Pipedrive is a popular CRM software that is used by businesses worldwide to manage their sales processes. It offers a number of features that help businesses streamline their sales processes and improve their customer relationships. One of the most attractive features of Pipedrive is its free plan, which offers a range of basic features that can be used by businesses at no cost. In this article, we will take a look at Pipedrive Free and what it has to offer.
What is Pipedrive Free?
Pipedrive Free is a version of the Pipedrive CRM software that can be used by businesses at no cost. The free plan offers a number of basic features that can be used by businesses to manage their sales processes. The free plan is ideal for small businesses and startups that are just starting out and do not have a large budget for sales and marketing software.
Features of Pipedrive Free
The following are some of the features that are included in Pipedrive Free:
Deal Management
Pipedrive Free allows businesses to manage their deals from start to finish. You can create deals and add information such as the deal value, expected close date, and stage of the deal. You can also add notes and attachments to the deal, as well as assign the deal to a team member.
Contact Management
Pipedrive Free allows businesses to manage their contacts. You can add contacts to the system and add information such as their name, email address, phone number, and organization. You can also add notes and attachments to the contact, as well as assign the contact to a team member.
Email Integration
Pipedrive Free integrates with email providers such as Gmail and Outlook. This allows businesses to send and receive emails from within the Pipedrive platform. You can also track email opens and clicks, and add emails to deals and contacts.
Activities
Pipedrive Free allows businesses to schedule activities such as meetings and phone calls. You can assign activities to team members and set reminders for upcoming activities.
Reporting
Pipedrive Free includes basic reporting features that allow businesses to see how their sales processes are performing. You can see the number of deals in each stage, as well as the total value of deals in each stage.
Limitations of Pipedrive Free
While Pipedrive Free is a great option for businesses that are just starting out, it does have some limitations. The following are some of the limitations of Pipedrive Free:
Users
Pipedrive Free allows businesses to have up to two users. This means that if your business has more than two team members that need access to the software, you will need to upgrade to a paid plan.
Customization
Pipedrive Free has limited customization options. While you can customize the deal stages and activity types, you cannot customize the fields that are included in contacts and deals.
Integration
Pipedrive Free has limited integration options. While it does integrate with email providers such as Gmail and Outlook, it does not integrate with other software such as project management software or accounting software.
Upgrading to a Paid Plan
If your business needs more features than what is offered in Pipedrive Free, you can upgrade to a paid plan. The paid plans offer more features and customization options, as well as more users. There are four paid plans available, ranging from $15 per user per month to $99 per user per month.
Conclusion
Pipedrive Free is a great option for small businesses and startups that need basic sales management features. It includes features such as deal and contact management, email integration, activities, and reporting. While it does have some limitations, it is a good choice for businesses that are just starting out and do not have a large budget for sales and marketing software.