Pipedrive Plans - 5 Features That Will Help Your Business Run Smoothly

Posted by sharnya on March 7th, 2023

Pipedrive Plans - 5 Features That Will Help Your Business Run Smoothly

Pipedrive plans will allow you to set up automated tasks that will help your business run smoothly. You can use the platform to schedule meetings, automate recurring revenue, and manage contacts, among other things. Read on to learn more.

Contact management

There are many CRMs on the market, but Pipedrive stands out as one of the most powerful and feature-packed. It offers core CRM features, as well as customisable options. These features make it easy to track and organize your contacts.

For small to mid-sized companies, Pipedrive is a great fit. Whether you're tracking calls, writing emails or sending out product catalogues, you can do it all within the software. You can also add leads and notes, as well as sync with your calendar.

If you're a larger company, you can upgrade to Pipedrive's Professional plan. This plan gives you a variety of features that are designed to help you close more deals. In addition to the basic contact management features, the Professional plan includes handover, advanced activity-based selling, click-to-call and enriching data from social networks.

Workflow automations

Pipedrive Workflow Automation is a trigger-action system that lets you create automated tasks that are fully customizable and easy to use. You can schedule tasks, set up reminders, and get notifications on when a specific event occurs. It is designed to help you improve your business processes and get a handle on the data you are gathering.

Workflow automation is a great tool for any organization, especially if you need to take care of repetitive, manual tasks. This can help you save time and money. But you need to know how to create the perfect workflow for your company.

One of the best features of Pipedrive's workflow automation is its ability to notify you when a deal is created, updated, or moved. These notification can be sent to a single user, to a group, or to your favorite chat tool.

Meeting scheduler

Pipedrive has a meeting scheduler that allows users to set meetings with clients. The scheduling software also offers video conferencing options.

Aside from its meeting scheduler, Pipedrive has an assortment of tools that can help you manage your appointments and track important performance metrics. Users can also use apps to access information on the go. They can filter contacts by city, state or country.

Pipedrive's meeting scheduler supports Zoom. This is a virtual conferencing tool that helps 300 million people attend meetings each day. Its meetings are free to use with Pipedrive.

You can also schedule video calls through the "Propose Time" feature. When you schedule a meeting with a prospect, you can add a link to the appointment in your email. By adding the link, your prospect will be able to join your Zoom meeting.

Smart docs

Smart Docs is one of the fastest growing features offered by Pipedrive. It helps teams automate the document-related processes. This allows teams to send and track documents, while saving time.

Pipedrive Smart Docs has all the features that you need to manage your documentation process. This includes document sharing, tracking, and electronic signatures. With Pipedrive, you can create standardized document templates, reduce manual work, and avoid copy-paste errors.

The Smart Docs add-on is free for Professional and Enterprise plan users. However, the add-on has limitations. To get the most out of this feature, it's important to upgrade to a Professional or Enterprise plan.

Depending on your company's needs, you can choose from four different Pipedrive plans. Each plan is designed for different business requirements. If you're just starting out or have a small to medium-sized company, Pipedrive's Essential plan is a good choice. For larger companies, the Pipedrive Enterprise plan provides all the features you need. In addition to enhancing your sales process, the Enterprise plan is also covered by support without restrictions.

Recurring revenue

Recurring revenue is an important component of a company's earnings. It helps businesses to project future income and make more profitable sales investments. This feature is especially helpful for companies that offer recurring subscription services.

The recurring revenue feature can be found in Pipedrive's Advanced and Professional plans. These plans include additional features that make managing recurring subscriptions easier.

Recurring revenue can help you build a long-term relationship with customers. With a monthly recurring revenue plan, you can easily visualize your incoming cashflow and gauge the impact of changes on your business.

To use the Recurring Revenue feature, click the "+" symbol on your dashboard. You will then be able to create an account, add a payment schedule, set the amount to be paid and more. A pencil icon is also available to edit individual payments.


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