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Pipedrive Review 2021: Why Is It Considered As The Best Sales Pipeline Software?

Effective sales management is all about closing deals as soon as possible. It requires you to identify the most profitable deals that can get converted. But the most confusing task is to pick out the best deals through massive data research or a technology that can be a helping hand in the decision-making and speed up the process. 

With the right sales funnel software, you can save a lot of time and money.

Therefore, in this Pipedrive review 2021, we would tell you how to save time and energy by task automation and make the right decision through its easy-to-use interface.

We all understand how confusing it is to pick out the best deal by continuing research, analyzing it, and re-considering it all, again. It leads up to prioritization.

The primary objective is to focus on convertible leads. But how can you find them? Sounds overwhelming, right? Nothing to worry about anymore. In this review, you will find the easiest way to find the best leads without wasting any time and money on them. Did I mention money? Yes! Do not forget to grab the Pipedrive promo code at the end of this review. 

What Is Pipedrive?

Pipedrive is a sales pipeline software that allows businesses to concentrate on profitable business deals, especially for small-sized firms. Furthermore, Pipedrive's UI is divided into activities, contacts, seals, and statistics that help you to make the right decision. Spontaneous software will suggest the most suitable sources to execute precise sales-related tasks.

Pipedrive is an excellent choice for a service based-company to get leads. It is not suitable for local businesses like restaurants, bars, cafes, and apparel as you need foot traffic and not online traffic.

The next segment of this Pipedrive review is its features! Let us straight away get into it.

Let's You Add Deals Ad Follow-Up Effortlessly

You can add leads from any other platforms, like fitting to your skills and convenience through uploading spreadsheets or integrating Pipedrive with any other CRMs- depends on your preference.

After this, you can comfortably obtain lead-wise information from any place through its mobile application. 

For adding deals, one needs to click on the 'add deal' button and analyze them based on different grades. 

Draft communication for all of them to get powerful conversion tactics

Add custom activities and accredit them to separate team affiliates

In case you are a new manager, Pipedrive is here to save you by recommending the best resources to carry out several tasks. Once you have allocated and designated different activities to the team members, half the struggle has completed.

Just sit back and have a look at the dashboard to know the status of each deal.

Customization According To The Needs

This sales pipeline management software helps you store all the data according to personal preferences and is customizable as per the requirements. You can narrow down the data whenever necessary.

For instance, if you want to sort the deals according to the campaigns.

Add a custom field called 'Campaign Name' and import all the required details from the spreadsheet.

Use filters and organize all the data based on campaigns

Have a comprehensive description of how many leads you receive from a particular campaign

Managing Duplicate Records And Importing Data

Now that you have all the information regarding the lead generation campaigns, the data should be clean with no duplicates. But, if there is any such issue, it needs to be fixed.

You can hire someone to manually classify entries, but it can be time-consuming and pretty expensive. 

With Pipedrive the things are sorted, as it merges two duplicates records into one!

Skip Files 

A skip-file is a collection of less-important data that needs to get checked before importing into Pipedrive. Such files get rejected due to some specific issues, but Pipedrive gives you a detailed record of each skipped file and its reason. You can then manually correct the errors before importing them again. It is a time-saver tool.

Workflow Management

Pipedrive can help you with excellent workflow management like automatic stage-wise emails that let you tag a team member on a particular activity whenever a deal gets to a different grade. For example, you want to send an exclusive coupon to Walter (a team member), automate it. In this way, whenever the deal gets to a different stage, Walter will get notified to send a coupon to that specific deal.

When Walter is done with the task and gets a response, he will move the deal to the next stage. You can now add another team member who can talk to those qualified leads.

You can also try this Pipedrive promo code here:

The coolest thing about Pipedrive is that it lets you choose the pre-designed templates and customize them according to your convenience.

Lead Promoter 

It allows you to create a fully-customized chatbot to automate conversions, increase engagement and generate leads. You can also book meetings with your clients and delegate them to your employees. The lead booster can look like a part of your website if you customize it a little. 

Here are the steps to customize it-

Start configuring the lead booster's look and feel according to your brand's logo

Personalize your chatbot's appearance and give it a name

Then choose a conversion template depending on your sales approach.

No review is complete without the Pricing plans. Let us widely look at Pipedrive's plans-

It provides you four pricing plans, as follows-

Essential- Priced at $12.50 per month, customized pipelines and fields, manual e-mail linkings to contacts and deals.

Advanced- Priced at $24.90 per month, sales task automation, Easy tracking.

Professional- Priced at $49.90 per month, sales task automation, easy tracking

Enterprise- Priced at $99 per month for ten users, all of the above features, dedicated support, and managed data transfer.

It comes with a free trial of 14-days. But talking about the lead booster feature, it is not included in any of the plans, this is an add-on. It is available at $32.50 per month.

You can also watch this video: Is Pipedrive The Best CRM For More Sales?

Conclusion

In this Pipedrive review, we have mentioned the features that make it easy to use by saving a lot of time, energy, and money. It can majorly help you to make profitable business decisions. Make sure to use the promo code when you use this software to ensure additional savings.

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Pipedrive Review 2020 — The Best Sales Pipeline Software |Get 30 Days Free Trial Coupon Inside

Managing Sales is all about closing deals as quickly as possible. Doing this requires you to focus on the most profitable deals, which are likely to convert. As picking out such deals requires several hours of data crunching, you need to find the right technology to speed things up.With the right sales pipeline software, you can easily simplify this time consuming and frustrating task. As a result, you save time, money and make the right business decisions. In this Pipedrive review, we would tell you how you can save several hours by automating tasks and simplifying the decision-making process through this highly intuitive interface.

We know the challenges involved in picking out the right deal by aggregating data from various sources, analyzing it and then re-thinking which leads to prioritize.

Obviously, you need to focus on leads that are most likely to convert into customers, but how do you find them? We know that finding such leads can be overwhelming. In this Pipedrive review, we’ll tell you exactly how you can pinpoint your best leads, without spending too much time and money on it. Did we say ‘money’? For additional savings, don’t forget to check out our Pipedrive promo code towards the end of this review.

What is Pipedrive?

Pipedrive is a powerful sales pipeline software, which allows businesses to focus on commercially rewarding deals. This pipeline management software makes it easier for small businesses to manage their sales processes by identifying and focusing on the most profitable deals.

Pipedrive’s interface is divided into deals, activities, contacts, and statistics, which collectively help you make the right business decisions. Its intuitive software recommends the best resources to execute specific sales-related tasks and more.

Add and Follow-up deals effortlessly

Depending on your skill and convenience, you can add in leads straight from another platform, or a spreadsheet. You can do this by uploading spreadsheets or integrating Pipedrive with other CRMs — the choice is yours. Once you do that, you can easily access lead-wise communication from anywhere through Pipedrive’s easy-to-use mobile application.

You can then add deals by clicking on the ‘add deal’ button and can also classify the deals based on its various stages. You can then design communication for each one of them, which allows you to build an effective lead conversion strategy. Also, you can add custom activities to each deal and assign them to a particular team member.

If you are a new manager, then Pipedrive won’t let you down. This pipeline management software will recommend the best resources to carry out particular tasks for you, which is awesome. Once you have allocated the right activities to your most efficient team members, then half the battle is won. You can then take a look at the dashboard to keep track of what’s happening with that particular deal. So, you don’t have to waste your time on meetings or follow-up emails.

Customize Pipedrive based on your needs

Pipedrive can help you store all your data, exactly like you want to, and sort them according to your preferences. So, if you are an Admin, you could add custom data fields just like the ones you have in your spreadsheets. Also, you could add filters to the custom fields as you do to any other field. This means you can narrow down the exact data that you want.

For example, if you want to classify your leads based on campaigns, then you could add a custom field called ‘Campaign Name’ and then import relevant data from the spreadsheet. Next, you could easily use the filters and classify all the data based on campaigns. This lets you know exactly how many leads you got from a particular campaign, which lets you ascertain how profitable that campaign was.

Import Data and Manage Duplicate Records

If you run a lead generation campaign, then it is more than likely that you have all the information regarding your potential leads inside a spreadsheet. Now, this data could be clean or may have duplicate records that need to be fixed. Duplicate records are multiple records that may belong to the same person or the ones that have similarities.

The only way to sort this out is by hiring someone to manually classify the entries, which would make this task more expensive and time-consuming. This is where Pipedrive, a pipeline management software can make things easier. So, if you have multiple records belonging to the same person, then based on the other fields, Pipedrive decides the best course of action.

For example, if the First Name, Last Name, Organization fields are all the same, but the phone numbers are different, then Pipedrive merges the two records into one. So, when you hire resources to call up these leads, you save up more money, which would otherwise be spent on calling the same person twice.

Skip Files

Pipedrive may come across entries that could be incomplete or have some other issues that need to be fixed. So, if Pipedrive isn’t sure of what to do with a particular record, then it isolates such entries into a brief report. For example, if there are an equal number of similar and varying fields in certain records and Pipedrive cannot decide whether these include duplicate or unique records, then Pipedrive does what no other sales Pipeline software can — it isolates the data and puts it into a Skip file.

A skip file is a collection of unimported data, which needs to be rectified before you can re-import it into Pipedrive. Skip files include isolated data that was not imported into Pipedrive due to some very specific reason. To help you fix it quickly, Pipedrive provides details of each record that it skipped along with the record-wise reason for doing so. So, you can manually correct the errors in the skip file and then import the same into Pipedrive. This saves time, maintains data integrity, and also saves money.

Automatic Emails at different Deal Stages

Pipedrive is truly the best sales pipeline software that allows you to shoot automatic emails to your leads, at different stages of the deal. So, if you set automatic emails to be shot to all leads in Phase D, then this happens automatically when you move a particular deal from Phase A to Phase D. You can continue to do this until the deal is won or lost, so this pipeline management software allows you to automate communication, besides letting you manage and sort out the customer data.

Workflow Management

No Pipedrive review can be complete without stressing on how effectively this sales pipeline software facilitates workflow management. Besides automating stage-wise emails, you can also tag an activity to a certain team member, each time the deal is moved to a particular stage. So, if you want John to send an exclusive discount coupon to certain leads that are within a specific stage, then you can automate it.

So, every time the lead is moved into that particular stage, John gets notified to send a discount coupon to that particular lead. Once John is done with the task and receives a response, he then moves that deal into the next stage. You can then have Peter making calls and talking to each of those qualified leads that John moved into the next phase. It’s that simple! In fact, you can also set a specific time for John or Peter to complete their individual tasks.

The coolest thing about Pipedrive is that this pipeline management software lets you choose one of its pre-designed templates and customize it according to your convenience.  However, you could also choose to create it from scratch. Coming to who gets to manage the workflow, Pipedrive keeps it pretty straightforward.

This pipeline management software allows multiple Team Managers to work at the same time, without interfering with each other’s workflows. Every Administrator has the power to enable or disable a workflow. However, when it comes to editing a workflow, an Administrator can only edit the one that he has created.

Also Read : Ontraport Review 2020: The Best CRM Software For Your Business

Lead booster

Pipedrive’s Lead booster allows you to create a fully customized chatbot to automate conversations, boost engagement and to capture leads. So, by automating the most asked queries through this tool, you can greatly reduce the lead response time and increase your conversions. You can even book meetings automatically with your customers and channelize it to your employees.

Plus, the lead booster is completely customizable, and you can make it appear like an existing part of your website. To do this, start by configuring the lead booster’s look and feel according to your brand’s logo and existing website design. Next, you can personalize your chatbot like you want it to appear and give it a name. So, if you run a restaurant business, then you could have an egg-shaped bot with a funny name that resonates with your brand. You can then choose a conversation template, depending on your sales strategy and customize it with the necessary information.

Pricing

Pipedrive offers four pricing plans that you can choose from — Essential, Advanced, Professional and Enterprise. The Essential plan is the most basic plan and is priced at $12.50 per month. Next comes the Advanced plan, which is priced at $24.90 per month and comes loaded with useful features that enable tracking and automation.

If you wish to subscribe to a plan that makes it easier to collaborate and cascade activities, then the Professional plan would be the most suitable. This plan is priced at $49.90 per month, however, if you have over 10 users and certain other special requirements then you must opt for the Enterprise plan, which is priced at $99 per month.  You can get a 14-Day free trial for each of these plans and try them out before subscribing to the paid plans.

Coming to Lead Booster, this is a stand-alone product offered by Pipedrive which is not included in any of the four plans. So, if you wish to add Pipedrive’s lead boosting chatbot to your website, then you would have to buy that as an add-on. However, the Lead Booster is quite affordable at $32.50 per month. So, although the Lead Booster does not come bundled up with any of the other plans, Pipedrive keeps it pocket-friendly, which is great for small businesses.

Essential Plan

Priced at $12.50 per month/user

Customize Pipelines and Fields

Manual Linking of Emails to contacts and deals

Advanced Plan

Priced at $24.90 per month/user

Sales Task Automation

Easy Tracking

Professional Plan

Priced at $49.90 per month/user

Sales Task Automation

Easy Tracking

Enterprise Plan

Priced at $99 per month/user. Minimum 10 users.

All of the Above

Dedicated Support

Managed Data Transfer

Conclusion

In this Pipedrive review, we have highlighted only the most striking features of this sales pipeline software. This gives you a snapshot of how this simple and easy-to-use pipeline management software can save you hours of work and help you make profitable business decisions. However, while trying out this pipeline management software, make it a point to use our Pipedrive promo code to ensure additional savings.

Originally Published On: SaasTrac

About The Author ​ SaasTrac is one of the trusted places where users can find reviews on different Saas Products, Software, and Platforms. Our major goal is to let users know the detailed and the most helpful information possible about every product — the good, the bad, and the ugly in the SaaS space.

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We've just published some jaw dropping content on YouTube. Check it out here: GoHighlevel Review with Bruno Souza Lead Generation, Client Getting & Marketing CRM Automation https://youtu.be/G3GWZLA-Zrw GoHighlevel Review with Bruno Souza Lead Generation, Client Getting & Marketing CRM Automation RESOURCE LINKS: GoHighlevel 14 Day Free Trial: https://www.gohighlevel.com/main-page?fp_ref=black-swan-media-co 97% OFF Coupon Code: https://brunosouza.podia.com/ghl-quickstart-training?coupon=BSM97 Full Review Video: https://www.youtube.com/watch?v=4UwZzLnCYHI&t Article, FREE Template Downloads and Bonuses: https://blackswanmedia.co/go-highlevel-review/ In this Go Highlevel Review video, I address the major problem with tools: That if you don't have the skill set to use the tools, they're a total waste of your time and money. So In order to address that, and help you get the most from watching this GoHighlevel Review, I've put together training that shows you: 1. How to price / package Go Highlevel 2. How to sell GoHighlevel to a cold prospect 3. I give you / go over our PROVEN sales script 4. I go over how to fulfill for the clients including how to build a 5-6 figure pipeline in under 7 days. All the links and resources are below - my ultimate goal is to make sure that anyone who signs up for GoHighlevel through us has the support and skills they need to success - leave your comments below if you have questions. Related Searches: gohighlevel go high level go high level crm high level crm high level review high level marketing reviews high level high level vs high-level gohighlevel go high level crm Introduction of the article: What is GoHighlevel? GoHighlevel is a new-age marketing tool that attempts to consolidate the most useful marketing tools under a single umbrella. It’s a marketer’s best friend. If you’re looking for the TLDR of this GoHighlevel review, here it is: 100% give it a shot, you won’t regret it. GoHighlevel is the tool of the decade – completely replacing the previous titans like Clickfunnels for landing pages and Pipedrive/Hubspot for CRMs. The massive value proposition that it brings to the table is that you can get an insanely profitable tech stack for a fraction of what you would normally pay, while making it simple enough that a non-tech savvy person could set it up. Personally, I don’t like sacrificing quality for a cheaper price and I’m happy that GoHighlevel, despite being less expensive, is actually an upgrade. Later in this GoHighlevel review, I’ll go into more detail on how we use GoHighlevel, but for now I want to give you a summary to help you figure out if it’s right for you: GoHighlevel helps us with: Client acquisition. Link building It’s an SEO thing. Automating our business this was a monumental & breakthrough moment for our agency. Client fulfillment. It’s our ultimate client retention tool. Serves as a scalable CRM for ourselves and for our clients. Reputation management. Building out funnels. Call tracking, revenue tracking, and lead tracking. Increasing ROI on adspend and existing clients. Want Instant Access To Our GoHighlevel Agency Template Library? Send Me The Template! If you want to give it a shot, we’ve set up the button above so that when you sign up using it, you’ll get access to all of our templates, builds, tutorials and training. Additionally, you’ll get an on-boarding call with the GoHighlevel team and one of our team members will reach out to you to set up a free training 1:1 session to get you started. Reserve Your Spot: GoHighLevel 14 Day Free Trial Go Highlevel Review If you’re someone who is looking for ways to save time through business automation and make money, then this tool is the right one for you. Please refer to the graphic below where you can see EVERYTHING that GoHighlevel replaces. Besides what’s on that graph, there’s a few more things you should know about “what GoHighlevel is” and does: You can white label it as your own tool. It focuses heavy on automation. This frees up your time so you can focus on what matters. It’s infinitely scalable. Their agency plan starts at $300/mo and allows you to have unlimited accounts. We use this feature at our agency to create accounts for our clients, for our own websites, and for all our lead-generation GMBs. It’s cloneable. If you’re a digital marketer, I’m going to be giving you templates that you can upload to your account to hit the ground running. Once you create your first “build” for your clients, then you can clone them for the next. This is powerful for people are niche specific. GoHighlevel Review: Read This Section to See If It’s Right For You In this section, I want to help you figure out if GoHighlevel is right for you and your business situation. Starting off, I want to address Gohighlevel’s weaknesses. It’s not a perfect solution for someone who is into e-commerce. If that’s you, I would stick to Shopify and all of it’s plug ins.

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7 Best CRM Software for Small Businesses (Compared)

Are you comparing the best CRM software for small businesses? CRM software helps you manage customer relationships, increase sales, manage leads, and grow your business.

Due to the critical role Customer Relationship Management (CRM) software plays in your business success, it’s extremely important that you properly research the industry and compare the top CRM providers before making your decision.

In this article, we will show you our expert pick of the best CRM software for small businesses. We will compare popular CRM software in terms of features and share the pros and cons to help you choose the best platform.

What is a CRM Software?

CRM software or Customer Relationship Management software is a tool that helps you manage customer data and offer streamlined customer services across your business.

Most businesses need a contact manager to handle contact details of their customers and prospects. In the early stages of most companies, this is typically done manually through spreadsheets or simple contact management tools.

However, these processes become inefficient as your business grows, and if you don’t fix the problem fast enough, then it can lead to significant loss in opportunity / sales.

A CRM software helps solve the problem by storing all aspects of customer relationship into a database and making it easily accessible. It allows your marketing, sales, and customer support teams to have all the data at their fingertips when needed.

CRM software are incredibly useful in increasing sales, building customer relationships, and providing amazing customer services. Your customers get more personalized, more attentive, and highly efficient service.

What to Look for in Your CRM Software?

Since there are so many different CRM software companies out there, it becomes quite overwhelming for small businesses to decide which one is the best CRM for their needs.

Here are some quick tips on choosing the best CRM software for your business:

1. Ease of Use – A recent survey revealed that 67% of businesses put ease of use as the most important feature of their CRM software. You and your team will be using it for several hours every day. If the CRM is not easy to use, then it will not you help achieve your business goals.

2. Cloud and Mobile – In 2008, less than 12% of CRM software ran on the cloud. Today, 87% of CRMs are cloud-based software. It is more secure, faster, and easy to integrate with other apps and services.

Another study by the Nucleus Research revealed that 65% of companies using a mobile-friendly CRM, exceeded their sales targets. This means you want to look for a CRM software that is mobile-friendly.

This makes it convenient for your teams to meet their targets. Your customers get quicker responses and don’t have to wait for hours just to get quick answers.

3. Make a Features List – You need to make a list of features that you need in your CRM software. Don’t worry if you can’t think of all the features right away. This exercise will give you an idea of what would be a good fit for your business.

CRM software are not just an address book of your customers’ contact information. They are useful because they integrate into your marketing, sales, and lead generation.

They help you manage every aspect of a customer’s journey with your business with great detail. You would need to see how you can integrate the specific CRM software with your existing business process and sales activities.

4. Integrations – Many modern CRM software include a ton of features. However, you would still need to get them to work with other apps, like your WordPress site, lead generation software, email marketing service, business email service, social media platforms, and more. Make sure that your CRM software supports those integrations.

For example, if you are running a membership website or online store, then you would need your CRM to integrate with your membership plugin or eCommerce platform.

These are just some very basic requirements that you would want to check. You may also want to consider pricing, the ability to add users and departments, security, GDPR compliance, and more.

That being said, let’s take a look at the top CRM software on the market and how they stack up on these criteria.

1. HubSpot

HubSpot is the best CRM software for small businesses looking for a cost-effective solution to get started. It offers free plans for their CRM, Marketing, Sales, and Sevice hubs.

The free HubSpot CRM comes with unlimited users and unlimited contacts. It is also free forever.

However, many of the features are limited or unavailable in the free plan. To access the powerful features, you will need to upgrade to one of their paid plans under the Growth Suite.

HubSpot is quite easy to use, and you can connect marketing, sales, and service hubs to your CRM software. This provides you a wide range of tools to efficiently manage the customer journey.

With an easy user interface, you get a bird’s eye view of your entire sales pipeline on your dashboard. You can view detailed reports, all contact activity, sales activities, and user/team performance.

HubSpot offers a comprehensive set of features including a mobile app for iPhone and Android, contact manager, email templates, real-time notifications, phone calls, email tracking, scheduling, and more.

Integrations are crucial for CRM software. HubSpot integrates with more than 300 apps and services including WordPress, top email marketing companies, lead generation software like OptinMonster, and many more.

Pricing: HubSpot offers core CRM platform for free. For more features, you can upgrade to their paid plans for Marketing, Sales, and Services hubs or upgrade to Growth Suite, which starts from $113 / month and includes 1 user ($38 per month for each additional user).

2. Constant Contact

Constant Contact is a popular email marketing and CRM software. It allows you to easily store contacts, manage customer information, send emails, and track customer activity from your dashboard.

It is extremely easy to use with simple reports, detailed activity logs for each contact, and powerful drag and drop tools to send out emails. You can schedule emails, create sales funnels, and have easy marketing automation for beginners.

Constant Contact has a huge marketplace of integrations available for third-party apps. Many of the popular services and tools that you are already using like WPForms can be instantly connected to Constant Contact.

For eCommerce stores, Constant Contact offers integrations with all top eCommerce platforms. It includes eCommerce tools which help you capture, engage, and convert leads into paying customers.

Pricing: Their pricing is based on the number of contacts and starts from $20 per month. However, if you want to add team members then you will need their Plus plan which starts at $45 per month.

WPBeginner users get a free 60 day trial, and you can also get a 20% off if you use our Constant Contact coupon code.

Click here to get Started with Constant Contact »

3. PipeDrive

PipeDrive is a sales driven CRM software for businesses. It offers a complete sales pipeline management with an intuitive user interface that gives you quick access to all the information you need.

Designed for sales teams, it includes features like sales reporting, sales forecasting, detailed activity log, advanced contact details, email integrations, and customizable pipelines.

It has a growing selection of integration apps allowing you to connect your CRM system to other services you already use. It also has mobile apps for iOS and Android allowing you to stay connected and get things done.

Pricing: Their plans start from $12.50 per user per month billed annually.

4. Freshsales

Freshsales is another popular CRM software suitable for businesses of all sizes. It features a sales-oriented approach with tools to maximize your conversions.

They offer a one-stop dashboard that gives you instant access to reports, activities, phone calls, emails, users, and contact management. It has an intuitive web based interface and has powerful mobile apps to help your teams make sales on the go.

Freshsales uses AI-powered lead scoring which helps you prioritize leads more likely to convert. Other notable features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and more.

It has native integrations available for some of the most popular third-party services. Several more integrations are available as third-party apps. However, the number of integrations is a bit limited at the moment.

Pricing: Plans start from $12 per month per user billed annually.

5. Drip (Ecommerce)

Drip is another popular eCommerce CRM software designed to increase sales. Featuring an intuitive user interface, it is incredibly easy to use yet extremely powerful.

It is loaded with features including marketing automation, advanced contact management, actionable reports, email campaigns, one-on-one conversations, eCommerce user tracking, and more.

Drip comes with native integrations for all top third-party services. This includes email services, lead generation software, SMS services, WooCommerce, Shopify, and many more. It offers workflows to generate leads from Facebook and Instagram which helps you get tapped into their massive user base.

Pricing: Drip’s plans start from $49 / month for up to 2500 contacts.

6. Streak CRM for Gmail

Streak is a CRM software for Gmail and works with both free Gmail accounts as well as G Suite. It allows you to track customer emails in Gmail, manage contacts, track leads, and manage sales pipelines.

It automatically captures leads from your contacts, allows you to add tasks and reminders, add tags and notes, create custom pipelines, schedule emails, and so much more.

It comes as a browser add-on as well as mobile app for Android and iOS. It supports third-party integrations through Gmail and Zapier, this gives you access to share data across multiple tools and services.

Pricing: They offer a limited free plan for personal use. Their paid plans start from $49 per user per month billed annually.

7. AgileCRM

AgileCRM is a powerful all-in-one CRM software. It packs contact management, sales, marketing and customer service in one convenient dashboard.

It offers sales tools with 360 degree contact view, detailed reports, timeline, calendar, events, project management, deals, and gamification for your sales team. You get access to quick reports that you can drill down to keep track of everything that is happening across your business.

AgileCRM includes marketing tools to generate and capture leads, send out emails, newsletters, landing pages, forms, and social media marketing tools.

Pricing: AgileCRM offers a limited free plan. Their paid plans start from $9.99 per user per month billed annually or $8.99 per user billed for 2-years.

Which is the Best CRM Software for Small Business?

As we mentioned earlier that you’ll have to compare CRM tools based on your businesses requirements and goals.

Based on the criteria we defined earlier, we believe that HubSpot is the best CRM software for small businesses. It is easy to use and offers a comprehensive set of features. They offer a free plan which is good enough for small businesses to get started.

If email is the primary source of leads and sales for your business, then Constant Contact is the best option. It offers an easy to use contact management tool that you can effectively use to boost sales and manage customer relations. Their pricing is very friendly for small businesses.

If you’re looking for a completely sales focused CRM, then we recommend using either PipeDrive or FreshSales because they’re both sales-driven CRM, and they will help you improve your sales processes.

If you’re an eCommerce brand, and you need a CRM that comes with eCommerce focused marketing automation, then look no further than Drip. It is extremely powerful and worth every single penny because it’ll definitely help you grow your overall sales.

We hope this article helped you find the best CRM software for your business. You may also want to see our list of the must have WordPress plugins for business websites, best business phone services, and best live chat software for small business.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 7 Best CRM Software for Small Businesses (Compared) appeared first on WPBeginner.

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