Can the CRM grow with my business?

When you compare CRMs, one of the most crucial yet easy to overlook things is whether the tool will scale with your business. You may be a startup now, but you’d be surprised how quickly a good CRM has you hitting all your targets. To prevent having to switch tools a year or two down the road, see what kind of features are available across all plans, not just the one you’re interested in now. Tip: Check out a company’s case studies to see if and how they’ve helped businesses like yours grow.

How simple is it to use and train my team to use?

Compared to CRM alternatives like spreadsheets and pen and paper, most CRM systems can seem complicated. The right one for you, however, will help you get more done in less time. The key is finding one that’s powerful yet intuitive. Tools with all the bells and whistles may seem great at first, but if they take your team months to get the hang of, that’s a lot of lost time and productivity. Tip: To see how easy users find a tool, read reviews on sites likes Capterra .

What kind of support does it have?

If a software error can cost you a big deal then you can’t afford to wait five working days for an email response. Look for a tool that offers live chat or phone support during your business’ operating hours with a solid reputation to boot. Tip: Look for a CRM that offers 24/7 support to be sure it covers your time zone and weekend shifts.

What kind of customizations does it offer?

Every CRM will need some customization to make it fit your business and sales process. Creating things like custom fields and pipelines is standard, but does it let you automate parts of your unique workflow? Look at CRM pricing comparisons to see how much you’ll pay for the customizations you need with different providers. Tip: Browse a CRM’s app marketplace to see if it connects with your other tools.

What kind of reporting capabilities does it have?

Sales reports are crucial for improving your results and motivating your team. If you create a lot of reports for your business, look for a CRM that generates reports without manual input. Even better, look for a tool with live dashboards to keep you on track towards goals. When reports are beautiful and easy to make, you might also find yourself using them more. Tip: Establish a set of essential report metrics you need to track, then look for them in CRMs.

CRM software comparison

Finding the right CRM software or customer relationship management tool, can be overwhelming. There are simply too many fish in the sea, and while it’s tempting to make a hasty decision, you first need to research what’s out there before settling down. Our CRM comparison hub will give you the tools needed to make a decision between Pipedrive, the highest-rated CRM by users, and other CRM alternatives.

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What questions should I ask before choosing a CRM?

You’re aware of how CRMs can help your business, but do you know the questions you should be asking to effectively evaluate and compare CRMs?

Can the CRM grow with my business?
When you compare CRMs, one of the most crucial yet easy to overlook things is whether the tool will scale with your business. You may be a startup now, but you’d be surprised how quickly a good CRM has you hitting all your targets. To prevent having to switch tools a year or two down the road, see what kind of features are available across all plans, not just the one you’re interested in now.

Tip: Check out a company’s case studies to see if and how they’ve helped businesses like yours grow.
How simple is it to use and train my team to use?
Compared to CRM alternatives like spreadsheets and pen and paper, most CRM systems can seem complicated. The right one for you, however, will help you get more done in less time. The key is finding one that’s powerful yet intuitive. Tools with all the bells and whistles may seem great at first, but if they take your team months to get the hang of, that’s a lot of lost time and productivity.

Tip: To see how easy users find a tool, read reviews on sites likes Capterra.
What kind of support does it have?
What kind of customizations does it offer?
Every CRM will need some customization to make it fit your business and sales process. Creating things like custom fields and pipelines is standard, but does it let you automate parts of your unique workflow? Look at CRM pricing comparisons to see how much you’ll pay for the customizations you need with different providers.

Tip: Browse a CRM’s app marketplace to see if it connects with your other tools.
What kind of reporting capabilities does it have?
Sales reports are crucial for improving your results and motivating your team. If you create a lot of reports for your business, look for a CRM that generates reports without manual input. Even better, look for a tool with live dashboards to keep you on track towards goals. When reports are beautiful and easy to make, you might also find yourself using them more.

Tip: Establish a set of essential report metrics you need to track, then look for them in CRMs.

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Pipedrive is rated as the best CRM by users, with all the features your team needs to sell more, with less work

Pipedrive is the highest rated CRM by users, with all the features your team needs to sell more, with less work

Compare CRMs

See how Pipedrive measures up against other CRM alternatives

Pipedrive vs Salesforce

Pay less for an intuitive, easier to use CRM you don’t need an IT degree to work

Pipedrive vs HubSpot

Don't get tied in to features you don't need and win more deals with less legwork

Pipedrive vs Copper

Pay less across all plans and fully customize as you go without surprise restrictions or hidden costs

Pipedrive vs Freshworks

Don't let Freshworks hold you back by mandatory field overkill and lack of product inventory

Pipedrive vs Monday

A fully customizable sales CRM with kanban view vs. a project board

Pipedrive vs Zoho CRM

Easy and customizable from square one. Don’t pay more for essentials like calendar and contact sync

Pipedrive vs Agile CRM

Get an easier to use tool with deluxe features like Workflow Automation to use as you grow

Pipedrive vs Nutshell CRM

Get a CRM that’s simple to use, has all the features you need, and is better value for money than Nutshell

Pipedrive vs Nimble CRM

Get critical sales features like customizable reports and product inventories without the restrictions of Nimble

Pipedrive vs Airtable

A dedicated CRM with full customization and activity management vs. a spreadsheet software

Pipedrive vs Close CRM

Simple-to-use CRM with extensive functionality, and fewer feature limits – at nearly half the cost of Close

Pipedrive Campaigns vs Mailchimp

A powerful email marketing add-on that unifies your sales and marketing data

7 Red Flags To Watch For When You Compare CRMs

Understanding how to compare CRMs and make a decision that will give you the best possible advantage is essential. On the other hand, understanding the things to avoid in a CRM can often be just as helpful.

Focus on activities that matter

Pipedrive is designed to:

Help you control complex sales processes
Apply activity-based sales methodology to ensure follow-ups
Offer plenty of highly customizable features
Include live customer support
Make scaling up as your team grows a breeze
Consistently launch new integrations with leading software tools

Pipeline visibility

Our CRM combines pipeline visibility and an activity-based sales philosophy that ensures your sales team focuses on the actions that drive deals to close at all times. With Pipedrive, you always know what to do next and can be confident that you’ll never miss an activity.

Features, integrations & API

With full email integration, easy import and export of data, and an open API, you always have the right data — exactly where you need it. Add an extensive set of features designed specifically for salespeople, and you have the perfect tool to help you close deals consistently.

Priced to suit your business

With four pricing tiers and no hidden costs, you can manage your CRM budget reliably and accurately, while retaining the ability to scale up or down on short notice. We also charge per seat, not in user bands like some other CRMs, so you’re paying for exactly the amount of users you have.

Over 3,000 reviews & ratings

Highly rated by thousands of customers all over the world

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4.5/5

4.7/5

Why Pipedrive customers switch from other CRMs

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No good salesperson wants to have their momentum killed by restrictions and hidden costs. Pipedrive customers who switched from HubSpot cite unnecessary features, complex setup and value for money as key reasons for joining Pipedrive.

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Salesforce switchers regularly mention how difficult it is to use. With Pipedrive, you can get all the information you need quickly from our simple visual deal and product pipelines. Our customers save more time, and generate more revenue as a result.

How our customers grow their business with Pipedrive

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Business development consultancy Gray Matters uses Pipedrive to analyze their customers and sales pipeline. With this information, Gray Matters have identified industry trends and created specialized products for creative agencies.

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After adopting Pipedrive as their CRM, Fintech company ‘360 Payments’ increased their net income by a staggering 298% from 2016 to 2018. During that period, they also increased new accounts by 26% while gross revenue grew by 40%.

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.

Ryan RobertsFounder & CEO, Bustld, LLC

Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!

Kristel KruustükFounder & Chief Testing Officer, Testlio

Best program we have used for tracking sales. We have tried many others but this is the first one that the sales guys really like and most importantly... they use it!

Dan SetoCOO and Founder, CircuitMeter Inc.

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