Is the Pipedrive CRM the right choice for you in 2023? Read our in-depth Pipedrive CRM reviews where we will cover features, costs, pros/cons, and alternative CRM options.
Almost everything in life is becoming more and more digital, and the real estate industry is no exception.
The global real estate market was worth an estimated $217 trillion in 2016 and is expected to grow to $313 trillion by 2025.
In such a competitive and rapidly growing industry, real estate agents need to make the most of every opportunity to stand out from the crowd and win more business.
Real estate agents are under pressure to succeed and generate more leads and sales.
To stay ahead of the competition, they need to be able to manage their time and resources effectively and keep track of all their client interactions and deals. And most importantly, they need to be able to do all of this quickly and easily so that they can spend more time selling properties.
This is where a CRM (customer relationship management) system comes in.
CRM software is a tool that helps any big or small business manage its customer relationships by providing a central database for storing and tracking customer information.
A CRM software can be an invaluable tool for keeping track of leads, managing deals and transactions, and tracking customer communications when it comes to real estate.
In this article, we will look at how companies like Pipedrive are helping real estate agents streamline their workflow and improve their sales performance.
Visit the Pipedrive CRM website or keep reading to learn more.
What Is Pipedrive CRM?
Pipedrive is a cloud-based CRM software that helps major to small businesses manage their customer relationships. It was founded in 2010 and has since become one of the leading CRM providers in the world.
Pipedrive is designed to help the sales department close more deals by providing a simple and effective way to manage their sales pipeline.
It does this by helping users track their leads, opportunities, and deals and offers a range of features and tools to help them convert more leads into customers.
Pipedrive has more than 100,000 customers in over 180 countries and is used by a wide range of businesses, including small businesses, startups, and global enterprises.
Pipedrive also offers a range of integrations with other business applications so that users can get the most out of their CRM system. You can integrate with over 250 mobile apps so that you can manage your sales procedure on the go.
How Does Pipedrive CRM Help Real Estate Agents?
Pipedrive CRM can help real estate agents in several ways. Firstly, it provides a central database for storing and tracking customer databases. This includes contact details, property listings, transaction history, and more.
It also helps agents to manage their sales pipeline by providing a visual pipeline representation of their deals and opportunities.
This helps agents track their progress towards their sales targets and makes it easier to identify any potential problems or bottlenecks in the sales process.
Real estate agents can also use Pipedrive to automate their sales workflow.
For example, they can set up email and SMS reminders to follow up on calls and appointments. They can use the Pipedrive API to integrate with other applications such as Google Maps and Outlook.
But how does Pipedrive work, how much does it cost, why it’s a valuable asset for the real estate industry, and for how long?
We will go over that in this detailed Pipedrive CRM review.
Pipedrive CRM Reviews
Here are some helpful reviews of Pipedrive CRM from users who have tried it in their business.
“Pipedrive is the perfect CRM for real estate agents. It’s simple to use and helps me keep track of my deals and transactions. I have had such a positive experience with it. I would recommend it to any agent looking for a CRM system.”
“I’ve been using Pipedrive for a few months now, and it has definitely helped me streamline my sales process. It eased down our sales funnel process, marketing campaigns, and project management”
“Pipedrive is an essential CRM tool for any real estate agent. It helps me keep track of my clients, deals, and transactions. Without it, I would be lost!”
Here are some negative reviews of Pipedrive CRM from users who have tried it in their business.
“I found the software to be difficult to use.”
“The software was buggy, and it was difficult to track my progress towards my sales targets.”
From our experience when using Pipedrive, we would recommend it for real estate agents who are looking for a CRM system to help them streamline their sales workflow.
We would recommend having their free CRM trial first to see how it goes and if they are comfortable with the system.
We found Pipedrive to be very user-friendly and helpful, so we don’t think you will be disappointed.
Pipedrive CRM Customer Service
Pipedrive offers 24/7 customer support via email, phone, and live chat.
They also have a comprehensive knowledge base and very helpful online resources.
We contacted the customer support team via live chat, and they were able to answer our questions promptly and efficiently.
We were also impressed with the range of online resources available, which is a great help for users looking to get the most out of their CRM system.
Pipedrive uses AI chatbots to provide quick answers to simple questions. They also have a team of sales reps available 24/7 to answer more complex questions.
Now let’s how Pipedrive works and how it can benefit your business.
How Does the Pipedrive CRM Work?
Pipedrive is a cloud-based CRM system, which means that it is hosted online and can be accessed from any device with an internet connection.
It also means that there is no need for any software installation or updates, as everything is done automatically by Pipedrive.
Pipedrive is designed to be simple and easy to use, focusing on providing the most important features and tools needed to close more deals.
The main screen is called the pipeline view, and this displays a list of all your deals, classified by their stage in the sales process.
You can also use the pipeline view to create new deals and track your progress towards your sales targets. The pipeline view is also customizable so that you can add or remove any columns that are not necessary for you.
The other main screen is the contacts screen, which displays a list of all your contacts and their contact details. This includes their name, phone number, email address, and any notes that you have made about them.
You can also use the contacts screen to add new contacts and view any deals or transactions they are involved in.
In addition, Pipedrive also offers a range of features and tools to help users manage the sales processes. This includes the ability to create and manage tasks, set up email reminders, create custom reports, and much more.
How Can Pipedrive Help Your Business?
Pipedrive is a great sales tool for real estate agents looking to streamline their sales process. It is simple and offers a range of features and tools to help users close more deals.
In addition, Pipedrive also offers excellent customer support and has a range of very helpful online resources.
Overall, we would recommend Pipedrive for real estate agents who are looking for CRM software to help them streamline their sales workflow.
What features make Pipedrive CRM Software different from others on the market?
Pipedrive is a cloud-based CRM software, which means that it is hosted online and can be accessed from any device with an internet connection.
It also means that there is no need for any software installation or updates, as everything is done automatically by Pipedrive.
Ready to get started? Visit Pipedrive CRM.
Pipedrive CRM Main Features Review
Pipedrive CRM offers a wide range of features and tools to help users manage their sales pipeline and close more deals.
Some of the main features include:
1) Pipedrive Live Overview Dashboard
The Pipedrive live overview dashboard gives users a real-time view of their sales pipeline. It includes a range of charts and graphs that provide insights into the sales team’s performance.
The dashboard also includes many customizable widgets so that users can add or remove any information that they want to see.
This is a valuable tool for real estate teams, as it gives them a quick and easy way to see how they are performing against their sales targets.
When combined with the Pipedrive reports, it also allows teams to track the progress of their deals over time and see how they are performing against industry averages.
How does it benefit real estate agents?
A live overview dashboard gives agents a snapshot of their deals and how they perform against their set goals. The customizable widgets allow agents to see only the relevant information to their business.
2) Pipedrive Activity Timelines Overview
The activity timelines overview allows users to see a graphical representation of all the activities that have been performed on a particular deal. This includes email interactions, phone calls, meetings, and any other notes that have been made.
It also allows users to see the activities that are scheduled for the future so that they can plan their sales strategy accordingly.
This is a valuable tool for most industries, as it allows them to see at a glance the status of their deals and plan their next steps.
How does it benefit real estate agents?
The activity timeline gives agents a clear overview of all the interactions that have been made with a particular lead. It also allows agents to see what activities are scheduled for the future so that they can plan their sales strategy accordingly.
3) Customizable Pipedrive Lead Generation Chatbot
New to Pipedrive is the ability to create a custom lead management and generation chatbot. It’s an add-on feature that anyone can use to avail of their subscription plan.
This allows companies to add a chatbot to their website that will automatically capture the contact details of any visitors.
The chatbot can also be used to ask visitors questions about their business, and it can then use this information to create new leads in Pipedrive.
This is a valuable tool for the real estate industry, as it allows teams to quickly and easily generate new leads from their website. It also has workflow automation capabilities so that new leads can be automatically assigned to the appropriate salesperson.
Suppose if the employees have missed a step in the sales process, the chatbot can automatically provide them with the information they need without having to contact customer support.
How AI-chat from Pipedrive helps in Sales?
- Automated Lead Capture
The chatbot can automatically capture the contact details of any visitors to your website. This includes their name, email address, and phone number.
It can also be used to ask them questions about their business, and it can then use this information to create new leads in Pipedrive.
- Better Data Gathering
The chatbot can also be used to ask visitors questions about their business, and it can then use this information to create new leads in Pipedrive.
When combined with the reporting features, this allows you to gather valuable data about your target market.
- Increased Productivity
The chatbot can be used to automate the sales procedure by providing employees with the information they need without contacting customer support. This can free up their time to focus on more important tasks.
- 24/7 Customer Support
The chatbot can also be used to provide employees with the information they need without contacting customer support.
This can free up their time to focus on more important tasks. Businesses can also use the chatbot to provide customer support 24/7.
This is a valuable tool for the real estate industry, as it allows teams to quickly and easily gather information about potential customers from their website.
- Automated Lead Assignment
When the chatbot creates a new lead, it can be automatically assigned to the appropriate salesperson. This removes the need for manual lead assignment and ensures that leads are always assigned to the correct person.
This is a valuable tool for the real estate industry, as it allows teams to quickly and easily generate new leads from their website. It also has workflow automation capabilities so that new leads can be automatically assigned to the appropriate salesperson.
- Easy to Book Meetings
The chatbot can also be used to schedule meetings with potential customers. This is a valuable tool for businesses, as it allows teams to quickly and easily schedule meetings with potential customers.
Pipedrive lets you build and customize your chatbot without having to code. You can choose the color, template, name, and avatar of your chatbot. You can also add as many questions as you want and customize the responses.
You can use pre-defined templates and questions or create your own. The chatbot can ask visitors questions about their business, and it can then use this information to create new leads in Pipedrive.
You can design the Pipedrive CRM chatbot behavior for:
- Booking new meetings
- Asking questions
- Lead qualification
- Generating new leads
- Capturing customer feedback
Pipedrive calls them playbook. You can also monitor how many people clicked and saw the playbook and how many qualified or converted leads it produced.
You can create different pipelines for each of the different areas of your business. For example, you could create one pipeline for new leads and another pipeline for existing customers.
When the chatbot generates a new lead, it can be automatically added to the appropriate pipeline.
This allows you to keep track of your sales management and see how your chatbot is performing.
4) Pipedrive Third-party Integrations
Another helpful feature or you say the advantage of using Pipedrive CRM, is that it can be integrated with third-party systems.
Pipedrive integrates with several third-party applications, including Zapier, Mailchimp, Google Calendar, and Slack. This allows you to automate your sales procedure and to have all of your tools in one place.
When you integrate Pipedrive with Zapier, you can create triggers and actions.
Triggers are things that happen in Pipedrive, such as a new lead being generated.
Actions are things that happen in other applications, such as an email being sent or a meeting being scheduled.
You can access your sales data in Pipedrive’s apps for Android and iOS. You can also use the web version of Pipedrive on your mobile device. Both these apps are as simple to navigate as the desktop version.
It also lets you use voice command features from your mobile devices. You can ask the app to create a new lead, add a new contact, or schedule a meeting.
You can also explore the Pipedrive marketplace for more integrations.
They have a wide range of integrations, including Microsoft Outlook, Zapier, Slack, and more for accounting, email marketing, and project management.
5) Pipedrive Contact Management:
Pipedrive provides users with a central database for storing and tracking customer information. This includes contact details, property listings, transaction history, and more.
When adding a new contact, agents can specify what type of real estate they are interested in (residential, commercial, etc.), which can help to filter further and organize your contact list.
It is also possible to add custom fields to the contact record, which is useful for storing specific information for your small business or industry.
6) Privacy and Security
One of the things that you’ll appreciate about Pipedrive is that they take your privacy and security seriously.
They encrypt all of your data so that it’s safe from hackers. In addition, they have a strict privacy policy so that your data is never shared with third-party companies.
Their Single-sign-on feature allows bigger sales teams to manage their accounts and easily track who is doing what. And you can be assured that their data centers are up-to-date with the latest security measures.
7) Pipedrive Insights and Reporting
Pipedrive also offers many insights and reporting features. These allow you to track your sales progress and see how your chatbot is performing.
Pipedrive’s insights and reporting features include:
- Sales pipeline
- Activity log
- Leads by source
- Leads by stage
- Leads by country
- Sales by rep
- Sales by product/service
This data can be exported to several different formats, including Excel, PDF, and CSV.
You can keep all important KPIs and data in one place, making it easy to track your progress and see where you need to improve.
You can set targets for individuals, teams, and your whole organization and then keep a close eye on progress towards these targets.
Pipedrive lets you set have real-life metrics that you can use to improve your business. And the best thing about this is that you can share the same reports with your team just with a link, and they will have access to all the data they need without signing up.
So, it’s a remote-friendly CRM. It doesn’t matter where your team members are located; they can easily access data from anywhere.
Here are some essential features of Insights and Reporting that Pipedrive CRM offers which can help you make decisions for your business:
- Customizable Reports: You can choose the data you want to see in your reports and create reports for specific teams or individuals. The reports will also track the number of leads generated, the age, recurring revenue, and customer lifetime value.
- Leaderboard: You can see how your sales team is performing in comparison to other teams, and you can track the progress of individuals and teams over time.
- Pipeline Forecasting: Based on your current sales pipeline, this feature will predict how many deals you will close in the future.
- Data Export: You can export your data to different formats, including Excel, PDF, and CSV.
8) Pipedrive CRM Email Integration
Disorganized lead and customer information can quickly lead to a drop in sales. Businesses need a way to keep track of customer interactions so that they can follow up promptly.
Pipedrive’s email integration feature allows you to keep track of all customer interactions in one place. This way, you’ll never lose an opportunity to close a sale.
The Pipedrive email integration feature allows you to:
- Create leads and contacts from emails
- View email interactions in the activity log
- Add email attachments to deals
- View all emails sent and received in the same place
Pipedrive also offers many other email features, such as email templates and email scheduling. You can also track the performance of your email campaigns in Pipedrive.
Email integration is a great way to keep track of customer interactions and ensure that you never miss an opportunity to close a sale. Conversions and sales will increase when you have all customer information in one place.
When it comes to email features, Pipedrive offers:
- Email Templates: You can create email templates for your most common emails. This will save you time when you need to send a quick response.
- Email Scheduling: You can schedule emails to be sent at a later date. This is a great way to make sure that you’re always sending timely responses.
- Email Tracking Functionality: You can track the performance of your email campaigns in Pipedrive. This way, you can see what’s working and what’s not.
Pipedrive announced they are bringing a new marketing campaign feature for emails, which is not released yet. It will make it even easier and automate the emailing process.
Following are some essential Pipedrive CRM features that will make your work easier:
1) Customizable email templates:
You can create customizable email templates for your most common emails. This will save you time when you need to send a quick response.
2) You can filter contacts:
You can filter contacts by their location, industry, or even the number of deals they’ve closed. This way, you can target your emails to the right people.
3) You can track email engagement:
The upcoming campaign feature for email marketing will allow you to track email engagement. This way, you can see which emails are being opened and which ones are being ignored. It
9) Pipedrive Drag and Drop User Interface
How about an interface that is so easy to use that you won’t even need a tutorial? Pipedrive’s drag and drop interface is just that.
Pipedrive’s drag and drop interface makes adding, removing, and editing deals in your pipeline easy. The interface is designed to be user-friendly, so you’ll be able to get started quickly.
Pipedrive’s drag and drop interface is:
- User-Friendly: The interface is designed to be easy to use. You’ll be able to get started quickly without any training.
- Intuitive: The interface is designed to be intuitive. You’ll be able to figure out how to use it without any problems.
- Customizable: You can customize the interface to fit your needs. You can add, remove, and edit deals in your pipeline.
10) Sales Forecasting with Pipedrive CRM
To make sound business decisions, you need accurate sales data.
Pipedrive’s sales forecasting feature provides you with a snapshot of your sales pipeline to see where your business is headed. With this information, you’ll be able to make informed decisions about your business.
Pipedrive’s sales forecasting feature provides you with:
- A snapshot of your sales pipeline
- Accurate sales data
- The ability to see where your business is headed
11) Google Calendar Integration
Want to see your sales pipeline alongside your other appointments?
Pipedrive’s Google Calendar integration will do just that. This integration will allow you to see all of your appointments in one place to make the most of your time.
Pipedrive’s Google Calendar integration will:
- Sync all of your appointments with Pipedrive
- Show you your sales pipeline alongside your other appointments
When you use Pipedrive’s Google Calendar integration, you’ll be able to:
- Save time by seeing all of your appointments in one place
12) Pipedrive CRM Custom Fields
To get the most out of Pipedrive, you need to track as much data as possible. Pipedrive’s custom fields feature allows you to track any type of data that you need. This way, you’ll have all of the information you need to make informed decisions.
Pipedrive’s custom fields feature allows you to track:
- Any type of data
- The progress of your deals
This way, you’ll have all of the information you need to make informed decisions. Custom fields are one of the most powerful features in Pipedrive.
Visit Pipedrive now or continue reading to learn more!
Who Should Use Pipedrive CRM?
Pipedrive CRM is designed for small businesses. If you have a sales team of 10 or less, then Pipedrive CRM is a good fit for you. It’s also a good choice if you’re looking for an easy-to-use CRM that has a lot of features.
Pipedrive for Solo Real Estate Agents
There are many CRMs on the market, but not all of them are created equal.
If you’re a solo real estate agent, you need a CRM that is easy to use and provides you with the features you need to manage your sales pipeline.
Pipedrive is one of the best CRMs for solo real estate agents.
It’s easy to use CRM that has all the features you need to manage your sales pipeline. In addition, Pipedrive provides you with accurate sales data to make sound business decisions.
With Pipedrive, you’ll have everything to manage your sales pipeline and grow your business.
Pipedrive for Real Estate Office-Based and Virtual Teams:
If you’re a real estate office-based or virtual team, you need a CRM that is easy to use and provides you with the features you need to manage your sales pipeline.
Pipedrive is one of the best CRMs for office-based and virtual teams. It’s easy to use and has all the features you need to manage your sales pipeline. In addition, Pipedrive provides you with accurate sales data to make sound business decisions.
With Pipedrive, you’ll have everything to manage your sales pipeline and grow your business.
All team members from different locations can see the same sales pipeline in one place.
This is very helpful because it makes it easy to collaborate on deals and stay up-to-date on the progress of each deal.
In addition, Pipedrive’s Google Calendar integration will allow you to see your sales pipeline alongside your other appointments. This way, you can manage your time more effectively.
Pipedrive CRM Pros and Cons
Pipedrive Pros
- Easy to check the entire team’s progress at a time
- Easy mobile application integration
- It helps stay focused and move deals through the pipeline
- Drag n drop interface
- Very easy to manage leads and sync with other software
- Easy to see the entire customer history
Pipedrive Cons
- It could be overwhelming for those not used to sales pipelines
- Limited emailing synchronization (the email campaign is soon coming)
- Lacks project management features
How Much Does Pipedrive CRM Cost?
Pipedrive has a free trial to try it out before you commit to a paid plan. The free CRM trial includes all of the available features in the paid plans.
They don’t ask for credit card information, so you don’t have to worry about being charged if you decide not to continue using Pipedrive.
Pipedrive’s paid plans start at $15 per month. The Pipedrive pricing goes up to $119 per month for the largest plan.
They have options to avail per month or per user per month.
The features that are included in each plan are:
Pipedrive CRM Essential Plan Cost:
- Price: $15 per month/$12 per year per
- Leads, deals, and essential pipeline management
- Data importing and all the customization
- 24/7 email, chat support, and phone support
- Google Calendar integration
Pipedrive CRM Advanced Plan Cost:
- Price: $29 per month/$25 per year per user
- Essential plan features plus
- Email syncing
- Free CRM templates and scheduling
- Click tracking
- Revenue reporting
- Workflow automation
- Custom fields
Pipedrive For Professionals Cost:
- Price: $59 per month/$49 per year per user
- Advanced plan features plus
- Call tracking
- Create contacts
- Manage all the contacts
- e-sign documents feature
- Revenue projection
- Sales forecasting
- Advanced custom reporting
Pipedrive Enterprise Tier Cost:
- Price: $119 per month/$99 per year per user
- Professional plan features plus
- Heightened and full-fledged security
- Complete phone support features
- No limit on any feature
- API access
- manage teams and multiple pipelines
- Save time with bulk data operations
Which Pipedrive CRM Plan is Right for Real Estate Agents or Teams?
The Pipedrive Essential plan is an excellent choice for solo real estate agents. It includes all of the features you need to manage your sales pipeline.
Solo real estate agents don’t need the features included in the Advanced plan, so they can save money by choosing the Essential plan.
The Advanced plan is an excellent choice for real estate teams. The features included in the Advanced plan will help teams collaborate on deals and manage their sales pipeline more effectively.
The Professional plan is a great choice for real estate agents or teams who have operations in multiple cities. The features included in the Professional plan will help agents or teams manage their sales pipeline more effectively.
The Enterprise tier plan is an excellent choice for real estate teams with a large customer base.
When you have a large customer base, you need to manage your sales pipeline more effectively. And the Enterprise plan will help you do just that.
This plan includes all of the features included in the Professional and Advanced plans.
What Are The Best Pipedrive CRM Alternatives?
Pipedrive is a great CRM for real estate agents. It’s not the only CRM on the market. Here are some of the best Pipedrive alternatives for real estate agents or real estate teams:
- Chime CRM: Chime is a great choice for solo real estate agents. It’s easy to use, and it’s somewhat affordable. In addition, it includes all of the features that you need to manage your sales pipeline.
Chime CRM customer support is excellent, and they offer a free CRM trial so that you can try it before you buy it. You can read our Chime CRM reviews here or visit the Chime CRM website here.
- Monday CRM: This widely popular CRM software works for real estate agents too! Read our Monday CRM reviews to learn how you can use them for your real estate needs or visit Monday.com now.
- Showcase IDX: If you’re looking for a CRM that includes IDX integration, then Showcase IDX is a perfect choice.
Their streamlined interface and powerful features make them a top choice for real estate agents. You can read our Showcase IDX review or visit the ShowcaseIDX website here.
- Streak CRM: If you love using Gmail, Streak just might be a great Pipedrive alternative option. Stream is a CRM that’s built to integrate with Gmail.
You can read our Streak CRM review or visit the Streak CRM website.
- HubSpot CRM – HubSpot is an extremely popular sales and marketing CRM that offers both free and paid options. You can learn more by reading our HubSpot reviews.
Pipedrive CRM Reviews – Final Thoughts
Pipedrive can be the best CRM for real estate agents and teams. Their easy-to-use interface and powerful features make them a top choice. Their privacy and security features make them a top choice for agents concerned about the safety of their data. Their customer support is excellent.
So, if you’re looking for an easy-to-use and powerful CRM, then Pipedrive is the perfect choice for you.
About The Author: This article was researched and published by Tim Schroeder. As a husband and wife real estate team residing in Florida, Tim Schroeder brings deep expertise with over 8 years of experience as a licensed real estate agent.
Deb and Tim Schroeder have earned numerous real estate industry awards and recognitions. They have been recognized by Orlando Magazine as a “Top 100 Real Estate Professional” as well as earned Top Producer Designations with the Orlando Realtor Association for 6 years straight.