Welcome to Essential
Pipedrive’s Essential plan was designed as the perfect entry-level CRM software to help you quickly organize your business and set up simple sales processes. Essential offers basic CRM features and platform integrations, making it the ideal plan for those new to customer relationship management.
Full access. No credit card required.
Who’s it for?
Essential is the perfect plan for CRM beginners. It’s also ideal for salespeople who want to set up and run a small business independently or in a small team.
Installing Pipedrive requires no technical skills, so you can start selling from day one. Enjoy all the features a small business needs in a CRM solution at a truly competitive price point.
What’s included
Lead, deal, calendar and sales pipeline management
View and manage your opportunities, schedule, sales activities and much more, all in one tool.
Simple data import and easy customization
Easily import your data from a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Zoho and more.
Choose Essential if:
- You’re new to CRM and don’t want to be overwhelmed with unnecessary complex features
- You’re looking for an easy-to-use yet fully-featured CRM for a small business
- You’re a solopreneur or have a 1-2 person sales team
- You have a simple sales process that requires only a handful of open deals, custom fields or custom reports
How one company is on track to triple its revenue thanks to Pipedrive
Social Burro Inc. is a North Carolina-based company that offers social media and consulting services to small-to-medium-sized businesses. Since its inception, owner and founder, Frank Kecseti, has been using Pipedrive to stay organized, save time and simplify his sales process.
Frank uses Pipedrive in three main ways: firstly, as a hub for organizing contact information; secondly, by using the Smart BCC function to update contact information and deal progress; and thirdly, by utilizing customized fields to create a sales funnel that provides him with an overview of the state of his deals at a glance.
As a newer company, Social Burro Inc. has already experienced impressive growth and is on track to triple its year-on-year revenue.
