide the best plan to subscribe to. Let’s take a look: 

- **The Individual plan:** this is a recent addition, and it doesn’t cost a dime. The plan is free ‘forever’ and suits users who want to keep track of their individual work. You get unlimited boards, unlimited documentation, 20 plus column types an over 200 templates. The free plan supports a maximum of two members at once. You can access the platform via its mobile apps. 

- **The Basic plan:** it goes for $8 per user per; per month, and is billed at $24 every 12 months. This is an ideal package for small businesses as it lets you manage your team’s work in a single place. You get all features in the individual plan plus striking features like unlimited viewers, unlimited items, and up to 5GB storage. You also qualify for prioritized customer support.  

- **The Standard plan:** it goes for $10 per seat per month and is billed at $30 annually. Overall, this is the most popular plan as it lets you collaborate and maximize on your team’s operations. To state the obvious, you get all benefits from the basic package. You also get a ton of other exciting capabilities like timeline and Gantt chart views, calendar, up to 250 actions for integrations a month. And if you don’t want to give certain users login details, the Standard plan allows you to give guest access to freelancers.  

- **The Pro plan:** Costs $16 per employee, a month; billed annually at $48. The plan lets you streamline and oversee your teams’ heavy workflows. You automatically qualify for all the features from the standard plan. Additionally, you get striking features like a chart view, time tracking, a formula column, up to 25,000 automated actions for integrations every month and a dependency column. Lastly, Monday.com also gives you 10 different boards to help you customize the dashboard to your liking.  

- **The Enterprise plan:** This is the highest plan you can get from Monday.com and it doesn’t have a standard price rate listed. As such you have to contact the company’s customer service to get a price quote – and this is after you give them scale specifications. The plan is perfect for enterprise-level companies. The plan gives special benefits , including all pro plan features, multi-level permissions, advanced records and reports, up to 50 boards to build a dashboard, enterprise-level automations and integrations as well as tailored onboarding procedures. You also qualify for premium customer support that is available 24/7. 

Noteworthy, apart from the Enterprise plan, Monday.com offers a risk-free 14-day free trial on all its paid plans. This is sufficient time to try the service before you can make up your mind. And if you decide to cancel your subscription after some time, Monday.com won’t tie you to any hidden fees or tricks. 

## Set up and Ease of Use 

Monday.com is an understandably easy-to-use platform, albeit its complex range of actions and features. Not to worry, the company provides sufficient customer support to walk you through any difficulty you might encounter. Monday.com offers a vast knowledgebase system that includes articles, on-demand guides, videos and webinars that you can use. Additionally, all the documentation is also available in multiple languages, including English, Spanish, Portuguese, French, Italian, Dutch, Chinese, and Russian. This is because the Monday.com is available around the world – a big plus against its competitors. You also get a lot of freedom to customize and play around with a couple of actions for an improved experience. 

## Customer Support 

Monday.com is available in multiple countries globally, and it means that the service has to be available in varying time-zones. As a result, Monday.com provides a dedicated 24/7 customer service via various avenues. For instance, there’s a free live chat tool that connects you to actual human agents. They are very friendly and extremely knowledgeable, and they can get you out of any problem related to the dashboard. You also get an email ticketing system, and a vast knowledgebase database, including FAQs, on-demand guides, articles, video tutorials, and webinars. 

**Pros** 

- Risk-free 14-day free trial 
-  Fairly easy customizable dashboards 
- Automatic onboarding feature 
- Mobile apps 
- Modern user interface 
- Easily customizable boards 
- Automation and integrations 
- Numerous templates 

**Cons** 

- Complex pricing structure 
- Lacks automated marketing and sales tools 

## Bottom Line 

Monday.com does a great job in helping small to large-scale businesses collaborate the daily operations of its departmental teams. The online platform streamlines sales and marketing pipelines and simplifies the workflows as well providing a single-point storage for customer data. Monday.com now offers a free plan for individual use who lack a proper budget. Moreover, customers can also try the service, thanks to its risk-free 14-day free trail on all paid plans, bar the enterprise plan. Try Monday.com, and enjoy the thrill of collaborating multiple teams in your organization. 

Monday.com Review

Monday.com

Monday.com's Customer Relationship Management (CRM) system It's become a must-have for both average businesses and startups. Startups because it provides them with everything they need to manage their relationships in one place. It includes email marketing automation tools like Nuzzel for staying up on industry trends without doing all this tedious research yourself!

Monday.com is a company that makes it easy to manage your pipeline and grow as an entrepreneur with its simple yet powerful tools. Tools such as the ability for you to capture lead details in one central spot or prioritize customers. This is by assigning them individual tasks based on what's best suited for them while also tracking sales progress reports to see how much more work needs to be done going forward!

One of the reasons why this CRM software has been so popular is because it allows for collaboration. Thanks to its Kanban view, teams can Put their research in one central location, and sharing information may be why Wix and other industry leaders like Philips prefer it as a go-to solution!

This software is the perfect way to stay up-to-date with your team on projects and communicate more efficiently across departments! With over 20 services that integrate into each other, there's no need for busy employees or clients alike not to take advantage of all it offers them. Whether they're working from home after surgery; traveling abroad where email access may be limited by protocol (or just too darn slow)

Capsule

You may generate leads from a simple dashboard and track your deals through the supply chain with Capsule CRM. It should work in any process without difficulty because it integrates with several business solutions frequently used by businesses. They also have a free starter package for two users or more than 250 contacts, which might be insufficient if this solution.

Freshsales

With Fresh sales, companies of all sizes can automate sales processes, including lead management, client contact, marketing analytics, customer relationship management, and more. Businesses may automate routine processes by creating event-based routines on this platform.

Maintaining a product catalog with price, discount, and tax information is a breeze using Freshsales's drag-and-drop interface. Sales pipelines may be segmented by region, department, or other criteria. It has several useful functions, such as creating your own email templates, tracking your sales targets, scoring your contacts based on predictive data, anticipating your sales, keeping an audit trail, assigning permissions, and more. In addition, the analytics dashboard allows administrators to monitor key performance indicators, team output, sales, and customer interactions.

In addition to Microsoft Outlook, PandaDoc, Xero, and many more, Freshsales may be integrated with various third-party programs. You may subscribe monthly or annually, and 24/7 phone, email, and chat assistance are accessible.

Salesflare

When it comes to elevating your sales and customer management efforts, Salesflare CRM is a top-notch choice. This innovative platform offers a comprehensive suite of features designed to streamline your sales processes and enhance customer relationships, earning it high praise and a rating of 4.5 out of 5. 

Salesflare CRM is an outstanding sales and customer relationship management solution that offers an intuitive interface, automated data entry, powerful contact management, effective sales pipeline management, and seamless integrations. While pricing considerations and a slight learning curve may be factors to consider, the overall functionality and features of Salesflare CRM make it a leading choice for optimizing sales processes and enhancing customer relationships. Evaluate your organization's sales needs, budget, and long-term goals to determine if Salesflare CRM is the right fit for your sales and customer management requirements.



Close

The dynamic platform  of Close offers a wide range of features and functionalities designed to streamline your sales efforts and drive revenue, earning it high praise and a rating of 4.6 out of 5.
Close CRM is an outstanding sales management solution that offers an intuitive interface, efficient lead management, effective communication tools, visual sales pipeline tracking, and advanced reporting capabilities. While pricing considerations and customization complexity may be factors to consider, the overall functionality and features of Close CRM make it a leading choice for optimizing sales processes and driving revenue. Evaluate your organization's sales needs, budget, and long-term goals to determine if Close CRM is the right fit for your sales management requirements.



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