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Pipedrive is an advanced CRM system that comes with professional marketing tools that significantly support the process of selling products or services in companies. This solution is not only affordable, but also offers an intuitive interface, allowing you to work quickly and efficiently. If you plan to optimize sales and marketing processes in your business, Pipedrive is the perfect solution, especially since it is available in Polish!
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Pipedrive is a CRM solution that works well for many different types of companies. It provides tools that are useful in virtually any industry.
Startups and small businesses gain many benefits by using Pipedrive, as it offers flexible and easy-to-use solutions. It allows a small sales team to operate more efficiently.
Medium-sized companies can benefit from Pipedrive's more advanced features, such as automation, advanced reporting and sales forecasting.
Large companies can count on Pipedrive's customization to meet their unique needs, allowing them to realize the full potential of this CRM.
CRM systems provide basic functions such as collecting data and monitoring the sales process. This helps salespeople increase the number of successful transactions.
Now let's look at what makes Pipedrive unique compared to other CRM programs. Here are the key features of this solution.
In the user panel, you have the option to save new contacts and link them to relevant sales opportunities. All information about potential customers is available in the Contacts and Organizations tabs.
In addition, you have the option to manage your calendar of activities. This allows you to save all scheduled meetings and conversations in one schedule. There is also a useful feature that allows customers to choose a convenient meeting date from among the available appointments.
You can easily navigate in the CRM panel by using the numeric keys to switch between tabs.
Pipedrive offers interesting solutions for integrating with call programs. This gives you the ability to schedule and make calls directly from your CRM panel. This is a convenient solution, especially for those who prefer freedom of movement and simultaneous access to files and information.
There is also an option to record calls in the system. Recorded audio files can be easily stored, adding relevant notes to related sales opportunities.
These recordings will become a valuable resource to help you assess the customer's situation before the next meeting.
Pipedrive offers fascinating features for automating sales processes. Once you set up the right conditions and rules, the system can perform repetitive tasks for you in the form of scheduled actions.
These actions can include simple activities such as automatically sending emails to customers or moving sales opportunities to the next stage of the funnel. However, the system also offers more advanced sales automation scenarios.
With this solution, you can save time and increase efficiency in managing the sales process.
What's more, you have the option of using an AI-based virtual assistant to provide personalized guidance.
In a salesman's work, the 'Insights' tab is extremely useful. It contains up-to-date analysis of open and completed sales opportunities, and allows users to add their goals and monitor their achievement.
Insights is a powerful dashboard that includes widgets, charts and graphs. All data is presented in an easy-to-read manner, and users can customize reports and their layout according to their preferences.
This dashboard with analysis is also useful for the sales director, allowing him to monitor the performance of individual employees.
Each report can be customized to take advantage of the best sales reporting features. Various options are available for viewing the information, filtering the data and comparing it with other periods.
Data can be easily shared with others or exported to PDF and PNG files.
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To get even more out of Pipedrive CRM, you can integrate it with other applications used in your company. In Pipedrive's Marketplace you will find more than 400 available integration options.
This way you can automate many activities and avoid having to switch between different programs.
Here are some of the most popular integrations available in Pipedrive.
If you want to simplify the appointment scheduling process and more easily share meeting links and record your activities, Pipedrive's integration with Zoom is the perfect solution. It allows you to synchronize your calendar with the Scheduler feature for even better time management.
Integration with Slack instant messaging allows you to keep your team informed of important deal changes in real time, without having to write emails. With Slack Dealbot, you can send chat updates to everyone involved.
If you use Gmail as part of your business, you can significantly improve your workflow with Pipedrive sidebar. This widget allows you to add and update sales opportunities and contacts directly in your inbox. This way you have all the relevant information always at hand and don't have to switch between different tabs.
With this integration, you can easily share transactional updates across selected channels in Microsoft Teams. What's more, it allows you to schedule and join online meetings directly from the activity and calendar views in Pipedrive.
This integration allows you to directly access all your Google Drive files in Pipedrive CRM. This allows you to edit them online without downloading, associate them with transactions or contacts, and share them with other users directly from Pipedrive.
Here's Pipedrive's price list, which offers a variety of packages to suit your company's needs:
Essential (Basic) plan - €14.90 euros per month for 1 user (when paying in advance for a year). In this package, you can manage contacts, sales opportunities and funnels, customize the panel according to your needs, and use more than 400 integrations. 24/7 support is also included in the price.
Advanced (Advanced) Plan - €24.90 per month for 1 user (when paying in advance for a year). Offers all the features of the Essential Plan, plus full email synchronization (including mass mailing support and statistics) and the ability to automate processes in CRM.
Professional (Professional) Plan - €49.90 per month for 1 user (when paying in advance for one year). This plan includes all the features of the Advanced Plan and also enables digital document signing, advanced reporting options and the best sales forecasting features.
Enterprise (Business) Plan - €99.00 per month for 1 user (when paying in advance for a year). In the Enterprise Plan you'll find all the features of the Professional Plan, plus full deployment of your team, unlimited features and the ability to grant permissions to users, customized security options.
These prices are for fees per 1 user per month and are calculated when paying in advance for a year.
All in all, the overall impressions of users about Pipedrive are overwhelmingly positive.
About Pipedrive we can read:
Yes, Pipedrive is compliant with RODO regulations and has numerous security certifications. User data is stored on stable servers, and additional security options, such as two-factor authentication, allow users to further protect their accounts. You can rest assured that your data is safe when using Pipedrive.
In Pipedrive CRM, you can use the lead scoring feature, which involves assigning points and categorizing contacts based on their activity and behavior. You can set up custom automations and integrations with marketing tools to accurately score and identify the best sales opportunities.
Yes, using Pipedrive CRM is easy and intuitive. The user interface is friendly and easy to navigate, making it easy for users to work with the platform.
Yes, Pipedrive provides access to its developer interface (API). Every user on a company account has access to Pipedrive's API, which allows you to create custom integrations with other applications.
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