The CRM for small + medium teams (200 or less) that are using Microsoft 365.
Pipedrive is more of a "sales-focused" CRM for small + medium teams (meaning 100 seats or less), and it's pretty good at just that.
It's a huge upgrade from trying to use a spreadsheet like Google Sheets as a CRM or a database like Airtable as a CRM, any yet flexible enough to even build out for some additional internal processes beyond just sales.
Their API is flexible and robust (we enjoy integrating it for teams), and they've been around for a while, so they aren't going anywhere anytime soon. Solid recommendation if your team's tech stack revolves around Microsoft.
While Pipedrive allows you to sync in emails retroactively into the system, it only does it for the past 6 months, whereas competitors like Copper will actually go an entire year back, across everyone on your team, when a new contact is added to the CRM.
If you're using Microsoft 365 though, Pipedrive would be your best bet, as Copper doesn't work with non-Google Workspace/Gmail accounts.
If you're deeply considering Pipedrive as your CRM and your team is using Google Workspace—go check out Copper instead.
If you're heavily a sales-focused company and are using Microsoft Outlook for email, Pipedrive will actually give you one of the best experiences when it comes to a CRM.
While we might in some cases recommend HubSpot if you're a Microsoft shop, we would do so hesitantly as HubSpot gets to 5–figures per year very quickly. And that's a lot of Pipedrive seats!
We might recommend reading the Best CRM Comparison post we made which goes deeper into the positives and negatives of Pipedrive as compared to others.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Free 30 day trial + we are partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
Curious how this app compares to others?
Curious what software tech stack their team is actually using internally? Let us know what you'd like to know and we'll figure it out!
Curious what software tech stack their team is actually using internally? We've put together a list (and even tracked the software they used to use)!